Team | Who We Are

Our People

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.

Thomas Roberts, AIF®, MBA

Founder and CEO

610-797-2201

610-797-1022

thomas.roberts@lpl.com

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...

Diana Colahan, CFP

Client Service Director

610-797-2201

610-797-1022

diana.colahan@lpl.com

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