Peak American Investment Advisors, Inc.

Robert Blair is a CFP® with 15 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, and Dallas Financial Advisors. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm combines charting and fundamental analysis to construct diversified portfolios and integrates community and nonprofit-marketed educational events as part of its client intake process.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Peak American, he worked at Fisher Investments and held roles in mortgage lending and other industries. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party advisors. The firm uses a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

Matthew Mcintyre is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 credential and eight years of industry experience. He has worked at various Peak American entities since 2018 and previously held roles at AE Wealth Management, Secure Legacy Financial Group, and J.D. Mellberg Financial. Outside of advisory work, he serves as President and CEO of Peak American Financial Group, Inc., which includes involvement in insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party advisors. The firm employs a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Fisher Investments, Cetera Investment Advisers LLC, and New York Life Insurance Company. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm uses a combination of charting and fundamental analysis to construct diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

James Bassett is a financial advisor with Peak American Investment Advisors, Inc. He holds a Series 65 designation and has 11 years of industry experience. Bassett has worked with Peak American Investment Advisors since 2015 and is also involved with Alpha Total Solutions, LLC, a software design and real estate company. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors. The firm employs a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its offerings.

Lori Dunn is a financial advisor at Peak American Investment Advisors, Inc. with six years of industry experience. She holds a Series 65 license and has been associated with various entities within the Peak American group since 2018. Dunn also serves as Director of Human Resources and Compliance at Peak American Financial Group, Inc. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors. The firm employs a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its offerings.

John Gacesa is a financial advisor at Peak American Investment Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Peak American since 2016, including roles at Peak American Financial Group and prior positions at Valenti Management and Hershey Entertainment & Resorts. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm uses a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

John Andruska is a financial advisor at Peak American Investment Advisors, Inc. with 25 years of industry experience. He has held roles at Puritan Brokerage Services, Inc. and has been associated with Peak American since 2007. In addition to his advisory work, he serves as a Client Solutions Manager focusing on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors. The firm employs a combination of charting and fundamental analysis to build diversified portfolios and incorporates educational workshops and estate-planning services into its client offerings.

John Congdon is a financial advisor with Peak American Investment Advisors, Inc. He holds a Series 65 designation and has five years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager in insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm uses a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

Robert Williams is a financial advisor at Peak American Investment Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has been with Peak American Investment Advisors since 2020, also maintaining a role at Peak American Financial Group since 2008. Outside of his advisory work, he is involved in indexed annuities and life insurance sales and serves as a seminar advisor. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors. The firm uses a combination of charting and fundamental analysis to build diversified portfolios and incorporates educational workshops and estate-planning services into its client offerings.

Scott Schwitzer is a financial advisor at Peak American Investment Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and LPL Financial. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm combines charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.