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Reach Out To The Home Office

At PEAK, everyone has a voice

AND WE ARE HERE TO CHANGE THE INDUSTRY TOGETHER.

The founding partners of PEAK have a true understanding of what is necessary to grow and thrive in a challenging environment because they live it every day. We possess a proactive culture that fosters collaboration, flexibility, and support. From our founding partners to our committed support staff, everyone has the same goal and everyone realizes that they are dependent upon the success of our advisors to achieve that goal. In the spirit of that commitment, we stand ready to provide you with great people, ideas, technology, and support to manage and grow your business profitably and efficiently.

LEADERSHIP TEAM

REGINA RUDNICK PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO), PARTNER

REGINA RUDNICK PRESIDENT, CHIEF EXECUTIVE OFFICER (CEO), PARTNER

MATT REYNOLDS CHIEF COMPLIANCE OFFICER (CCO)

MATT REYNOLDS CHIEF COMPLIANCE OFFICER (CCO)

CHRIS MUELLER, CFA CHIEF OPERATIONS OFFICER (COO)

CHRIS MUELLER, CFA CHIEF OPERATIONS OFFICER (COO)

DAVID PHILLIPS CHIEF INFORMATION SECURITY OFFICER (CISO)

DAVID PHILLIPS CHIEF INFORMATION SECURITY OFFICER (CISO)

PHILIP F. SMITH CHIEF FINANCIAL OFFICER (CFO)

PHILIP F. SMITH CHIEF FINANCIAL OFFICER (CFO)