Aimee N. Boyer, J.D., CFP

Partner, Financial Planner/Portfolio Manager

Ms. Boyer is a Registered Investment Advisor. She joined Pinnacle in January, 2011 as a Financial Advisor. Her primary responsibilities include overseeing the trading activity of the firm and advising clients on financial planning. She supports the firm’s client service efforts and portfolio management

Ms. Boyer has received a B.S.B.A in Marketing and Business Management and her J.D. from the University of Tulsa. She has completed the Series 65 and is a Certified Financial Planner.

Our Team of Experts

  • David Poarch

    Managing Partner

    David Poarch is a Registered Investment Advisor and Managing Partner.

  • Brett Kramer, CFA

    Managing Partner

    Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

  • Joel Kantor

    Partner, Financial Planner

    Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

  • Aimee Boyer, J.D., CFP

    Partner, Financial Planner/Portfolio Manager

    Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.