Our team of professionals is here to provide valuable insight, guidance, and
accountability that allows you to take charge of your wealth and build your best life.
Derek works with business owners, executives, professionals and affluent families. By providing comprehensive holistic financial planning, investment advisory and wealth management expertise. Derek helps quarterback the development, implementation and real-time management of his clients customized financial plan.
In 2004, Derek began his career at New York Life. Since 2008 he has been a New York Life Council* qualifier. Derek has also been recognized as a Chairman’s Council* agent at NYL since 2016. In 2014 he was awarded the Colorado Associate of the Year award by the Denver General Office. From an industry perspective he has been awarded lifetime membership into the Million Dollar RoundTable**. Reaching Top of the Table status at MDRT in 2021.
Derek loves coaching and has been a keynote speaker at different New York Life offices around the country. Encouraging colleagues to create the best client experience possible through the creation of efficient business practices. These speaking engagements are his biggest honor.
On a personal note, Derek graduated from the University of Colorado and was a member of the CU football team. As a three-time letterman he was also a member of the 2001 Big 12 Conference championship team. From that experience he brings the core values of teamwork, discipline and perseverance to Five Peaks. Derek loves to stay active by coaching a playing competitive soccer throughout the year.
Derek and his wife, Michelle, are proud parents to their son Alexander. They love being a family that travels, plays and laughs together. They actively work with Catholic Charities through their Church and support the Denver Rescue Mission amongst other charities.
*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.
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
Licensed Service Assistant and Executive Assistant
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.