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.