05 Apr 2016

Nick Callesen Callesen Wealth Management | Manistee, Michigan | Member Since 2010   The Challenge: When Nick Callesen was blessed with the opportunity to take over his parents’ business, he not only acquired their clients, he also acquired their integrity and purpose. Like them, he desired to develop deep relationships with those he served while […]

05 Apr 2016

John Kozuch Financial Services | Wheaton, IL | Member Since 2013   The Challenge: John Kozuch has been in the financial industry for over 20 years and a Peak Advisor Alliance member since 2013. Specializing in wealth and retirement planning services, he came to Peak looking to grow his client base so he could serve […]

05 Apr 2016

Billy Williams Williams Financial Group | Mobile, Alabama | Member Since 2013   The Challenge: Billy Williams began his practice in 2001 with a mission to provide his clients the very best financial advice available and a client experience that was second to none. By the time he joined Peak Advisor Alliance in 2013, however, […]