Pinnacle Private Wealth Group

At Pinnacle Private Wealth Group, our mission is to empower clients to make educated and informed financial decisions to live the life they envision.

We seek to understand your:

  • Values
  • Purpose
  • Goals
  • Expectations

Pinnacle Private Wealth Group’s Team Values:

  • Client centric experience
  • Integrity
  • Family
  • Collaboration
  • Transparency

Advisors

Adam Palen

Financial Advisor

Chief Executive Officer of Pinnacle Private Wealth Group
Visit Adam Palen's website

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Visit Stephen Palen's website

Timothy Brant Lewis

Financial Advisor

Managing Director of Pinnacle Private Wealth Group
Visit Timothy Brant Lewis's website

Ronald C Bryant

Financial Advisor

Visit Ronald C Bryant's website

Dan Petersen

Financial Advisor

Chief Operating Officer of Pinnacle Private Wealth Group
Visit Dan Petersen's website

Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA, APMA

Financial Advisor

Vice President of Pinnacle Private Wealth Group
Visit Jeffrey C Strickland's website

James Brandt

Financial Advisor

Visit James Brandt's website

John Gruber

ChFC®, CLU®, CRPC

Financial Advisor

Chartered Financial Consultant®
Visit John Gruber's website

Steve Jones

Financial Advisor

Visit Steve Jones's website

Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daryl Kruse's website

Daniel J Kruse

Financial Advisor

Visit Daniel J Kruse's website

David J Drolson

Financial Advisor

Visit David J Drolson's website

Todd A Glaw

Financial Advisor

Visit Todd A Glaw's website


Team

Kayla Vrieze

Kayla Vrieze

Client Relationship Manager

Melody Murtle

Melody Murtle

Client Concierge

Nancy Cooper

Nancy Cooper

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Alexa Grupa

Alexa Grupa

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Katie Kahn

Katie Kahn

Client Service Specialist

Melody Murtle

Melody Murtle

Client Concierge

Personal Intro

Melody has been employed with Ameriprise Financial Services for 34 years in Humboldt IA, serving as Administrative Assistant and then, Office Manager. On a personal note, she enjoys spending time with family & friends, traveling, flower gardening & scrapbooking.

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Nancy Cooper

Nancy Cooper

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Personal Intro

  • Education: University of Iowa, Iowa City, IA
  • Experience: 32 years in the financial services industry
  • Interests: Going on adventures with family & friends, traveling, walking, riding bike, working out at the gym, yoga, gardening, reading & listening to music.
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Nola Dybvik-Sanders

Nola Dybvik-Sanders

Office Manager

Sarah Lewis

Sarah Lewis

Business Development Specialist,

Client Relationship Specialist
Tracy Gehrke

Tracy Gehrke

Business Development Director