Our Team

William D. Heichel, JD, CFP®

Founder & Chairman of the Board

As founder of Pinnacle Wealth Planning Services, Inc., Bill has provided general counsel for over 100 closely-held companies with sales from $500,000 to over $700 million. He has prepared and delivered over 1000 Comprehensive Personal Financial Plans to high net worth individuals. He has assisted many clients with their complex business financial planning, estate planning and administration, and investment advisory needs.

Bill received his BA degree from Kent State University in 1966, his Juris Doctorate from the University of Akron in 1970, and he has a Certified Financial Planning (CFP®) designation from the College of Financial Planning. After 24 years in the practice of law as the senior partner of a regional law firm, Bill now devotes his time to providing quality financial planning and investment advisory for his personal and business clients.

Keith A. Heichel, CFP®, ChFC, AAMS

President

Keith is in charge of Pinnacle's overall business development. He works closely with Pinnacle's high net worth clients, CPAs and attorney relationships. He has been giving financial advice to individual clients since 1990 and has been with Pinnacle since 1998. Keith serves on Pinnacle's investment and financial planning committees. He has a BA in Finance from Baldwin Wallace College, and has earned the Certified Financial Planner (CFP®) and Chartered Financial Consultant® (ChFC) designations.

Jennifer Heichel-Henderson, CFP®, MBA

Chief Executive Officer, Compliance Officer

Jennifer worked as a Program Manager, Alternative Energy for CSA America, Inc. from 2000-2005. She joined Pinnacle as the Chief Operating Officer in September 2005 and was promoted to Chief Executive Officer in 2010. She has also been Pinnacle's Chief Compliance Officer since January 2007.

Jennifer received her Bachelors degree in Chemical Engineering from Ohio University and her MBA from Baldwin Wallace College. She earned her Certified Financial Planner™ designation in 2010.

Dayne L. Wendling, MSFS, CFP®

VP - Investment Advisory Service

Dayne directs Pinnacle's investment services department and his primary responsibilities include the implementation, monitoring, and servicing of client investment portfolios. He works closely with the investment committee to continually review and evaluate the investment landscape for opportunities to improve client portfolios. Dayne has a BSB in Accounting from Miami University and a Masters in Financial Services from the American College. He is a Certified Financial Planner (CFP®).

Michael A. Frank, CPA/PFS, CFP®

VP - Financial Planning Service

As the person in charge of Pinnacle's financial planning department, Mike prepares and delivers Financial Plans to Pinnacle's clients. He also meets with clients to review their investment portfolios and prepare tax returns. Mike holds a BSBA in Accounting from Ashland University, is a Certified Public Accountant, Personal Financial Specialist and a Certified Financial Planner (CFP®).

Christine Larson-Postel, CFP®, MBA

Vice President Wealth Management Programs

Christine joined Pinnacle in January, 2005 and is the person in charge of Pinnacle's Wealth Management department. Christine works closely with all of Pinnacle's departments to ensure Pinnacle's Wealth Management Services are delivered seamlessly. In addition to spearheading the Wealth Management Programs, she also meets with clients to deliver Financial Plans and reviews their Investment Portfolios. Christine is a member of both the Financial Plan and Investment Committees. She received her Bachelors degree in Economics from The Ohio State University's Max Fisher College of Business and her MBA from Ashland University. Christine has held the Certified Financial Planner™ designation since 2008.

Andrew Silver, CFP®, BSBA

Senior Wealth Manager & Vice President of Business Development

Andy services the accounts and portfolios of Pinnacle's Columbus area clients. He is also responsible for the development of CPA and Attorney relationships in the area, supporting growth of their businesses and enhancing the services they offer their clients. With Pinnacle since 2010, Andy holds a BA in Business & Finance from Villanova University and is a Certified Financial Planner (CFP®).

Patrick Jergens, CFP®, CRPS®, AAMS®, AIF®

Associate Vice President, Pinnacle Fiduciary Consulting Group, LLC

Pat is responsible for the Retirement Plan Administration of Pinnacle Fiduciary Consulting Group, a wholly owned subsidiary of Pinnacle Wealth Planning Services, Inc. He received his Bachelors of Science in Business degree from Wright State University. Pat holds the designations of Accredited Investment Fiduciary (AIF®) and the Accredited Asset Management Specialist (AAMS®) from The College of Financial Planning. He is a Chartered Retirement Plans Specialist (CRPS®) and a Certified Financial Planner (CFP®).

For information on Pinnacle Fiduciary Consulting Group LLC, go to www.fiduciaryprotection.com.

Lisa Graszl, CFP®, CMFC®

Director of Business Operations

As Director of Business Operations , Lisa is responsible for the integration of Pinnacle's financial software applications. She manages the daily merging and maintenance of our clients' internal and external financial data and produces all clients' financial reports. Lisa is a member of the Investment, Wealth Management, & Financial Planning committees. She has a Bachelor of Science degree in Business Administration from the Ohio State University and holds both a Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®) designation.

David Harbeitner, CFP®

Wealth Manager, Florida Office

David joined Pinnacle Wealth Planning Services in the fall of 2013 to open our Florida office. He services the accounts and portfolios of Pinnacle clients throughout the west coast and central area of Florida. He is charged with developing the CPA and Attorney relationships in these areas. He also works closely with Pinnacle Fiduciary Consulting Group to provide investment advice and fee-only fiduciary services to retirement plans.

In the industry since 1984 working with Fidelity Investments and T. Rowe Price in various leadership capacities in servicing retail and retirement plan clients, David has also provided consulting services for several large retirement plan providers. A 1983 graduate with a BA in Finance from Miami University, he is also a Certified Financial Planner™.

Allen Sykes, CFP®, BSBA

Wealth Manager

Allen joined Pinnacle in 2011 as a Financial Planning Coordinator. In his current role as a Wealth Manager, Allen assists in developing and delivering Comprehensive Financial Plan to clients. He also works closely with Pinnacle's Wealth Management department. Allen holds a BSBA in General Business from the Ohio State University and earned his Certified Financial Planner™ designation in 2015.

Kylee E. Heichel, CFP®, BSBA

Wealth Manager

Kylee helps prepare and update financial plans and assists in the administration of Pinnacle's Wealth Management Programs. Kylee joined Pinnacle in 2015 after working as an Analyst at J.P. Morgan's Private Bank in Cincinnati and Cleveland. She graduated from Virginia Tech with a BSBA in Finance and is a Certified Financial Planner (CFP®).

Scott A. Heichel, CFP®, BSBA

Wealth Manager

Scott joined Pinnacle in 2015 as an Associate Wealth Manager.  As a current Wealth Manager, his duties include helping to prepare and update financial plans as well as assisting in the administration of Pinnacle's Wealth Management Programs. Scott joined Pinnacle after working as an Analyst at J.P. Morgan's Private Bank in Cleveland, Ohio. He graduated from The Ohio State University with a BSBA in Finance and he is a Certified Financial Planner™.

Melanne Acker, BSBA

Investment Department Operations Manager

Melanne manages Pinnacle's Investment Operations department, which includes overseeing the implementation of new accounts, asset transfers, distributions, deposits, trades, etc. She also handles many client requests and inquiries, and works closely with Pinnacle's custodians. Melanne earned her Bachelor of Science degree in Accounting from Ohio State University.

Christopher Meek, BSBA

Portfolio Analyst

Chris works with medium- to high-net worth clients to develop a strategic asset allocation investment strategy tailored exclusively for them to help reduce risk in their portfolios. Chris is also responsible for new client portfolio analysis and investment proposals. He works closely with wholesale and direct fixed income providers in the department of laddered bond and CD portfolios to meet specific client needs. Chris has a BSBA in Finance from Xavier University in Cincinnati, Ohio.

Darlene Littleton, AAS

Director of Marketing

Darlene operates the firm's marketing department for both in-house marketing projects and assisting Pinnacle Advisors® promote wealth management to their clients. Her duties include coordinating client communications, events and special projects, and designing and creating marketing materials for Pinnacle and its CPA Advisor offices. Darlene holds an Associates degree in Business Management from North Central State College.

Jenny Crist

Financial Planning Administrator

Jenny started at Pinnacle in 2004 as an Administrative Assistant and was later promoted to the Financial Planning Department as their Financial Planning Administrator. She performs administrative duties for the Lifetime Wealth Management Program and helps maintain the ClientView portals. Jenny also coordinates client meetings, web and conference calls and performs other Financial Planning duties as needed. She attended North Central Technical College.

Kathleen E. Heichel

Treasurer

As Pinnacle's treasurer and secretary, Kathy maintains the firm's financial records. Kathy holds a BA in Business Administration from Ashland University and a Paralegal Certification from Capital Law School. She earned the accreditation of Certified Financial Planner in 1986.

Erica Armstrong

Receptionist and Administrative Assistant

A customer service professional, Erica is the first friendly voice you hear when you call or visit Pinnacle's office. Responsible for a variety of office administrative duties, Erica creates client communication documents, assists with quarterly reports and mailings, and prepares the client meeting folders. She has been on staff at Pinnacle since 2007.