Director of Operations
Eve is our Director of Operations, and is responsible for the smooth day to day operations of the Brighton office. Her main duties include on-boarding new clients, trading of managed accounts, and compliance. Eve joined the Pinnacle team in 2013 as a special projects coordinator, then elevated to a Para-Planner, and was promoted to Director of operations in 2016.
Eve holds a Bachelor of Science degree from Michigan State University in early childhood education. She used that foundation to successfully run a small business as the director of a local preschool. Eve is fully licensed as an Investment Advisor holding both a Series 65 license and also holds an insurance license through the state of Michigan. Eve’s passion for financial planning comes from her desire to help people in their efforts to lead the kind of life they want to lead. Her specialty focus is on education, and through building a women’s resource network, she strives to inform and empower females to make confident financial decisions.
Eve lives in Brighton with her family and is very involved within her boys’ schools and sporting activities.