Behind every great company is a team of exceptional people who work together to create and provide impactful and insightful services. This is our team!
Nick is originally from Massachusetts where he attended college and achieved a degree in business administration and a minor in communications. He joined the Peak Pro Team in 2016 and has an extensive background in sales support, analytics, customer service, account management, and sales development through active communications. Nick is well versed in tax-free income planning and focused on the conceptual approach that we focus on here at Peak Pro Financial. He takes time to attend to his agents questions, with attention to training in order to maximize the potential each of his agents possess. Nick dedicates his time to finding the most suitable planning method available for his agents and takes pride in aiding to convert the sale.
Joe joined the Peak Pro Team in 2017 after relocating to Denver from Austin, TX. He brings a wealth of knowledge in the areas of financial planning, coaching, and professional development. He has held his Series 7, 24, 63 & 65 licenses as well as Life & Health Insurance and has a deep understanding of tax-free income planning. Through his high level, conceptual approach to helping his agents he trains them to build their business in a meaningful way. Along with the Peak Pro team, Joe looks to leverage his work ethic and strong desire to help his agents find the best planning methods for their clients to make them more successful. He holds a degree in Finance, with a concentration in Securities Analysis, from Siena College. Joe is an avid SCUBA diver and loves to get to the mountains as often as possible.
Aubrey joined the Peak Pro team as the Illustration Designer in October 2013. She is responsible for – and takes pride in – running accurate and concise illustrations for advisors to include in their presentations to clients. As part of the illustration team, she also figures underwriting and suitability guidelines for all case design and illustrations that are sent to the advisors. Aubrey has a background in mortgage underwriting and customer service. She utilizes the skills she has learned in these past roles to provide unparalleled attention to detail and efficiency in her work at Peak Pro.
Stephanie joined the Peak Pro team in July 2015. As the Inforce Policy Administrator, she assists with Inforce policy changes, material changes and special requests for inforce policies. Stephanie’s prior experience includes a career as the Lift Supervisor at a local ski area near Leadville, CO. While living in Colorado’s High Country, she acquired her AAS degree in Ski Area Operations and Management from Colorado Mountain College. Stephanie now lives near Denver and has recently graduated from Metro State College of Denver with a BS degree in Land Use and GIS (Geographic Information Systems). She is currently pursuing a Master’s degree in GIS through Johns Hopkins University and hopes to pursue her Doctorates after graduating from the program. In her spare time, Stephanie and her husband love skiing & snowboarding, hiking, rockhounding, attending Rock concerts, and hanging out with their two dogs.
Jayme Mondragon joined the Peak Pro Team as the second Illustration Designer in August of 2014. Jayme Currently attends school at Arapahoe Community College and is working towards an Associate’s Degree in General Business Studies. With hard work and perseverance she hopes to receive a Bachelor’s Degree in Marketing within the next five years. Because of her work ethic and positive attitude, Jayme was promoted to Case Designer. She works everyday with our agents and our Sales Development Advisors to help design their cases, and pre-qualify clients based on their financial assets, as well as continues to help in the Illustrations Department when needed. She looks forward to helping build the Case Design department here at Peak Pro.
Tess joined Peak Pro Financial in November 2015 as a sales administrator. Last May, she graduated from the University of Colorado with a degree in International Affairs. Tess ensures every agent has the access, resources, and knowledge necessary to approach clients with a flawless presentation of IUL products. With a background in project management and customer service, Tess is able to provide friendly and efficient assistance to agents.
Steph Nespoli joined Peak Pro financial in November 2016 as an illustration administrator. Dedicated, focused, and fueled by strong coffee, she takes joy in providing accurate illustrations in a timely manner. She excels at prioritizing and completing multiple tasks simultaneously and following through to achieve goals. As a results oriented individual, Steph enjoys knocking out her list of things to do every day and being as productive as possible. When she isn’t working on illustrations, she enjoys a good read and snuggling up with her two cats to watch Netflix.