Adam Horning

FOUNDER

Adam Horning founded Peak Financial Guidance after nearly 14 years in the financial planning profession with a large broker dealer and insurance firm. As the industry evolved, Adam recognized his clients would be best served through a Registered Investment Adviser model—allowing him to deliver sophisticated, fee-based planning with the most current technology. As an independent adviser, he provides investment and insurance solutions from some of the world’s most respected firms.

Adam’s interest in financial planning began in his hometown of Detroit, where he witnessed the effects of poor access to financial resources. Determined to help others avoid those struggles, he pursued a career in advising and has since become an expert in designing strategic investment and insurance plans that create security at every stage of life.

He understands firsthand that life brings unexpected changes—health challenges, divorce, loss of a loved one, or job transitions—and is committed to guiding clients through them. To Adam, investing means more than retirement accounts; it can also mean travel, purchasing a vacation home, starting a business, or giving back to causes that matter.

Outside of work, Adam enjoys time with his wife Natalie and their five children at the family cabin, cheering at sports events, skiing, biking, hiking, hunting, camping, fishing, attending the theater, and reading.

Contact: (303) 667-5117 · adam.horning@peak.financial

Justin Laurin

ADVISER

Justin Laurin joined Peak Financial Guidance in 2021 after 14 years with Northwestern Mutual and Mass Mutual, including 12 years in leadership. He chose to move into independent advising to provide more customized solutions for clients, free from proprietary limitations.

Justin’s approach is rooted in a people-first mentality. By truly understanding each client’s goals and concerns, he designs strategies that cover tax efficiencies, savings, insurance, and more—backed by data and cutting-edge software. Every plan he creates is individualized, never cookie-cutter.

A Colorado native from the Western Slope, Justin earned his finance degree from the University of Colorado at Boulder, where he met his wife Katherine while both attended the London Finance Seminar. Inspired by seeing the hardships of unexpected life events, Justin dedicated his career to helping others achieve financial independence.

Justin and Katherine have two young sons and enjoy Colorado’s outdoors and traveling together. When he’s not hiking, hunting, or camping, Justin is cheering for the Michigan Wolverines.

Contact: (303) 913-1700 · justin.laurin@peak.financial

Anant Mehta

ADVISER

Anant Mehta (ChFC^®, CLU^®, MBA) joined Peak Financial Guidance in 2021 after 14 years with large broker dealers, including Northwestern Mutual, Guardian, and Mass Mutual. As an independent financial advisor and planner in the Registered Investment Advisor (RIA) space, Anant is excited to offer flexible, modern solutions that thrive in an ever-changing global market. His methodology centers on balancing risk tolerance with client risk choices and results in a multi-faceted approach to retirement.

With a mix of non-proprietary solutions that represent the industry’s best offerings, Anant believes that a client’s financial success—and their lasting legacy—is built from the integration of investments with a foundation of protection. He embodies the statement “It is about the clients first, often and always.” Anant invests his time in getting to know his clients, their families, and business; for him, there is no approach for success without understanding a client’s heartbeat. As your “Financial Sherpa,” Anant will help you reach your goals by navigating the complex retirement landscape and managing longevity risk to increase the likelihood of financial success.

Anant was born in India and immigrated to the United States as a young child. He attended the University of Colorado where he attained a B.S. in Finance. He went on to pursue his MBA from the University of Texas before spending a decade in the healthcare marketplace. Following encouragement from his father, Anant made the decision to help others achieve financial success and thrive in retirement.

In his spare time, Anant and his wife, Lori, enjoy traveling, time with friends and family, sporting events, the outdoors, and most of all spoiling their three granddaughters. When not helping clients or spending time with family, Anant works as a board member of People Prosper International, which provides education and training to elevate people out of poverty on a global scale.

“Give a Man a Fish, and You Feed Him for a Day. Teach a Man to Fish, and You Feed Him for a Lifetime.”

Contact: (303) 908-9611 · anant.mehta@peak.financial

Doug Klein

ADVISER

Doug Klein joined Peak Financial Guidance in 2025 with a lifelong passion for helping people achieve their goals. He provides solution-based advisory services tailored to each client’s unique situation.

Doug’s background includes years of service as both a pastor and financial consultant. He first developed his financial expertise while helping his mother manage her resources late in life. The experience taught him how to preserve capital, increase income, and address the challenges of longevity—lessons he now applies for his clients.

His goal for every client is financial dignity for life. Doug also helps design long-term legacy plans for families, while building portfolios for both conservative investors seeking stability and growth-oriented clients seeking steady performance.

A student of the markets, Doug enjoys researching stock strategies in his free time. Outside of work, he spends time with his wife Cheryl, his three grown children, and their extended family. He also enjoys walking, reading, and cheering for the Broncos, Red Sox, and Nuggets.

Contact: (303) 257-9592 · doug.klein@peak.financial