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.

Business Development

Consulting

Enterprise Software

Professional Services

The Pinnacle Group

Jim Ludwick

Daniel Hughes

Chris Shekell

Shawna P

Mike Miller

Mark Neita

Lutcf Chris Harclerode

Dillon Crist

Jason Borek

Edgar Morales

The Case Management Team at The Pinnacle Group is responsible for overseeing the implementation of your business strategies, ensuring seamless execution and maximization of business opportunities. By providing personalized attention and leveraging their expertise, the team mitigates risks and transforms strategic plans into actionable results, supporting advisors nationwide.

Case Management Team

Leadership Team

Sales Team

Operations and Financial Management

Case Management Team

About

Team members