Client Service Specialist

Courtney Johnsen

Adam was raised alongside four brothers in a suburb south of Atlanta, Georgia. When he was not immersed playing baseball and soccer, he could most often be found creating science experiments or developing the survival skills he learned through the Boy Scouts of America program. He has always been fascinated by the solar system and nature.

Over the last 15 years, Adam has worked in a variety of investment management and financial planning roles. He started his early career working at MAG Mutual Financial Services, which provided comprehensive financial planning and wealth management services exclusively to physicians and their medical practices. He later went to work for a boutique financial planning firm catering to high net worth and affluent individuals. He simultaneously started a property and casualty insurance agency to address unmet liability exposures for his clients that he ran for several years. During that time he met Dan Ahmad and was able to work with him on several special projects.

He kept in touch with Dan and was recently invited to join the Peak Financial team. His primary focus is serving retirees and pre-retirees of all professions in the development of strategic plans for retirement. His motto is “plan with a purpose.” As a financial advisor, Adam takes a holistic approach to understand his clients’ goals and concerns, and customizes his recommendations to best fit each client’s needs. He is passionate about helping people develop better wealth management and retirement planning strategies. Adam’s drive for excellence, compassion, and warm personality has led him to move his beautiful wife, Gabriel, and four wonderful children, Olivia, Carson, Bennett, and Wells across the country from Atlanta to become part of the “Peak Family” in Roseville, California. He is an avid outdoorsman and loves everything sports related. Adam is a two-time cancer survivor who also speaks Russian, having served a two year mission in Samara, Russia. Adam is an active member of his church, community, and the Boy Scouts of America. Adam holds a bachelors degree from Troy University, active Series 24, 7, 63, & 65 securities licenses along with insurance agent and insurance counselor licenses for Life, Accident & Sickness, Property & Casualty, and Variable Annuities.

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110
Roseville, CA 95661

DISCLOSURE: All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the material in this presentation is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply.

Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there is no guarantees of gains, as past performance is not indicative of future positive investment results. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company.

Illustrations/projections displayed within this presentation are hypothetical in nature and should not serve as the sole determining factor in making financial decisions. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions. By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC. If you place assets under management with our firm, we are paid an advisory fee, and if you purchase an annuity from our firm, we are paid commissions from an insurance company.

Investment Advisor Representatives of and Advisory Services offered through Fiduciary Solutions, LLC, a Registered Investment Advisor. Peak Financial Freedom Group LLC is primarily a fixed insurance sales organization and provides no Advisory Services. PFFG Insurance Agency LLC, CA License #0N14103, is a licensed insurance agency and provides no Advisory Services. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are separate affiliated entities. Insurance products and services provided by PFFG Insurance Agency LLC and independent agents.

Jim Files CA Insurance License #0F06511 Dan Ahmad CA Insurance License #0732913

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