Peak American Investment Advisors, Inc. Employee Directory

Q: What is Peak American Investment Advisors, Inc. known for?

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

Financial ServicesUnited 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 Investment Advisors, Inc. employees' phone numbers or email addresses

Peak American Investment Advisors, Inc. Global Highlights

North America
56

United States Of America
56

Peak American Investment Advisors, Inc.'s Leadership

M. M.
Ceo Peak Trust Financial Companies
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
S. S.
Director Of Wealth Management
Mobile Phone
Email
M. L.
Director Of Operations
Mobile Phone
Email
C. S.
Digital Marketing Manager
Mobile Phone
Email

Contact profiles from Peak American Investment Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

B. C.
Client Solutions Manager
Mobile Phone
Email
Oct 21, 2025
C. R.
Senior Financial Advisor
Mobile Phone
Email
United StatesTexas
Nov 18, 2025
S. C.
Senior Financial Advisor
Mobile Phone
Email
Nov 10, 2025
J. G.
Senior Investment Advisor
Mobile Phone
Email
United StatesTexas
May 01, 2025
T. M.
Marketing Coordinator
Mobile Phone
Email
Oct 23, 2025
J. M.
New Business Specialist
Mobile Phone
Email
United StatesTexas
Oct 23, 2025
L. B.
Recruiter & Hr Coordinator
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
A. J.
Events Engagement Coordinator
Mobile Phone
Email
United StatesTexas
Oct 25, 2025
J. L.
Investment Advisor
Mobile Phone
Email
Oct 21, 2025
S. H.
Retirement Advisor
Mobile Phone
Email
Aug 12, 2025

Frequently Asked Questions

What is Peak American Investment Advisors, Inc. known for?

Peak American Investment Advisors, Inc. was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 2400 N Dallas Pkwy, 100 Plano, Texas 75093, US. Explore Peak American Investment Advisors, Inc.'s company overview page for more information.

What is Peak American Investment Advisors, Inc.'s most common email format?

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

How many employees does Peak American Investment Advisors, Inc. have currently?

Peak American Investment Advisors, Inc. has approximately 45 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Peak American Investment Advisors, Inc.'s key employees and leadership?

As of December 2025, Peak American Investment Advisors, Inc.'s key employees include:

Ceo Peak Trust Financial Companies: 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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