PEAK Brokerage Services Announces Installation of Three Members to The Firm Leadership Team
In a move that signals PEAK Brokerage Services’ commitment to providing their advisors best-in-class support, technology, and thought leadership, the firm has announced this week the installation of three Executive Leadership Team members.
Regina Rudnick, a thirty-year financial services veteran with vast leadership expertise in advisor relationships, marketing, and business development, has been promoted to the role of President and CEO, having been with PEAK for six years as Executive Vice President, Advisor Relations. Previously, Regina spent over 20 years at The Legend Group. Chris Mueller joins PEAK in the role of Chief Operations Officer, having formerly served in that same role over nearly two decades at the firms Atria Wealth Solutions, NEXT Financial Group, and American General Securities Inc., respectively. Additionally, David Phillips has been welcomed to the PEAK leadership team as Chief Information Security Officer, having spent more than 20 years in key information technology leadership roles, most recently as Director of IBM Software Engineering at Lincoln Investment.
Collectively, this team represents a unique advisor-first vision, forged over their nearly a century of combined experience, during which the trio crossed paths professionally many times. Chris previously worked with several of the founding members of PEAK while at NEXT Financial Group and individually Regina and David have worked together on key initiatives for 24 years. This level of camaraderie affords a unique opportunity as the shared alignment of vision between the PEAK leadership team provides a foundation which will serve only to enhance and accelerate the firm’s groundbreaking approach to both advisor independence and the tools and resources which make advisor success possible.
As stated by Chris, “I am excited to support PEAK’s independent advisors by putting to work my industry expertise, in tandem with PEAK’s vast resources, in order to serve their practices with the personalized approach and level of partnership synonymous with the PEAK name.”
As conveyed by David, “Joining the PEAK leadership team is an exciting opportunity. We are in the position to create something special for advisors – something no one else in the industry is doing.”
As expressed by Regina, “Our firm’s tagline ‘Experience Different’ is certainly conveyed by this leadership team. Individually, we are avid learners, visionaries, and industry disruptors who see financial services through a lens focused on next-level advisor achievement. Combined, we have the deep trust and respect for each other that gives us shared clarity of purpose and direction. Our advisors are our #1 priority. Simply put, we listen because we care, and it shows. The combination of these elements is unstoppable, and I anticipate revolutionary things to come for our entire PEAK team.”
PEAK Reps, LLC is a holding company for PEAK Brokerage Services, an independent broker-dealer; BlackRidge Asset Management, a registered investment advisor; and Top Advisors Group; an insurance marketing group. The founding group ascribes to the entrepreneurial spirit where advisors are encouraged to assist other advisors in achieving their full potential. For more information on PEAK Brokerage Services, visit https://peakbrokerageservices.com/.