A native of Denver, Kelly Fresquez brings over 10 years of experience in sales and client relationships to the Peak Pro Financial. With comprehensive experience in the financial services industry, Kelly is passionate about equipping financial advisors and RIAs
with the knowledge and tools they need to grow their practice and create better financial outcomes for clients. Recognizing that many advisors often lack advanced planning expertise and tax-smart strategies required serve the needs of the affluent marketplace,
she is committed to bridging this gap.

Kelly believes that the traditional investment management is just one piece of the puzzle, and that a broader range of options can significantly enhance client outcomes. As a Business Development Representative
at Peak Pro, she is dedicated to providing exceptional service and education to advisors, helping them strengthen their planning models and deepen relationships with their clients. By effectively connecting advisors with the extensive resources and innovative
solutions available through Peak Pro, Kelly aims to empower advisors to achieve greater success and deliver unparalleled value to clients.

“The secret of getting ahead is getting started.”

• Mark Twain