Our team has extensive experience servicing clients and brings a diverse body of experience from financial services organizations. The commonality we share is our dedication to consistently deliver personal attention and to provide customized investment solutions and services that meet the unique objectives of our individual clients.
Richard Roell, ChFC, FFSI, MBA – Owner
Prior to forming Peak Financial Partners, Richard was a Financial Consultant with a large Mutual Insurance company based in Columbus, Ohio. In his latest role with the firm, he served in an oversight role, ensuring that forecasts, plans, and budgets accurately represented the work being performed, and worked with to ensure those same calculations were met. As part of the Plan Team, he led the development of various reporting and planning models that were used throughout the organization to bring focus to the financial impacts of corporate projects.
In other roles in the organization, Richard played a key role in working to establish compliance procedures for the 457 and 403B Public Sector departments. This included the establishment of stricter controls on the information obtained by the organization, ultimately leading to the enforcement of what are now some of the privacy and retention standards used in the company. Richard worked extensively on Process Improvement with the Exclusive and Independent agents, in order to heighten the efficiency of the individual agencies and the organization.
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.
Richard can be reached via email email@example.com