Your Best Interests Will Always Come First
Our Team of Trusted Financial Professionals
D. Michael Burleigh
Michael Burleigh is a hands-on advisor who meets with and advises each client personally. He takes great pleasure in running the business and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in a strong work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of helping many thousands of people successfully prepare for and enjoy retirement. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 25 years ago, Michael has been on a mission to protect his clients’ capital.
Although he retired from his own firm in 2006, Rich still enjoys helping people with all their tax preparation needs. Rich has the unique ability to explain complex tax laws in a way that people can understand. With 29 years of experience as a partner of a tax firm in Richmond, VA, he is a true professional. In his free time, Rich enjoys boating and fishing. He is also involved with the Florida Oceanographic Society.
Before joining Peak Capital Management, Erin gained experience as an office manager and paralegal for a law firm and worked for 10 years at Raymond James Financial Services. She enjoys working with clients and takes pride in providing them with superior service. Erin recently moved to Florida from New Jersey and loves her new home. She is a lifelong animal lover and enjoys hiking in nature, museums, and British television.
Doris joined the team with over 20 years of experience as a business owner in the financial services industry. Throughout her career, she has worn all the hats necessary to run and grow a business. As our Director of Marketing, she focuses her expertise on helping us reach and assist as many families as possible so they can feel confident and successful in their retirement investment strategies. Doris loves spending time at home and on outdoor adventures with her husband and sons, along with their most recent family additions, their Boston Terrier and Bernadoodle puppies!
Michael’s wife Carty is responsible for scheduling our special events. She puts her creative energy and attention to detail to good use in all her endeavors. Carty’s years of experience in the hospitality industry make our workshops, meetings, and client events not just highly educational but also a lot of fun. Carty enjoys running, the beach, and spending time with her Golden Retriever, Maggie, and her Maine coon cat, Jack. She is also involved in numerous community service groups and charitable activities, and her faith is an important part of her life.