President & Wealth Advisor
Tom Stefaniak is a Certified Financial Planner (CFP®) and the Co-Founder and President of Pinnacle Wealth Management, a boutique firm in Denver, CO. He built Pinnacle Wealth to be a firm that values relationships above all.
Gail Hansen has spent the past 30 years working closely with people in various fields and has immensely enjoyed the opportunity to build numerous relationships. She has served the clients of Pinnacle Wealth Management since 2006. Gail...
Brad Meyer came to the Pinnacle Wealth Management Team in the fall of 2019. Brad passed the Certified Financial Planner exam in the fall of 2020 and he is working toward the final steps in becoming a Certified Financial Planner.
Alison Kauffman joined the Pinnacle Wealth Management team in August 2012. Her past experience has given her vast knowledge including web design and management, product development, and invaluable computer and customer service skills....
Wealth Planner Assistant
Bryton Kessel joined the Pinnacle Wealth Management Team in September 2020. Since graduating from the University of Colorado in Boulder with a bachelor’s degree in Economics, Bryton has immersed himself in the financial services...
Ellen Schmitz came to Pinnacle Wealth Management in 2014. She initially worked with clients...
Client Service Associate
Hope Hernandez joined the Pinnacle Wealth Team in July of 2022 to work as a Client Service Associate. She has a Bachelor’s Degree from the University of Colorado, Denver where she majored in Ethnic Studies. Hope has a background...
Kandace Poindexter joined the Pinnacle Wealth Team in January of 2022 managing our internal compliance as our first fully remote employee. She has a bachelor’s degree from Greensboro College in North Carolina where she majored in...