PINNACLE - Key Persons
Advising businesses since 1997, Brett provides creative insurance planning solutions for companies and their executive teams. As Vice President of Executive Benefits for The Pinnacle Group, he works in conjunction with top financial advisors throughout the country regarding multi-life and supplemental disability insurance plans specifically for executive teams. Brett leads the plan design, implementation and on-going administration of these plans for businesses throughout the country.
Brett graduated with a double major in Economics and Journalism from Indiana University in Bloomington, Indiana. He earned the CFP® designation in 2002 after graduating from Oglethorpe University's Financial Planner Program. In 2018, he earned the mark of Certified BBQ Judge (CBJ) through the Kansas City Barbeque Society.
He is dedicated to community and business involvement through active participation in many organizations. He currently serves the Advisory Board of the Honorary Commanders Alumni Association as well as the Board of Directors of the Georgia Employers Association. Brett spent 10+ years as a member of the Georgia Chamber of Commerce's board and served one year as an officer. Brett has dedicated years to volunteering with the Leukemia and Lymphoma Society and in 2011 was nominated for Atlanta's Man of the Year.
Currently Brett lives in Atlanta with his wife and children. When not working for his clients he enjoys boating, fishing, cooking and judging BBQ competitions.
Job Titles:
- Business Planning Consultant
- Member of the NICEP
Tom has earned a Business Management degree from Jacksonville University. He entered the life insurance and financial business planning markets in 1976 with FM Financial Services. Tom excelled in this business and was promoted to a management position. He managed a branch office that specialized in financial services for business owners and closely held companies. He joined the Newport Group in 1985, marketing COLI/BOLI plans to finance long-term benefit liabilities for the Fortune 200 marketplace. In November of 1999 Tom was offered a management position with Capitas Financial, which became The Pinnacle Group.
Tom has over 15 years of experience in partnering with banks, national accounts, regional firms, and independent advisors. Tom is a member of the Pinnacle Business Planning Center of Excellence and specializes in providing the best possible consulting services to his clients. He takes pride in offering customers case design, case consultation, and point of sales support. That support includes Informal business valuations, transition and buy-sell planning, and qualified defined benefit plans and non-qualified key executive plans for professional practices and entrepreneurs.
Tom is an affiliated member of the NICEP (National Institute of Certified Estate Planners). He is registered to offer CE and CPE courses for financial advisors, CPAs and independent advisors in long term care plans, retirement, and business planning.
In his spare time, Tom likes to travel with his wife and family and enjoys playing golf.
Toni joined the Pinnacle team in March of 2008. As manager of the licensing & contracting, case design and case management teams, she uses her over 10 years of experience in the case management department to guide her teams in all aspects of the new business process, from application submission to policy placement. Above all else, she is dedicated to providing the highest level of customer service to all of Pinnacle's advisors. In her spare time, Toni enjoys traveling and spending time with her husband and their two children.