Executive Leadership Team

Jim Ludwick 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.
Dave Fastenberg Dave Fastenberg, CLU, ChFC, LUTCF, CASL, is the Chief Financial Officer. 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.
Mike Miller 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.
Edgar Morales 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.
Jason Borek Jason Borek is the Chief Sales and Distribution Officer. He is responsible for developing financial distribution channels for Pinnacle. Jason has been in the insurance industry since 2006.