Our Team
Brian Sells CPA, CFP®
Managing Partner & Chief Investment OfficerBrian founded Peak Financial Advisors in 1997 after moving back to Denver from Cleveland, Ohio. This decision stands out as the best career choice he's ever made, as getting to love his work is a rare gift. Seeing clients succeed and watching the business evolve has been incredibly rewarding.
Before starting Peak, Brian worked as a senior advisor for Sterling Limited and Sterling Asset Management in Cleveland, Ohio. He also served as an accountant in the Denver office of Arthur Andersen for six years and graduated in 1989 with a B.S.B.A. in accounting.
With over 30 years of experience, Brian currently manages all the investment portfolios at Peak Financial, handling responsibilities such as researching investments, making buy/sell decisions, trading, and overseeing all portfolios.
Debbie Freeman CPA, CFP®, CDFA®
Partner & Director of Financial PlanningDebbie started with Peak Financial in 2005 and became a partner in 2017. She thrives on the relationship aspect of her career, finding it very rewarding to get to know clients and see all that they can accomplish.
Prior to joining Peak, Debbie worked as a tax accountant for Deloitte. Before moving to Denver, she received her Masters of Accountancy degree and her B.S.B.A. in accounting from the University of Montana in Missoula.
Debbie manages all of your financial planning projects and tax preparation. She is passionate about educating and helping clients navigate divorce. She finds the most fulfillment in her career when she gets to educate and empower people after a major life transition.
Lorrie Haverley
Vice President & Chief Compliance OfficerLorrie joined Peak Financial in 1999 and quickly became an integral part of the team. As the Vice President, she plays a critical role in shaping the firm's strategic direction and overseeing its daily operations. Her leadership and commitment have been instrumental in driving the firm's growth and success.
Additionally, Lorrie serves as the firm’s Chief Compliance Officer, ensuring adherence to regulatory requirements set by the Securities and Exchange Commission.
Before joining Peak, Lorrie was an executive assistant at Sony.
Avi Claire Chabot
Director of Client ServicesAvi Claire became a part of Peak Financial in 2024 as the Director of Client Services. With three years of experience in the financial industry and a decade of customer service experience, Avi Claire is driven by a genuine passion for helping clients achieve their financial goals. Her enthusiasm for providing exceptional service ensures that clients feel valued and understood.
Prior to joining Peak Financial, Avi Claire worked in client services at Denver Wealth Management, Inc. She graduated from the University of Colorado Boulder with a Bachelor's degree in Media Studies.
In her role, Avi Claire oversees client interactions, ensuring personalized attention and tailored solutions for each client. She is dedicated to fostering strong client relationships and continuously improving the client service experience at Peak Financial.
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.