Our Staff: Pinnacle Florida

Pinnacle Advisory Group has assembled an experienced group of wealth planning and investment experts, backed by a comprehensive team of dedicated specialists and support professionals.

Wealth Management

May Cheung

May Cheung
Wealth Manager
CFP®

Carol Harlow

Carol Harlow
Wealth Manager
CFP®

Stephen Wright

Stephen Wright
Wealth Manager
CFP®

Raoul Rodriguez

Raoul Rodriguez
Wealth Manager
CFP®, EA

Karis Perez

Karis Perez
Planning Associate
RP®

Rebecca Garza

Rebecca Garza
Planning Associate
RP®

Client Services

Kathy Beers

Kathy Beers
Client Relationship Specialist
RP®

Barbie Navarro

Barbie Navarro
Client Relationship Specialist


Vanessa Sandoval

Vanessa Sandoval
Client Relationship Specialist
RP®

Ivonne Lopez

Ivonne Lopez
Administrative Assistant