Shane Robbins is a financial advisor at Peak Investment Coaching, LLC with three years of industry experience. He holds a Series 65 designation. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. for six years and Mattress Firm for two years. Peak Investment Coaching serves individual clients and pension plans, offering personalized, fee-based financial planning and portfolio management. The firm utilizes Matson Money for portfolio implementation and custody while advising clients on objectives, model selection, and ongoing monitoring.

David Shapiro is a financial advisor at Peak Investment Coaching, LLC with 20 years of industry experience. He has held roles at several firms including Centaurus Financial, Inc. and Brecek & Young Advisors, Inc. Since 2013, he has also owned and managed Peak Insurance, LLC, where he is involved in insurance sales and services. Peak Investment Coaching serves individual clients and pension plans by providing fee-based financial planning and portfolio management. The firm uses Matson Money’s portfolio offerings and focuses on retirement and estate planning, tax and cash-flow reviews, and education funding, while offering educational seminars and client workshops.