We are an honest, humble and driven team that have a passion for helping others. We care about our clients and the community. We are obsessive about our business but we break stereotypes by having a lot of fun along the way! We’re pretty sure that once you meet us, you’ll understand what we mean.
Brent is one of the co-founders and partners of the Peacock Sheridan Group, providing strategic vision and leadership direction for his team of specialized advisors and staff.
Allan works with Incorporated Professionals and Business owners creating comprehensive financial plans for them and their practice or business.
Brian is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2009.
Heather is a Certified Financial Planner with Peacock Sheridan Group, and has been in the financial services industry since 2011.
Tracy is our Operations Manager and key in providing product information and high-level administrative support to our clients.
Jennifer is our Client Service Manager. She is the driving force behind administering our clients written financial plans and is a dedicated contact for all things service related.
Lauren is our Client Service Associate. She is the first voice that many hear when they call Peacock Sheridan Group.
Sue is our Client Service Associate. She provides administrative and information management support to our Investment Team, with a focus on maintaining seamless service to our clients from account set-up and processes to transaction requests and appointment bookings.
Kaylee is our client service associate. She has a wealth of customer service experience and is eager to learn and help our clients in any way possible.
When you choose to work with Peacock Sheridan Group you benefit not only from our experience and expertise, but also from our network of independent financial professionals. Through these partnerships we are able to offer comprehensive wealth management strategies, tax & estate planning, legal services and business consulting. We recognize that you may already have a longstanding relationship with other advisors and we are also happy to work with your existing accounting, legal, or insurance specialists to better understand your business.
