Susan Kulas is an Associate Financial Representative and Investment Operations Manager for Brian and Peter’s team.  Susan has 25 years of experience in the financial services industry.  She joined the team in March 2010 after relocating to Colorado from West Palm Beach, Florida.  Susan is state of Colorado Life, Health and Variable Annuity licensed.  She has obtained the FLMI and ACS designations through the Life Office Management Association, Inc.  Susan resides in Littleton with her fiancé, Fred.  They enjoy cycling, camping, hiking, and they actively support our Military men and women.  Susan handles all investment related requests and service issues for the team.

Sarah Weight is an Associate Financial Representative and the Director of Insurance Services for Peter and Brian’s team.  Sarah has 4 years of Northwestern Mutual Financial Network experience and has obtained the FINRA Series 6 and 63 licenses, Sarah joined the team in April 2010, bringing with her a passion for thorough case development and responsive client service.  From the Midwest and with a B.A. in International Relations from Valparaiso University, she enjoys running, cycling, hot yoga, anything active outdoors, and leading women’s weight loss support and fitness training groups.  Sarah resides in downtown Denver with her husband Doug and pug Frank. Sarah handles all insurance and billing questions for clients.

Alan Kubicki is an Associate Financial Representative for Brian and Peter’s team.  Alan has 5 years of insurance and investment experience from running his own practice with the Northwestern Mutual.  He joined the team in July 2010 after relocating to Colorado from Nashville, TN.  Alan is FINRA Series 6, 63 and state of Colorado Life, Health and Variable Annuity licensed.  Alan resides in Stapleton with his wife Summer.  They enjoy cycling, camping, hiking, and live music.  Alan joined Brian and Peter to bring a deeper level of understanding to new and existing clients, a deeper level of customer service based on experience and to help build the practice nationally. 

Lori Goodman is the Director of Marketing and Client Services for Peter and Brian.  Originally from New York, she has a degree from the University of Michigan, and has lived in Denver for 10 years.  Lori concentrates on maintaining Brian and Peter’s busy calendars as well as their marketing efforts, while handling customer inquiries and providing assistance at the highest professional level. Outside the office, Lori enjoys everything Colorado has to offer including hiking, snowboarding, and live music.