HUB Retirement and Wealth Management (Formerly Peak Financial Group) Employee Directory

Q: What is the largest department at HUB Retirement and Wealth Management (Formerly Peak Financial Group)?

The largest department at HUB Retirement and Wealth Management (Formerly Peak Financial Group) is Finance with 6 employees.

Financial ServicesTexas, United States11-50 Employees

HUB Retirement and Wealth Management, formerly Peak Financial Group, provides retirement plan consulting and related advisory services. Based in Houston, Texas, the firm manages more than $2.5 billion in corporate and governmental retirement plan assets. It serves entities of all sizes with customized guidance for 401(k), 403(b), 457(b), and nonqualified plans, focusing on building sustainable, repeatable processes to help manage fiduciary risk.

Advisory services related to retirement and securities are provided through LPL Financial and other affiliated advisers, including Global Retirement Partners and HUB International Investment Advisor Services LLC, all of which operate as separate SEC-registered advisers. LPL representatives associated with the firm may transact only with residents of a defined group of states, while the organization holds licenses to sell insurance across numerous jurisdictions. In mid-2026, Hub International announced leadership appointments, including Paul Collins as Northeast area president, effective July 1, 2026.

HUB Retirement and Wealth Management (Formerly Peak Financial Group) Global Highlights

North America
700

United States Of America
682
Canada
15
Dominican Republic
1
Honduras
1
Trinidad And Tobago
1

Europe
12

United Kingdom Of Great Britain And Northern Ireland
8
Spain
1
Germany
1
Ukraine
1
France
1

Asia
10

Singapore
3
India
3
Turkey
1
China
1
Thailand
1
Iran
1

Africa
7

South Africa
5
Egypt
1
Libya
1

Oceania
7

Australia
7

HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s Leadership

B. C.
Ceo, Wealth Manager
Mobile Phone
Email
J. T.
Chief Executive Officer
Mobile Phone
Email
J. W.
Chief Executive Officer
Mobile Phone
Email
J. K.
Chief Investment Officer Cfa Cima
Mobile Phone
Email
K. M.
Chief Operating Officer
Mobile Phone
Email
A. A.
President And Chief Executive Officer
Mobile Phone
Email
L. S.
President
Mobile Phone
Email
A. C.
President
Mobile Phone
Email

HUB Retirement and Wealth Management (Formerly Peak Financial Group) Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Other

Contact profiles from HUB Retirement and Wealth Management (Formerly Peak Financial Group)

Name

Title

Contact

Location

Last Update

B. C.
Ceo, Wealth Manager
Mobile Phone
Email
Jul 14, 2024
B. N.
President Managing Principal
Mobile Phone
Email
Oct 22, 2024
B. K.
Certified Financial Planner Accredited Portfolio Management Advisorsm, Co-Founder And Chief Complian
Mobile Phone
Email
Oct 22, 2024
B. J.
Co Owner
Mobile Phone
Email
Jul 17, 2025
C. G.
Owner
Mobile Phone
Email
Oct 21, 2024
C. M.
Owner Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
C. S.
Founder Sanchez Wealth Management Group
Mobile Phone
Email
Jun 08, 2026
C. P.
President
Mobile Phone
Email
Jun 27, 2025
C. G.
President
Mobile Phone
Email
Oct 21, 2024
C. C.
Partner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is HUB Retirement and Wealth Management (Formerly Peak Financial Group) known for?

HUB Retirement and Wealth Management (Formerly Peak Financial Group) was founded in 2019 and operates in the Financial Services industry. You can contact HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s main corporate office by phone at

+1-281-580-****

. Explore HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s company overview page for more information.

What is HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s most common email format?

HUB Retirement and Wealth Management (Formerly Peak Financial Group) employees' email format typically follows the pattern of First@peakfinancialgroup.net. Trying to find reliable and up-to-date employee contact data? Find more HUB Retirement and Wealth Management (Formerly Peak Financial Group) email formats with LeadIQ.

How many employees does HUB Retirement and Wealth Management (Formerly Peak Financial Group) have currently?

HUB Retirement and Wealth Management (Formerly Peak Financial Group) has approximately 11 employees as of July 2026. These team members are located across 5 continents, including North America, Europe and Asia.

Who are HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s key employees and leadership?

As of July 2026, HUB Retirement and Wealth Management (Formerly Peak Financial Group)'s key employees include:

Ceo, Wealth Manager: B. C.
Chief Executive Officer: J. T.
Chief Executive Officer: J. W.
Chief Investment Officer Cfa Cima: J. K.
Chief Operating Officer: K. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

HUB Retirement and Wealth Management (Formerly Peak Financial Group) Employee Directory

Find HUB Retirement and Wealth Management (Formerly Peak Financial Group) employees' phone numbers or email addresses

Name search is limited — try advanced search instead