Pinnacle Private Wealth Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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

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Advisors

Timothy Brant Lewis

Financial Advisor

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

Adam Palen

Financial Advisor

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

Stephen Palen

Private Wealth Advisor

Franchise Consultant
Visit Stephen Palen's website

Ronald C Bryant

Financial Advisor

Visit Ronald C Bryant's website

Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA, APMA

Financial Advisor

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

Dan Petersen

Financial Advisor

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

James Brandt

Financial Advisor

Visit James Brandt's website

Steve Jones

Financial Advisor

Visit Steve Jones's website


Team

Kayla Vrieze

Kayla Vrieze

Client Relationship Manager

Melody Murtle

Melody Murtle

Client Concierge