Taxes

• Tax Planning
• Tax Services
• Income Tax

Investment

• Investment Management
  We are not your traditional investment management firm. We are Certified Public Accountants and Certified Financial Planners that love our work so much; we have been doing it for over twenty years. We work with a limited number of individuals and families so we can build a genuine relationship with you. Our goal is to bring organization and clarity to your financial life. We listen, educate and pay attention to your finances. You can relax knowing we have your back.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Peak Financial Advisors, LLC is a U. S. Securities and Exchange Commission Registered Investment Advisory firm. Advisor does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the advisor's service offerings and provides for an efficient method in which a prospective client may contact the advisor. Advice can only be rendered after the following conditions are met...
• Asset Management
  Before starting Peak, I worked as a senior advisor for Sterling Limited & Sterling Asset Management in Cleveland, Ohio. I was also an accountant in the Denver office of Arthur Andersen & Co. for six years. Both gave me invaluable experience in investment management, financial planning and tax consulting. I am a Certified Public Accountant and a Certified Financial Planner®. I graduated from the University of Denver in 1989 with a B.S.B.A. in Accounting.