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Pinnacle Financial Services, Inc. logo

Pinnacle Financial Services, Inc. Employee Directory

InsurancePennsylvania, United States51-200 Employees

Pinnacle Financial Services, Inc. operates as a national field marketing organization in the insurance sector, supporting a network of agents who sell Medicare, annuities, life, and ACA products. With agents active across the United States, the firm positions itself as a partner rather than a simple supplier, aiming to empower independent brokers and multi-state agencies through extensive back-office support and market insight. The contracting process is designed to be online and streamlined, gathering required data to complete carrier paperwork and securely storing information for future use.

Headquartered in Warminster, Pennsylvania, the company is led by founder and president Kevin Shields alongside Executive Vice President Angela Palo, with a stated emphasis on client-focused ethics. In 2024, Pinnacle expanded its product and geographic coverage with launches in several states, and it formed a strategic partnership with Agility Insurance Services to accelerate ACA market growth.

Find Pinnacle Financial Services, Inc. employees' phone numbers or email addresses

Pinnacle Financial Services, Inc. Global Highlights

Location
Employees

North America
108

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  • United States Of America
    108

Africa
3

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  • Malawi
    2
  • South Africa
    1

Asia
2

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  • Lebanon
    1
  • India
    1

Pinnacle Financial Services, Inc.'s Leadership

  • Founder, Ce at Pinnacle Financial Services, Inc.
    D. K.
    Founder, Ce
    Mobile Phone
  • Founder at Pinnacle Financial Services, Inc.
    G. F.
    Founder
    Mobile Phone
  • Sales Director at Pinnacle Financial Services, Inc.
    C. M.
    Sales Director
    Mobile Phone
  • Sales Director at Pinnacle Financial Services, Inc.
    J. J.
    Sales Director
    Mobile Phone
  • Sales Director at Pinnacle Financial Services, Inc.
    S. A.
    Sales Director
    Mobile Phone
  • Manager Of Operations at Pinnacle Financial Services, Inc.
    C. P.
    Manager Of Operations
    Mobile Phone
  • Advisory Board Member at Pinnacle Financial Services, Inc.
    R. J.
    Advisory Board Member
    Mobile Phone
  • Graphic Designer at Pinnacle Financial Services, Inc.
    N. G.
    Graphic Designer
    Mobile Phone

Pinnacle Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Support
  • Business
  • Legal
  • Sales
  • Other
  • Administrative
  • Arts & Design

Contact profiles from Pinnacle Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Enrollment Specialist at Pinnacle Financial Services, Inc.
    D. B.
    Enrollment Specialist
    Mobile Phone
    Oct 17, 2024
  • Administrative Assistant at Pinnacle Financial Services, Inc.
    J. F.
    Administrative Assistant
    Mobile Phone
    Oct 17, 2024
  • Support Specialist at Pinnacle Financial Services, Inc.
    J. F.
    Support Specialist
    Mobile Phone
    Oct 22, 2024
  • Enrollment Clerk - Health at Pinnacle Financial Services, Inc.
    K. B.
    Enrollment Clerk - Health
    Mobile Phone
    Oct 23, 2024
  • Reporting Analyst at Pinnacle Financial Services, Inc.
    R. B.
    Reporting Analyst
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Pinnacle Financial Services, Inc. known for?

Minus sign iconPlus sign iconPinnacle Financial Services, Inc. was founded in 2001 and operates in the Insurance industry. You can contact Pinnacle Financial Services, Inc.'s main corporate office by phone at
+1-800-772-****
. Explore Pinnacle Financial Services, Inc.'s company overview page for more information.

What is Pinnacle Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconPinnacle Financial Services, Inc. employees' email format typically follows the pattern of FLast@pfsinsurance.com. Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Financial Services, Inc. email formats with LeadIQ.

How many employees does Pinnacle Financial Services, Inc. have currently?

Minus sign iconPlus sign iconPinnacle Financial Services, Inc. has approximately 91 employees as of September 2026. These team members are located across 3 continents, including North America, Africa and Asia.

Who are Pinnacle Financial Services, Inc.'s key employees and leadership?

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As of September 2026, Pinnacle Financial Services, Inc.'s key employees include:

  • Founder, Ce: D. K.
  • Founder: G. F.
  • Sales Director: C. M.
  • Sales Director: J. J.
  • Sales Director: S. A.

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