Operations Specialist

Judith Colvin joined Pinnacle Advisory Group as an Operations Specialist in June 2020. After a 12-year career in California water resources conservation and management, she pivoted into financial services in 2014. She has 6 years of experience in back-office operations and client services from a 401(k) plan administration and record keeping company, and several dually-registered…

Patrick Scherer, CFP®, ChFC® joined Pinnacle in 2020, after several years at Citigroup as a Control Analyst, and Wilmington Trust, as a Para-planner and (later) a Financial Planner. In 2014, he earned a B.S. degree in Economics and Finance from Canisius College in Buffalo. Patrick received his CFP® in 2018 and his ChFC® in 2019…

Operations Specialist

Zackary joined Pinnacle as an Operations Specialist in October 2019. He received his Bachelor of Science in Finance from George Mason University. Experience in the financial services industry and a strong interest in financial planning led Zack to Pinnacle. In his free time, Zack enjoys sports and craft beer.

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 for almost 20 years and has focused her leadership skills in talent management, team building and staffing. Karen’s areas…

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.…

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…

Wealth Manager

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…