7333 Paragon Road, Suite 250,
We embrace a teamwork approach. This is because working as a tam helps broaden our perspective; providing you with support as you travel toward your goals. In addition to helping you address issues such as estate conservation, retirement investing, and risk management analysis, we can answer any question you have.
The experieneced professionals below help clients just like you, clients with similar issues, concerns, and dreams. When you work with the Peak Advisory team, you get a plan and support specifically designed to your unique situation, values, and objectives.
Cory Allen began his career in the financial services industry in 2008. He is a 2003 Graduate of the University of Dayton and has completed his series 7, 66 securities registrations and life and health insurance licenses. He also...
Matt Beck, MBA, AIF®, CRPS®
Doug, Matt, Cory and Stacey are excited to announce that they have joined forces with Prosperity Advisors, headquartered in Overland Park, KS.We have been part of Prosperity’s Network of Advisors for more than a decade, so we are...
Doug Lindley, CWS, AIF®
Senior Financial Advisor
Jim incorporated Petra Financial Solutions in 1998. He received his CERTIFIED FINANCIAL PLANNER™ designation in 1984 and his Masters in Financial Planning in 1999. Jim graduated from the University of Rochester and served in...
Client Service Representative