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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

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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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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