Kory Wiita joined the Pinnacle team in 2019 and currently serves as Chief Compliance Officer and Senior Wealth Manager. In this role, Kory is responsible for overseeing Pinnacle’s compliance framework while continuing to provide comprehensive wealth management guidance to clients. He plays a key role in ensuring the firm’s policies, procedures, and advisory practices align with regulatory requirements and the firm’s fiduciary standards.

With a background in business administration and law, Kory brings a unique perspective to his work, particularly in areas requiring careful regulatory judgment and coordination between financial planning and legal considerations. He supports the firm and its advisors by helping interpret and implement compliance standards in a way that reinforces thoughtful, client-focused planning.

Kory earned a Business Administration degree from The Ohio State University in 2014 and a Juris Doctorate from Case Western Reserve University School of Law in 2017. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2021, further strengthening his foundation in comprehensive financial planning.

Outside the office, Kory’s life revolves around his faith and family. He is married to Kayla Wiita, and they are blessed with two young children, Khaleesi and Kristian. Kory’s personal experiences as a husband and father, as well as his faith, meaningfully inform his approach to financial planning, emphasizing the importance of utilizing timeless wisdom to secure a family's future.