Our advisors

Advisor photo for Adam Palen

Adam Palen

Financial Advisor

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

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Learn more about Stephen Palen
Advisor photo for Timothy Brant Lewis

Timothy Brant Lewis

Financial Advisor

Managing Director of Pinnacle Private Wealth Group
Learn more about Timothy Brant Lewis
Advisor photo for Ronald C Bryant

Ronald C Bryant

Financial Advisor

Learn more about Ronald C Bryant
Advisor photo for Dan Petersen

Dan Petersen

Financial Advisor

Chief Operating Officer of Pinnacle Private Wealth Group
Learn more about Dan Petersen
Advisor photo for James Brandt

James Brandt

Financial Advisor

Learn more about James Brandt
Advisor photo for Daniel J Kruse

Daniel J Kruse

Financial Advisor

Learn more about Daniel J Kruse
Advisor photo for Daryl Kruse

Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daryl Kruse
Advisor photo for David J Drolson

David J Drolson

Financial Advisor

Learn more about David J Drolson
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
Advisor photo for John Gruber

John Gruber

CRPC

Financial Advisor

Learn more about John Gruber
Advisor photo for Steve Jones

Steve Jones

Financial Advisor

Learn more about Steve Jones
Advisor photo for Todd A Glaw

Todd A Glaw

Financial Advisor

Learn more about Todd A Glaw
Advisor photo for Sophi Heim

Sophi Heim

Financial Advisor

Learn more about Sophi Heim


Our team

Kayla Vrieze

Kayla Vrieze

Client Relationship Manager

Melody Murtle

Melody Murtle

Client Concierge

Nancy Cooper

Nancy Cooper

Paraplanner

Katie Kahn

Katie Kahn

Client Service Specialist