Pinnacle Marketing a National Marketing Annuities Company

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Our Team

Herb Whiting LUTCF, Marketing Consultant

	Herb began his career in the insurance and investment industry in 1995. Along with his experience he also brings a wealth of knowledge and expert selling advice to Pinnacle Advisors Group's advisors. He understands your wants and needs and is dedicated to sharing his innovative sales ideas to help increase your business. Contact Herb for expert advice on annuity products, marketing, sales ideas and for assistance on your next case. 800.446.2649 ext.103 Email: herb@thepinnacle.biz
Kathleen Saco, Marketing Consultant
	Kathleen has over 10 years experience as a successful sales professional, building relationships with clients and business partners in the financial services industry. Kathleen is committed to delivering outstanding service to her advisors and they appreciate her honesty and integrity. Kathleen's focus is to help her agents build their business and they view her as their trusted advisor. Let her skills and knowledge of the latest industry innovations help catapult your business to new heights. Contact Kathleen for innovative sales ideas, expert advice on annuity products and marketing ideas that will take your business to the next level! 800.446.2649 ext.107 Email: kathleen@thepinnacle.biz
Carla Powers, Accounting
	Carla graduated from Holy Cross and Saint Francis where she received her masters in Human Resources. She has years of experience in human resources and also has a background in bookkeeping. Carla has been with Pinnacle Advisors Group for over 15 years and has been a huge asset to our team. She works behind the scenes at Pinnacle taking care of all financial operations. 800.446.2649 ext.101 Email: carla@thepinnacle.biz
Kathryn Roberts, Director of Creative Marketing
	Our creative marketing department develops the overall communication efforts for Pinnacle Advisors Group. This team coordinates the development, design and production of all outgoing marketing and training material. Kathryn comes from an impressive background and holds a Bachelor's degree in Marketing and Advertising. She is available to assist you in designing your own marketing piece to attract new clients and grow your business. 800.446.2649 ext. 105 Email: kwall@pinnacleadvisorsgroup.com
Nicole Hruban, Director of Operations
	Nicole oversees the core business functions and ensures that the day-to-day business operations are running smoothly. She sets challenging goals and brings all Pinnacle departments together to guarantee our agents a great service experience unmatched in the industry. In addition to her operational duties, Nicole is a great resource for our agents when dealing with challenging licensing and new business issues. Nicole holds a M.B.A. from Syracuse University and an international Business Administration Degree. She has extensive experience in operations and business management and is committed to delivering superior agent service. 800.446.2649 ext.106 Email: nicole@thepinnacle.biz

	Sophie takes care of all aspects of New Business and Licensing. She processes all new business applications and works closely with our advisors ensuring that business is completed in a timely manner. On the licensing side, her main goal is to make the contracting process as easy as possible for the advisor. Sophie works with the advisor and the home office to ensure a smooth appointment and is available to answer any questions that you may have. 800.446.2649 ext.102 Email: sophie@thepinnacle.biz
	Barbara Bradley Special Projects