Camille Lombardo

Wealth Manager

A Pennsylvania native, Camille Lombardo joined Pinnacle in 2018 as a Wealth Manager. She has over 19 years of experience as a financial planning professional. Camille previously served financial planning customers at Tyler Wealth Counselors, a mid-size financial planning firm in the Philadelphia suburbs. She later joined Creekside Advisors, Inc., an independent Registered Investment Advisory…

Wendi Miller

Client Relationship Specialist

Wendi Miller joined Pinnacle Advisory Group as a client relationship specialist in September 2017. She has over 15 years of experience in customer service and 3 years of experience in the financial services industry. Wendi is a Baltimore native as well as an experienced songwriter.

Ivonne Lopez

Administrative Assistant

Ivonne joined Pinnacle Advisory Group (formerly The Enrichment Group) at the beginning of 2011. She has over 10 years of customer service and administrative experience. As a former client, Ivonne knows that going through a transition is tough—and asking for help can be even tougher. That’s why she uses her own experience to make sure…

Vanessa Sandoval, FPQP™

Client Relationship Specialist

Vanessa joined Pinnacle Advisory Group (formerly The Enrichment Group) in 1999 with an administrative and accounting background. She has 19 years of customer service experience. She earned her Financial Paraplanner Qualified ProfessionalTM designation in 2001. Vanessa is a proud mother and enjoys spending her weekends with her daughter.

Kathy Beers, FPQP™

Operations Analyst

Kathy Beers joined Pinnacle Advisory Group (formerly The Enrichment Group) in August 1997. Kathy has over 18 years of experience in various aspects of financial planning since earning her Financial Paraplanner Qualified ProfessionalTM designation in 1998. Kathy’s primary focus is centered on monitoring and enhancing the firms operating systems and business processes. Kathy has a bachelor’s degree…

Rebecca Garza, FPQP™

Planning Associate
BA, University of Central Florida

Rebecca joined Pinnacle Advisory Group (formerly The Enrichment Group) in 2013. She currently works with Andy Krone in preparing comprehensive plans for his clients. She graduated from the University of Central Florida in 2005 with a bachelor’s degree in Business Management, and she earned her Financial Paraplanner Qualified ProfessionalTM designation in 2014.   Why do people need…

Karis Perez, FPQP™

Planning Associate

Karis joined Pinnacle Advisory Group (formerly The Enrichment Group) in 2001. In 2006 she earned her Financial Paraplanner Qualified ProfessionalTM designation from the College For Financial Planning, and has over 15 years of experience in the financial planning field.   How did you get into financial services? While working for a CPA firm in Miami, I became…

Raoul Rodriguez, CFP®, EA

Wealth Manager, Director of Pinnacle Advisory Group International

Raoul has worked as a Wealth Manager for over 20 years, including 18 years at his own firm, Mexico Advisor. He joined Pinnacle Advisory Group in 2016, bringing with him significant experience in planning and investment management, along with expertise in the complex issues of cross-border financial planning. In addition to being a CFP®, he…

Stephen O. Wright, CFP™ U.S. and Canada

Wealth Manager

Stephen joined Pinnacle Advisory Group (formerly The Enrichment Group) in March 2012. He has over 10 years of experience in finance and became a Certified Financial Planner (CFP®) in 2013. Stephen has a Master’s Degree in Business from the University of West Florida and an Executive CFP® Certificate from the University of Miami. He is…

May Cheung, CFP®

Wealth Manager

May joined Pinnacle Advisory Group (formerly The Enrichment Group) in 1992 as an administrative and planning assistant. Prior to joining the firm, May was the accounting manager of a property management company in Coral Gables. In addition to obtaining a real estate license, May received her Certified Financial Planner (CFP®) designation in 1995, followed by…