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…

Mindy Gasthalter

When Pinnacle Advisory Group’s partners were looking to expand the business in 2004, Mindy Gasthalter was the first wealth manager they brought on board. “I’d been working at a financial firm in Alexandria, Virginia, and the owners decided to sell,” she remembers. “Pinnacle briefly considered buying the company, and interviewed the advisors on staff. We…

David Kauffman

Some years ago, when David Kauffman learned that a couple he was working with was being ripped off by a contractor, he called the man and told him he was advising his clients to take him to small claims court. With a legal background, David knew the process would be relatively inexpensive for them, but…

Jeff Troll

Wealth Manager, Partner

Jeff Troll joined Pinnacle Advisory Group in 2005. He had been in the industry as a Chartered Financial Analyst (CFA®) and a Certified Public Accountant (CPA) when he decided to make the move to Wealth Management. He pursued and earned his designation as a Certified Financial Planner (CFP®), and then went searching for the right…

Jake Mason

Wealth Manager, Partner

Jake Mason joined Pinnacle Advisory Group as a Wealth Manager in 2007. After receiving a degree in international finance from Georgetown University, he worked in several investment-related positions. Though Jake enjoyed aspects of what he did, he felt drawn to the combination of analytical work and face-to-face client relationships found in financial planning. He earned…

Deb Kriebel

Wealth Manager, Partner

“A new client once told me that because of a tight schedule, he had to choose between an appointment with his dentist and his first financial planning session with me,” Deb Kriebel laughs. “He chose the dentist.” That’s not an unusual attitude for first-time planning clients, who expect the experience to be something like an…

Director of Wealth Management

Kelly Wright joined Pinnacle in August 2016 as our Director of Financial Planning, and was promoted to Director of Wealth Management in 2020. He has over 25 years of experience in creating financial plans and managing the development of financial planning efforts. Kelly is a member of our Management Team and primarily works with our…

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…

Operations Specialist

Vanessa joined Pinnacle Advisory Group (formerly The Enrichment Group) in 1999 with an administrative and accounting background. She has over 20 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.

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…