Human Resource Manager

Karen Kellner is Pinnacle’s Human Resource Manager and is responsible for implementing the human resource strategies that enable the firm to recruit, onboard, and retain high performing and motivated employees. Karen has been with the firm almost 20 years and has focused her leadership skills in talent management, teambuilding and staffing. Karen’s areas of responsibility…

Chief Financial Officer and Chief Compliance Officer

Erin Wendell is the Chief Financial Officer and Chief Compliance Officer at Pinnacle Advisory Group. She is responsible for the oversight of the financial management and accounting functions. In addition, she provides leadership in the administration of the firm’s regulatory compliance program. Prior to joining Pinnacle, Erin provided corporate financial analysis and planning to a group of…

Technology Specialist

Kelly joined Pinnacle as the Technology Specialist in June 2019. She completed her B.A. History at UMBC and her M.S. Human Resource Management at UMUC before beginning a career in IT. She brings with her years of experience in training, system administration, and change management to Pinnacle. Originally from Catonsville, Kelly now lives in Laurel.…

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…

Senior Planning Associate

Tom is a graduate of the University of Baltimore with a bachelor’s degree in Business Administration. He joined Pinnacle in 2008 as a Client Relationship Specialist. Tom earned his CFP in 2015 and was promoted to Planning Associate. He’s a lifelong native of Baltimore, where he lives with his wife, Carrie, and their three children.…

Wealth Manager

Josh Rivers joined Pinnacle in February 2017 as a Wealth Manager. He has over 16 years of experience in counseling and serving clients with regard to financial planning, portfolio management, and insurance. He is both a Certified Financial Planner (CFP®) and an Investment Adviser Representative of Pinnacle Advisory Group. Prior to joining Pinnacle, Josh served…

Mike is a Wealth Manager on Deb Kriebel’s team and works closely with her in preparing comprehensive financial plans for her clients. Michael joined Pinnacle in May 2015 as a Planning Associate for Deb and began his career in financial services at Mercantile Bank, performing analysis for the bank’s investment portfolio. He later moved into…

Wealth Manager

Carrie Beren joined Pinnacle in 2014 as a Wealth Manager. She has over 10 years of experience as a wealth manager and financial planning professional with prior experience at a major national bank. She started her career with Durbin Financial, a fee-only financial advisory firm specializing in wealth transmission strategies for multi-generational families. Carrie earned…

Michael Hamolia

Wealth Manager

Mike Hamolia joined Pinnacle in November 2005, and works closely with partner and wealth manager, Jeff Troll. He was certified as a Registered Paraplanner (RP®) in February 2007, and became a Certified Financial Planner (CFP®) in 2011. Mike has a bachelor’s degree in Business from the University of Maryland, and is an active member of…

Michael K. Green

Like many American boys, Michael Green dreamed he would one day play professional sports — either in the NFL or the major leagues. He made it as far as college, playing football for the Fighting Cardinals at the Catholic University of America. While he never entered the professional ranks, he did learn an important lesson…