Elevating Your Financial Legacy: The Pinnacle Private Wealth Approach

At Pinnacle Private Wealth Group, our team is united by a shared commitment to integrity, family, collaboration, and transparency. Each member brings unique experiences helping to create personalized and comprehensive financial strategies. Together, we help to navigate your financial journey with the care and precision it deserves. We strive to build lasting relationships that can span generations. Let us help guide you to the pinnacle of your financial aspirations.


Our advisors

Adam Palen

Financial Advisor

Chief Executive Officer of Pinnacle Private Wealth Group
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Stephen Palen

Private Wealth Advisor

Franchise Consultant
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Timothy Brant Lewis

Financial Advisor

Managing Director of Pinnacle Private Wealth Group
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Ronald C Bryant

Financial Advisor

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Dan Petersen

Financial Advisor

Chief Operating Officer of Pinnacle Private Wealth Group
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James Brandt

Financial Advisor

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Daniel J Kruse

Financial Advisor

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Daryl Kruse

CFP®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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David J Drolson

Financial Advisor

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Jeffrey C Strickland

CFP®, BFA, CRPC, AWMA℠, APMA

Financial Advisor

Vice President of Pinnacle Private Wealth Group
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John Gruber

ChFC®, CLU®, CRPC

Financial Advisor

Chartered Financial Consultant®
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Steve Jones

Financial Advisor

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Todd A Glaw

Financial Advisor

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Kayla Vrieze

Associate Financial Advisor

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Steven J Gehrke

MBA, CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven J Gehrke


Our team

Melody Murtle

Melody Murtle

Client Concierge

Personal Intro

Melody has been employed with Ameriprise Financial Services for 34 years in Humboldt IA, serving as Administrative Assistant and then, Office Manager. On a personal note, she enjoys spending time with family & friends, traveling, flower gardening & scrapbooking.

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Nancy Cooper

Nancy Cooper

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Personal Intro

  • Education: University of Iowa, Iowa City, IA
  • Experience: 32 years in the financial services industry
  • Interests: Going on adventures with family & friends, traveling, walking, riding bike, working out at the gym, yoga, gardening, reading & listening to music.
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Katie Kahn

Katie Kahn

Client Service Specialist

Nola Dybvik-Sanders

Nola Dybvik-Sanders

Office Manager

Alexa Grupa

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