About Kathy

I am deeply passionate about helping women step into their power and create lives they love.

Whether personally or professionally, I believe every woman deserves the support, clarity, and confidence to pursue her highest goals—and I’m committed to walking that journey with you.

I am especially honored to work with women navigating major life transitions—divorced women, widows, those contemplating divorce, and those preparing for retirement.

These remarkable women hold a special place in my heart. Life’s turning points can bring emotional overwhelm and financial uncertainty, and that’s exactly when compassionate guidance, clear planning, and trustworthy support matter most.

That is what I offer: a safe space, professional advice, and a caring partnership through every step.

My life experience as a mom, “Grammy,” and divorcee, combined with my professional background as a chemistry teacher, businesswoman, entrepreneur, and long-time financial advisor, allows me to bring both practical expertise and heartfelt understanding to my work.

Over the years, I have invested deeply in business, leadership, personal development, and transformation training to better serve the women who rely on me.

For more than 24 years, I’ve worked as an Independent Financial Advisor. I founded The Peake Financial Group to create the freedom and flexibility to put you—your needs, your dreams, and your future—at the center of every financial strategy and decision. My mission is simple: to empower you with confidence, clarity, and a plan you can trust.

I became passionate about serving women when I realized how often women in life transitions are underserved or overlooked in the financial world—especially during times of emotional stress.

Divorce and estate attorneys can offer essential legal guidance, but they are not trained to provide a full evaluation of investments, insurance, long-term planning, or the financial implications that follow major life decisions.

Women deserve more. You deserve to be fully supported, clearly informed, and empowered before making choices that can shape the rest of your life.

Every woman I work with brings her own story, her own challenges, and her own dreams. That’s why I take a personal approach with every client—one that builds confidence, security, and understanding.

With my background in teaching and my decades of financial expertise, I present information in a way that is clear, meaningful, and easy to follow. You’ll always know your options, understand each step, and feel empowered to make decisions that support your future.

While I stand beside you as your guide and advocate, I also have exceptional teams standing behind me—organizations and partners who help me provide the depth of service you deserve.

I maintain a trusted network of referral partners who specialize in the many areas that impact a woman’s journey. Whether you’re coping with a major life change, building a new lifestyle, or navigating transitions for yourself or your family, you’ll have access to the right professionals at the right time.

You deserve attentive care. You deserve clear guidance. You deserve a qualified professional who puts your needs first. I am committed—both personally and professionally—to offering the highest level of service, and to helping you move forward with clarity and confidence.

When you’re ready, let’s connect.

You can schedule a consultation online, meet in person, or choose a combination—whatever supports you best.

Getting started is half the journey. The next step is yours—I'm here when you're ready.