Who We Are
Pinnacle Financial Advisors helps guide you toward a strong future every step of the way.
Planning your financial future can be overwhelming. But the knowledge, experience, and sound advice from a trusted partner who has your best interests in mind can put your mind at ease.
Pinnacle Financial Advisors is much more than a full-service financial planning and wealth management firm. We’re friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs.
We value close, long-term relationships. We build those relationships with trust and transparency – the cornerstones of our business. Understanding what matters most to you and where you want to go gives us the knowledge to support you through whatever journey life has in store.
Since 2005, we’ve been helping individuals, families, and businesses understand their financial opportunities and plan for a strong future.
As nimble and strategic partners, our multidisciplinary team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic collective support. We have first-hand experience tackling all sorts of issues from straightforward financial circumstances to the most complex cases with international implications.
Lennard Van Der Feltz, CFP®, MSM, MBA
Founding Partner
480.361.9939
lennard.vanderfeltz@teampinnacle.net
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....
Susan Talbott MSFS, CPA, PFS, ChFC®, CASL®
Founding Partner
480.361.9939
susan.talbott@teampinnacle.net
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...
Bill Kelso, CPA, CFP®
Financial Planner
When it comes to financial planning, Bill Kelso’s track record is his calling card. With more than 40 years of experience in the financial services industry – 30+ of which is specifically in the financial planning and...
Scott Bourdo
Director of Business Development
480.361.9939
With more than 20 years of diverse corporate experience, Scott Bourdo uses his keen business sense and exceptional work ethic to make strategic connections as Pinnacle Financial Advisors’ Director of Business Development. Scott...
Lennard "Neil" Van Der Feltz, MS
Strategy and Product Analyst
480.361.9939
neil.vanderfeltz@teampinnacle.net
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...
Patrick Nosal, BS
Team Support Specialist
480.361.9939
patrick.nosal@teampinnacle.net
Hailing from the insurance industry, Patrick Nosal serves as a Team Support Specialist at Pinnacle Financial Advisors. He assists Pinnacle’s team of financial planners, helping to ensure financial plans and projects stay on track...
Josh Kosar, BE
Team Support Specialist
480.361.9939
With experience as a business owner and operations consultant, Josh Kosar serves as a Team Support Specialist at Pinnacle Financial Advisors. Working closely with Pinnacle’s financial planners, he skillfully manages each...
Cassandra van der Feltz, BA
Team Support Specialist
480.361.9939
cassandra.vanderfeltz@teampinnacle.net
With an exceptional eye for detail and an unwavering commitment to problem solving and research, Cassandra van der Feltz works closely with Pinnacle Financial Advisors’ team of financial planners to ensure that each client...
Cheri Van Der Feltz
Team Support Specialist
480.361.9939
cheri.vanderfeltz@teampinnacle.net
Hailey Kay
Team Support Specialist
480.361.9939