In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision.  In this … Continue reading Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas →