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Reception, Coordinator

Caitlyn Wilson

Caitlyn has made an impact since joining PEAK. She loves overseeing Front Office and Licensing Operations as it keeps her on her toes and engaged with all of our staff.Caitlyn enjoys mingling with our esteemed clients and agents alike.

Caitlyn has made an impact since joining PEAK. She loves overseeing Front Office and Licensing Operations as it keeps her on her toes and engaged with all of our staff.Caitlyn enjoys mingling with our esteemed clients and agents alike.

She will tell you that she’s the master of first impressions, the director of smiles, and the ambassador of offering ice cold beverages to all our in-office clients. But just a receptionist? Oh, no, no, no! That's like saying a unicorn is just a fancy horse with a horn.
If you're dialing in from outside the Lone Star State, fear not - Caitlyn considers herself “the lucky duck” who gets to field clients call first. Ah, the joys of client connection! Bringing happiness through helpfulness is truly a delight for her! Be sure and say hello next time you give us a call.

Client Relations Manager

Chelsea Drake

Chelsea Drake is fairly new to Texas, after taking the trek from Baltimore, Maryland. With more than 2 years experience at PEAK American, shes moved up quickly. Starting as a scheduler, she was promoted to team lead and then Scheduling Supervisor within my first year.

Chelsea Drake is fairly new to Texas, after taking the trek from Baltimore, Maryland, she’s settled well into the much warmer south. After joining PEAK in 2020, shes moved up quickly and become a key part of our team. Starting as a scheduler, she was promoted to team lead and then Scheduling Supervisor within her first year. While doing all that, Chelsea still managed to obtain her life and health licenses as well in order to best serve the clients she engages with.

Her background is primarily in customer service/relations and like the rest of our team, loves her customers! One of the greatest things she enjoys about our company is our pride in keeping and executing on our core values. “Get it done with Integrity” is her favorite! No matter what may be going on, her first priority is the client and helping solve problems they may be facing, and she is excited for more growth and success with PEAK! Chelsea has been married for 1 year and looks forward to starting a family of her own in the Lone Star State.

Scheduling Lead

Brianna Fox

Brianna grew up in West Palm Beach, Florida, enjoying the coastal lifestyle and was always doing something outdoors or at the beach in the sunshine.

Brianna grew up in West Palm Beach, Florida, enjoying the coastal lifestyle and was always doing something outdoors or at the beach in the sunshine.

Over the years, Mrs. Fox has worked for pharmaceutical companies, law firms, insurance agencies, and now helps bring peace of mind to our clients at PEAK American by scheduling appointments with our fantastic advisors. These appointments are crucial as it’s a great opportunity to meet with our advisors and ensure that all of your needs are being met. She truly love helping others learn and be more in tune with taking care of their health.

Outside of work, Brianna is also very passionate about animals, and lives a very active lifestyle. If she’s not at the gym then she might be on an adventure hike with her dogs. She’s also a self-taught artist, creating artwork for others and custom designs on shoes/clothes.

When it comes to PEAK, she truly appreciates working for a company that supports its people inside of the office and the outside. She loves how all our team receives support not only in their job role but if for personal experiences such as birthdays, anniversaries, and engagements. It’s rare than an entire company gets together to support those milestones.

Scheduling

Kiara Andrade

Kiara grew up in Los Angeles, California. She will tell you she’s a big city girl, who also enjoys being by the beach and hiking to see the best views. Kiara moved to Dallas in 2020, and has grown to love the metroplex’s unique dynamic, which is much different from her childhood.

Kiara grew up in Los Angeles, California. She will tell you she’s a big city girl, who also enjoys being by the beach and hiking to see the best views. Kiara moved to Dallas in 2020, and has grown to love the metroplex’s unique dynamic, which is much different from her childhood.

She’s currently in college to improve her skillset, but used to create magic at Disneyland before coming to Texas. Kiara loves learning new things especially when it comes to helping others. She loves to travel, experience new things, and learn about other cultures and the world’s diversity.

Although she’s still young, she’s extremely proud of her accomplishments such as cooking and nail design (two of her favorite hobbies). She also has two Australian shepherds who she absolutely adores.

Kiara will tell you that PEAK American is full of amazing people that show grace, kindness and always demonstrate what it feels like to work for a company that feels like family. Being in the scheduling department means she gets to help answer a lot of questions clients have and set appointments in order to best serve them on their time. She loves working alongside some of the best staff and is proud to be part of the family!

Client Relations Coordinator

Joselin Martinez

Joeslin grew up in a small city called Poplar Bluff, southeast of Missouri. Known as the “Gateway of the Ozarks, she enjoyed its natural wonders like the springs and rivers, especially during the summer.

Joeslin grew up in a small city called Poplar Bluff, southeast of Missouri. Known as the “Gateway of the Ozarks, she enjoyed its natural wonders like the springs and rivers, especially during the summer. Gardening and cooking are her passions, growing her own fruits, vegetables, and herbs.

Joselin is also very passionate about Mexican cuisine. Given her bi-cultural background, she’s always been surrounded by it and it working on ways to create healthier versions of popular latin cuisine.

She enjoys being a part the PEAK family because of the company culture, work-life balance, and goal orientated leadership. She love the constant motivation and challenges, so she can grow and be the best version of herself in and out of the workplace.

Investment Advisor Representative

John Gacesca

John Gacesa has been with PEAK American since June of 2016. John grew up outside Harrisburg PA, in a small town that most people know as the chocolate capital of the world, Hershey, Pennsylvania.

John Gacesa has been with PEAK American since June of 2016. John grew up outside Harrisburg PA, in a small town that most people know as the chocolate capital of the world, Hershey, Pennsylvania. John, his wife, and 2 children currently reside in the small college town of Kutztown, where they met majoring in music. John has worked in a few different environments all related to customer service and hospitality. He is now utilizing that experience to work with clients in Pennsylvania and New Jersey.

With over 10 years of experience in customer service and hospitality management and an impressive transition into the finance world, John has become a trusted advisor for clients seeking expert guidance in retirement planning. After successfully managing and leading teams in the highly demanding and fastpaced hospitality industry, John decided to pursue a new career path that aligned with his passion for finance which helps individuals secure their financial futures. John made a seamless transition to the financial sector, leveraging his exceptional leadership skills, strong analytical mindset, and commitment to customer service. For the past 8 years, John has honed his expertise in retirement planning, providing comprehensive financial solutions tailored to the unique needs and goals of his clients.

Through a meticulous approach, John works closely with individuals and families to develop personalized strategies that optimize wealth preservation, tax efficiency, and legacy planning. John's ability to communicate complex financial concepts in a clear and concise manner has earned him a reputation for being an effective and trusted advisor. John has a genuine passion for empowering his clients to make well-informed decisions about their estates and retirements, ensuring peace of mind and financial security for the future. Outside of his professional career, John enjoys going back to his Alma Mater of Kutztown University to support the music program that he and his wife were a part of, specifically KUMU (Kutztown University Marching Unit). John also plays inline hockey and was a part of his church softball league. The biggest thing he enjoys most now is spending time with his wife, son and daughter doing just about whatever they want!

Investment Advisor Representative

Matt Hepburn

Matt Hepburn is a dedicated and passionate financial advisor based in the city of Philadelphia. With a deep commitment to his clients' financial well-being, Matt has established himself as a trusted advisor in the local community. His extensive knowledge of financial markets, combined with his caring nature, allows him to guide individuals and families towards achieving their financial goals.

Matt Hepburn is a dedicated and passionate financial advisor with a deep commitment to his clients' financial well-being, Matt has established himself as a trusted advisor in the local community. His extensive knowledge of financial markets, combined with his caring nature, allows him to guide individuals and families towards achieving their financial goals.

Born and raised in Philadelphia, Matt developed a strong work ethic and a genuine desire to help others from an early age. After completing his education at James Madison University, he embarked on a career in the financial industry, driven by his love for numbers and the opportunity to make a positive impact on people's lives. He believes in the power of genuine connections and surrounds himself with like-minded individuals who share his passion for personal growth, laughter, and creating lasting memories.

Matt’s genuine love for his profession shines through in his daily interactions with clients. In his role as a financial advisor, Matt strives to simplify the intricacies of investing, retirement planning, and wealth management. He believes that financial education is a key component of achieving financial freedom and works diligently to ensure his clients are well-informed and confident in their financial decisions.

Matt exemplifies the qualities of a dedicated financial advisor who combines expertise, compassion, and a genuine desire to make a difference in the lives of his clients.

Investment Advisor Representative

Scott Williams

With decades of experience, Scott Williams joined PEAK American in 2008 just as the Great Recession was unfolding and has since been promoted as to a senior advisor for our PEAKeast team.

With decades of experience, Scott Williams joined PEAK American in 2008 just as the Great Recession was unfolding and has since been promoted as to a senior advisor for our PEAKeast team.

Over the years, Scott has helped thousands of families navigate some of the toughest economic times and fast-changing shift in how we live, save, and invest. Over the years he’s developed an even deeper passion and proprietary methodology for empowering clients across the nation to plan their financial future and, more importantly, succeed in their ambitions. Unwavering in his commitment to customer care, Scott is always willing to go the extra mile to provide the kind of exceptional service that’s hard to find in this day in age.

As one of the brightest, yet humble minds in the industry, Scott knows how to solve even the most complex financial enigmas using simple, easy to understand solutions. He also strives to ensure a comfortable, yet thorough approach so his clients feel engaged and at ease knowing that he’s constructing a sound plan, no matter what outcome is needed. His client-first approach aligns with the PEAK belief that we should treat others exactly how we would want to be treated. Scott’s immense industry experience carefully constructed plans and exceptional customer service are just a few reasons why Scott is a top advisor in the DFW area.

Scott specializes in retirement income strategies, comprehensive investment planning, tax-efficient portfolio construction, healthcare plan design, hybrid insurance solutions

Investment Advisor Representative

John Congdon

Oringally from the state of Michigan, John’s financial planning story started at a young age. When his grandparents passed, he saw firsthand the imporance of being financially prepared. JOhn has dedicated his life to financial education and coaching, and takes great pride in helping client achieve PEAK performance using simple, but effective techniques.

Oringally from the state of Michigan, John’s financial planning story started at a young age. When his grandparents passed, he saw first hand the imporance of being financially prepared. JOhn has dedicated his life to financial education and coaching, and takes great pride in helping client achieve PEAK performance using simple, but effective techniques.

John has been with PEAK American for nearly 8 years and has traveled the nation working with clients of all types. He believes in client-focused problem solving, which is grounded in respect for the individual and their unique situation. His high-engagement approach helps the client to understand their unmet needs and concerns. John strives to explore options and think creatively about the best solutions, providing an experience in which clients feel valued and secure. John is recently married and hopes to expand his family here in Dallas.

National Sales Manager

Cliff Bassett

As a native Texan, Cliff knows the value of hard work and sacrifice,and not only proudly serves the Lone Star state, but the entire U.S. as our national lead for training and technology. Cliff has extensive experience in finance and insurance, but also spent quite a bit of time in the tech industry, giving him an advantage in our fast-changing digital world.

As a native Texan, Cliff knows the value of hard work and sacrifice,and not only proudly serves the Lone Star state, but the entire U.S. as our national lead for training. He’s also a key part of our technology team and knows his way around the digital world. Cliff has extensive experience in finance and insurance, but also spent quite a bit of time in the tech industry, giving him an advantage in our fast-changing digital world. His leadership and deep knowledge of product and people, has been key to PEAK American Financial’ success and he works tirelessly to provide world class service to the PEAK family, along with his team of professionals.

Cliff is a dedicated advisor leader and a true PEAK asset. Despite his heavy travel and busy schedule, he’s always available to our staff and clients, even when it means travelling across the country to ensure someone’s needs are personally taken care of.

Retirement Specialist

John Andruska

John was born and raised on the South Side of Chicago and married the love of his life in 1976...right about the same time entered the Financial Services field. Unfortunately, it was the loss of his wife in 2010 that made him realize just how precious life is and how suddenly and unexpectedly it can change; It also drove him professionally.

John's experience with his wife is the driving force that continues to motivate him to help Peak’s clients maneuver through all of the pitfalls they may face during their retirement years. He strives to deal with clients with kindness, respect and empathy. John has one daughter who is a Physician Assistant, working in a cardiovascular ICU unit.

During his free time, I enjoy golfing, traveling, reading and spending time with friends and family. John joined Peak in July of 2005. During my tenure with Peak I have served in many capacities including client relations, wealth management and settlement services.

John was born and raised on the South Side of Chicago and married the love of his life in 1976...right about the same time entered the Financial Services field. Unfortunately, it was the loss of his wife in 2010 that made him realize just how precious life is and how suddenly and unexpectedly it can change; It also drove him professionally.

John's experience with his wife is the driving force that continues to motivate him to help Peak’s clients maneuver through all of the pitfalls they may face during their retirement years. He strives to deal with clients with kindness, respect and empathy. John has one daughter who is a Physician Assistant, working in a cardiovascular ICU unit.

During his free time, I enjoy golfing, traveling, reading and spending time with friends and family. John joined Peak in July of 2005. During my tenure with Peak I have served in many capacities including client relations, wealth management and settlement services.

Retirement Specialist

Aaron Shottelkorb

As an Estate Planning Financial Professional, Aaron is dedicated to helping clients safeguard their legacies, protect their loved ones, and achieve their financial aspirations. With a steadfast commitment to excellence and a client-centric approach, he stands ready to guide and support clients at every stage of their financial journey.

As an Estate Planning Financial Professional, Aaron is dedicated to helping clients safeguard their legacies, protect their loved ones, and achieve their financial aspirations. With a steadfast commitment to excellence and a client-centric approach, he stands ready to guide and support clients at every stage of their financial journey.

Known for his integrity, professionalism, and unwavering dedication to client success, Aaron takes a holistic approach to estate planning, recognizing that financial decisions profoundly impact individuals, families, and communities. By fostering meaningful relationships built on trust and transparency, he empowers clients to navigate life's financial complexities with confidence and peace of mind.

Aaron has built a reputation for delivering personalized financial strategies tailored to each client's unique circumstances and aspirations. As an Estate Planning Financial Professional, Aaron collaborates closely with clients to:

  • Identify long-term financial goals and objectives.
  • Develop comprehensive estate plans encompassing wills, trusts, and powers of attorney.
  • Minimize tax liabilities and maximize wealth transfer efficiency.
  • Facilitate intergenerational wealth transfer and succession planning.
  • Integrate charitable giving strategies into estate plans.
  • Provide ongoing guidance and adjustments to accommodate changing life circumstances and financial landscapes.

With a passion for financial stewardship and a commitment to ensuring clients' legacies are preserved and optimized, Aaron is an accomplished Estate Planning Financial Professional. With over 15 years in the financial services industry, Aaron has demonstrated expertise in guiding individuals and families through the complexities of estate planning, wealth management, and legacy preservation.

Aaron graduated from Calvin University in Grand Rapids, Michigan and the Centre for Medieval and Renaissance Studies as a Keble College affiliate in Oxford, United Kingdom. He is passionate about freshwater fly fishing and enjoys hiking. The thing he appreciates the most as a professional at Peak American Financial is the opportunity to provide meaningful service to a broad network of clients.

Retirement Specialist

Amy Schauer

Amy grew up in San Diego County. She has two daughters, and loves living out in the country. Outside of finance, her passions are real estate, property management, and being a dedicated Girl Scout leader.

Amy boasts an MBA (2011), master's degree in finance (2023) and is currently conducting research for a PhD dissertation on money laundering within real estate within Miami-Dade County. She’s also working towards becoming a CFP by 2026 in order to broaden her knowledge even further to help more people.

Professionally, her passion is improving the lives of her clients, and enjoys working at Peak because of our mentorship, guidance, solid Christian values, and our relentless pursuit to always put the client's needs first.

Amy grew up in San Diego County. She has two daughters, and loves living out in the country. Outside of finance, her passions are real estate, property management, and being a dedicated Girl Scout leader.

Amy boasts an MBA (2011), master's degree in finance (2023) and is currently conducting research for a PhD dissertation on money laundering within real estate within Miami-Dade County. She’s also working towards becoming a CFP by 2026 in order to broaden her knowledge even further to help more people.

Professionally, her passion is improving the lives of her clients, and enjoys working at Peak because of our mentorship, guidance, solid Christian values, and our relentless pursuit to always put the client's needs first.

Retirement Specialist

Gil Garcia

A native of La Mirada, CA., Gil is passionate about learning to enjoy and appreciate life to the fullest and for the people that he shares his life and time with. Outside of his work with Peak, you’ll likely find Gil weightlifting, playing guitar, or exploring the world, both outdoors and indoors.

Professionally, he finds the greatest reward helping position retirees in a stronger financial position. He loves working for Peak American where he can fulfill his professional passion for improving clients’ probability of winning in retirement. Gil takes immense pride in being there for families during a time of loss and helping them through often complex settlements.

A native of La Mirada, CA., Gil is passionate about learning to enjoy and appreciate life to the fullest and for the people that he shares his life and time with. Outside of his work with Peak, you’ll likely find Gil weightlifting, playing guitar, or exploring the world, both outdoors and indoors.

Professionally, he finds the greatest reward helping position retirees in a stronger financial position. He loves working for Peak American where he can fulfill his professional passion for improving clients’ probability of winning in retirement. Gil takes immense pride in being there for families during a time of loss and helping them through often complex settlements.

Retirement Specialist

James Stanley

James grew up in the Rancho Cucamonga Inland Empire, graduating from Etiwanda high school. From there he went on to obtain his bachelor's degree in psychology, and then masters, in business management from Cal Baptist. Mr. Stanley has been with PEAK since 2016 and loves just about every minute of his job (when he’s not sitting in traffic).

He is most passionate about his faith, art, health/fitness, and helping families. He knows that estate planning is a complex matter that a lot of people need help navigating so that their family does not give unnecessary money to attorneys or the government.

James enjoys going to baseball games and recently found a passion for soccer and the Premier league After the PEAK Company trip to Ireland.

What he likes most about working for PEAK Is the system that is in place for us. From the leadership team that is genuinely interested in helping me succeed, The processing team to help me with my paperwork, so that I am paid promptly, And the scheduling team that keeps me busy every week.

James grew up in the Rancho Cucamonga Inland Empire, graduating from Etiwanda high school. From there he went on to obtain his bachelor's degree in psychology, and then masters, in business management from Cal Baptist. Mr. Stanley has been with PEAK since 2016 and loves just about every minute of his job (when he’s not sitting in traffic).

He is most passionate about his faith, art, health/fitness, and helping families. He knows that estate planning is a complex matter that a lot of people need help navigating so that their family does not give unnecessary money to attorneys or the government.

James enjoys going to baseball games and recently found a passion for soccer and the Premier league After the PEAK Company trip to Ireland.

What he likes most about working for PEAK Is the system that is in place for us. From the leadership team that is genuinely interested in helping me succeed, The processing team to help me with my paperwork, so that I am paid promptly, And the scheduling team that keeps me busy every week.

Our Team is Comprised of Genuinely Gifted Minds and Strong Values

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Retirement Specialist, Regional Sales Trainer

Steve Hudson

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Retirement Specialist

Justin McClain

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Retirement Specialist

John Kotsimbos

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Retirement Specialist

Amy Schauer

Amy grew up in San Diego County. She has two daughters, and loves living out in the country. Outside of finance, her passions are real estate, property management, and being a dedicated Girl Scout leader.View Now
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Retirement Specialist

James Stanley

James grew up in the Rancho Cucamonga Inland Empire, graduating from Etiwanda high school. From there he went on to obtain his bachelor's degree in psychology, and then masters, in business management from Cal Baptist. Mr. Stanley has been with PEAK since 2016 and loves just about every minute of his job (when he’s not sitting in traffic).View More
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Retirement Specialist

Gil Garcia

A native of La Mirada, CA., Gil is passionate about learning to enjoy and appreciate life to the fullest and for the people that he shares his life and time with. Outside of his work with Peak, you’ll likely find Gil weightlifting, playing guitar, or exploring the world, both outdoors and indoors.View More
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Retirement Specialist

John Andruska

John was born and raised on the South Side of Chicago and married the love of his life in 1976...right about the same time entered the Financial Services field. Unfortunately, it was the loss of his wife in 2010 that made him realize just how precious life is and how suddenly and unexpectedly it can change; It also drove him professionally.View More
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Retirement Specialist

Sue Hill

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Retirement Specialist

Aaron Shottelkorb

As an Estate Planning Financial Professional, Aaron is dedicated to helping clients safeguard their legacies, protect their loved ones, and achieve their financial aspirations. With a steadfast commitment to excellence and a client-centric approach, he stands ready to guide and support clients at every stage of their financial journey.View Now
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Retirement Specialist

David Tate

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Retirement Specialist

Steve White

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Retirement Specialist

Adam Stewart