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Peak american

Leadership Team

Matthew McIntyre, CEO and founder of Peak American Investment Advisors, a fiduciary wealth management firm

Matthew McIntyre

CEO & Founder
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Lori Dunn, president of Peak American Investment Advisors

Lori Dunn

President
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Robert Blair, CFP®, director of portfolio management at Peak American Investment Advisors

Robert Blair, CFP®

Director of Portfolio Management
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Scott Schwitzer, director of wealth management at Peak American Investment Advisors

Scott Schwitzer

Director of Wealth Management
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Kristin Riesgo, vice president of finance at Peak American Investment Advisors

Kristin Riesgo

Vice President of Finance
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Jacob Tindall, vice president of marketing at Peak American Investment Advisors

Jacob Tindall

Vice President of Marketing
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Financial Advisors

Cliff Bassett, senior financial advisor at Peak American Investment Advisors

Cliff Bassett

Senior Financial Advisor
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John Congdon, senior wealth advisor at Peak American Investment Advisors

John Congdon

Senior Wealth Advisor
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Luke Schlenker, senior financial advisor at Peak American Investment Advisors

Luke Schlenker

Senior Financial Advisor
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Austin Garron, senior financial advisor at Peak American Investment Advisors

Austin Garron

Senior Financial Advisor
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Scott Williams, senior financial advisor at Peak American Investment Advisors

Scott Williams

Senior Financial Advisor
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John Gacesa, senior financial advisor at Peak American Investment Advisors

John Gacesa

Senior Financial Advisor
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Firm Administration

Team member at Peak American Investment Advisors

Melanie Lewis

Director of Operations
Team member at Peak American Investment Advisors

Leslie Ball

Recruiter/HR Coordinator
Team member at Peak American Investment Advisors

Steven Vanman

IT and Business Systems Manager
Team member at Peak American Investment Advisors

Trent McIntyre

Director of Marketing Operations
Team member at Peak American Investment Advisors

Alex Jeffries

Client Experience Coordinator
Team member at Peak American Investment Advisors

Jessica Oliver

Director of Sales Operations
Team member at Peak American Investment Advisors

Jamie McKibben

Client Service Specialist
Team member at Peak American Investment Advisors

Abbey Sanford

Client Operations Associate
Team member at Peak American Investment Advisors

Tara Ryan

Front Office Manager
Jackline Logan, senior staff accountant at Peak American Investment Advisors

Jackline Logan

Senior Staff Accountant
Jordan Hill, wealth management associate at Peak American Investment Advisors

Jordan Hill

Associate, Wealth Management
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