About Peak Financial Strategies

Peak Financial Strategies is an independent insurance agency serving businesses in Alabama, Florida, Mississippi, and multiple other states. Because we’re independent, we have the flexibility to work with multiple insurance companies, ensuring our clients receive the best solutions for their needs.

We specialize in health insurance, employee benefits, and strategic solutions that help businesses manage costs, enhance employee retention, and build competitive benefit packages. Our client-first approach ensures customized, value-driven strategies that align with each company’s unique goals.

At Peak Financial Strategies, we’re committed to providing smart, flexible, and effective benefit solutions that help businesses succeed.

Meet The Team

Tiffany Peak

Tiffany leads Peak Financial Strategies providing expert insurance solutions for businesses and individuals, specializing in health insurance & employee benefits, helping secure cost-effective coverage.

Founder & Managing Broker
Peak Financial Strategies

Donna Thompson

Donna helps clients navigate health insurance and employee benefits with personalized solutions. She ensures businesses and individuals get the right coverage for their needs.

Affiliate Broker & Strategic Partner

Thompson Benefits, LLC

Krystal Small

Krystal leads Small Strides Benefits Group, combining 20 years in healthcare with a passion for smarter benefits. She helps businesses offer meaningful, no net cost employee healthcare solutions that reduce expenses and improve access to care.

Affiliate Broker & Strategic Partner

Small Strides Benefits Group

Sarah Koval

Sarah, a consultant at Small Strides Benefits Group, helps businesses, individuals, and families reduce healthcare costs while gaining access to the preventive care they need. Sarah is excited to bring meaningful solutions to hard working businesses and their employees.

Affiliate Broker & Strategic Partner
Small Strides Benefits Group

Nikole Globevnik

Nikole handles website management, automations, marketing, content creation, and admin & tech support, ensuring smooth operations and a strong online presence for Peak Financial Strategies.

Admin & Support

peak financial strategies

What Sets Us Apart

At Peak Financial Strategies, we go beyond simply providing insurance—we become an extension of your HR team. We work closely with HR professionals to ease the administrative burden of managing employee benefits, ensuring a smooth and efficient process. We also take a hands-on approach with employees, helping them understand their benefit options, guiding them through enrollment, and assisting with claims to ensure they receive the support they need. Our expertise, combined with cutting-edge technology, streamlines benefit administration and enrollment, making the process seamless for both employers and employees. With our comprehensive support, your company can focus on what it does best—while we handle the complexities of employee benefits.

Peak Financial Strategies Values

Integrity

Integrity is the foundation of all we do, ensuring honesty, transparency, and accountability in every interaction.

Collaboration

Collaboration is key to our success, as we believe it fosters creativity, problem-solving, and stronger results.

Innovation

Innovation drives us to seek new ideas and solutions, keeping us ahead and delivering exceptional value to our clients.

Customer Focus

Customer focus is at the heart of our business, guiding us to prioritize your needs and deliver tailored solutions.

What We Do

  • Health Insurance

  • Secondary Health Insurance

  • Dental + Vision Insurance

  • Life Insurance

  • Disability Insurance

  • Accident Insurance

  • Critical Illness Insurance

  • Cancer Insurance

  • Telehealth Plans

  • Cafeteria Plans

TESTIMONIALS

What others are saying

I can't imagine how we ever
got along without them!

Peak Financial Strategies has been the blessing that we never knew we needed. Tiffany and Donna set a standard for us that goes above and beyond any other agents that we have dealt with in the past. They have taken the guess work out of dealing with health insurance benefits and I can’t imagine how we ever got along without them!

Scott G.

Everything was so easy!

I used to stress over health insurance every year, but working with Peak Financial Strategies changed that. Tiffany took the time to explain everything in a way that actually made sense, and I never felt pressured or rushed. Now I feel confident that I have the right coverage for my family. Highly recommend!

Sarah R.

I wish we had
switched sooner!

Managing employee benefits used to be a stressful and complicated ordeal. Thanks to Tiffany at Peak Financial Strategies, the process is now much simpler and more efficient. Her expertise turned a huge ordeal into a manageable task and we got the job done.

James T.

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