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Peak american

Leadership Team

Matthew McIntyre

CEO & Founder
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Lori Dunn

President
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Robert Blair, CFP®

Director of Portfolio Management
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Scott Schwitzer

Director of Wealth Management
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Kristin Riesgo

Vice President of Finance
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Jacob Tindall

Vice President of Marketing
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Financial Advisors

Cliff Bassett

Senior Wealth Advisor
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John Congdon

Senior Wealth Advisor
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Luke Schlenker

Senior Financial Advisor
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Austin Garron

Senior Financial Advisor
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Scott Williams

Senior Financial Advisor
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John Gacesa

Senior Financial Advisor
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Firm Administration

Melanie Lewis

Director of Operations

Leslie Ball

Recruiter/HR Coordinator

Steven Vanman

IT and Business Systems Manager

Trent McIntyre

Director of Marketing Operations

Alex Jeffries

Client Experience Coordinator

Nicole Villasenor

Client Service Specialist

Jessica Oliver

Director of Sales Operations

Jamie McKibben

Client Service Specialist

Abbey Sanford

Client Operations Associate

Tara Ryan

Front Office Manager
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Retirement Guide
Request an Appointment