Robin Robertson is a financial advisor with Pacific Peak Advisors, LLC, holding a Series 63 designation and with 41 years of industry experience. His work history includes roles at Trumark Financial, TLG Advisors, and The Leaders Group, Inc. Outside of advisory services, Robertson is the owner and president of RJR Insurance and Financial Services, an insurance agency specializing in life and health insurance. Pacific Peak Advisors serves individuals, high-net-worth clients, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation focused approach with diversified portfolios including equities, ETFs, mutual funds, and fixed income, tailoring strategies to clients’ profiles and investment plans.

Sean Kovich is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Pacific Peak Advisors, LLC and has held roles at Trumark Financial and TLG Advisors, Inc. Outside of advising, he performs as a bass player in a 1990s cover band and volunteers as a firefighter in Sun Valley, Idaho. Pacific Peak Advisors serves individuals, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation centered approach with diversified portfolios tailored to each client’s written profile and investment plan.