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Team

 
When presented with a challenge, Lennard van der Feltz is never one to shy away. It’s this philosophy, combined with his entrepreneurial spirit that led him to establish Pinnacle Financial Advisors with co-founder Susan Talbott....

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Her reputation precedes her as a trailblazer who is never willing to compromise. Susan Talbott’s drive, ingenuity and tireless desire to use her know-how to help others is what prompted her to establish Pinnacle Financial...

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A rising star and part of the next generation of Pinnacle Financial Advisors, Andres Favela has established himself as a valuable member of the firm’s planning team. In his role, Andres is responsible for financial planning case...

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Joe A. Willmes

Team Support Specialist

480.641.1315

480.361.9939

Client service is at the center of everything Pinnacle Financial Advisors offers. Joe Willmes takes that customer service to the next level by serving as the firm’s client advocate. In the role, he helps ensure the fluid, timely...

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At Pinnacle Financial Advisors, establishing a solid relationship with our clients is vital. Linda Thompson helps the firm make that a reality as the team support specialist who handles new business preparation and processing. Linda is...

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Led by her warm and welcoming personality, Cheri van der Feltz is likely the first person a client will have contact with at Pinnacle Financial Advisors. As a team support specialist, Cheri is a gifted multitasker, overseeing all...

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With a keen eye focused on detail, Gerie Renzelman has been instrumental in ensuring that Pinnacle Financial Advisors runs as a well-oiled machine. As a team support specialist, she spearheads many of the firm’s administrative...

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With a deep interest in helping convey greater understanding of the financial planning process and implications to Pinnacle Financial Advisors’ clients, Neil van der Feltz can often be found working closely with his colleagues as...

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