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...

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...

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...

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 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...

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...

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...

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...