Pinnacle's Professional Staff

Founder & Chairman of the Board
Chief Executive Officer, Compliance Officer
VP - Investment Advisory Service
VP - Financial Planning Service
Vice President – Wealth Management Programs
Director of Marketing & Sales for Central Ohio
Associate VP - Retirement Plan Services
Data Manager & FP Administrator
Investment Department Operations Manager
Portfolio Analyst
Investment Advisory Services Coordinator
Director of Marketing
Financial Planning Administrator
Financial Plan Coordinator
HR & Billing
Receptionist and Administrative Assistant