Meet the Team

Tony Montanari

Tony Montanari, CIMA®

Founder, Financial Advisor

Scott Blanchard

Scott Blanchard

Financial Advisor

Paige Hansen

Paige Hansen, CFP®

Financial Advisor

Lisa Lawwill

Lisa Lawwill

Client Service Manager

Jenny Blanchard

Jenny Blanchard

Client Service Manager

Tom Worthington

Tom Worthington, CEP

Vice President – The Pinnacle Group

Marco Galvan

Marco Galvan

Director of Technology

Paul  Keeton

Paul Keeton

VP of Advisory Solutions

Wes Shindler

Wes Shindler

Compliance Manager

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