Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee. His primary responsibilities include financial planning, portfolio management, and new business development.
Mr. Kantor has 24 years experience in the investment industry with various brokerage firms, and 10 years as a financial planner and investment advisor. Mr. Kantor joined Pinnacle in 2005. He received a B.B.A. in Accounting from the University of Oklahoma in 1978. He completed the Certified Financial Planner examination in 2000. His former board memberships include the Tulsa Jewish Retirement Center, the Tulsa Jewish Federation, Tulsa Metropolitan Ministries, the Day Center for the Homeless, Federation of Flyfishers, and Trout Unlimited.
David Poarch is a Registered Investment Advisor and Managing Partner.Email David
Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.Email Brett
Joel Kantor is a Registered Investment Advisor and Certified Financial Planner designee.Email Joel
Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.Email Aimee