Meet Our Team

Louis "PJ" Patierno, Jr., CFP®, ChFC®

PJ's Bio

PJ earned a Bachelor of Business Administration (Finance) degree from Texas A&M University in 1988.  He worked his way through school and started two small companies while in college. He began his financial career in southern California while working for a company that structured financing for large capital equipment acquisitions.

PJ then moved back to Houston, Texas and entered the financial services industry in 1990. In 1998, PJ and his family moved his practice to Denver, Colorado.  After working with a firm that specialized in the unique needs of athletes and entertainers, PJ started his own firm. PJ is the Founder and President of Peak Planning Group, LLC, an independent Registered Investment Advisor who has their primary offices in Denver, Colorado.

PJ is licensed in many states and works with clients around the country and in a couple of foreign countries.  Besides being the principal of the SEC registered investment advisory firm Peak Planning Group, LLC, he currently holds the Group I insurance license and a variable insurance license. In addition to the Series 6, 7, 51 and 24, he is a Municipal Securities Limited Principal, General Securities Principal and a Texas Investment Advisor Representative. He holds the CFP® (Certified Financial Planner), the ChFC® (Chartered Financial Counselor) and the LUTCF™ (Life Underwriting Training Council Fellow) designations.

PJ has three sons who attended Cal Poly in San Luis Obispo, California. His oldest, Cutler, is starting his professional career as an architect with a firm in Irvine, CA. Jordan is finishing his undergraduate degree in accounting and he is applying to medical schools. Parker is working on his studies and may pursue an undergraduate degree in accounting also. In his personal life, PJ enjoys traveling, exercising, skiing, biking, racing, and charitable work.

Spencer Wynant, CFP®

Financial Advisor
Spencer's Bio

Spencer graduated from the University of Kansas with an accounting degree in 2008 and completed his masters of accounting in 2009.  He initially worked as an analyst for a wealth management firm in Overland Park Kansas where he was a Series 65 representative. Before joining Peak Planning Group, LLC, Spencer most recently worked for a large trust company in Denver, Colorado as a Portfolio Manager whose responsibilities included asset management, financial planning and performance reporting.   Spencer is a CERTIFIED FINANCIAL PLANNER™ professional.

Spencer enjoys playing tennis and soccer as well as spending time on outdoor activities such as hiking, skiing and snowshoeing.  He recently participated in the Mile High United Way Emerging Leaders Group where he joined other young professionals in various projects aimed at improving education throughout the state of Colorado. He also enjoys being part of the Big Brother program in Denver.  Spencer lives in Golden with his wife, Eleanor, and their dog, Wiggins.

Shauna Lutz

Operations Manager
Shauna's Bio

Shauna is our Operations Manager and brings over 10 years of experience in the financial services industry. She oversees our client onboarding, money movement , account maintenance, and day-to-day office management.  Shauna’s favorite part of working at Peak is her interactions with our clients, getting to know them on a personal level, and taking care of their needs.

Shauna and her husband volunteer with Providence Network and are passionate about their outreach in downtown Denver. They also enjoy attending the theater, art museums, music events and spending time in the beautiful Colorado mountains with their very active border collie.

David L. Hall

Financial Advisor
David's Bio

David received a full academic scholarship and attended Vanderbilt University. There, he earned a Bachelor of Science (in Organizational Development) degree in 1997. He began his financial services career in Little Rock, Arkansas in 1998. David served in management for a large financial services firm for two years before returning exclusively to his private client practice in 2001.

In 2006, David moved his practice and family to Hilo, Hawaii. There, he added both of his current staff members, Tori and Tessie, to his team.  They decided to join the independent registered advisory firm, Peak Planning Group, LLC in 2020. David and Peak’s President, PJ, have known each other for almost 10 years both personally and professionally. For David’s firm, this was an opportunity to gain better access to technology, planning expertise and business efficiencies to better serve his clients. David and his team pride themselves on solving problems for their clients - a philosophy shared by PJ and his team as well.

David and his wife, Jennifer, have three sons and one daughter.  They have active professional and family lives filled with kids’ activities, soccer, tennis, golf, and travel.

Tori (Ke’o) Almarza

Client Relations Manager
Tori's Bio

Tori (Ke’o) is our Client Relations Manager.  She has over 20 years of experience in the financial services industry and in working with clients.  She enjoys answering clients’ questions, gaining your trust while always striving to communicate in a timely and effective manner. Our clients appreciate her communications, and this adds to their confidence and relationship with our firm.

On her personal time, she is a single parent to 2 daughters, 2 sons and a surrogate Mother to many. Raising children is a blessing that helps her to be the best at what she does at work. Organizing her time between work, school, sports, meetings, tutoring, counseling and meals daily helps her with time management and being efficient at work.

Tori understands that most of our clients have very busy lives also and she takes pride in adding ease, confidence and efficiency to their interactions with our firm and their needs.

Tessie Nases

Tessie's Bio

Tessie has been our receptionist and director of first impressions for over 14 years.  She strives to provide excellent customer service and to ensure the best interest of our clients is paramount.

In her personal time, Tessie’s passions include reading, exercise, traveling and she also has a serious love for food and trying new things in her life.

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