Peek Advisory Group is a Team of Experts dedicated to building sustainable value and successful transitions.
Meet the Team
Jennifer Peek
Founder + CEO
Jennifer provides clients with key strategic insights while helping them develop plans to execute on their visions – profitably. At Peek Advisory Group, she consults with executives and business owners to identify business gaps and opportunities to increase value and prepare them for the next stage of business evolution – from growth to varied exit strategies.
Jennifer has extensive experience in the behind-the-scenes tactics of start-up growth, acquisitions, and divestitures ranging from small companies to billion-dollar companies. She provides expertise as a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), venture investor, business owner, and consultant. She is also a commercial real estate investor and owns two companies. Jennifer currently serves as an advisory board member of two privately held companies in addition to her direct work with private clients as a fractional CFO.
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Lisa Cummings
Senior Financial Strategist
Lisa serves as a Concierge Fractional CFO as well as providing forensic accounting acumen on critical projects. She works with clients to organize, systematize and compile financial data into usable reports to enable management to make key decisions and meet compliance objectives.
With more than 20 years of experience in SEC reporting and financial accounting, Lisa brings expertise in coordinating the accounting and reporting of mergers, acquisitions, and divestitures, including preparation of carve-out and pro-forma financial statements. Her depth of knowledge brings additional financial reporting and analysis acumen to Peek Advisory Group
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Sarah Stambaugh
Valuation & Due Diligence Advisor
Sarah provides valuation, due diligence and quality of earnings expertise for the Peek Advisory team. She works with clients to develop scalable financial models to support growth strategies, valuation enhancement and funding requests. In addition, Sarah provides valuation expertise for small to mid-size clients in the process of ownership changes including full sales, partnership investment and legacy (generational) transitions.
Sarah has over 20 years of diverse professional experience in corporate finance, investment management, treasury operations, project management and consulting with Fortune 500 companies covering a variety of industries. She brings expertise in financial operations as well as strategic finance including financial modeling, decision support analytics and business case development. Her blend of financial, operational and strategic skills leads to new insights for our business and Peek clients.
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Tessa Falcetta
Staff Accountant
Tessa serves Peek Advisory’s clients by providing staff accounting services and support. She ensures that client’s financial records are responsibly maintained through data management, financial reporting, managing accounts payable & receivable and ensuring compliance with accounting standards. Tessa’s educational background in Entrepreneurship & Innovation gives her an appreciation for the value of fractional financial services.
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Gwen Taniguchi
Director of Operations
Gwen leverages over 15 years of strategic operations experience to drive Peek Advisory Group’s service excellence and growth initiatives. She develops and implements scalable frameworks that enable our team to deliver sophisticated financial and advisory solutions.
Her expertise in systems optimization and operational efficiency ensures consistent, high-quality service delivery across our strategic financial services.