Since 1993, I have been dedicated to helping professionals and families optimize their financial resources. As the Founder of Peak Wealth Partners and a seasoned financial expert, my journey began in the competitive halls of major investment firms. Disenchanted by the industry's focus on self-serving products and profits, I launched my own firm in 2019 to champion a client-first approach.At Peak Wealth Partners, we pride ourselves on our independence and commitment to truly serving our clients’ best interests. This ethos has not only shaped our company culture but has also been recognized widely in our field. I am honored to have been named a Forbes Best-in-State Wealth Advisor in 2021, 2022, 2023, and 2024, affirming our leadership and dedication in the financial advisory landscape.In addition to my advisory roles, I am a Best-selling co-author and a respected voice in financial strategy, continually seeking new ways to enrich our clients' lives financially and personally. As a former member of the 2022 Chairman's Council, I continue to drive forward with innovation, integrity, and an unwavering focus on client success.Let’s connect to explore how we can elevate your financial strategies and achieve remarkable results together.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' above. Investment Advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Peak Wealth Partners are separate entities from LPL Financial.Third party posts found on this profile fo not reflect the views of LPL Financial and have not been reviews by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and /or transact business with residents of the following states {CA, CT, DE, FL, ID, IL, IN, LA, MD, MI, NC, NJ, NY, OK, PA, SC, TN, TX, VA}