Our Operations Team

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Without an outstanding operations staff, we couldn’t provide exceptional service to our clients. From keeping the office running smoothly, to filing the tedious paperwork, our team executes unlike any other.

Get to know Myriam, Director of First Impressions; Annette, Relationship Manager; Holly, Director of Operations and Data Management, and Ethan, Relationship Manager—and learn how they support our founder, advisors, and clients! We’re so grateful to have them on our team, and excited to offer their services to you.

If you want to connect with our exceptional team, reach out to an advisor here: https://www.pinnaclewealth.com/team/#contact

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Learn more about Pinnacle Wealth and our mission: https://www.youtube.com/watch?v=Cx03CiyLhRQ

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