Relationships Are Everything
Trust. Empathy. Knowledge. Experience. Our team is built on these core values.
S. PATRICK KELLEY, ChFC
Founder + CEO; Chartered Financial Consultant
S. Patrick Kelley — more often Pat or PK — has been helping individuals, families and businesses optimize their wealth for more than 25 years. Pat likens his process to that of taking a client up in a helicopter: lifting them above the day-to-day chaos, helping identify their desired horizon, and finding the sight-lines for how best to get there. Pat is married and lucky enough to have three children. In addition to mixing business with pleasure over golf, Pat also enjoys playing soccer, skiing, hiking, swimming with his family, and generally getting outdoors. When he can’t get outdoors, he’s also game to get his sports fix rooting for any of the Bay Area pro teams. For the past 10 years, Pat has also tried his hand at turning the Cabernet and Merlot vines at his home into wine. But, he’s quick to warn that he’s still mastering the craft — If you’re on his good side, he’ll give you a bottle; If you’ve done him wrong, though, he’ll give you two.
Andy Nevin, ChFC, LUTCF
Founder + President; Chartered Financial Consultant
Andy Nevin brings a unique blend of knowledge and insight to the Financial Services Industry. Part of that is borne from his 20+ years of hands-on experience helping individuals and owners of closely held businesses achieve their insurance, investment, and business planning goals. But another part is due to his ability to translate an overarching 30,000 foot view of a situation into a clearly relatable strategy with well-defined action steps. He does this with a mix of genuine passion and kindness that is both refreshing and makes him a perfect fit for Peak360’s sincere, client-centric approach. A perfect metaphor for his process can be found in his enjoyment of golf – in that it’s a sport where relaxed, knowledgeable precision is king. It’s this personalized approach, combined with his understanding of the industry, that’s made him such a valued resource for specialties ranging from comprehensive financial, insurance, and investment planning, to business planning, executive benefits, retirement and pension plans, employee benefits, and key employee strategies.
Elizabeth Husserl, MA
Founder + CCO; Financial Advisor + Wealth Manager
Elizabeth Husserl has developed a thriving practice that goes well beyond mere wealth management. Her clients are self-reflective and excited to do the fascinating work of diving deeply into their own personal relationships with money. Elizabeth guides her clients through a process of wealth management that is equal parts financial planning, self-awareness, and practical implementation. Since 2008 she has helped individuals, couples, and groups gain insight into the ways that their relationship with money mirrors their relationship with friends, family, and the world around them. She has come to think of this exploration of inner economics as a foundational step that can ground the day-to-day work of outer economics. As a planner, Elizabeth loves the minute details as much as the personal journey. Deeply rooted in the Bay Area, she brings embodied wealth to her family, community, and clients by highlighting the natural tensions between the inner and outer. Elizabeth champions her clients as she seeks to empower them to implement financial strategies that can generate both greater wealth and well-being.
Samson Chan, CFP®
Founder + CFO; CERTIFIED FINANCIAL PLANNER™ Practitioner
Samson Chan has a unique appreciation for the financial challenges business owners face. In fact, he prides himself on being able to answer the financial questions that keep those owners up at night. He attributes this creative and entrepreneurial outlook to having grown up contributing to his family’s business and seeing firsthand what it took to make it successful. As a result, he’s passionate about helping business owners – as well as individuals and families – keep and enjoy more of what they make. At the same time, he recognizes that no two situations are the same. Each client requires a customized solution. For business owners, he can help improve cash flow, attract and retain key employees, and maximize the value of their business for future generations. For individuals and families, he creates customized financial plans that deliver on their goals. Whatever the need, Samson blends an entrepreneurial edge with proven experience to build and preserve the wealth of his clients. Living in San Ramon with his wife and two children, he never loses sight of the fact that his success depends entirely on that of his clients.
DAVID CONDENSA, CEPA
Financial Advisor + Wealth Manager; Certified Exit Planning Advisor
David Condensa spent the first 20 years of his career building businesses as CEO and CFO. This hands on experience provides a unique understanding of the financial service needs of businesses, owners and employees. With two college age/graduate age children and a loving wife of 25 years, David brings practical real-world experience to his clients.
“I have built and sold 4 businesses over the past 20 years, but when I look back, my most rewarding memories were sitting down with employees, creating career growth plans, and watching them hit their goals. It’s always been about the people, and at PEAK360 I am able to give back and share my experiences with individual families and other business owners to help them achieve financial goals while avoiding the potholes.”
MIGUEL DELGADO, CFP®
CERTIFIED FINANCIAL PLANNER™ PRACTITIONER
Miguel Delgado brings a firsthand awareness to his financial planning process. Recognizing how the last economic downturn affected those close to him, he leverages his 15 years of industry experience to emphasize asset allocation and tax diversification for his clients. Being independent means he works directly for and with his clients — not a parent institution. He prioritizes goals, taxes, and low-cost investment strategies and believes financial planning is an ongoing process that relies on open communication, ongoing education, and trust. With this belief, he works side-by-side with his clients, adapting his approach to their particular needs. Miguel loves seeing his clients succeed personally as well as professionally — whether that means buying a home, retiring, or taking a business to the next level. A proud husband and father (and former amateur classical guitarist) he also loves to hike, but don’t take it personally if he doesn’t ask you to come along — he’s a firm believer that the combination of fresh air and solitude lead to some of his best ideas.
JOHN D. LANE, IV, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ PRACTITIONER
John Lane employs a two pronged approach in helping business owners and high net worth individuals solidify their financial foundation. He combines his passion for financial literacy and wealth creation with his talent for building cohesive financial teams, fully leveraging each member’s expertise in order to maximize each client’s profits. John recognizes that it takes effort to build lasting net worth — a process he equates to climbing a mountain. It’s only once you reach the peak that you see the full value of each step along the way. It’s this same spirit he and his wife seek to instill in their three boys through their shared love of the outdoors — developing an appreciation for the joys and challenges mother nature provides. Their commitment to hard work is matched only by their passion for experiences — whether hiking, backpacking or camping with the family, or enjoying a relaxed glass of wine or whiskey as part of their ongoing world travels. John’s is committed to helping ensure each client’s financial independence — and he works tirelessly to give them the tools and the confidence they need to succeed.
Financial Advisor + Wealth Manager
Kristina Sabbatini is passionate about helping people enhance their financial futures. She also understands just how intimidating that process can be for many people. So she leverages a unique mix of empathy and expertise to guide clients in developing a secure financial foundation. Her goal is to ensure that her clients are comfortable every step of the way — a process that starts with a thorough understanding of their own personal relationship with money. Working closely with Elizabeth Husserl, she develops financial solutions that are uniquely tailored to each client’s specific needs. She attributes her deeply-rooted belief in personalized attention to her self-employed, business-owning parents — from whom she learned firsthand that there are no “one size fits all” solutions. When not helping guide her clients to a secure, rewarding and serene financial future, she can typically be found in the great outdoors — enjoying everything from fishing, to snowboarding, to dirt biking. (A process that generally ends with her and her husband seeking out the tastiest food and wine the area has to offer.)
Associate Financial Advisor
Nolan Parker’s overriding focus is to help clients live life to the fullest in every way possible. The first step toward making that goal a reality is ensuring that clients are confident in their financial direction. That means eliminating the stress that often accompanies financial planning decisions. To achieve this, he focuses on simplifying the process — helping clients develop a clear path forward that’s based on what will best help them accomplish their goals. After a brief stint in banking, he realized what he really longed for was a chance to more directly help people with their finances — to provide a positive influence and impact that could help them achieve their goals. It’s this passion for sharing what he’s learned that guides his approach. He works side-by-side with Peak360 advisors to craft a customized financial plan that fits the client’s life — instead of forcing them to accommodate some arbitrary, cookie-cutter solution. When not helping clients move confidently toward their financial future, you can find him “moving” in a host of other ways — whether it’s mountain biking, skiing, or continuing to indulge his lifelong love of soccer.
Stephen Morris shares the same focus both personally and professionally – to help other people reach their goals in life. Throughout his career, he’s been drawn to roles that provide strong, effective support systems for individuals and families. This can be seen in his 2 years spent working at a small school focused on child education, where he learned the value of tailoring both a message and a method to an individual’s unique needs. It’s a lesson he carried with him when he moved to the field of finance. He sees his role as an associate financial advisor as the perfect way to blend his lifelong love of building and creating with his deep-rooted interest in economic concepts – while in the process, developing sound financial plans that help his clients achieve their goals. An avid nature lover, he enjoys spending quality time outdoors with friends and family. And when he’s not helping clients shape their futures, he enjoys helping animals secure their own – by fostering them through the Animal Rescue Foundation.
Senior Executive Assistant + Director of Operations
Director of Insurance Department
Executive Assistant + Securities Processing
Executive Assistant + Securities Processing