About Sky Peak Financial

As a firm, Sky Peak Financial is a bit of a hybrid: up front, we offer our clients a truly personalized feel, but with the resources of Commonwealth Financial Group, a general agency of MassMutual. This allows us to deliver a highly personalized level of service combined with a true war chest of resources. At Sky Peak Financial we cater to successful individuals and their families as well as businesses and organizations.

Sky Peak Financial is a holistic, team based, fee based financial planning firm where Jeremy and his team work closely with each client to identify opportunities to enhance the economic efficiency of their business and personal finances in pursuit of greater wealth. Sky Peak Financial offers the intellectual capital needed to empower people to make optimal financial decisions on their own behalf.

Meet Our Team

CEO

Financial Planner

Financial Planner

Tabetha Lacey

Operations Manager

Amber Lindquist

Client Relationship Coordinator

Through our partnership with Commonwealth Financial Group, we have access to the following specialists and resources.

Dan Murphy

Head of Wealth Strategy

Andrew Gordon

Advanced Planning Strategist 

Todd Seresky

Investment Planning Strategist

Noah Klar

Design Center Analyst

These individuals above are not employees of Sky Peak Financial.

These resources are employees of Commonwealth Financial Group.