Relationships Are Everything

Trust. Empathy. Knowledge. Experience. Our team is built on these core values.

S. PATRICK KELLEY, ChFC

S. PATRICK KELLEY, ChFC

Founder; 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

Andy Nevin, ChFC, LUTCF

Founder; 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

Elizabeth Husserl, MA

Founder; 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 to 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 of planning 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®

Samson Chan, CFP®

Founder; 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.

KRISTINA SABBATINI

KRISTINA SABBATINI

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. 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

Nolan Parker

Lead Associate

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.

Tyler Craig

Tyler Craig

Associate

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.

Erika Alvarado

Erika Alvarado

Director of Administrative Operations

Pauline Maes

Pauline Maes

Director of Insurance Department

Andrea Figueroa

Andrea Figueroa

Practice Manager to Elizabeth Husserl, M.A.

Shawna Humbert

Shawna Humbert

Executive Assistant + Securities Processing