Our Team

Brian Sells CPA, CFP®

Managing Partner
Chief Investment Officer

I founded Peak Financial Advisors in 1997 after moving back to Denver from Cleveland, Ohio. Hands down, this was the best career decision I have ever made. Getting to love what I do for a living is a rare gift. Watching my clients succeed and the business evolve has been very rewarding.

Before starting Peak, I worked as a senior advisor for Sterling Limited and Sterling Asset Management in Cleveland, Ohio. I was also an accountant in the Denver office of Arthur Andersen for six years. I graduated in 1989 with a B.S.B.A. in accounting.

Today, with over 30 years of experience, I manage all of the investment portfolios at Peak Financial. I am responsible for researching investments, buy/sell decisions, trading and oversight of all portfolios.

Debbie Freeman CPA, CFP®, CDFA®

Partner
Director of Financial Planning

I started with Peak Financial in 2005 and became a partner in 2017. I thrive on the relationship aspect of my career. It is very rewarding to get to know you and see all that you can accomplish.

Prior to joining Peak, I worked as a tax accountant for Deloitte. Before moving to Denver, I received my Masters of Accountancy degree and my B.S.B.A in accounting from the University of Montana in Missoula.

I manage all of your financial planning projects and tax preparation. I am passionate about educating and helping clients navigate divorce. I find the most fulfillment in my career when I get to educate and empower people after a major life transition.

Lorrie Haverley 

Director of Client Service
Chief Compliance Officer

I joined Peak Financial in 1999 and quickly became an integral part of the team. As the Director of Client Service, I am responsible for ensuring you have an exceptional experience. I work extensively with new clients through the setup process. I also work closely with existing clients in meeting any of their unique needs.

I am the firm’s Chief Compliance Officer. I oversee and ensure we comply with regulatory requirements put forth by the Securities and Exchange Commission.

Prior to joining Peak, I was an executive assistant at Sony.

Our Commitment to Communication

At Peak Financial Advisors, we prioritze open and prompt communication. We understand the importance of being responsive to your needs and questions, ensuring you always feel informed and supported. Our commitment to staying connected allows us to provide the exceptional service and peace of mind you deserve.

Every quarter, we send two informative newsletters packed with our market insights, updates on our current investments, and valuable financial planning and tax tips. Additionally, we provide quarterly performance reports accessible through your client portal, supplementing the monthly statements you receive from Schwab. We also encourage annual meetings to review your progress and make any necessary adjustments to keep you on track.