ADVANCED PLANNING CENTER

Our Advanced Planning Center (APC) is a dynamic, multi-layered support team that helps you pinpoint business opportunities and design complex strategies for your clients. Below, you will get a snapshot of each unique sector of the APC and how their areas of expertise could help you grow your business.

Premium Finance

For cases requiring the highest level of planning expertise and risk mitigation, you have direct access to Pinnacle’s Advanced Solutions department. This department is managed by NextPoint Solutions, one of the industry’s leading teams for advanced planning and premium finance. They are here to help you create complex, powerful strategies for your high-net-worth clients.

Robert Strauss, JD

Co-Founder of NextPoint Solutions

Chris Jacob, CFP

Co-Founder of NextPoint Solutions

Andrew Weinhaus, ESQ

OF Counsel

Tax Planning

At Pinnacle, we have extensive experience in the retirement planning arena, specializing in tax-advantaged qualified plans as exit strategies for high-net-worth clients. Our team partners with advisors to provide individuals with preferred solutions that are designed to achieve large income tax deductions. When your advisors partner with us, they will receive support from inception to implementation.

Tom Worthington, CEP

Business Planning Consultant

Doug Mueller, CFP

President of Mueller Prost

Mike Prost

President of Mueller Prost

Chris Jacob, CFP

Co-Founder of NextPoint Solutions

Scott McHenry

Consulting Actuary at McHenry Advisers, Inc.

Executive Benefits

In every business, there’s at least one person whose absence would result in financial difficulty for the business owner. Our executive benefits department focuses on identifying a business’s key person, then crafting custom plans designed to ensure their continued employment. And, if a key person gets disabled or otherwise finds themselves unable to continue working, our experts can also help set up a fund to help the business owner recruit and hire a new key employee to take their place.

Jeff Acheson

CEO of Advanced Strategies Group

Brett Virgin

VP of Executive Benefits

Randy O'Brian

Founder & Managing Partner of CES

Business Succession Planning

Your advisor’s client’s company deserves to reach its maximum potential, and Marshall & Stevens aims to provide your advisors with any and all of the resources they need to get it there. Marshall & Stevens will work with your advisors to draw up a customized plan designed around their client’s specific needs and goals for his or her company — whether that involves designing a succession plan or a plan on how to increase the value of his/her business for a potential sale.

Mark Santarsiero

CEO & President of Marshall & Stevens

Steve Susel

Managing Director

Greg Feldman

Director of Business Development

Legal Counsel Partners

Pinnacle’s advanced planning department also has a legal counsel division that consists of the following individuals: Stephanie Prestridge, an attorney at Lineage Law, provides a niche service called QDRO®, which is a new way to transfer funds from a qualified retirement account, such as 401k or pension, to an IRA owned by one’s spouse without having to get a divorce. Kathleen Centolella, founder of Pact Legal, provides legal counsel specifically to businesses, with a focus on the cannabis, healthcare, start-up, and technology sectors. Andrew Weinhaus, counsel to NextPoint Solutions and managing member of the Law Office of Andrew Weinhause, LLC. His focus is in estate planning.

Stephanie Prestridge

Attorney

Kathleen Centolella

Attorney

Andrew Weinhaus, ESQ

OF Counsel

Life Settlements

Ashar Group partners with financial professionals/fiduciaries and their clients to uncover the life settlement asset value of currently held life insurnance to create liquidity for investments and other planning opportunities. Ashar manages a competitive policy auction between institutional buyers to get the best value for your client. Their proprietary platform consists of pricing, underwriting, and compliance specialists to help support, protect, and grow your client's business.

Jon Mendelsohn

Co-Founder & CEO of Ashar Group

Jason Mendelsohn

Co-Founder & CEO of Ashar Group