About Peak
An independent advisory firm built on doing the work, not just presenting it.
Founded in 2011, Peak Financial partners with leadership teams across manufacturing, healthcare, technology, and professional services. We combine rigorous analysis with hands-on implementation support, because a strategy that never gets adopted hasn't created any value.
Our approach
Most consulting frustrations come from the same place: a firm delivers a polished recommendation that never accounts for how the organization actually operates. We start from the opposite direction — understanding your constraints, your people, and your data before we propose anything.
That means smaller teams, more time on-site, and engagements that don't end at the recommendation. It also means we turn down work where we don't think we can add real value.
We work in the details
We don’t hand over a slide deck and disappear. Our team spends real time in your data, on the floor, and with your people before we recommend anything.
We build for handoff
Every engagement is designed so your team can run it without us. If a recommendation depends on Peak Financial staying involved forever, we haven’t done our job.
We say the uncomfortable thing
Clients hire us for judgment, not agreement. When the data points somewhere leadership doesn’t want to look, we say so directly.
Our team
The people behind the engagements
Elena Marsh
Founder & Managing Partner
Elena founded Peak Financial after leading strategy functions at two Fortune 500 manufacturers. She works directly with CEOs and boards on growth strategy and major operating decisions, and sets the firm’s engagement standards.
- Growth strategy
- Board advisory
- M&A readiness
Daniel Okafor
Director, Operations Advisory
Daniel leads Peak Financial’s operations practice, spending most of his time on the floor and in the workflow with client teams. He specializes in translating process redesign into measurable throughput and cost outcomes.
- Process redesign
- Supply chain
- Lean operations
Priya Shah
Director, Financial Advisory
Priya builds the financial models and performance frameworks behind Peak Financial’s advisory work. Before consulting, she spent seven years in corporate FP&A roles across healthcare and industrials.
- Margin analysis
- KPI design
- Pricing strategy
Marcus Webb
Senior Consultant
Marcus supports engagements across strategy and operations, with a focus on stakeholder facilitation and change adoption. He is known for keeping project teams aligned when priorities shift mid-engagement.
- Change management
- Facilitation
- Program management
Have a decision that can't wait?
Talk to us about your situation. There's no cost or commitment to an initial conversation.