Our Team

Dan is the President and founder of Pinnacle Wealth Management Group, Inc. Dan serves as a wealth manager to both individuals and businesses. He has a Bachelor of Business Administration degree from Siena College and a Master's Degree in Taxation (MST) from the State University of New York. He is also a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®).

Before forming Pinnacle Wealth Management Group, Inc., Dan was a Vice President of Investments and Senior Retirement Planning Consultant for UBS Financial Services, Inc. Prior to that, Dan was an Associate Professor of Accounting at Lebanon Valley College of Pennsylvania. He has over 20 years of financial experience.

Dan's focus is on assisting clients address their financial objectives utilizing a comprehensive wealth management approach. In addition to assisting clients construct investment portfolios, Dan has expertise in the areas of financial planning, insurance, taxes, retirement and estate planning, as well as, family wealth counseling. By working closely with clients, he is able to identify issues and concerns that are most important to them; and help them develop customized solutions, given their financial goals, risk tolerance, and lifestyle.

Dan has been offering educational programs to the public for over 15 years. His business, financial, and educational background is one more example of how Dan provides his clients with superior support and service.

Ed is a Senior Vice President of Pinnacle Wealth Management Group, Inc. where he provides wealth management services to both individuals and businesses. He focuses on helping clients address their financial objectives, utilizing a comprehensive wealth management approach.

Ed’s career in financial services began in 1996. In that time he has served as Vice President and/or Managing Director for Transamerica, MetLife and SEI Investments. At MetLife, he served as a national spokesperson. He also received multiple accolades including, Producer of the Year, and has mentored young executives in a role as team leader. As Managing Director at SEI Investments, he worked closely with advisors and investors to facilitate a goals-based investing approach by matching investment goals to investment strategy

Ed resides in Brighton, Michigan with his wife Jessica, and two sons Eddison and Brady. When he’s not working with clients, he’s spending time shuttling his kids to their next athletic endeavor or enjoying a round of golf with friends.

Ed holds a Bachelor’s degree in Business Administration from Olivet College. He also holds Series 6, 7, 63, and 65 security licenses, as well as State of Michigan health and life insurance licenses.

Kendra is a Client Service Associate at Pinnacle Wealth Management Group, Inc. She focuses on providing our clients with optimal customer service, while also assisting with daily operational support of the firm. Her main goal is to work and build relationships with our clients to ensure they know they come first, in accordance with our firm’s mission statement. She holds a Series 65 security license, as well as a State of Michigan health and life insurance license.

Prior to joining the team at Pinnacle, Kendra served as the Office Manager and Customer Support Team Lead at POOL4TOOL America, LLC. She worked closely with customers to ensure optimal training and satisfaction with the product.

Kendra graduated from University of Michigan Dearborn majoring in Accounting with a Bachelor of Business Administration, where she achieved membership in the International Honor Society, Beta Gamma Sigma.

Kendra lives locally with her son, Gavin. She loves attending her son’s sporting events. She has a huge extended family and frequently spends time with them. In the summer, you’ll find her visiting Lake Michigan and having a few rounds of golf with friends.

Rob is a Senior Client Service Specialist at Pinnacle Wealth Management Group, Inc. He focuses on providing excellent customer service to our group of clients, while also running the day-to-day operational support of the firm. His main goal is to work and build relationships with our clients to ensure the highest level of satisfaction in accordance with our firm’s mission statement.

Rob graduated from Central Michigan University majoring in finance with a Bachelor of Science degree in Business Administration. During his time at Central, Rob was a member of the Honors Program and the Vice President of the Club Baseball Team. He also completed a research paper in college that was a featured in the Journal of Index Investing.

Prior to joining the team at Pinnacle, Rob served as the Director of Marketing & Assistant Operations Director at Beacon Capital Management, Inc. He also brings experience as both an Advisor Services Consultant and Client Service Specialist while working at Symmetry Partners, LLC on the east coast. He currently holds a Series 65 security license.

Rob lives in Commerce Township, Michigan with his rescue dog Stanley. In his spare time, he enjoys staying active, working out at the gym and playing golf.