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

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Team photo for Pinnacle Private Wealth Group
Team photo for Pinnacle Private Wealth Group

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Advisors

Advisor photo for Adam Palen

Adam Palen

Financial Advisor

Chief Executive Officer of Pinnacle Private Wealth Group
Visit Adam Palen's website
Advisor photo for Stephen Palen

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Visit Stephen Palen's website
Advisor photo for Ronald C Bryant

Ronald C Bryant

Financial Advisor

Visit Ronald C Bryant's website
Advisor photo for Dan Petersen

Dan Petersen

APMA®

Financial Advisor

Chief Operating Officer of Pinnacle Private Wealth Group
Visit Dan Petersen's website
Advisor photo for Jeffrey C Strickland

Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA®, APMA®

Financial Advisor

Vice President of Pinnacle Private Wealth Group
Visit Jeffrey C Strickland's website
Advisor photo for James Brandt

James Brandt

Financial Advisor

Visit James Brandt's website
Advisor photo for John Gruber

John Gruber

ChFC®, CLU®, CRPC

Financial Advisor

Chartered Financial Consultant®
Visit John Gruber's website
Advisor photo for Steve Jones

Steve Jones

Financial Advisor

Visit Steve Jones's website
Advisor photo for Jeffrey O'Donnell

Jeffrey O'Donnell

Financial Advisor

Visit Jeffrey O'Donnell's website
Advisor photo for Alexa Grupa

Alexa Grupa

APMA®

Financial Advisor

Visit Alexa Grupa's website
Advisor photo for Steven J Gehrke

Steven J Gehrke

MBA, CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Steven J Gehrke's website
Advisor photo for Daryl Kruse

Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Daryl Kruse's website
Advisor photo for Daniel J Kruse

Daniel J Kruse

Financial Advisor

Visit Daniel J Kruse's website
Advisor photo for David J Drolson

David J Drolson

Financial Advisor

Visit David J Drolson's website
Advisor photo for Todd A Glaw

Todd A Glaw

Financial Advisor

Visit Todd A Glaw's website
Advisor photo for Kayla Erie

Kayla Erie

Financial Advisor

Visit Kayla Erie's website
Advisor photo for Joshua Wyman

Joshua Wyman

CRPC

Financial Advisor

Financial Planning Specialist
Visit Joshua Wyman's website


Team

Katie Kahn

Katie Kahn

Client Service Specialist

Personal Intro

  • Education: Le Cordon Bleu College of Culinary Arts
  • Interests: Spending time with my kids, baking, and cooking. We also love to hiking and fishing.
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Nola Dybvik-Sanders

Nola Dybvik-Sanders

Office Manager

Personal Intro

  • Background: I was an EMT for a volunteer ambulance service for 12 years.
  • Interests: Yard work, car shows, SXS rides
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Kassie Holley

Kassie Holley

Client Service Specialist

Tracy Gehrke

Tracy Gehrke

Business Development Director

Personal Intro

  • Education: University of Minnesota
  • Interests: Whether it's at the Mississippi River camping, or walking on Fort Myers Beach, any weekend I can spend near water is my favorite. I also enjoy time with our children and their significant others. It's hard to get them all together, but when we do, it's a lot of fun.
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Shannon Meier

Shannon Meier

Operations Manager

Personal Intro

  • Education: Western Technical College
  • Interests: Quality time with family, the great outdoors, community service, church, running, and photography
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Beth Brandt

Beth Brandt

Client Service Coordinator

Sarah Bell

Sarah Bell

Client Service Specialist