About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 1999, we have helped create programs and portfolios to address long-term financial goals for our clients. Have questions about investments, taxes, retirement, or estate planning? Call or email to schedule an appointment.
A Proven Approach
A Proven Approach
A Proven Approach
It all starts with a conversation. We analyze your personal balance sheet and resources, then formulate a plan to pursue your goals. We will review regularly to make sure you are on track, or implement changes when necessary.
Why Us?
A Proven Approach
Why Us?
Our team has extensive experience in tax and financial planning, but most importantly - we share a commitment to ethics and integrity. We are fully licensed and credentialed. And you can rely on unbiased recommendations and impartial guidance.
Our Team
Daniel Polachek, Managing Partner, Financial Advisor
Daniel Lee Polachek joined the firm as a staff accountant in 2007 and is a Certified Public Accountant in Massachusetts (CPA). He is a graduate of Norwich University of Northfield, Vermont, receiving a B.A. in Business Administration: majoring in Management and Accounting. Daniel completed his MBA at Norwich University in June of 2009. Since joining the firm he has completed advanced training in taxation, accounting and marketing
Memberships of the National Association of Tax Practitioners (NATP). Massachusetts Society of Certified Public Accountants.
Michael Kiziuk, Managing Partner, Financial Advisor
Michael has over 20 years of experience in the wealth management industry, with a background in investment research, trading, and financial planning. His professional background is an ideal match with Dan's skill set to achieve Peak Advisor Group's mission: Integrated Tax and Financial Planning.
Michael received his degree in Finance from the Villanova University School of Business. He is a General Securities Agent and Investment Advisor Representative, holding the FINRA Series 7, 63 and 66 registrations, and is licensed to offer insurance products.
Outside of the financial world, Michael coaches youth sports and enjoys spending time with his wife and four children.
Tracey Polachek
Tracey Polachek is our office manager. She is responsible for keeping the practice focused on clients with scheduling, organization and customer service. She brings extensive business experience to the practice.
Tracey holds a B.S. in Home Economics from Albion College, Albion, Michigan. She was a Registered Jeweler, working in her family's jewelry business for 18 years.
Timothy J. Harrington CPA
Tim joins Peak Advisor Group with almost 50 years of Accounting and Tax experience! Tim graduated from Holy Cross, where he played lacrosse. Tim operated his own tax and financial planning office for many years, providing bookkeeping, advisory services, tax preparation, compilation and review of financial statements, and wealth management services. He is a General Securities Agent and Investment Advisor Representative, holding the FINRA Series 7, 63 and 65 registrations, and is licensed to offer insurance products.
Site Content
This site is published for residents of the United States only. Avantax affiliated Financial Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA https://www.finra.org, SIPC https://www.sipc.org, Investment Advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. 972-870-6000. Peak Advisor Group is not a subsidiary of, nor controlled by Avantax.
Check the background of your financial professional on FINRA’s BrokerCheck
For Important Information and Form CRS, go to https://www.avantax.com/disclosures
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management® does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.