ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.
In an increasingly commodified marketplace, there’s less value to selling a thing and far more value in its implementation. Anyone can promise you a successful outcome. But only a few will commit to getting you there.

Our number one focus is to maximize your business by utilizing leverage and mitigating risk. In order to begin that process, we simply look at your book of business in the way that is most natural to an advisor. And with a nationwide sales support network, you always have direct access to a Pinnacle team member that can turn your business opportunities into action.

Business Development

Consulting

Enterprise Software

Professional Services

The Pinnacle Group

Jim Ludwick

Morgan Christiansen

Eddie Liranzo

Daniel Hughes

Chris Shekell

Shawna P

Mike Miller

Mark Neita

Lutcf Chris Harclerode

Holly Higginbotham

Dillon Crist

Jason Borek

Edgar Morales

The Operations and Financial Management team at The Pinnacle Group focuses on optimizing business performance through efficient operational strategies and sound financial oversight. This team works to leverage business strengths while mitigating risks, ensuring streamlined processes, and providing robust support to maximize opportunities and drive successful outcomes for clients.

Operations and Financial Management

Leadership Team

Sales Team

Operations and Financial Management

About

Team members

Other teams at The Pinnacle Group

Leadership Team

Sales Team