Guiding our team with unwavering dedication, Ken New serves as our esteemed Financial Advisor. With a commitment spanning over two decades, Ken focuses on educating retirees and pre-retirees on financial strategies. His visionary leadership is driven by a passion for mentorship and empowering both clients and team members. Ken’s respected presence in the financial industry, coupled with his dedication to excellence, creates a harmonious team environment built on core values of integrity and expertise.
Meet The Team
The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.
Leadership and Vision
Ken New, Financial Advisor
The Backbone of Pinnacle
Pinnacle’s Services Team is the backbone of our organization, excelling in client services, business operations, and tax preparation. They collaborate to drive seamless operations and meet clients’ unique needs, fueling our mission for exceptional financial solutions.
Associate of Arts, General Studies – Eastern Florida State College
In 2023, Jennifer enhanced her professional qualifications by earning a Series 7 General Securities License. This achievement underscores her dedication to continually improving her financial knowledge and ability to serve clients at the highest level.
Education: Jennifer holds a Bachelor of Science in Family & Consumer Science from Carson Newman University.
Comprehensive Financial Solutions
The Virtual Family Office
The Virtual Family Office embodies our commitment to providing comprehensive financial solutions tailored to your needs. Drawing upon the expertise of our professionals in wealth enhancement, risk management, and financial navigation, we ensure that you have access to a wide range of services. With a focus on personalized guidance and support, we bring the proficiency of our team to assist you in achieving your financial goals.