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.
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Leadership and Vision
Ken New, Financial Advisor
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.
![](https://b1001578.smushcdn.com/1001578/wp-content/uploads/2018/03/lnew1-500x500.jpg?lossy=2&strip=1&webp=1)
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Education:
Associate of Arts, General Studies – Eastern Florida State College
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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.
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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.
![](https://biz-diagnostic.com/img/expert/20230614035933_Alecia Barnette.png)
Life insurance and LTC Specialist
![](https://biz-diagnostic.com/img/expert/20230614040407_Amy Romaine.png)
Estate Planning Specialist
![](https://biz-diagnostic.com/img/expert/20231227105146_Ashley Tonelli.png)
Life Insurance Solutions
![](https://biz-diagnostic.com/img/expert/20240229101207_Screenshot 2024-02-29 100622.png)
Tax Mitigation Specialist using Solar Investment Strategies
![](https://biz-diagnostic.com/img/expert/20240226040552_Brian Abelman.png)
Employee Benefits,Personal and Commercial Insurance
![](https://biz-diagnostic.com/img/expert/20240625084219_Chad Koebnick.png)
Native American Federal Tax Credits
![](https://biz-diagnostic.com/img/expert/20230719101450_Charles Riggs.png)
Research and Development Tax Credits
![](https://biz-diagnostic.com/img/expert/20240605094400_Craig Bartner.png)
Cost Optimization/Cash Flow
![](https://biz-diagnostic.com/img/expert/20240502094744_Damayanti Weese.png)
Research and Development Tax Credits & Employee Retention Credits.
![](https://biz-diagnostic.com/img/expert/20240429095712_Daniel Gramann.png)
Small Business Growth, Scaling, and Increasing Enterprise Value
![](https://biz-diagnostic.com/img/expert/20240502093617_Darren Sugiyama.png)
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
Tax Return Preparation Specialist
![](https://biz-diagnostic.com/img/expert/20230619095709_Jesse Raynes.png)
Tax Mitigation Specialist using Solar Investment Strategies
![](https://biz-diagnostic.com/img/expert/20240326080125_Josh Yager.png)
Trust and Estate Settlement
![](https://biz-diagnostic.com/img/expert/20240625083355_Julian Movsesian.png)
Strategic partner in Premium Financing and Advanced Life Insurance solutions.
![](https://biz-diagnostic.com/img/expert/20230619110644_Ken Smith.png)
EAT IMO Solutions
![](https://biz-diagnostic.com/img/expert/20240516071850_Mark Mrky.png)
Life Settlements
![](https://biz-diagnostic.com/img/expert/20230614034437_Mike McGarrigle.png)
Healthcare insurance and Medicare Specialist
![](https://biz-diagnostic.com/img/expert/20240226035653_Michael Wessels.png)
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
![](https://biz-diagnostic.com/img/expert/20240119033437_Mitch Nelson.png)
EAT/Secura Disability Insurance Specialist
![](https://biz-diagnostic.com/img/expert/20240410083419_Reid Limpert.png)
Section 105 Voluntary Group Benefits Plans
![](https://biz-diagnostic.com/img/expert/20240227094541_Rocky Cathey.png)
National Cost Reduction Consultant, specializing in Employee Group Healthcare
![](https://biz-diagnostic.com/img/expert/20230809125827_Roger Roundy.png)
Private Reinsurance Specialist
![](https://biz-diagnostic.com/img/expert/20230510084212_Scott-Phillips.png)
Tax Mitigation, Oil & Gas Developmental Drilling Programs
![](https://biz-diagnostic.com/img/expert/20230510085932_Sean Rodgers.png)
Fractional CFO/bookkeeping using Automation/AI
![](https://biz-diagnostic.com/img/expert/20240104121255_Steve DeTray.png)
Business Exit Planning & Certified Business Valuation
![](https://biz-diagnostic.com/img/expert/20240625084747_Ted Jenkin.png)
Sell Side M&A/Exit Consulting For Founder Led Businesses
![](https://biz-diagnostic.com/img/expert/20230809012345_Ted Landgraf.png)
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
![](https://biz-diagnostic.com/img/expert/20240226034518_Tracy Armstrong.png)
Certified College Funding Specialist
![](https://biz-diagnostic.com/img/expert/20230809020017_Trever Jones.png)
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
![](https://biz-diagnostic.com/img/expert/20220123100941_Aleksander Dyo.png)
Charitable Gift Financing / Advanced Pension Plans
![](https://biz-diagnostic.com/img/expert/20220123101223_Ami Kassar.png)
Business Financing Specialist
![](https://biz-diagnostic.com/img/expert/20220208094100_Andrew Lassise.png)
Technology and Cyber Security Specialist
![](https://biz-diagnostic.com/img/expert/20240315113459_Andy Ruhland (2).png)
Employee Benefits Specialist
![](https://biz-diagnostic.com/img/expert/20220123111932_Ben Golden.png)
Tax Resolution Specialist
![](https://biz-diagnostic.com/img/expert/20220123115940_Bruce Gendein.png)
Advanced Qualified Plans
![](https://biz-diagnostic.com/img/expert/20220123085405_Chris Hall.png)
Estate Planning ($0 to $5m)
![](https://biz-diagnostic.com/img/expert/20220123122315_Christi Schatzberg.png)
EAT Annuity Solutions
![](https://biz-diagnostic.com/img/expert/20220123122620_Craig Stone.png)
Advanced Tax and Estate Planning
![](https://biz-diagnostic.com/img/expert/20230115093825_Dan Zimanski.png)
Business Growth Consultant
![](https://biz-diagnostic.com/img/expert/20220413082358_Darren Sugiyama.png)
Premium Financing (Min $2.5 Million Net Worth)
![](https://biz-diagnostic.com/img/expert/20220123090830_Derek Spitzer.png)
Captive Insurance Companies
![](https://biz-diagnostic.com/img/expert/20220123124511_Don Feldman.png)
Business Exit Planning
![](https://biz-diagnostic.com/img/expert/20220123124954_James Duggan.png)
Advanced Tax and Estate Planning
![](https://biz-diagnostic.com/img/expert/20220125050640_Janel Skyora.png)
Software Services (Tax Review System)
![](https://biz-diagnostic.com/img/expert/20220123125616_Jeff Deckman.png)
Leadership, Cultural and Business Growth Expert
![](https://biz-diagnostic.com/img/expert/20230325025854_Jeff Stolper.png)
Cost remediation specialist for businesses and business owner’s personal expenses.
![](https://biz-diagnostic.com/img/expert/20220123010341_Joel Grushkin.png)
Cost Segregation
![](https://biz-diagnostic.com/img/expert/20220123010501_John Frazier.png)
Charitable and Legacy Planning Specialist
![](https://biz-diagnostic.com/img/expert/20220124081624_Jon Randall.png)
Advisor Growth Coach
![](https://biz-diagnostic.com/img/expert/20220804095421_Josh Malancuk.png)
Cost Remediation - Property Tax Reduction and Economic Incentives
![](https://biz-diagnostic.com/img/expert/20220124082449_Kim Blaugher.png)
ESOP Expert
![](https://biz-diagnostic.com/img/expert/20220124082705_Laurence Whittam.png)
Outsourced Bookkeeping, CFO and Tax Professionals
![](https://biz-diagnostic.com/img/expert/20220510014533_Loren Hollingsworth.png)
Individual and Business Tax Mitigation Specialist
![](https://biz-diagnostic.com/img/expert/20220413082731_Mark S. Goodman.png)
Premium Financing - Premium Funding (Min $10 Million Net Worth)
![](https://biz-diagnostic.com/img/expert/20221027084730_Mark Wagner.png)
Outsourced Payroll and HR
![](https://biz-diagnostic.com/img/expert/20220413082000_Matt Miller.png)
Tax Incentives for Export Businesses
![](https://biz-diagnostic.com/img/expert/20221209085208_Matt Morris.png)
Estate Planning Specialist (Estates $0 to $5m)
![](https://biz-diagnostic.com/img/expert/20220124083341_Michael Simms.png)
Business Valuation (BizEquity)
![](https://biz-diagnostic.com/img/expert/20220422090842_Michael Sir.png)
Disability Insurance Specialist - Provider of DI Planning Software
![](https://biz-diagnostic.com/img/expert/20220124083519_Nick Johnson.png)
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
![](https://biz-diagnostic.com/img/expert/20220124083717_Noel Ciambotti.png)
Merchant Processing Specialist - Credit Cards and ACH
![](https://biz-diagnostic.com/img/expert/20220124084122_Paul Latham.png)
Client Business Advisory
![](https://biz-diagnostic.com/img/expert/20220124084350_Randy Fox.png)
Advanced Tax and Estate Planning
![](https://biz-diagnostic.com/img/expert/20220124084605_Ron Elwood.png)
Outsourced CFO Specialist
Invest Without Guessing About Risk.
You’re going to appreciate how Pinnacle empowers you to become a fearless investor. Connect with us to unlock your tailored investment strategy.