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The Executive Team

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John R. Hill, CFP(R)

Chief Executive Officer
Senior Partner 

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John’s Profile Page

Michael Kitces, CFP(R), MSFS, MTAX, CLU(R), ChFC(R), RHU(R), REBC(R), CASL(R)

Director of Research
Partner 

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Michael’s Profile Page

Debra C. Kriebel, MBA, CFP(R)

Wealth Manager
Partner 

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Deb’s Profile Page

Jake Mason, CFP(R)

Wealth Manager
Partner

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Jake’s Profile Page

Dwight A. Mikulis, CFP(R)

Chief Financial Officer
Senior Partner 

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Dwight’s Profile Page

Ken Solow, CFP(R), CLU, ChFC

Chief Investment Officer
Senior Partner 

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Rick Vollaro, CPA

Chief Investment Strategist
Partner 

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Rick’s Profile Page

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Pinnacle In the Press

  • 3/31/2013: Wall Street Journal “How Funds Massage Numbers, Legally”
  • 3/15/2013: New York Times “New Tax Laws Take Guesswork Out of Investment Tax Liability”
  • 3/1/2013: Wall Street Journal “Say Goodbye to the 4% Rule for Retirement”
  • 2/25/2013: MarketWatch “Retirement Success is About Spending, Not Saving”
  • 2/7/2013: Wall Street Journal “Michael Kitces: Don’t Be Afraid of Harvesting Capital Gains”
  • 12/28/2012: Baltimore Sun “Investment Outlook for 2013 Clouded by Uncertainty”
  • 12/18/2012: Reuters “How Retirees Can Cope with the Fed’s New Normal”
  • 12/17/2012: Wall Street Journal “To Handle Hard Times, Plan for the Long Term”

Pinnacle Archives

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Contents

  • Home
  • Services
  • About Us
  • Articles
  • Publications
  • Videos
  • For Clients
  • Privacy Policy
  • Disclaimer

Our Wealth Managers

  • Deb Kriebel
  • William Bissett
  • Mindy Gasthalter
  • Michael Green
  • David Kauffman
  • Andrew Krone
  • Jake Mason
  • Barbara Ristow
  • Jeff Troll

Contact Us

Maryland Office
6345 Woodside Court, Suite 100
Columbia, Maryland 21046
Phone: (410) 995-6630
FAX: (410) 505-0960

Florida Office
5150 North Tamiami Trail, Suite 500
Naples, Florida 34103
Phone: (239) 692-8888
FAX: (239) 692-8878

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