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 is a wealth management advisor and debut author who has built a thriving practice that transcends traditional financial planning. Her work bridges the realms of personal self-awareness, practical implementation, and strategic wealth building. Since 2006, she has guided individuals, couples, and groups in exploring the deeply personal ways their relationship with money reflects their connections with family, community, and the world. Elizabeth believes this introspective journey—what she calls “embodied wealth”—is a foundational step toward crafting strategies that foster not only financial growth but also lasting well-being.

Elizabeth’s debut book, The Power of Enough: Finding Joy in Your Relationship to Money, is a paradigm-shifting exploration of how our attitudes toward money shape not only our personal well-being but also the broader financial systems that influence our ability to achieve genuine satisfaction and wealth.

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.

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. Kristina 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.)

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.

Lovlean chose a career in finance because it offers a dynamic environment that combines analytical thinking and strategic problem-solving. With a diverse academic background – a degree in Sociology from UCLA along with a Juris Doctorate from UC Irvine School of Law – Lovlean is a lifelong learner, and she embraces new ideas or concepts that could lead to better outcomes for clients. She is committed to creating an exceptional client experience by actively listening, understanding each client’s investment goals, and collaborating with team members to deliver on clients’ financial planning objectives. Lovlean is active with several non-profits and enjoys traveling and experiencing diverse cultures. She also loves being in nature, especially Yosemite. Someday, she hopes to visit every national park in the United States.

Tyler Craig’s interest in the finance industry stems from his personal experiences with how financial management and stability can benefit someone’s life. Having worked in the banking world he saw the difficulties money can cause in people’s lives and he wanted to do more. Tyler thrives in helping ease each client’s financial burdens through helping make the client and advisor relationship as seamless as possible. He believes that having an understanding on how to maximize what you have can lead to even greater possibilities in your finances. He works alongside the advisors at Peak360 to help establish and build relationships with clients that fosters a productive and healthy grasp on their finances. When he isn’t aiding advisors and helping clients in their financial journey, he enjoys spending his time investing in his family and friendships, planning future travel, and teaching people of all ages the joys of guitar and music.

Jack Stafford’s enthusiasm for all things business: investments, marketing, sales, and entrepreneurship to name a few, is what led him to wealth management. With an Economics degree from Colgate University, he initially pursued yacht sales, relishing building relationships but ultimately seeking a more impactful role in clients’ lives. Central to Jack’s approach to financial planning is dedicating ample time and attention to each client. He collaborates closely with both advisors and clients to craft personalized financial strategies tailored to individual needs. Building trust and confidence is paramount to Jack. He strives to ensure clients feel supported and empowered by their financial planning decisions, knowing they have a dedicated teammate in their corner. Beyond his professional endeavors, Jack prioritizes spending time with family and friends and pursuing his newfound passion for Jiu-Jitsu.

Marcus Ferreira brings a unique combination of financial acumen and competitive drive to wealth management. A recent graduate from Vanderbilt’s School of Business with a master’s in finance, and 5 years of experience on the Division 1 tennis team, Marcus has developed both the analytical skills and strategic mindset necessary to guide clients toward their financial goals. Marcus chose wealth management to blend his love for numbers with his desire to make a meaningful impact on people’s lives. He believes that every client’s financial journey is unique and requires a personalized approach. Marcus is dedicated to crafting customized strategies that align with client’s individual goals, helping them achieve financial success with confidence. When he’s not working with clients, Marcus enjoys taking on new challenges on the golf course, while continuing his lifelong love for sports and personal growth.