Our Team

Derek, a seasoned business owner, understands the fragility of success and the importance of generational wealth. Collaborating closely with clients, he assesses their current business status and prioritizes future steps for success.

As a trusted advisor and team player, Derek finds immense satisfaction in guiding clients towards achieving their financial goals. Drawing from a vast network of resources, he crafts winning strategies tailored to each client's needs.

With a career spanning back to 2004, Derek has garnered industry recognition, including the prestigious Top of the Million Dollar RoundTable award in 2023¹. He is passionate about coaching and has delivered keynote speeches at various New York Life offices nationwide, emphasizing efficient business practices for optimal client experiences.

Personally, Derek brings the values of teamwork, discipline, and perseverance from his days as a member of the University of Colorado football team, where he was part of the 2001 Big 12 Conference championship team.

Derek and his wife Michelle cherish family time with their sons Alexander and Nicholas, enjoying travel, sports, and community engagement. They actively support charities like Catholic Charities and the Denver Rescue Mission, embodying their commitment to giving back.

1. Top of the Table 2023: The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Carey D. Sullivan is the Co-Founder and Chief Investment Officer of Five Peaks Capital Group since 2011. Carey creates and manages customized holistic financial plans for his clients and takes the responsibility of making sure those plans are implemented and updated on a regular basis for C-Suite Executives and Business Owners.

As part of his role as Chief Investment Officer, Carey is responsible is setting the firms asset allocation framework. He is responsible for manager due diligence-> interviewing managers to be placed on the firms buy and sell list. He also creates the Investment Policy Statements for each firm client.

As a fiduciary in his investment advisory work, Carey helps his clients through a variety of complex tax, financial and market changes as well as complex personal, business and estate planning goals. Everything he does is based in the firms Five Tenets of Performance, Discipline, Diligence, Trust and Respect.

Before Co-Founding Five Peaks Capital in 2011, Carey began his financial planning career as an agent of New York Life in 2009 after being laid off from Countrywide Bank in the 2008-2009 financial crisis. In seeing the financial mistakes of people close to him during this time he decided to embark on his own career in helping people reach their financial goals. Carey is currently taking graduate level financial courses to further his education and training in the field.

Carey is involved in the community by coaching his son Carson’ soccer team. He is involved with the Denver Rescue Mission in helping the homeless people in the Denver Metro Area and with MaxFund which is a no-kill animal shelter based in Denver.

When Carey isn’t planning for his clients’ future you can find him spending time with his wife Leah, and their two kids Sloan and Carson. They enjoy spending time at their mountain home in Silverthorne, Co. His main interests are playing golf, he has tied the course record at Lakewood Country Club with a score of 62. He has finished 2nd in the Men’s Club Championship twice and 2nd in the Men’s Match Play Championship once. Carey has also been a member of Lakewood’s Schrepferman Cup team since 2016.

Chris Eaton has been a financial professional with New York Life Insurance Company since 2014 and joined the team at Five Peaks Capital Group in 2021. Chris is an Executive Council Agent (2014), has obtained his series 6, 7, 63, and 66, licenses, and is an Investment Advisor Representative of Eagle Strategies, LLC., a Registered Investment Advisor. Chris is also an MDRT Qualifier and member of NAIFA.

Chris works with his clients in Business Succession Planning, Tax Diversification Strategies, Executive Deferred Comp, 401k management, and Debt Reduction Planning. Chris has built a reliable network of trusted advisors for his client base, including, CPA’s, Attorneys, Mortgage Brokers, Realtors, Auto Brokers, and many others.

Chris graduated from California State University Fresno, Craig School of Business in 2007 with a bachelor’s degree in International Business.

Chris sits on the professional’s board of STRIVE Prep School District and spends time volunteering with Hope Kids as well as Goodwill Denver.

Chris resides in Centennial, CO with his wife, Lindsey, their daughters, Finnley and Ansley, and their dog, Tallulah. While Chris is not working, he spends time with his family, hikes, skis, goes to concerts, plays volleyball and plays music.

Chris Eaton has been a financial professional with New York Life Insurance Company since 2014 and joined the team at Five Peaks Capital Group in 2021. Chris is an Executive Council Agent (2014), has obtained his series 6, 7, 63, and 66, licenses, and is an Investment Advisor Representative of Eagle Strategies, LLC., a Registered Investment Advisor. Chris is also an MDRT Qualifier and member of NAIFA.

Chris works with his clients in Business Succession Planning, Tax Diversification Strategies, Executive Deferred Comp, 401k management, and Debt Reduction Planning. Chris has built a reliable network of trusted advisors for his client base, including, CPA’s, Attorneys, Mortgage Brokers, Realtors, Auto Brokers, and many others.

Chris graduated from California State University Fresno, Craig School of Business in 2007 with a bachelor’s degree in International Business.

Chris sits on the professional’s board of STRIVE Prep School District and spends time volunteering with Hope Kids as well as Goodwill Denver.

Chris resides in Centennial, CO with his wife, Lindsey, their daughters, Finnley and Ansley, and their dog, Tallulah. While Chris is not working, he spends time with his family, hikes, skis, goes to concerts, plays volleyball and plays music.

Hannah Nam is the Licensed Service Assistant and Executive Assistant to Derek A. Moore and Carey Sullivan at Five Peaks Capital Group. Hannah performs administrative tasks to support the core business. She also provides ongoing service and support to both clients and agents to ensure efficient implementation of financial plans and ensure clients receive proper resources to reach their financial goals.

Hannah began her journey into the finance industry in 2022 and is currently working to obtain her Series 7 and Series 66 licenses.

Hannah resides in Lakewood, CO with her husband, Jon, and their two dogs named Astros and Persephone. While Hannah is away from the office, she finds herself spending all her time with her family and friends. Her main interests are traveling, camping, swimming with her dogs, and trying out new hobbies.

Steve took an unusual path to his financial advising career, spending the first few months after college as your local TV meteorologist in upstate NY, followed by a nearly 20-year career as a National Program Manager and IT Director in the federal government. In late 2021, having a mid-life career change crisis, Steve joined New York Life as a Financial Services Professional and then joined Five Peaks Capital Group in 2024. While on paper the dramatic transition of industries sounds unusual, Steve oversaw the development of an enterprise-wide financial management IT system during his time with the government and furthermore, Steve has been developing financial solutions as a hobby for his family, in-laws, and close friends for many years before the official career change.

Steve started his New York Life career in Colorado, but he and his family have since relocated to Palm City, FL where Steve will be expanding Five Peaks' presence to the Sunshine State.  Steve works predominantly with affluent families, mid-career professionals also going through similar mid-life career changes, and business owners.  Using the skills he learned from his meteorology days, where you take a heavily scientific field and then explain it more simplistically when providing a forecast to the public, Steve takes a similar approach when breaking down a financial plan with his clients, helping clients see what their financial future will look like with the plan that has been proposed.  Furthermore, Steve's wife, Lisette, is a CPA who runs her own tax practice, as such Steve utilizes her expansive knowledge of taxes to help guide tax efficient proposals to clients.

In 2022, Steve was awarded "Rookie of the Year" by the Colorado General Office of New York Life, given to the first-year agent who has the highest production of all first-year agents.  In 2023, Steve was awarded the "New Organization Agent of the Year", given to the agent who has the highest production of all "new org" agents (agents in the first three years of the career).  Steve also qualified for Executive Council* in 2022 after only six months in the career and qualified for President's Council* in his first full year in 2023.  From an industry perspective, Steve has also earned recognition as a member of the Million Dollar Round Table** (MDRT).

Steve earned a Bachelor's Degree in Meteorology and another in Economics from the Pennsylvania State University.  Steve later earned a Masters in Business Administration (MBA) from the Robert H. Smith School of Business at the University of Maryland.  Steve and his wife, Lisette, have two boys, Dominick and Giancarlo.  Away from the office, Steve coaches Dominick's baseball team and Giancarlo's soccer team.  Additionally, the family enjoys traveling, visiting major league and minor league baseball stadiums, and taking in new experiences on land, in the air, and on the sea.

*Council is an annual company recognition program based on agent production from July 1- June 30.

**The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

As a dedicated professional with a strong background in the healthcare industry, Haley embarked on a new journey as an Executive Assistant with Five Peaks Capital Group starting in the Fall of 2024. With years of experience in managing complex schedules, coordinating communications, and supporting high-level executives, she has honed skills in organization and problem-solving. Her transition from Healthcare to Finance reflects her passion for growth and adaptability in dynamic environments. She is eager to leverage her challenges and opportunities this new role presents.

Haley resides outside of Colorado, located in Kansas City, MO with her husband Jacob. Together they have one son, Micah, and a dog named Ginger. In their spare time, they enjoy spending time with family, going to various local KC Sporting events, traveling and spending time outdoors.