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

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Our advisors

Advisor photo for Adam Palen

Adam Palen

Financial Advisor

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

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Learn more about Stephen Palen Visit Stephen Palen's website
Advisor photo for Dan Petersen

Dan Petersen

Financial Advisor

Chief Operating Officer of Pinnacle Private Wealth Group
Learn more about Dan Petersen Visit Dan Petersen's website
Advisor photo for Daryl Kruse

Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Daryl Kruse Visit Daryl Kruse'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
Learn more about Jeffrey C Strickland Visit Jeffrey C Strickland's website
Advisor photo for John Gruber

John Gruber

ChFC®, CLU®, CRPC

Financial Advisor

Chartered Financial Consultant®
Learn more about John Gruber Visit John Gruber's website
Advisor photo for Joshua Wyman

Joshua Wyman

CRPC

Financial Advisor

Financial Planning Specialist
Learn more about Joshua Wyman Visit Joshua Wyman's website
Advisor photo for Steven J Gehrke

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

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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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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Beth Brandt

Client Service Coordinator

Sarah Bell

Sarah Bell

Client Service Specialist