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
Ambassador
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.