Broker Check

Team

 

 

Kevin M. O'Brien, CFP®

Founder & President

(508) 351-9775

(508) 351-9668

KEVIN M. O'BRIEN, a CERTIFIED FINANCIAL PLANNER™ Professional, is also an Accredited Investment Fiduciary® (AIF®), a Chartered Advisor in Philanthropy®, and Founder and President of PEAK Financial Services, Inc. Kevin has helped...

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Shaunna M. Knuth

Financial Assistant

(508) 351-9775

(508) 351-9668

Shaunna serves as the Financial Assistant for PEAK Financial Services, Inc. Before joining PEAK, Shaunna worked at law firms such as Bowditch & Dewey, P.C. and Mountain, Dearborn, & Whiting, P.C. for more than 30 years as a Paralegal,...

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Tammi serves as Peak Financial Services Administrative Assistant. Tammi has over 30 years experience as a Secretary and Administrative Assistant in the Pharmaceutical and Health Services industries. She most recently worked at Reliant...

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