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Pinnacle Advisors

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Pinnacle Advisors

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We help families build a better financial life. Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is an Ohio corporation founded in 1998 by William D.

Pinnacle is one of Ohio’s oldest and largest fee-only wealth management firms working in conjunction with client’s other professional advisors. Heichel as a successor financial planning company to Lifetime Planning, Inc., which was founded by William D. Heichel in 1980.

10/20/2026

𝗠𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗸𝗻𝗼𝘄 𝘁𝗵𝗲𝘆 𝘀𝗵𝗼𝘂𝗹𝗱 𝗵𝗮𝘃𝗲 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻. 𝗙𝗲𝘄𝗲𝗿 𝗸𝗻𝗼𝘄 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲.

It starts with an honest look at where you are today: what you own, what you owe, what you earn, and what you spend.

From there, we work through the decisions that need attention together, from investments to retirement to taxes.

This , our latest article walks through how financial planning works, step by step, so you know what to expect when you take a seat at our table.

https://www.pinnacleadvisors.com/blogs/financial-planning-in-ohio-how-does-the-process-work

10/16/2026

We’re pleased to welcome Emily Claussen, CFP® to Pinnacle Advisors as a Wealth Manager in our Kansas office!

Emily brings more than 10 years of experience in financial planning, wealth management, and investment operations. She earned her degree in Personal Financial Planning from Kansas State University and received her CERTIFIED FINANCIAL PLANNER® designation in 2023.

Emily lives in Manhattan, Kansas, with her husband, Ryan, and their rescue dog, Maris. Outside of work, she enjoys home improvement projects and spending time with family and friends.
We’re glad to have Emily on the Pinnacle team.

Please join us in welcoming her!

10/06/2026

We’re pleased to welcome Brittany Reeves to Pinnacle Advisors as Front Office Administrator in our Medina, Ohio office.

Brittany brings a strong professional background in investor relations, along with eight years of service in the Ohio Army National Guard, where she developed valuable organizational, leadership, and operational experience.

Outside of the office, Brittany enjoys spending time with her husband and children, getting outdoors, following Cleveland sports, and cooking for family and friends.

We’re glad to have Brittany as part of the Pinnacle team.

Please join us in welcoming her!

10/01/2026

We’re excited to welcome Scott Cooper, CFP®, to Pinnacle as a Wealth Advisor!

Scott brings more than 10 years of wealth management and financial planning experience. He’ll work closely with our investment and planning teams to help individuals and families navigate their financial goals.

A Lucas native and Ashland University graduate, Scott now lives in Mansfield with his wife, Maribeth, and their son, Henry.

Outside of work, he enjoys golf, fitness, cooking, DIY projects, and spending time outdoors with his family.

𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝗣𝗶𝗻𝗻𝗮𝗰𝗹𝗲, 𝗦𝗰𝗼𝘁𝘁!

09/29/2026

We’re pleased to share that Nancy Gatsios has been promoted to Client Experience & Marketing Coordinator at Pinnacle Advisors.

Nancy joined our Medina office in 2025 after a long career as a portrait photographer while raising a family with her husband, John. Since joining Pinnacle, she has supported our clients and team as the Medina receptionist and across departments.

In her new role, Nancy will focus on client scheduling and support the Marketing department. We’re excited to see her take this next step.

Congratulations, Nancy!

09/28/2026

We’re excited to share that Christopher W. Meek, CFP®, has been named Chief Investment Officer & Senior Wealth Manager at Pinnacle Advisors.

For more than two decades, Chris has played a central role in the growth and evolution of our investment approach. In his new role, he will lead Pinnacle’s Investment Department and continue helping ensure our strategies remain grounded in the long-term needs of the individuals and families we serve.

We’re grateful for Chris’s continued commitment to our clients, our team, and Pinnacle. Please join us in congratulating him.

09/25/2026

We’re pleased to share that Alex Kulka, AIF®, CFP®, has been promoted from Associate Wealth Manager to Wealth Manager at Pinnacle Advisors.

Alex joined us in 2024 as an Associate Wealth Manager and has steadily taken on greater responsibility while staying focused on serving our Compass and Lifetime clients with care and insight. Earning his CERTIFIED FINANCIAL PLANNER® certification this August is another reflection of that commitment.

Please join us in congratulating Alex on this well-deserved step forward.

We’re grateful for the people who help make Pinnacle what it is every day.

09/09/2026

Still reflecting on the conversations and connections made during Pinnacle Collaboration Day on August 26.

It was a pleasure to gather with professionals who recognize the value of working across specialties to provide more thoughtful and coordinated support for clients. Each conversation brought a different perspective to the table and reinforced the importance of genuine professional collaboration.

Thank you to everyone who was part of the day.

09/08/2026

A look back at Pinnacle Collaboration Day.

Last month, we had the opportunity to bring together , attorneys, advisors, and other professionals for a day centered on meaningful conversations, shared perspectives, and stronger professional relationships.

Thank you to everyone who joined us and helped make the event such a valuable experience. We are grateful for the connections made and look forward to continuing the conversations that began around the table.

09/03/2026

What if taxes deserve as much attention as investments?

One of the biggest shifts we see today is the growing importance of proactive tax planning.

Taxes can influence retirement income, estate planning, charitable giving, and wealth transfer.

Sometimes the biggest opportunities come from looking beyond investment returns.

Address

6 W 3rd Street Ste 100
Mansfield, OH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Telephone

+18009874767

Website

http://www.pinnacleadvisors.com/

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