Our advisors

Adam Palen

Financial Advisor

Chief Executive Officer of Pinnacle Private Wealth Group
Learn more about Adam Palen

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Learn more about Stephen Palen

Timothy Brant Lewis

Financial Advisor

Managing Director of Pinnacle Private Wealth Group
Learn more about Timothy Brant Lewis

Ronald C Bryant

Financial Advisor

Learn more about Ronald C Bryant

Dan Petersen

Financial Advisor

Chief Operating Officer of Pinnacle Private Wealth Group
Learn more about Dan Petersen

James Brandt

Financial Advisor

Learn more about James Brandt

Daniel J Kruse

Financial Advisor

Learn more about Daniel J Kruse

Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daryl Kruse

David J Drolson

Financial Advisor

Learn more about David J Drolson

Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA℠, APMA

Financial Advisor

Vice President of Pinnacle Private Wealth Group
Learn more about Jeffrey C Strickland

John Gruber

CRPC

Financial Advisor

Learn more about John Gruber

Steve Jones

Financial Advisor

Learn more about Steve Jones

Todd A Glaw

Financial Advisor

Learn more about Todd A Glaw

Sophi Heim

Financial Advisor

Learn more about Sophi Heim


Our team

Kayla Vrieze

Kayla Vrieze

Client Relationship Manager

Melody Murtle

Melody Murtle

Client Concierge

Nancy Cooper

Nancy Cooper

Paraplanner

Katie Kahn

Katie Kahn

Client Service Specialist