Team
KEVIN M. O'BRIEN, a Certified Financial Planner® Professional, is also an Accredited Investment Fiduciary®, a Chartered Adviser in Philanthropy®, and Founder and President of PEAK Financial Services, Inc. Kevin has helped...
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,...