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

Kayla Erie

Financial Advisor

Visit Kayla Erie's website

Jeffrey O'Donnell

Financial Advisor

Visit Jeffrey O'Donnell's website

Alexa Grupa

Financial Advisor

Visit Alexa Grupa's website

Steven J Gehrke

MBA, CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Steven J Gehrke's website


Team

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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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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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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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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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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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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