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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management 

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Paul E. Hill, CFP

President, Regional Director

(801) 557-0009

(801) 255-7034

paul@peakfns.com

Paul Hill is the President/Co-owner of Peak Financial Network Solutions and Regional Director for Cetera Advisor Networks LLC. (read more)

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David S. Pearson, CFP

Vice President

(801) 580-3866

dave@peakfns.com

David S. Pearson is the Vice President/Co-owner of Peak Financial Network Solutions and Regional Manager for Cetera Advisor Networks LLC. (read more)

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James Turnbull

OSJ Manager

801-255-7019

801-255-7034

james@peakfns.com

James got his start in the securities industry in Japan in 1991. After two years there (during which time he met his wife), he transferred with his firm to Hong Kong where he worked on the Hong Kong Futures Exchange and wrote a...

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Cheri Gott

Marketing Specialist

(801) 255-7019

(801) 255-7034

cheri@peakfns.com

Cheri Gott first joined the financial industry in 1987, most predominately as an Administrative Assistant to the Registered Representative with Tooele Federal Credit Union. She joined Peak Financial Network Solutions at the...

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Carla Humes

Administrative Assistant

801-255-7019

carla@peakfns.com

I am an Administrative Assistant, new to Peak Financial. I arrived here armed with a degree in Accounting from Westminster College, supported by a minor in Business, I decided embark on a journey within the credit union movement...

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Kraig Burlingame

Regional Support Administrator

8012557019

Kraig Burlingame grew up in Washington state where he worked in the medical field at Memorial Hospital as well as in a 9-1-1 communications center in Yakima County. Kraig previously worked in the financial industry for Banner Bank...
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Registered Representatives & Advisors

(801) 255-7019

Click here to view the region's Registered Representatives & Advisors.

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Tony Mook, CPA

Regional Program Manager

(702) 892-9661

tony@peakfns.com

Tony Mook is a Regional Program Manager for Peak Financial Network Solutions, managing credit union based financial services programs in several states. He is also the Managing Member of Cumorah Investment Services, LLC, an independent...
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