Our Team

Steve Williams, MBA

Co-Founder and Principal

With his broad financial background, Steve helps clients with four critical areas of financial planning: investments, asset protection, retirement/distribution, and legacy planning. Although each of these areas presents unique challenges and unique opportunities, Steve understands that they are all interrelated and must be addressed from a holistic standpoint, with a view to each client’s individual financial profile. Steve works with clients to develop a clear understanding of their goals, risk tolerance, and expectations—to get to know them as individuals, not merely assets. He then builds a customized financial plan for clients ranging from young families to retired professionals, a plan backed by thorough research and years of experience.  As a fiduciary, Steve constantly studies new and emerging financial tools to ensure that his clients hold the best mixture of secure and innovative investments.

Steve's Personal Side

Steve Williams, MBA's Personal Photo

Born and raised in Metro Detroit, Steve moved to West Michigan in 2009 to attend Grand Valley State University. He graduated with a degree in Finance in 2012, and earned his MBA with honors from Western Michigan University in 2017. He currently resides in the Grand Rapids metro area with his family. Whether at work, at home, or his volunteer efforts, he loves helping others. Helping clients achieve financial freedom is his greatest passion.

Brad Laninga

Co-Founder and Principal

“I’ve seen advisors focus solely on the risk management side of financial planning, and counter to that; strictly on wealth management. I didn’t see what I thought to be a truly comprehensive option out there for people – so I decided I’d make one myself!” And with that goal in mind, Peak Financial, LLC was born.

Having been in the financial services industry since 2012, Brad brings unique clarity and perspective to the sometimes overwhelming, and often confusing, financial planning conversation. His purpose is to guide people in their financial journey and to help them understand exactly how to make their dreams a reality. “It’s kind of like looking at a map; we help people understand where they are, so the next steps towards where they’re going are clear and actionable.”

Brad's Personal Side

Brad Laninga's Personal Photo

Brad grew up in West Michigan and now resides in Grand Rapids with his amazing wife, Danielle, and their two children, Liam and Jolie. In his free time, Brad loves to be outside – either on the golf course, at the big lake, or at his family’s cottage. He is an active member in the community and is blessed to be serving in several volunteer capacities at his church in Caledonia.

Jason Taylor

Co-Founder and Principal

Jason was pursuing a career in Sports Management when a new passion began to stir in him within the finance industry. Realizing he needed to make mid-life changes in his own financial plan, the idea of being in a role where he could help people make smart financial decisions really appealed to him…thus the new career journey had begun…what an adventure it has been ever since! After 20+ years in a multi-cultural role with a global Non-Profit, the transition to Financial Services was a natural next step both personally and professionally.

Jason has an undergrad degree in International Business and a graduate degree in Pastoral Leadership, both of which provide a strong foundation when it comes to his current role as a Financial Advisor and mentor to his clients.

Jason's Personal Side

Jason Taylor's Personal Photo

Jason is fortunate to have lived in Grand Rapids since 2013 after 40 plus years of living and traveling throughout Europe, Asia and the Middle East. This international life experience has informed his current perspective and approach to serving people and treating all clients with the respect and dignity they deserve.

“I love all sports and still play basketball, pickle ball, and weight training. I am active in the community, whether it be serving at the local food pantry or coaching youth sports.” As a Christ-follower, a husband to his wife Sara, and a father to his 3 young adult children… he looks forward to equipping you for your journey ahead...