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...
Keith A. Heichel, CFP®, ChFC, AAMS
President & CEO
Jennifer Heichel-Henderson, CFP®, MBA
COO & CCO
jennifersh@pinnacleadvisors.com
Scott A. Heichel, CFA®, CFP®
Chief Investment Officer
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 Heichel
VP - Marketing
Christine Larson-Postel, CFP®, MBA
VP - Wealth Management
christinel@pinnacleadvisors.com
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 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...
Patrick Jergens, CFP®, CRPS®, AAMS®, AIF®
Associate VP - 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...
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...
David Harbeitner, CFP®
Senior 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...
Allen Sykes, CFP®, AEP®
Wealth Manager & Associate VP - WM
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...
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...
Billy Cunningham, CFP®, ChFC®, CLU®, CLF®
Wealth Manager
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.
Kathleen E. Heichel
Chief Financial Officer
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...
Melanne Acker, BSBA
Investment Department Operations
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 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...
Nicole Newland, CFP®
Associate Wealth Manager
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 Wiita, JD
Associate Wealth Manager
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 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...
Regina Thompson
Executive Assistant
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.
Erica Armstrong
Receptionist - HQ
Kayla Wiita
Receptionist - Medina Office
Kayla has served as our Medina Office receptionist since 2017. Kayla also provides assistance as needed to all staff and departments.
Caeli Cunningham
Receptionist - Columbus Office
Caeli is the first friendly voice you hear when you visit Pinnacle's Columbus office. She has been on staff at Pinnacle since 2020.