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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joanna Moran CFP® AIF® CDFA®

(775) 225-9588

moranj@peakfns.com

Joanna Moran is a Financial Advisor with Cetera Advisor Networks LLC, located at Greater Nevada Credit Union, a full-service wealth management organization dedicated to assisting successful business owners, executives, professionals,...

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Anna Solari

Financial Services Coordinator

(775) 886-1468

anna@peakfns.com

Anna Solari is a Financial Service Coordinator with Greater Nevada Financial Services. Through a career spanning thirty-five years in the financial services industry. Anna has developed a reputation among her peers as an individual who...

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