Peak American Financial Companies, Inc. Employee Directory

Q: What is Peak American Financial Companies, Inc. known for?

Peak American Financial Companies, Inc. was founded in 1994. Peak American Financial Companies, Inc. operates in the Financial Services industry.

Financial ServicesTexas, United States11-50 Employees

PEAK American Financial  (formerly Puritan Financial Group) has provided simple, yet impactful retirement, wealth, and insurance services for our clients for nearly 30 years. We pride ourselves on providing smart financial advice for the masses and strive to treat all of our clients like family.  PEAK is here to serve the community and help all the hard workers, overachievers, and those who want to carry on their legacy, preserve, grow, and protect their wealth. 

From retirement income planning and investment strategy to long-term healthcare needs or settlement assistance, we believe in old-fashioned values by providing uniquely personal service and conscientious financial advice in a world where human interaction is fading. 

For more information, visit us at www.peakamericanfinancial.com

*In the state of California, PEAK American Financial Services is registered as a DBA under the name PEAK American Life Insurance Services

Find Peak American Financial Companies, Inc. employees' phone numbers or email addresses

Peak American Financial Companies, Inc. Global Highlights

North America
61

United States Of America
61

Asia
1

Singapore
1

Peak American Financial Companies, Inc.'s Leadership

M. M.
Chief Executive Officer
Mobile Phone
Email
P. C.
Chief Operating Officer
Mobile Phone
Email
C. B.
Vice President Of Sales
Mobile Phone
Email
P. S. D.
Head Of Wealth Management
Mobile Phone
Email
K. R.
Executive Vice President Of Finance
Mobile Phone
Email
T. J.
Director Of Client Experience & Engagement
Mobile Phone
Email
S. S.
Director Of Wealth Management
Mobile Phone
Email
M. L.
Director Of Operations
Mobile Phone
Email

Peak American Financial Companies, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Branding
Business Development
Other
Arts & Design

Contact profiles from Peak American Financial Companies, Inc.

Name

Title

Contact Info

Location

Last Update

M. M.
Chief Executive Officer
Mobile Phone
Email
United StatesTexas
Feb 17, 2026
P. C.
Chief Operating Officer
Mobile Phone
Email
United StatesTexas
Feb 17, 2026
K. R.
Executive Vice President Of Finance
Mobile Phone
Email
United StatesArizona
Feb 17, 2026
C. B.
Vice President Of Sales
Mobile Phone
Email
United StatesTexas
Feb 17, 2026
P. S. D.
Head Of Wealth Management
Mobile Phone
Email
United StatesTexas
Mar 18, 2025
T. J.
Director Of Client Experience & Engagement
Mobile Phone
Email
United StatesTexas
Feb 17, 2026
S. S.
Director Of Wealth Management
Mobile Phone
Email
Feb 17, 2026
M. L.
Director Of Operations
Mobile Phone
Email
United StatesTexas
Feb 17, 2026
T. M.
Data And Crm Manager
Mobile Phone
Email
Feb 17, 2026
C. S.
Digital Marketing Manager
Mobile Phone
Email
United StatesTexas
Oct 31, 2025

Frequently Asked Questions

What is Peak American Financial Companies, Inc. known for?

Peak American Financial Companies, Inc. was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 2400 North Dallas Parkway 100 Plano, Texas 75093 United States. Explore Peak American Financial Companies, Inc.'s company overview page for more information.

What is Peak American Financial Companies, Inc.'s most common email format?

Peak American Financial Companies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peak American Financial Companies, Inc. email formats with LeadIQ.

How many employees does Peak American Financial Companies, Inc. have currently?

Peak American Financial Companies, Inc. has approximately 44 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Peak American Financial Companies, Inc.'s key employees and leadership?

As of February 2026, Peak American Financial Companies, Inc.'s key employees include:

Chief Executive Officer: M. M.
Chief Operating Officer: P. C.
Vice President Of Sales: C. B.
Head Of Wealth Management: P. S. D.
Executive Vice President Of Finance: K. R.

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