Pinnacle Private Wealth Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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

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Advisors

Dan Petersen

Financial Advisor

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


Team

Alexa Grupa

Alexa Grupa

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Katie Kahn

Katie Kahn

Client Service Specialist

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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