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
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David Poarch
Managing Partner
David Poarch is a Registered Investment Advisor and Managing Partner.
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Brett Kramer, CFA
Managing Partner
Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.
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Joel Kantor
Partner, Financial Planner
Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.
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Aimee Boyer, J.D., CFP
Partner, Financial Planner/Portfolio Manager
Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.