Hi, I'm Adam Peak. Thanks for stopping by.
I built this site to give you a quick glimpse into who I am and what I do as a financial advisor. I hope you feel welcome here.
Let’s skip the boring stuff for now.
I’m a proud dad to four incredible daughters. Nora is the oldest, followed by Clara and not long after she was born, we welcomed Emily and Samantha, our identical twins. Four girls in just three years makes life a little wild, a lot fun, and full of tag-team moments…usually against me.
My wife is an absolute rock. She juggles life as a mom of four and her work as a nurse at the Trinity Cancer Infusion Center in Brighton.
I started in financial services back in 2003, working in a rep’s office in Livonia, Michigan. I eventually moved into an operations management role at another firm, where I gained a unique behind-the-scenes view of how clients and advisors interact with the full landscape of financial tools and strategies.
I started in financial services back in 2003, working in a Financial Planning office in Livonia, Michigan. I eventually moved into an operations management role at another firm, where I gained a unique behind-the-scenes view of how clients and advisors interact with the full landscape of financial tools and strategies.
Over time, I transitioned into directly serving clients. Helping families understand their options and navigate key financial decisions. I also spent years coaching other advisors, helping them build stronger practices, streamline their systems, and deliver better results through thoughtful planning and smart use of technology.
Now, I’m in practice for myself. I launched Five Pines Financial to bring all of that experience together and offer real, relationship-driven financial advice for families.
If you have questions or just want to connect, I’d be happy to chat.