At Pinnacle Advisory Group, we have a collection of industry-leading experts who are available for interviews with print, radio, television, and on-line media outlets. To schedule a call or appearance with a member of our staff, please email Brian Saint-Paul, or call him at 410.995.6630.

Pinnacle Experts

Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®

Director of Planning Research, Partner

Areas of Expertise:
  • Retirement planning
  • Safe-withdrawal rates
  • Longterm care insurance
  • Life insurance
  • Reverse mortgages
  • The growth and future of the financial planning industry

Every industry has its stars — those individuals who not only distinguish themselves as experts, but whose thought leadership actually transforms their professions. In the growing world of financial planning, Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL® is one such person.

A popular speaker, he is also the co-author of The Annuity Advisor and Tools & Techniques of Retirement Income Planning, and appears regularly in The Wall Street Journal, Business Week, Investment News, the Journal of Financial Planning, SmartMoney.com, Financial Advisor magazine, Financial Planning magazine, Kiplinger, Money, and the Financial Post. In 2010, Financial Planning magazine labeled him the industry’s “Deep Thinker,” and that same year, the Financial Planning Association honored him with the Heart of Financial Planning Award — the industry’s greatest recognition.

His popular blog, Nerd’s Eye View, is a daily destination for planning professionals, and in 2012, the prestigious Journal of Financial Planning named him the publication's first Practice Editor.

Chief Investment Officer

Areas of Expertise:
  • Investment markets
  • Business cycle commentary
  • Equity sector rotation
  • Fixed income rotation
  • Exchange traded funds analysis
  • Portfolio construction/portfolio management

Rick Vollaro, CPA, joined Pinnacle Advisory Group in 2000 and became a partner in 2008. He's an active member of Pinnacle’s management and executive teams, and serves as the firm’s Chief Investment Officer (CIO). As CIO, he is responsible for the direction and management of Pinnacle’s investment analysts, as well as the philosophy, tactics, and trading strategy for over a billion dollars in assets

Rick has been featured in a variety of publications, including The Wall Street Journal, the Wall Street Transcript, IndexUniverse, and Standard & Poor's MarketScope Advisor. A popular speaker, he appeared most recently at IndexUniverse’s “2012 Inside Fixed Income” conference and on S&P Dow Jones Indices "Where Are We Now?" webinar.

He has a bachelor’s degree in accounting from Fairfield University and is a non practicing Certified Public Accountant.

Debra C. Kriebel, MBA, CFP®

Partner

Areas of Expertise:
  • Education planning
  • Retirement planning
  • Social security planning
  • Personal financial planning

After growing up on a farm in Unionville, Pennsylvania — the 10th generation in her family to do so — Deb Kriebel headed off to Penn State, where she received a Bachelor’s degree in Chemistry and met her future husband. The succeeding years took them from Virginia to Alaska to Florida, where she received an MBA.

Shortly after moving to Maryland, Deb met Pinnacle CEO John Hill at a local church, and he was impressed with her warm personality and facility with numbers. She joined the firm in 1996 and was made a partner in 2002.

A talented financial planner and seminar leader, Deb was named a Five-Star Wealth Manager in 2011, and has been featured in the Ladies' Home Journal, the Detroit Free Press, BBC and Dow Jones.

Ken Solow, CFP®, CLU, ChFC

Founding Partner

Areas of Expertise:
  • Investment markets
  • Business cycle commentary
  • Portfolio construction/portfolio management

Kenneth R. Solow, CFP®, CLU, ChFC is a founding partner of Pinnacle Advisory Group, Inc., He is a Registered Investment Advisor providing Private Wealth Management services to more than 720 families around the world. Solow is nationally known for his views on active portfolio management, and his 2009 book, Buy and Hold is Dead (Again): The Case for Active Portfolio Management in Dangerous Markets, is considered the definitive work on Tactical Asset Allocation.

A popular speaker at professional conferences across the U.S. and internationally, Solow appears regularly at events sponsored by the Financial Planning Association, National Association of Financial Planners, the Investment Management Consultants Association, and the AICPA. He has been published in The Journal of Financial Planning, Smart Money, Financial Planning Magazine, The Baltimore Sun, the Globe & Mail, and the Wall Street Journal. He has guest lectured on Quantitative Portfolio Construction at Frank G. Zarb School of business at Hofstra University and at the Smith School of Business at the University of Maryland, and serves on the Board of Trustees of the Howard Community College Education Foundation.