Meet the Pinnacle Private Wealth Team
Deep Specialization in Wealth Management and Financial Planning
At Pinnacle Private Wealth, our team is the cornerstone of our success. Comprising a diverse group of seasoned professionals, each member brings a unique blend of experience and passion to the table. Our collective goal is to provide unparalleled wealth management and financial planning services that are tailored to meet your individual needs.
Our Commitment to Excellence
With decades of combined experience, our advisors are well-versed in the intricacies of financial planning, investment strategies, and retirement solutions. We pride ourselves on a collaborative approach, helping to ensure that each client benefits from the collective wisdom and insight of our entire team. Stability, consistency, and value are the pillars of our service, and we are committed to delivering results that exceed your expectations.
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Todd Funk
Senior Partner
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Kelly Watzka
Senior Partner
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Kristy Schreiber
Senior Client Relationship Manager
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Patti Hohn
Senior Client Relationship Manager
Connect With Us:
Office Phone:
(920) 326-1880
Office Address:
1001 Truman Street
Kimberly, WI 54136
Mailing Address:
PO Box 216
Kimberly, WI 54136
Office Hours:
Monday-Thursday 8:30-4:30 p.m.
Friday 8:30-3:00 p.m.
Memorial Day-Labor Day
Summer Hours on Friday: 8:30-2:00 p.m.

