Keith A. Heichel, CFP®
President/CEO & Senior Wealth Manager
In 2023, Keith Heichel assumed the role of President and CEO of Pinnacle, spearheading the company’s strategic focus with a special emphasis on strategic wealth collaboration with other professionals. Under his new leadership, Pinnacle is looking for growth and extending its reach to serve more families and solidifying its position as a leader in comprehensive wealth management.
Bringing extensive experience in offering financial advice to individual clients since 1990, Keith has been an integral part of Pinnacle since 1998. He plays a crucial role in fostering relationships with high-net-worth clients, CPAs, and attorneys. Over the years he has actively engaged in various facets of Pinnacle’s operations, Keith currently serves on committees dedicated to investment, wealth management, marketing, and compliance.
He holds a BA in Finance from Baldwin Wallace College and has earned the esteemed CERTIFIED FINANCIAL PLANNER® designation in 1998.
Beyond his professional commitments, Keith holds family dear, sharing life with his wife Karen and four children, Kayla, Katelyn, Kelsey, and Kevin, along with a cherished granddaughter, Khaleesi. Outside the boardroom, Keith derives joy from football, boating, and spending quality time at his lake house.
