Elevating your financial Legacy: The Pinnacle Private Wealth approach

At Pinnacle Private Wealth Group, our team is united by a shared commitment to integrity, family, collaboration, and transparency. Each member brings unique experiences helping to create personalized and comprehensive financial strategies. Together, we help to navigate your financial journey with the care and precision it deserves. We strive to build lasting relationships that can span generations. Let us help guide you to the pinnacle of your financial aspirations.

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Team photo

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Our advisors

Adam Palen

Financial Advisor

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

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Learn more about Stephen Palen Visit Stephen Palen's website

Timothy Brant Lewis

Financial Advisor

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

Dan Petersen

Financial Advisor

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

Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daryl Kruse Visit Daryl Kruse's website

Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA, APMA

Financial Advisor

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

John Gruber

ChFC®, CLU®, CRPC

Financial Advisor

Chartered Financial Consultant®
Learn more about John Gruber Visit John Gruber's website

Steven J Gehrke

MBA, CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven J Gehrke Visit Steven J Gehrke's website


Our team

Alexa Grupa

Alexa Grupa

Paraplanner

Personal Intro

  • Education: University of Minnesota
  • Interests: Running, going to church with my family, sports, holiday markets
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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

Paraplanner

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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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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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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Sarah Lewis

Sarah Lewis

Business Development Specialist,

Client Relationship Specialist

Personal Intro

After 25 years as an educator and peer coach, Sarah is bringing her expertise in organization and communication to continue providing excellent support to existing clients while also improving marketing and branding efforts.

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Kassie Holley

Kassie Holley

Client Service Specialist

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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