Executive Vice President
Nothing stops our PEAK Family from supporting one another! While circumstances dictate that we modify our behaviors, we will be together in a virtual environment – sharing marketing ideas, learning new technologies and expanding business opportunities. Earlier this year, we administered an advisor survey to gauge interest (very high) and solicit topics addressing current client-facing issues and strategies. As a result, we acted immediately to launch PEAK’s Stay Connected Virtual Advisor Meeting Series, hosted every other week at a specified day and time. As the name implies, we believe it is critically important for our advisors to stay connected and up-to-date with the opportunities and resources available – from within the PEAK family and beyond.