Peak Financial Services

Talk to one of our advisors today and discover the benefits of our advice-centric experience.

Take your first step toward your financial future

Peak Financial Services will work with you to understand your financial goals and priorities, develop a long-term strategy, help build a diverse and complete investment portfolio, and help protect your family's future.

Call today to arrange a no-obligation financial consultation with a Peak Financial Services Representative at (800) 267-4363. We can meet with you at any branch that's convenient for you.

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Our products and services

At Peak Financial Services, we offer a comprehensive suite of financial products and services designed to help you achieve your unique goals.

Personalized Financial Planning

Develop a tailored roadmap for your financial goals and future.

Strategic Wealth Management

Grow and preserve your assets with expert guidance.

Investment Opportunities

Access a broad spectrum of investments including stocks, bonds, and mutual funds.

Annuities for Growth & Income

Explore fixed and variable annuities for diversified returns.

Comprehensive Insurance Solutions

Protect yourself and your loved ones with life, disability, and long-term care coverage.

Retirement & IRA Planning

Build a secure retirement with customized plans and IRA options.

Our mission

We are committed to helping clients attain financial freedom through comprehensive planning and confidential, individualized solutions.

We work with you to understand your financial goals and priorities, develop a long-term strategy, help you build a diverse and complete investment portfolio, and help protect your family's future.

Our team

Peak Financial Services Advisors can be reached toll-free at (800) 267-4363.

Visit PeakFinancialServices.com to learn more about our products, services, and team.

  • Todd Dietmeyer, Financial Advisor
  • Phillip Robbins, Financial Advisor
  • Nickohl Banyai, Financial Services Assistant
  • Loren Camp, Financial Advisor
  • David Hoffert, Financial Advisor
  • Melissa Barnett, Financial Services Assistant
  • Brad Heath, Financial Advisor
  • Robert Adrian, Financial Advisor
  • Pamela Blaylock, Financial Services Assistant
  • Katarina Brubaker, Financial Advisor
  • Annie Shields, Financial Services Assistant
  • Sherwin Wray, VP of Financial Services
  • Jeff Schlenker, Financial Services Program Manager
  • Nikolay Terekhin, Financial Services Operations Manager

Existing accounts can be accessed at client.adviceworks.net/auth/login.

Talk to One of Our Advisors Today

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Peak Financial Services is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.

Peak Financial Services' registered address is 1020 E 5th Avenue, Olympia, WA, 98501 and phone number is (800) 258-3115.

Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.

View Cetera Investment Services LLC privacy policy and other important information.

Check the background of our investment professionals on FINRA’s BrokerCheck: brokercheck.finra.org

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.