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Dan is a Co-Founder of Peak Financial Freedom Group and serves as the President. He has been a Certified Financial Planner^TM since 1989, an Accredited Tax Advisor, a member of the National Society of Accountants, and was formerly an Enrolled Agent with the IRS for 30 years. He is licensed for annuities, insurance, and is an Investment Advisor Representative. Dan is a “Fellow of the Institute” of the Estate & Wealth Strategies Institute at Michigan State University, successfully completing a three (3) year post-doctorate study program.

Jim is a Co-Founder of Peak Financial Freedom Group and serves as the Chief Executive Officer. He is an Investment Advisor Representative and licensed for annuities and insurance. Jim has tremendous business experience having successfully operated multiple companies in diversified businesses. He has extensive training and experience in Mergers and Acquisitions and in a previous role, he co-founded a technology company and help lead it to a successful public offering.

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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…

Having spent over 20 years in CPA firms in Rhode Island and California prior to his role at Peak Financial Freedom Group, Fred has started his own tax and accounting practice. He helps many of our clientele on a personal level…

Keri works one-on-one with the clients to support them with their servicing and funding needs. She enjoys working on a personal level with each and every client to ensure their trust and happiness with Peak Financial Freedom Group…

Having spent almost a decade in the customer service world of retail prior to her role at Peak Financial Freedom Group, Sarah has mastered the art of communication, understanding, and connecting with all of our clientele…

Courtney and her family moved from Redwood City, CA 16 years ago and have lived in the Old Fair Oaks area ever since. She enjoys spending time with friends, binge-watching Netflix series, and cuddling her Malti-Pom named Dandelion (Dandy).

Randy started with Peak Financial in 2015 and moved his family across the country from Atlanta, GA for the opportunity to work with Dan and Jim. He had worked with them on various projects since 2011, and recognized their expertise in assisting clients in their transition to and properly planning for retirement. Randy is passionate about…

Elizabeth began her journey as a political client lead for a treasurer’s office here in Sacramento. Wanting to move away from politics, she found her home at Peak Financial. During her free time, she loves to go hiking, spending time with her pets…

Johnalyn was born and raised in Napa Valley, but moved to Sacramento to attend SSU. After graduating with a BA in Sociology, she spent years of working in sales and finance. She is the newest addition…