Chief Revenue Officer & Director of Operations
Strategic Wealth & Tax Planning
Advanced Planning Solutions for the Heart of America & Business Owners
Our group was founded on the "Giving First" principle with one guiding mission: to grow together while continuously blessing charitable organizations and communities.
Over two decades, we’ve built deep, trusted relationships by connecting vetted financial experts to empower clients with advanced planning strategies.
Our Why & Difference
Our "Giving First" Initiative is rooted in our belief that true success isn’t just about what we achieve—it’s about what we give.
Whether it’s guiding clients toward financial security, mentoring others, or supporting our communities, we prioritize the client experience, concierge service and impact over transactions.
We Serve the Heart of America by Empowering them through Financial Education.
Together, we Give back.
Our Core Values
We Operate with a Standard of Excellence.
We Do the Right Thing Every time.
We Value and Recognize our People.
We are Servant Leaders and Teammates.
We Think and Act with Optimism and Faith.
We Focus on Family First.
What We Offer
Tax Strategy & Filing
Proactive tax planning and expert filing services through a network of CPAs, CFPs, and AIFs to minimize liabilities and maximize wealth retention.
Advanced Planning & Insurance Solutions
Custom-designed insurance contracts to fund businesses, real estate purchases, eliminate debt, and create tax-free income.
Private Asset Management
(Pinnacle Private Wealth)
Protect and grow wealth with tailored investment strategies.
Health & Medicare Planning
Optimize coverage and implement Medicaid trust strategies for long-term security.
Non-Traditional Banking Solutions
Master financial acceleration tools like Infinite Banking, Velocity & Accelerated Banking, and HELOC strategies to eliminate debt 75% faster.
Estate & Trust Planning
70% lower-cost solutions for living trusts, wills, POAs, and deed re-titling to secure your legacy. Avoid probate while ensuring control, flexibility, and tax-efficient inheritance strategies.
TPG & Pinnacle Private Wealth
Total Value Clarification
What it really costs to build your financial team — and how we simplify it.
If You Hired Each Professional Individually
Service | Typical Cost |
|---|---|
Estate Planning Attorneys (Trust Planning) | $2,000 – $5,000 annually |
Tax Attorneys and Enrolled Agents (Tax Planning / Tax Strategy / Representation) | $10,000+ annually |
Certified Public Accountants (CPAs) | $2,000 – $4,000 annually |
Certified Financial Planners™ (CFP®s) | $2,000 – $5,000 annually |
Private Wealth Managers (1% AUM fee) | Thousands annually (based on assets) |
Chartered Financial Analysts (CFAs) | Varies (part of investment strategy) |
Certified Private Wealth Advisors (CPWAs) | $5,000 – $10,000 annually |
Chartered Retirement Counselors (ChRCs) | $1,500 – $2,500 annually |
Advanced Planning Insurance Specialists (CLU, CEPA) | $10,000+ annually |
Medicare & Insurance Planning Professionals | $500 – $2,500 annually |
Debt Education, Solutions and Acceleration Strategists (CFEI) | $500 – $2,500 annually |
Total (Siloed Approach): $50,000+ per year | |
With Pinnacle Private Wealth Concierge
- All of the above — integrated, proactive, and personalized — through one coordinated team
- Centralized communication — no silos, no confusion
- Strategy, simplicity, and peace of mind
- For clients working with us under an AUM relationship, most of these services are already included
- All at a fraction of the traditional cost
Why Clients Choose Pinnacle
- One trusted team
- Seamless coordination across tax, legal, and investments
- Legacy-focused planning for families, business owners, and nonprofits
- No piecemeal advice — just clarity and confidence
Your Legacy. Our Priority.
Team
CEO
Chief Financial Strategist
Private Wealth Advisor
Chief Financial Strategist
Private Wealth Advisor
Chief Business Strategist
Managing Director
Managing Director
100K
Private Wealth Plans Reviewed
25+
National Strategic Partnerships
100+
Years Combined Private Wealth Experience
