Allen Sykes, CFP®, AEP®, CTFA
VP – Trust Services & Senior Wealth Manager
Meet Allen, the Vice President of Trust Services at Pinnacle, who has been an integral part of the team since 2011. Over the years, he has dedicated himself to providing exceptional wealth management services to valued clients in both the Columbus and Mansfield offices.
In 2020, Allen achieved a significant milestone in his career by being promoted to the role of Senior Wealth Manager. Building on this success, in 2023, he proudly took on the position of Vice President, overseeing Pinnacle's innovative Trust Services program.
Allen's commitment to excellence extends beyond his specific role. He leads the Trust Services Committee and actively contributes his expertise to Pinnacle's Wealth Management and Investment Advisory Committees, ensuring that all clients benefit from a wealth of knowledge and strategic insights.
Education has been a cornerstone of his professional journey. He graduated from The Fisher College of Business and achieved the CERTIFIED FINANCIAL PLANNER® designation in 2015. Recognizing the importance of comprehensive estate planning, Allen obtained the Accredited Estate Planner® (AEP®) designation in 2019. In 2023, he further enhanced his skills by earning the Certified Trust and Fiduciary Advisor (CTFA) designation.
On a personal note, when Allen is not immersed in the world of finance, he enjoys quality time with his, fiancé Paula and furry companions, Mack and River. He has a genuine passion for lake life and cherishes those moments spent by the water. Additionally, as a proud supporter of the Cleveland Browns and Columbus Crew, you might catch Allen cheering for the team during football season.
Allen is deeply committed to guiding clients on their wealth management journey and looks forward to continuing to contribute to Pinnacle's success.
