J. Michael Agan, CFP®, ChFC®
Wealth Manager
Mike is a recent addition to the Pinnacle family but brings over 30 years of experience in helping clients achieve lifetime financial goals and financial security. He is very proud to have had the opportunity to help over 1,000 families prepare for and transition from working to retirement over his career.
Mike specializes in comprehensive financial planning which includes tax planning, estate planning, Social Security planning, Medicare, and risk management. He has written several books on these topics and has been widely published in industry periodicals.
Mike holds a BA in Wealth Management from Capital University and has earned both the esteemed CERTIFIED FINANCIAL PLANNER® CFP®, and CHARTERED FINANCIAL CONSULTANT® ChFC® designations. Prior to attending Capital University Mike spent six years in the United States Marine Corps as a Cryptologist breaking Soviet codes.
When not in the office you will find Mike in the gym, trekking up a mountain, or running a tough mudder as he is an avid fitness enthusiast and outdoorsman. He is often joined on his adventures with his wife Patty and daughter Paz.
