Peak Capital Management, LLC

Brian Lockhart is a financial advisor with Peak Capital Management, LLC in Greenwood Village, CO, holding a Series 63 designation and 31 years of industry experience. He has been with Peak Capital Management since 2006 and is also affiliated with Shepherd Kaplan Krochuk LLC. Outside of his advisory role, Mr. Lockhart serves as an unpaid director for Newdea, a nonprofit focused on economic development in the developing world, and as an unpaid board member for NanoDX, Inc., a medical device company. Peak Capital Management provides investment management, financial planning, and sub-advisory services to a diverse client base, including individuals, pension plans, charitable institutions, and businesses. The firm employs an absolute-return, risk-focused investment philosophy that aligns client risk profiles with tactical, diversified model portfolios.

Quinlan Vande Koppel is a financial advisor at Peak Capital Management, LLC, holding a Series 65 designation with six years of industry experience. He has been with Peak Capital Management since 2018, with prior experience at Legacy Bank. Peak Capital Management provides discretionary and non-discretionary investment management, financial planning, and sub-advisory services to a diverse client base including high-net-worth individuals, institutions, and businesses. The firm employs an absolute-return, risk-focused investment approach that aligns client risk profiles with tactical, diversified model portfolios.

Clint Pekrul is a financial advisor at Peak Capital Management, LLC with 24 years of industry experience. He holds the CFA® designation as well as Series 63, 65, and 66 licenses. Pekrul has been with Peak Capital Management since 2016. Peak Capital Management provides discretionary and non-discretionary investment management, financial planning, and sub-advisory services to a diverse client base including individuals, pension plans, charitable institutions, and businesses. The firm employs an absolute-return, risk-focused investment approach, using client risk profiles to tailor tactical, diversified model portfolios across various asset classes.