Your goals. Our guidance.

CONNECT

Address:

9731 Wortham Boulevard, Suite 105
Houston, TX 77065

Phone:

281-580-8300,1-888-503-PEAK (7325)

Fax/Other:

281-955-1907

Why Peak

Along with our now retired partner, Tracey Brundrett, we started Peak with the sole mission of focusing on the retirement crisis that is facing America. 

Does your retirement plan need a check-up?  The regulatory environment is rapidly changing and it is important to review your plan every two to three years.  A stronger plan helps with recruiting and retention and our goal is to help you position your employees to save appropriately for their future.   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck