Broker Check

Our Associates

Darlene Creed

Advisor Assistant

860-432-8111

860-432-7003

[email protected]

Darlene joined our practice in October 2015 after working in the school system for 15 years. She is responisble for preparing, processing, and ensuring the execution of documents in addition to handling the daily functions of the...

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Holly Akerberg

Advisor Assistant

860-432-8111

860-432-7003

[email protected]

Holly has been with us since July 2006. As Matthew Peak's assistant, she serves as the hub of the practice. She manages projects for the practice and helps to set strategy and focus in addition to monitoring the day to day processing...
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Matthew Peak, CMFC

Financial Advisor

860-432-8111

860-432-7003

[email protected]

Matthew Peak has been a Financial Advisor with Waddell & Reed since 2000. He graduated with a Bachelors in History and in Political Science from Moravian College. Matthew Peak holds the Series 6, 7, 63 and 65 licenses as well as Life...

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