Our Team
Experienced. Smart. Connected. And focused on you.
We use our extensive training and knowledge to understand your opportunities and craft customized strategies to help meet your complex financial needs.
Richard Roell
Prior to forming Peak Financial Partners, Richard worked for a large Mutual Insurance company based in Columbus, Ohio.
He received his B.S. degrees from the Franklin University in Columbus, Ohio, and his MBA from Ashland University in Ashland, Ohio. Richard holds the Chartered Financial Consultant (ChFC) designation, the Fellow, Financial Services Institute (FFSI) designation, and is a licensed Life, Health, and Variable Annuities agent.
Our Extended Team
The team consists of additional advisors with specialties; and will be added to your team based on the needs of the client. Additionally, we engage and have relationships with:
- Attorneys
- Bankers
- CPA's
- Estate Planners
- Insurance Agents
- and others as needed