Introducing Our Team
All at the Same Table. All on Your Side.
Pinnacle is dedicated to redefining comprehensive planning and upholding our unwavering commitment to you, our valued client. Our mission is deeply rooted in helping individuals and families receive the guidance necessary to secure their financial futures.
Backed by years of experience in the financial services industry, our team combines diverse backgrounds, extensive education, and profound skills to address your unique financial concerns and objectives. Our approach revolves around collaboration, precision, and comprehensive strategies, resulting in a story-centered financial plan tailored to your specific needs and long-term aspirations.
Together we plan.
Together we grow.
Together we achieve.*
We are here to help you achieve your financial goals, with you and your financial success at the core of everything we do.
The Pinnacle Team
William D. Heichel, JD, CFP®
Founder, Chairman of the Board & Senior Wealth Manager
Keith A. Heichel, CFP®
President/CEO & Senior Wealth Manager
Jennifer Heichel-Henderson, CFP®, MBA
Chief Operating Officer & Chief Compliance Officer
Scott A. Heichel, CFA®, CFP®
Chief Investment Officer & Senior Wealth Manager
Christine Larson-Postel, CFP®, MBA
VP - Wealth Management & Senior Wealth Manager
Dayne L. Wendling, MSFS, CFP®
VP - Investment Service & Senior Wealth Manager
Allen Sykes, CFP®, AEP®, CTFA
VP – Trust Services & Senior Wealth Manager
William J. Cunningham, CFP®, ChFC®, CAP®, AEP®
Senior Wealth Manager
Christopher W. Meek, BSBA
Portfolio Analyst & Investment Advisor
Scott Brihn, CFP®
Wealth Manager & Director of Financial Planning
Richard Kammer, CFP®, PPC®
Wealth Manager and Director of Retirement Plans
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pinnacle is engaged, or continues to be engaged, to provide investment advisory services. *It should not be assumed that future performance of any specific investment or investment strategy or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful if Pinnacle is engaged.
