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

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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 Heichel-Henderson, CFP®, MBA

Chief Executive Officer, Compliance Officer

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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 A. Heichel, CFA®, CFP®

Chief Investment Officer

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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,...

Christine Larson-Postel, CFP®, MBA

Vice President Wealth Management

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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

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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...

Andrew Silver, CFP®, BSBA

Senior Wealth Manager & Vice President of Business Development

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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...

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

Associate Vice President, Pinnacle Fiduciary Consulting Group, LLC

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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

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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

4195265226

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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

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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

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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...

Dave Flegal, CPA, MBA

Associate Wealth Manager

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Dave joined the Pinnacle team in October 2017 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...

Melanne Acker, BSBA

Investment Department Operations Manager

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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 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...

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...

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...

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...