Guiding our team with unwavering dedication, Ken New serves as our esteemed Financial Advisor. With a commitment spanning over two decades, Ken focuses on educating retirees and pre-retirees on financial strategies. His visionary leadership is driven by a passion for mentorship and empowering both clients and team members. Ken’s respected presence in the financial industry, coupled with his dedication to excellence, creates a harmonious team environment built on core values of integrity and expertise.
Meet The Team
The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Leadership and Vision
Ken New, Financial Advisor
The Backbone of Pinnacle
Services Team
Pinnacle’s Services Team is the backbone of our organization, excelling in client services, business operations, and tax preparation. They collaborate to drive seamless operations and meet clients’ unique needs, fueling our mission for exceptional financial solutions.


Education:
Associate of Arts, General Studies – Eastern Florida State College

In 2023, Jennifer enhanced her professional qualifications by earning a Series 7 General Securities License. This achievement underscores her dedication to continually improving her financial knowledge and ability to serve clients at the highest level.
Education: Jennifer holds a Bachelor of Science in Family & Consumer Science from Carson Newman University.

Comprehensive Financial Solutions
The Virtual Family Office
The Virtual Family Office embodies our commitment to providing comprehensive financial solutions tailored to your needs. Drawing upon the expertise of our professionals in wealth enhancement, risk management, and financial navigation, we ensure that you have access to a wide range of services. With a focus on personalized guidance and support, we bring the proficiency of our team to assist you in achieving your financial goals.
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Life insurance and LTC Specialist

Estate Planning Specialist

Life Insurance Solutions

Tax Mitigation Specialist using Solar Investment Strategies

Employee Benefits,Personal and Commercial Insurance

Sovereign Tribal Tax Credits

Research and Development Tax Credits

Leveraged Deductions (Fee Simple)

Research and Development Tax Credits & Employee Retention Credits.

Small Business Growth, Scaling, and Increasing Enterprise Value

IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
Tax Return Preparation Specialist

45L: Energy Efficient Home Credit & 179D: Energy Efficient Commercial Building Deduction + Energy Evaluation Program (Green appraisal).

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Tax Mitigation Specialist using Solar Investment Strategies

Trust and Estate Settlement

Strategic partner in Premium Financing and Advanced Life Insurance solutions.

Cost Segregation plus Advanced Tax Incentives

Providing advisory and execution services to help families grow, manage or preserve real estate wealth.

EAT IMO Solutions

Life Settlements

Healthcare insurance and Medicare Specialist

Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies

EAT/Secura Disability Insurance Specialist

Section 105 Voluntary Group Benefits Plans

National Cost Reduction Consultant, specializing in Employee Group Healthcare

Private Reinsurance Specialist

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Fractional CFO/bookkeeping using Automation/AI

Business Exit Planning & Certified Business Valuation

Sell Side M&A/Exit Consulting For Founder Led Businesses

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Certified College Funding Specialist

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)

Charitable Gift Financing / Advanced Pension Plans

Business Financing Specialist

Technology and Cyber Security Specialist
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Employee Benefits Specialist

Tax Resolution Specialist

Advanced Qualified Plans

Estate Planning ($0 to $5m)

EAT Annuity Solutions

Advanced Tax and Estate Planning

Business Growth Consultant

Premium Financing (Min $2.5 Million Net Worth)

Captive Insurance Companies

Business Exit Planning

Advanced Tax and Estate Planning

Leadership, Cultural and Business Growth Expert

Cost remediation specialist for businesses and business owner’s personal expenses.

Cost Segregation

Charitable and Legacy Planning Specialist

Advisor Growth Coach

Cost Remediation - Property Tax Reduction and Economic Incentives

ESOP Expert

Outsourced Bookkeeping, CFO and Tax Professionals

Structured Ownership Program: Tax mitigation for both capital gains and ordinary income (excluding W-2 income).

Premium Financing - Premium Funding (Min $10 Million Net Worth)

Tax Incentives for Export Businesses

Estate Planning Specialist (Estates $0 to $5m)

Business Valuation (BizEquity)

Disability Insurance Specialist - Provider of DI Planning Software

Merchant Processing Specialist - Credit Cards and ACH

Client Business Advisory

Advanced Tax and Estate Planning

Outsourced CFO Specialist
Invest Without Guessing About Risk.
You’re going to appreciate how Pinnacle empowers you to become a fearless investor. Connect with us to unlock your tailored investment strategy.