The Pinnacle Group
Jim Ludwick began their work experience in 1991 at Prudential Financial, where they worked as a Senior Marketing Executive until 2003. Jim then started their own company, Estate Planning Concepts, in 2003, where they served as the Owner until 2008. In 2007, Ludwick became the Chief Executive Officer at The Pinnacle Group, a position they currently hold.
Jim Ludwick attended The University of Akron from 1980 to 1985, where they earned a Bachelor of Science degree in Engineering.
The Pinnacle Group
ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT. In an increasingly commodified marketplace, there’s less value to selling a thing and far more value in its implementation. Anyone can promise you a successful outcome. But only a few will commit to getting you there. Our number one focus is to maximize your business by utilizing leverage and mitigating risk. In order to begin that process, we simply look at your book of business in the way that is most natural to an advisor. And with a nationwide sales support network, you always have direct access to a Pinnacle team member that can turn your business opportunities into action.