Look to our "family" to guide you, your family and business

Are you seeking a small (yet powerhouse) group of financial advisors in metro Denver? Our agile local team offers the depth of expertise to implement customized, personalized financial strategies built specifically to meet your financial needs and goals. In addition, our broker-dealer, 1st Global Capital Corp., offers robust research, essential reports, and a comprehensive suite of cost-effective products. We invite you to read more and get to know us.


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Mary R. Salas, CPA, PFS

Director, Wealth Management & Planning

 

A word of introduction 

One of Mary's key areas of interest is risk protection – the “safety net” aspect of financial planning – and creating financial strategies to make your assets work as hard as you do. This is what drew her to becoming a financial advisor, and it's how she strives to guide and support our clients. Mary's expertise also includes transitions management: career changes, funding college, marriage or divorce, death of spouse, retiring, etc. And no matter who you are, Mary is sure to educate you while teaming together.

 

 

Emphasis of practice

Comprehensive wealth management for individuals and business owners. This includes investment strategy and design, 401(k) and other retirement plans, disability income, long-term care and life insurance planning, charitable gifting strategies, estate conservation, and business succession planning.

Experience

Twelve years as financial planner/advisor for high-net-worth individuals, families and business owners including investment and insurance solutions with several firms, including Prudential Financial and Banc One Private Banking/Securities

Eighteen years as commercial real estate lender and asset manager with Northwestern Mutual Life, Mutual of New York, Northland Financial and Bank One Real Estate

Licenses/registrations/designations

  • Certified Public Account (CPA) in State of Colorado, license #28769 and State of Wisconsin, license #9670
  • Personal Financial Services (PFS) awarded by the AICPA
  • Passed the FINRA Series 7 and Series 66 exams
  • Investment Adviser Representative of Peak Wealth Strategies
  • Life, health, disability and long-term care insurance licenses

Education

Post-graduate work in the Master of Science program in the School of Business Administration at the University of Wisconsin-Milwaukee and in the Master of Accounting Science program at the University of Illinois-Urbana

B.A., major in French and minor in Accounting, Carroll University, Wisconsin

Professional memberships and activities

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • CREW-Denver (Commercial Real Estate Women)

 

Douglas A. Barr, CPA, PFS, CFP®

Director, Wealth Management & Planning

 

A word of introduction 

If you own a small business, connecting with Doug is imperative. Doug sees the big picture thanks to his tax planning expertise and strategic abilities as a CPA. With Doug's guidance, you implement strategies NOW, so you can optimize today's cash flow and tomorrow's sale value. Additionally, Doug excels at investment planning for individuals, couples, and small business owners to meet their needs and goals. Like the seasons in nature, financial portfolios must be appropriately timed for growth, income or preservation. Our clients appreciate his penchant for creating income-producing portfolios.

 

 

Emphasis of practice

Investment, retirement and estate planning services; individual, corporate and partnership income tax planning services; industry specialties in real estate, mortgage banking, construction, service professionals and specialty retail; investment, retirement and estate planning; small business consulting

Experience

  • Ryan, Gunsauls & O'Donnell, LLC, Denver, Colorado
  • Joined in 1979, partner since 1984
  • Licensed Financial Advisor since 2006

Licenses/registrations/designations

  • CERTIFIED FINANCIAL PLANNER TM Certificant
  • Certified Public Account (CPA) in State of Colorado
  • Personal Financial Services (PFS) awarded by the AICPA
  • Passed the FINRA Series 7 and Series 66 exams
  • Investment Adviser Representative of Peak Wealth Strategies
  • Life, health, disability and long-term care insurance licenses

Education

B.S., Accounting, Colorado State University

Professional memberships and activities

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • National Federation of Independent Business

Certified Financial Planner Board of Standards owns the certification marks CFP®, Certified Financial Planner TM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully completed CFP Board's initial and ongoing certification requirements

 

April Davidson

Financial Services Coordinator

 

 

A word of introduction 

When you call our office, chances are you'll have the pleasure of chatting with April Davidson. She embodies the phrase “customer service.” With an amazing can-do attitude – and the skills to back it up – she'll take care of your question or need. April is an extremely knowledgeable, capable, and enthusiastic asset for the Peak Wealth Strategies team and our clients.

 

 

 

Experience

32 years of industry experience in insurance office operations, client relationship management, account research and resolution, technology specialist

 

Licenses/registrations/designations

  • Life and health insurance license
  • Registered ParaplannerSM, a certification program of the College for Financial Planning
  • Fellow, Life Management Institute (LOMA)
  • Associate, Customer Service (LOMA)
  • Associate, Insurance Agency Administration (LOMA)

Education

Attended Temple University

 

 

 

Let's talk!

Let us guide you through planning for all seasons.

303.758.7899

info@PeakWealthStrategies.com