Our Team

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...

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...

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...

Scott joined Pinnacle in 2015 after working as an Analyst at J.P. Morgan's Private Bank in Cleveland, Ohio. In 2017, Scott became a Wealth Manager after several years earning his Certified Financial Planner™ credentials. In 2018,...

David manages Pinnacle's Marketing department and strategies while providing excellent client services as a Wealth Manager. He is a member of Pinnacle's Investment, Wealth Management and Compliance Committees. David has a proud...

Christine joined Pinnacle in January 2005. In addition to serving as a Senior Wealth Manager, Christine runs Pinnacle’s Wealth Management department which includes all financial plan development and maintenance, quarterback...

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...

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...

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...

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...

Allen joined Pinnacle in 2011 and serves as a Wealth Manger to clients in our Columbus and Mansfield offices. Also, in his role as Associate VP of Wealth Management, Allen provides his expertise to all of our clients through Pinnacle's...

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...

Billy joined the Pinnacle team in 2019 and serves as a Wealth Manger to clients in our Columbus, Mansfield and Florida offices. Billy has over 30 years of experience in the financial planning and consulting industry.

As Pinnacle's CFO, 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...

Since 2000, Melanne has served various roles within Pinnacle's Investment Operations department, including new accounts, asset transfers, distributions, deposits, trades, etc. She currently handles advisor and client requests and...

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...

Nicole joined Pinnacle in 2019 as a Financial Planning Coordinator based in Pinnacle's Columbus office. She is also training as an Associate Wealth Manager on Pinnacle's career track to becoming a Wealth Manger. Nicole graduated from...

Kory joined the Pinnacle team in November 2019 as an Associate Wealth Manager. His responsibilities while training with Pinnacle’s Wealth Managers include preparing and updating financial plans as well as assisting in the...

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...

Since 2014, Regina has assisted Pinnacle's Financial Planning department. Regina also continues to assist William Heichel as is executive assistant for both Pinnacle, his law firm and PPCS.

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...

Kayla has served as our Medina Office receptionist since 2017. Kayla also provides assistance as needed to all staff and departments.