Our founders

50+ Years Of Combined Experience

Local Radio Show Hosts | Local Television Hosts | Mentor-Coaches To Platform With Thousands of Financial Professionals | 2019, 2020, & 2021 Five Star Wealth Manager Award Winners | Co-Authors With Larry King | Co-Authors with Jack Canfield

Dan Ahmad

Co-Founder | President
Dan Ahmad cofounder

Dan is a Co-Founder of Peak Financial Freedom Group and serves as the President. He has been a Certified Financial PlannerTM 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 Files

Co-Founder | CEO
Jim Files cofounder

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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Our Team

Click on a member of our team to learn more about them.


Chief Compliance Officer

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…

Fred Coia

Enrolled Agent | Accountant

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 with their tax needs.


Director of Client Services

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.

Sarah Fortriede

Director of Marketing

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 on a personal level. Sarah loves working with clients who become part of the Peak family and abides by…

Kendall Wagner

Director of Client Services

Kendall was raised in the small town of Wheatland, California. She recently graduated from Chico State with a Bachelor’s degree in Business Marketing. Her favorite pastimes include brunching with family/friends and spending time with her Chihuahuas, Bean and Cheddar.

Randy Krogh

Director of Business Development

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 over the past 7 years, and recognized their expertise in assisting clients in their transition to and properly planning for retirement.

Courtney Johnson

Client Service Specialist

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).

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


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.  By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. None of the material presented 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. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions.

Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there are no guarantees of gains, as past performance is not indicative of future positive investment results. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive. 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. If you place assets under management with our firm, we receive advisory fees for assets you place under management and commissions from insurance companies you buy products from. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.

Peak Financial Freedom Group LLC and Fiduciary Solutions LLC do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether link to Peak Financial Freedom Group LLC’s web site or incorporated herein and take no responsibility therefore. All such information is provided solely for the convenience purposes only and all users thereof should be guided accordingly.

2019(1), 2020(2), and 2021(3), Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, and 2021 Five Star Wealth Manager awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.

Investment advisory services are offered through Fiduciary Solutions, LLC, a Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA License #0N14013). Peak Financial Freedom Group, LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG insurance Agency LLC (CA Insurance License #0732913).

© 2020 Peak Financial Freedom Group