Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
May 8, 2011 12:00 AM
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Peak's Matthew Halloran chat with Mark Lookabill of Carson Wealth and Ron Carson
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
James Mackiewicz of Peak
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Kevin Sanderford of Colorado West Investments in Montrose, Col, chats with Jimmy Williams of Compass Capital Management in McAlester, Okla.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Scott Ford, author of "Financial Jiu-Jitsu," spars with Jim Lake. Ford spoke about how lessons he learned from his passion, Brazilian Jiu-Jitsu, have helped guide his practice.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Scott Ford of Cornerstone Wealth Management Group in Hagerstown, Md., and Jim Lake of The Guardian in New York, N.Y., share some lunch.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Mark Avallone of Potomac Wealth Advisors in Rockville, Md., and Dave Herbeck of BPK & Z Financial Services in Minneapolis
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
SourceMedia's Matt Ackermann leads a panel. He is joined by Ron Carson of Carson Wealth Management, Dave Bahnick of Capital Planning Wealth Management in Center Valley, Pa., and Brion Harris of Premier Planning Group in Annapolis, Md.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Paula Dorian-Gray of Dorion-Gray Retirement Network in Crystal Lake, Ill., chats with Steve Sanduski of Peak
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Richard Dvorak and Traci Dvorak of Ameriprise Financial in Houston, Texas
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Tom Stefaniak of Pinnacle Wealth Management in Engelwood, Col., and Greg Opitz of Peak
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
(Front) Amy Noel of Amy Noel Inc. in Boulder, Col., and Erik Jensen of Retirement Coach in Palm Desert, Calif.
(Back) Tommy Williams of Williams Financial Advisors in Shreveport, La., and Dave Purdy of Wealth Management Midwest, Forest Lake, Minn.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Matthew Halloran of Peak
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Dave Henney of Henney Wealth Management in Los Angeles and Ron Carson of Carson Wealth.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Evan Thurman of Lifetime Wealth Strategies in Louisville, Kent., and Scott Friberg of Friberg Wealth Management in Round Hill, Va.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Michael Clark of Aspect Wealth Management Group in San Antonio, Texas questions the panel.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Ron Carson of Peak and Carson Wealth Management in Omaha greets the 409 advisors in the audience.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Peak's Practice Management Coaching Staff: Matthew Halloran, Steve Sanduski, Laura Pierson, Amy Carlson-Koenig, Ellen Konsdorf, James Mackiewicz, Greg Opitz, Meridith Tusha-Wortman, John Mueting, Chris Dahlgren
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Dave Purdy (left) of Wealth Management Midwest in Forest Lake, Minn., greets Peak's Ron Carson onto the stage to begin the conference.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Advisors descend on the Sheraton Wild Pass Resort in Chandler, Ariz.
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting
Over 400 independent advisors met in Chandler, Ariz., to discuss strategies to expand their business. Check out a variety of images from the four-day event.
