Pinnacle Private Wealth Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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 Dan Petersen

Dan Petersen

Financial Advisor

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


Team

Sarah Bell

Sarah Bell

Client Service Specialist

Kassie Holley

Kassie Holley

Client Service Specialist

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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