Teams at Peak Retirement Planning, Inc.

Develop and execute marketing strategies to attract prospective clients and grow the Peak brand across multiple funnels. Optimize and expand twelve marketing channels (workshops, TV/radio, podcast, YouTube, books), identify new growth opportunities, produce accurate performance reports and dashboards for leadership, collaborate with internal teams to align marketing with business objectives, and model company values while pursuing continuous self-improvement.

Lead and manage the HR department, ensuring compliance with state and federal labor laws. Own full-cycle hiring, nationwide sourcing, onboarding/offboarding, HR KPIs, HR team coaching, and regular HR alignment meetings to support employee lifecycle and company culture.

Lead and manage the HR department, ensuring compliance with state and federal labor laws. Oversee full-cycle hiring and nationwide sourcing, track HR KPIs, manage onboarding/offboarding, coach employees through their lifecycle, facilitate HR team alignment, and provide ongoing management and support to the HR team while upholding company values and high performance standards.