Meet our Executive Leadership team of expert industry veterans. PEAK’s executive team has been carefully selected to have every avenue of knowledge covered across the industry. Together, they are the driving force behind our ability to foster and protect our supportive, familial culture that has enabled PEAK to be one of the most unique independent broker-dealers in the country.
Meet your Executive Team
Regina is President & Chief Executive Officer of PEAK Reps, LLC, and a partner in the ownership group. She leads the strategic vision for the firm, which encompasses its independent broker-dealer, registered investment adviser and insurance support organization. For the greater part of her 30 years in our industry, Regina has consistently advocated on behalf of advisors and the clients they serve, demonstrating her commitment to high level, personal service, and she inspires her team to do the same. With her deep history in the financial services industry and a tremendous amount of respect for what it takes to deliver the right advisor experience, Regina is passionate about building true partnerships with advisors and helping them grow their businesses. An essential part of her role is setting the tone for the organization, and she believes that remaining actively engaged with advisors, focus groups and industry partners, with open-minded dialogue and mutual respect, allows a means to gauge perceptions, as well as identify opportunities and areas of improvement, and to resolve issues quickly. She genuinely enjoys motivating, investing in and empowering others, in part by helping them see how meaningful their contributions are to the greater good.