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Jim Ludwick, CEO & President of Pinnacle Insurance & Financial Services LLC,
has broad experience both as a general agent and as a senior executive, overseeing the internal
general agency operation and product wholesaling in captive distribution at one of the largest
insurance companies in the world. His background as an estate planning advisor and several
times Top of the Table and Court of the Table qualifier as well as Lifetime Member of MDRT uniquely
positions him as field and corporate executive.
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Cheryl Borek is the Chief Financial Officer of Pinnacle. She has 36 years of
insurance experience in the insurance industry, supporting during the majority of her
tenure field distribution. She has served as a VP, Administration for field agencies,
Chief Financial Officer for the Insurance Division, Chief of Staff to the President of Individual
Insurance, and Territorial VP of Sales and Marketing for a major financial services company.
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Mike Miller is the Chief Operating Officer. His responsibilities include
operational oversight of the Case Design, Case Management and licensing departments.
Mike has a wide-ranging background in large case underwriting, working with highly successful
advisors and advisor groups. Prior to joining Pinnacle, Mike was the President and CEO of AimcoR
Group as well as a former Sales Vice President at Prudential.
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Edgar Morales is the Chief Marketing Officer and Senior Vice President of
Multicultural Markets. Ed has over 30 years of field and home office executive experience
in the financial services industry, and he is responsible for creating and developing
marketing distribution strategies to drive insurance and investment product sales for
Pinnacle globally. In this position, Ed is committed to making Pinnacle a global leader
in distributing financial services products.
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Dave Fastenberg, CLU, ChFC, LUTCF, CASL, is the Senior Vice President of Distribution
and Specialty Products. Dave has been in the insurance business since 1974 and has vast experience
in both field and home office executive levels. He currently has responsibility for the
marketing of life settlements, annuities, and foreign national products.
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Jason Borek is the Senior Vice President of Distribution. He is responsible
for developing financial distribution channels for Pinnacle. Jason has been in the insurance
industry since 2006. Jason is an active member of NAIFA, and has been a qualifying
member of MDRT since 2008.
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Tom Klose, CLU, ChFC, CLF, is Senior Vice President, Advanced Marketing
Department. With over 30 years of experience in the insurance and financial services industry,
Tom is a senior marketing executive with experience in both the US and international markets.
He has wide-ranging field experience, and is a Life Member of Million Dollar Round Table.
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Pat Gulbrandsen manages the underwriting and case management
department. She has been in the insurance business since 1996 and has extensive
experience as a large case and impaired risk underwriter in brokerage and case management.
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Kent Griffin, CLU is the Vice President for Case Design. With over
17 years of experience working on life insurance case design, he has worked extensively
over the years on Estate Planning, Business Transition Planning, Executive Benefits Planning
and Personal Financial Planning, using a multitude of advanced planning techniques, plan
designs and product types.
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Chris Harclerode, LUTCF, is the Senior Vice President of Annuity Sales.
He has 18 years of insurance sales experience, with roles and responsibilities in both
the field and home office for American General. He is very involved with the National
Association of Insurance and Financial Advisors in Jacksonville, where he served as
President in 2008-2009.
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