Bio
Credentials
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Certified ZFactor Coach
LeaderXY GroupJan, 2011- Apr, 2026 -
Level One HVP Profile "MindScan™"
Rich Campe International, an affiliate of the Robert S. Hartman InstituteJan, 2010- Apr, 2026 -
Charted Financial Consultant ChFC
The American CollegeOct, 1987- Apr, 2026 -
Chartered Life Underwriter CLU
The American CollegeOct, 1986- Apr, 2026
Experience
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President
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Jan 2005 - Present
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President
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Jan 2005 - Present
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Business Development Consultant
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Jan 2005 - Present
Pinnacle Path, LLC is a Business Development Avisory firm. We provide a personalized and customized approach to professional development for Independent Professionals and small entrepreneurial businesses. Our expertise is in helping our clients reach their next higher level of success while dramatically reducing the time to close the gap. We work to make sure that our clients always attract new Ideal Clients and provide them with the tools to extend their potential and expand their business.
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Pinnacle Path, LLC
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Cincinnati Area, KY
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President and Primary Consultant
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Jan 2005 - Present
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Cincinnati Area, KY
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Assistant Vice President, North American Wholesaling, Registered Principal
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Aug 2002 - Feb 2005
Hired, trained, and developed a team of financial services wholesalers for Canada and the U.S. This division provided sales support and training for more than 800 financial advisors.
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Regional Vice President, Registered Principal
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2001 - 2002
Developed relationships with investment Broker/Dealer firms on a national basis. Grew production of variable insurance and annuity products through independent financial planning firms and investment advisors.
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Regional Vice President, Registered Principal
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2001 - 2002
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Regional Vice President, Registered Principal
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1997 - 2001
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Regional Vice President, Registered Principal
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Mar 1983 - Dec 1997
Managed an eighteen state region with more than 1100 registered representatives. Responsible for marketing and sales assistance to those reps in investment products and insurance products.
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Regional Vice President
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1983 - 1997
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Associate Manager, Cincinnati Ordinary Agency
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1972 - 1983
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Education
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1968 - 1970University of Cincinnati
Business Administration,Psychology -
1986 - 1987The American College
CLU, ChFC, Insurance and Financial Planning -
1967 - 1968Northwestern University
Business Administration
Suggested Services
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Industry Focus. “Financial Services”
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References
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