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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.

Ken New

Financial Advisor

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.
Leadership and Vision

Ken New, Financial Advisor

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.

The Backbone of Pinnacle

Services Team

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.

Linda New

Client Services

Linda has an extensive background in banking. She left the banking industry as the Vice President of Building and Construction Loans. Linda also has many years in Customer Service and is most outstandingly a ’people person.’ Her expertise in all areas of small business management is apparent in the way she cares for our clients. Linda’s dedication to our clients and passion for helping people is apparent in everything she does. Linda is a resident of Viera, Florida and is happily married to her husband, Ken. She enjoys spending time with her husband, daughter, Lindsey and granddaughter, Adalyn.

Jenny Moore

Business Operations Manager

Jenny Moore joined Pinnacle Financial Wealth Management in 2016. In her current role, she provides support to the financial advisor for all client transactions. Jenny has many years of customer service and administrative experience which enables her to deliver excellent assistance.

Education:
Associate of Arts, General Studies – Eastern Florida State College

Jennifer Gerrow

Director of Client Services

Jennifer joined the Pinnacle Financial Wealth Team in 2020, bringing with her a wealth of experience in customer service and management. As Director of Client Services, Jennifer delivers a personal concierge service, providing top-tier scheduling and customer care to all of our clients. She also excels in marketing and event coordination.

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.

Debbie Hogan

Tax Preparation

If you are looking for help with your taxes, please contact Debbie Hogan with ProTax Corporate Services, Inc. With 15 years of experience, Debbie specializes in preparing personal and corporate returns, along with bookkeeping services. She has worked alongside Pinnacle Financial Wealth Management for many years servicing clients with tax preparation.
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.

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Alecia Barnette

Life insurance and LTC Specialist

Amy Romaine

Estate Planning Specialist

Ashley Lupiani

Life Insurance Solutions

Boris Piskun

Tax Mitigation Specialist using Solar Investment Strategies

Brian Ableman

Employee Benefits,Personal and Commercial Insurance

Chad Koebnick

Native American Federal Tax Credits

Charles Riggs

Research and Development Tax Credits

Craig Bartner

Cost Optimization/Cash Flow

Damayanti Weese

Research and Development Tax Credits & Employee Retention Credits.

Daniel Gramann

Small Business Growth, Scaling, and Increasing Enterprise Value

Darren Sugiyama

IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan

Debbie Hogan

Tax Return Preparation Specialist

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Josh Yager

Trust and Estate Settlement

Julian Movsesian

Strategic partner in Premium Financing and Advanced Life Insurance solutions.

Ken Smith, RFC

EAT IMO Solutions

Mark Mrky

Life Settlements

Michael McGarrigle

Healthcare insurance and Medicare Specialist

Michael Wessels

Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies

Mitch Nelson

EAT/Secura Disability Insurance Specialist

Reid Limpert

Section 105 Voluntary Group Benefits Plans

Rocky Cathey

National Cost Reduction Consultant, specializing in Employee Group Healthcare

Roger Roundy

Private Reinsurance Specialist

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Jenkin

Sell Side M&A/Exit Consulting For Founder Led Businesses

Ted Landgraf

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Tracy Armstrong

Certified College Funding Specialist

Trever Jones

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans

Ami Kassar

Business Financing Specialist

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Chris Hall

Estate Planning ($0 to $5m)

Chris Sargent

Tax Mitigation - Leveraged Deductions

Christi Horan

EAT Annuity Solutions

Craig Stone

Advanced Tax and Estate Planning

Dan Zimanski

Business Growth Consultant

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Derek Spitzer

Captive Insurance Companies

Don Feldman

Business Exit Planning

James Duggan

Advanced Tax and Estate Planning

Janel Sykora

Software Services (Tax Review System)

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation - Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Laurence Whittam

Outsourced Bookkeeping, CFO and Tax Professionals

Loren Hollingsworth

Individual and Business Tax Mitigation Specialist

Mark Goodman

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Mark Wagener

Outsourced Payroll and HR

Matt Miller

Tax Incentives for Export Businesses

Matt Morris

Estate Planning Specialist (Estates $0 to $5m)

Michael Simms

Business Valuation (BizEquity)

Michael Sir

Disability Insurance Specialist - Provider of DI Planning Software

Nick Johnson

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Noel Ciambotti

Merchant Processing Specialist - Credit Cards and ACH

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Ron Elwood

Outsourced CFO Specialist

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P: (321) 454-3623
Monday-Friday 9AM-5PM

Office Address

1351 N Courtenay Pkwy.
Suite BB
Merritt Island, FL 32953

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