Broker Check

Welcome! We’re so glad you’re here. We want to share some exciting news with you.

We, at Peak Advisory Group, are excited to announce that we have joined Prosperity Advisors, headquartered in Overland Park, KS. 

We have been part of Prosperity’s Network of Advisors for more than a decade, so we are very familiar with their associates, business practices and most importantly, how they care for their clients. Our long relationship provides us with a high level of confidence and a strong sense of continuity. And our common affiliation with Cetera Advisors means a seamless transition so very little will change. 

Prosperity Advisors has a deep bench of credentialed advisors. Like us, they put a high value on knowing each client personally and developing a trusted relationship and are focused on helping each client define their personal financial goals and developing a plan that leads them confidently into the future. 

As part of Prosperity Advisors, we will have additional resources to strengthen our capabilities to serve you best. We will be better positioned to incorporate all elements of financial planning including retirement planning, tax planning, estate planning, insurance, college planning, and investments. In addition, we will have access to practice specialties that include employer retirement plan administration, small business, medical/dental practices, military/veterans, divorce, and more. 

In addition, Prosperity Advisors also has a credentialed and experienced investment team, led by Brett Jergens, CFA, CFP®. Brett and his investment team provide advisors and clients with frequent communication in various formats on market outlook, portfolio positioning, portfolio performance and contemplated changes. In addition, they calibrate with advisors and clients to build unique portfolios that match client’s investment criteria and risk tolerance. 

Our entire team, Doug, Jim, Matt, Cory, and Stacey, as part of Prosperity Advisors, will continue to serve you and your family with the same care and attention. In addition, you’ll also be introduced to other new team members from Prosperity’s Planning Team as they will assist us in serving you and helping you pursue financial confidence. 

Click here to meet the entire Prosperity Team.

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