At Pinnacle Investments, our team is committed to helping clients make informed, confident financial decisions through a collaborative and comprehensive advisory approach. With diverse backgrounds in financial planning, municipal fixed income, investment management, retirement strategies, and client service, we combine deep technical skills with a personalized understanding of each client’s goals. Our mission is simple: provide objective advice, thoughtful planning, and proactive service that supports every stage of your financial life.
We believe clients benefit most when they have access to a coordinated team rather than a single advisor. Each member of our group brings specialized experience—from advanced financial planning credentials to municipal bond experience, retirement plan knowledge, investment research, and high-touch service operations. By integrating these strengths, we deliver a well-rounded perspective and a deeper level of support, ensuring that your financial plan and investment strategy evolve alongside your needs.
Clients can expect:
- A structured, collaborative planning process
- Clear, consistent communication and timely follow-up
- Thoughtfully constructed investment portfolios
- Tax-aware strategies and risk-managed guidance
- A dedicated service professional ensuring an ideal client experience
- A team that adapts as your goals, family needs, and financial picture change
Always consult with a tax professional on tax advice.
Led by a CERTIFIED FINANCIAL PLANNER™ professional, we provide holistic guidance that incorporates cash-flow analysis, retirement planning, tax-aware strategies, estate considerations, education funding, and long-term wealth management.
With a firm Municipal Bond Principal on the team, we offer seasoned insight into municipal securities, fixed-income research, portfolio construction, and tax-efficient income strategies. This specialization provides a distinct advantage to high-income and high-net-worth investors.
Our advisors bring experience across equities, fixed income, mutual funds, and market research. We focus on building portfolios aligned with your goals, risk tolerance, and time horizon, while navigating evolving market conditions with discipline and clarity.
From 401(k) education to long-term retirement income strategies, our team helps individuals and families understand their options, optimize employer plan benefits, and prepare for a confident transition into retirement.
We evaluate clients’ protection needs as part of the broader financial plan, helping ensure that insurance coverage aligns with long-term goals and safeguards financial stability.
We guide families through education savings options including 529 plans and long-term college planning to help them prepare for future education costs in a thoughtful, structured way.
With more than 25 years of industry experience, our dedicated Client Services Associate oversees account administration, money movement, trading support, and operational accuracy—ensuring a seamless and responsive client experience.
Our team holds a wide range of FINRA licenses—including Series 7, 24, 52, 53, and 66—along with multiple MBAs and advanced certifications. This foundation allows us to manage complex situations, maintain a strong compliance focus, and deliver knowledgeable, well-researched guidance.
We focus on building long-term relationships rooted in trust, transparency, and communication. As your life evolves, so will your financial plan. We are here to guide you through every transition, helping you pursue your goals with clarity and confidence.
