Our Team
Andrew began his career more than 25 years ago with AXA Financial Advisors in their Estate Planning Program.
Steve is an Associate Advisor and supports the Vision Driven Retirement Road Map Process™, he maintains client relationships, creates customized simulation models, and conducts research on topics concerning the economy and...
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...
Chris is our Client Service Specialist. She is first person people see when they come into the office and the first person they hear when they call. Chris brings with her resourcefulness, enthusiasm for work and professionalism to the...
Cynthia is our Director of First Impressions, and is responsible for marketing the company’s message, implementing client events, and engaging clients with timely communications. Cynthia comes to us with prior experiences from...
Toni is our Client Support Representative, responsible for document preparation and supports the daily operations of our office. Toni’s previous experience includes retirement and pension benefit administration, project...
Mark is an Investment Advisor Representative and CPA. Mark earned his BBA in Accounting from Eastern Michigan University. His career included positions in Public Accounting with local and regional accounting firms. After being granted...
Steve is our Paraplanner and is responsible for our financial administrative duties including preparing financial plans and reports, analyzing clients' needs and researching and recommending suitable products aligned to those needs....
Beth is our Office Manager and enjoys making connections and applies her expertise to understanding and meeting the needs of our clients. She keeps the team running with her positive, proactive attitude and attention to detail. Beth is...
Ernie Perri
CSM - Chief Smile Maker
Ernie is our Chief Smile Maker and resident poochie. When not at home being spoiled with his Mama’s tasty treats and frequent belly rubs, he graces our offices with a curious nose, stubby-tail-wagging and his cheerful demeanor....