Meet the Team: Casey Franken

Luke LaRock, NSSA®, Associate Wealth Advisor   As we cross the threshold into a new year, it’s natural to reflect on our aspirations and set goals for the future. While financial success can be a crucial aspect of our well-being, the journey toward True Wealth encompasses more th …

By Luke LaRock, NSSA®, Associate Wealth Advisor Throughout our lives we often encounter moments that challenge our knowledge, skills, and abilities. We’ve all had those moments that leave us feeling inadequate, unworthy, or embarrassed. These moments aren’t meant to be stumbling blocks but …

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

As the Summer winds down and the world shifts from “busy vacation” season to “busy activities” season, I wanted to take a moment to share one of the most profound articles I’ve ever read in regards to finance.  In 2012, I did a four-month intensive training on Biblical Stewardship with a br …

When I first started running, I didn’t have a training plan in place. I simply did it because I enjoyed it and it was a great workout. Then I ran my first race – a half marathon. I experienced my first runner’s high and I was hooked. The energy, community and competition all compiled into …

Service: As stewards of our clients’ financial well-being, we take our responsibility seriously and strive to always act in their best interest. We believe in educating our clients about their finances while empowering them to make informed decisions and pursue their goals.

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.

Life comes at you fast: Kevin Engbers, CFP®, CEPA®, Founder, CEO and Wealth Advisor, recently got the call that his eldest granddaughter is learning to drive. Recalling his own drivers’ education experience with his father, Kevin shares some key lessons that also apply to navigating the cur …

As we start a new year, the Pinnacle Wealth team is taking some time to set goals for 2023. New Year’s Resolutions are great but if the resolutions lack a thoughtful plan you’re committed to, it can be really challenging to maintain the routines that lead to achieving the goals you’ve set in place.

Led by our key advisors, this panel titled “From the Heart” is an exploration of our team’s origin story and mission. Each advisor talked about their personal path to Pinnacle and their passion for leading these relationships. We believe that getting to the heart is the core of trust.  Chao …