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Brian H. Schmucker
President and CEO
Mr. Schmucker co-founded Pinnacle in 2000. In addition to
his duties as CEO, Brian is actively involved in business development and
institutional sales and marketing. He has served as an executive officer for
over 9 years and has been a featured speaker on topics such Entrepreneurship and Business
Administration at the University of Illinois, Illinois State
University, Illinois Wesleyan University, and various business seminars.
Brian is a graduate of Pennsylvania State University with a B.S., has
successfully passed the NASD Series 65 examination, holds an Insurance
Producers license and is an Investment Adviser Representative. He is
actively involved with Restoring Baseball in the Inner-City (RBI), a youth
program in Chicago, Illinois. |
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Peter G. Wakker, MBA
Director of
Investment Strategiesstment Strategies
Pete Wakker founded Wakker’s Financial Advisory Service,
Inc. in 1990. Previously, he was a broker for eight years with Merrill Lynch
in Durham, North Carolina. Pete is a graduate of Atlantic Christian College
and he holds an MBA from Central Michigan University. He is active in
several professional organizations, including the Market Technicians
Association where he presents technical market research projects at regional
seminars. Pete is considered an expert in his field and has served as a
consultant to other financial advisory firms, including PMFM, Inc. of
Atlanta, Georgia, Murphy-Morris Money Management, of Atlanta, Georgia, and
Pinnacle Fund Management, Inc. of Champaign, Illinois. |
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R. Todd Francisco
Vice President
and Investment Specialist
Mr. Francisco has been with Pinnacle since 2001. Todd
oversees all Pinnacle operations and serves on the Investment Committee.
Todd began his professional career as a Systems Analyst for the
University of Illinois and brings with him over 15 years of managerial and
operations experience.
His experience in financial services includes investment analysis, qualified plan design/execution and
investment advisory operations. Todd is a graduate of Parkland College and
is currently pursuing
the Certified Financial Planner (CFP) designation. He has successfully
passed the NASD Series 65
examination and holds an Insurance Producers License. Additionally, he is an
Investment Adviser
Representative and an affiliate of the Market Technicians Association (MTA). |
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Brian N.
Bollman
Director of
Enrollment Services and Marketing
Mr. Bollman joined Pinnacle in 2002, bringing with him over
20 years sales and marketing experience.
Brian is responsible for overseeing the institutional enrollment process as
well as marketing.
Prior to joining Pinnacle, he served as a Principal and Vice President for
Rogards, Inc.
located in Champaign, Illinois. Brian is a graduate of Parkland College and
successfully passed
the NASD Series 65 examination, holds an Insurance Producers License and is
an Investment
Adviser Representative. He is also actively involved in the
Champaign/Urbana, Illinois community
and is a member of Rotary, the United Way, and the Don Moyer Boys and Girls
Club. |
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Denise R.
Niemann
Operations
Specialist
Mrs. Niemann joined Pinnacle in 2002, bringing with her over
10 years of banking and accounting
experience. Denise is responsible for internal bookkeeping, maintaining the
corporate
books and serves as Pinnacle’s compliance liaison. She has worked in the
investment advisory
industry since 1997 in several capacities including customer service,
bookkeeping and management.
Denise graduated from Parkland College, successfully passed the NASD Series
65 examination
and is an Investment Adviser Representative. |
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