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PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Lone Peak Advisers on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Kimberly Mallas

Investment Adviser Representative

I have been originating mortgages from my home office for over 20 years, which allowed me to raise 2 wonderful boys and support my husband’s 27 year career in law enforcement. I was introduced to the financial industry and was...

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Ryan Charles

Investment Adviser Representative

I was raised in a family where my father instilled in me the value of helping others. He was in the financial services industry for 20 years and educated and consulted countless families on their path to financial independence. It has...
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