Team | Peak Investment Management, High Net Worth Professional Investment Advisor, Wealth Management

David Rehbein

President and Chief Investment Officer

David is a CPA and began his financial career with a major international accounting firm. After practicing independently, David became the CFO and investment manager for Attorneys Liability Protection Society (ALPS) where he helped the company grow from a start-up to its current strong financial position. In 1998 he opened Peak Investment Management, Ltd. to manage the assets of institutions and private clients.

Geoff Gilbert

Portfolio Manager

Geoff has a diverse background in natural resources and business finance. Prior to joining Peak in 2006, he worked in mineral exploration and environmental consulting for over a decade in such places as Antarctica, Australia, South America, and Alaska. Geoff holds an M.S. in geology from the University of Montana and is currently a Level 3 candidate in the Chartered Financial Analyst (CFA) program.

Jessica Eissinger

Chief Compliance Officer and Operations Manager

Jessica graduated from The University of Montana with a Bachelor of Science degree in Business Administration, with an emphasis in Finance and Marketing. Jessica was employed as an Operations Manager of a brokerage firm for two years before joining Peak in 2001. Jessica was appointed Chief Compliance Officer in 2004 and then became certified as an Investment Adviser Certified Compliance Professional (IACCP^SM) in 2006. In addition to administering the compliance program, she handles the day to day operations of the company.

Heidi Henson

Registered Investment Assistant

Heidi graduated from Southeastern University of Lakeland, Florida with a Bachelor of Science degree in Finance. Heidi has a diverse background in Finance working as a Staff Accountant, Financial Advisor, and Licensed Financial Sales Consultant. Heidi is licensed with the Series 7, Series 66, and Life and Health Insurance. Heidi joined Peak in March 2011 as a registered investment assistant.

Noteworthy

A close look at the fine print on an advised investment account is enough to open anyone’s eyes.

November 14, 2011

Read a brokerage firm’s disclaimer and you’ll see its interests may conflict with yours. In contrast, the fine print from independent Registered Investment Advisors (RIAs) explains we have a fiduciary obligation to put your interests first. So looking out for you isn’t just part of our job, it’s our legal responsibility.

Peak Investment Management Team

In his harsh economic environment, which finiancial advisor will you choose?

October 24, 2011

While some brokers and advisors get outside commissions depending on what they sell you, Peak is only compensated by our clients. So our interests are aligned. As a Registered Investment Advisor, we have a fiduciary responsibility and are legally bound to always act in your best interest.

Peak Investment Management Team

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