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Our Team

Paul Jones

CEO

pjones@peakfinancialinc.com

Paul brings almost three decades of entrepreneurial expertise to his current position as the Founder and Chief Executive Officer of Peak Financial Inc. He has earned national industry-wide praise for his accomplishments in the financial services field. An authority in the provision of financial and group retirement solutions for small and large businesses. Paul also specializes in individual retirement planning, benefits, and stock brokerage accounts. Dedicated Coach and Leader, Paul assists in weekly training and recruitment.

Robin Gattoni

Operations Manager

rgattoni@peakfinancialinc.com

Robin Gattoni has over 20 years experience in the Financial Services industry. Prior to her position as Operations Manager at Peak Financial, Robin gained a majority of her financial knowledge and skills while holding the position of Operations Manager for ALM Advisors, an investment firm where she implemented systems for Senior & Assistant Portfolio managers on daily Stock & Bond trading, facilitating daily trading issues with brokers and custodians, monthly market research, daily pricing of client portfolios, and reconciliation of client accounts.