Broker Check

Who We Are

The secret to an exceptional experience begins with an exceptional team. Beyond our individual credentials and distinct skillsets, the members of Pinnacle Advisor Group are bonded by our commitment to a cohesive, client-first atmosphere. We encourage you to learn more about what each of our talented staff brings to the table, from the contributions we make inside of the office to our hobbies and interests outside of work. This glimpse into who we are will give you an appreciation for how we combine excellence and passion to distinctly serve you.

 

For our founder and Principal, Tom, the calling to become an advisor struck when he least expected it. While pursuing an MBA at Columbia Business School, Tom’s exposure to the financial services industry ignited a longing to...

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Diana M. Colahan, CFP

Client Service Director/Certified Financial Planner

610-797-2201

610-797-1022

Diana Colahan is Client Services Director for Pinnacle Advisor Group where she is instrumental in reviewing and maintaining client accounts.

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Cheryl Roberts joined Pinnacle Advisor Group in January, 2008. She is part of the Client Services Team.

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