Vince Harambasic, III CFP®
Early on in life Vince realized the importance and impact one can have on others through coaching. Because of this he has spent his career working with individuals to help improve upon their individual circumstances. He joined the coaching staff at Grand Valley State University’s football team and helped new players find their place on the team and define their own personal goals. He then worked with his players to create a plan to help them achieve those goals. After winning a National Championship, with Grand Valley State University, Vince realized he could use the skills he learned from playing and coaching football to make an impact on peoples lives through his other passion, finance.
Vince left coaching and relocated to Chicago in 2003 to begin his career in finance. Vince has been in the industry for 20 years, nearly all of which has been with a focus on wealth planning for individuals and small businesses. Vince approaches wealth planning like a coach and believes knowledge, preparedness and execution are the keys to ensuring success. “Seeing my clients achieve their goals is the most gratifying part of my job!”
Vince graduated from Hope College in Holland, Michigan with a BA in Computer Science with a focus in Business. He received his Certified Financial Planner ™ (CFP®) in January 2010.
Watching football, golfing and spending time with friends and family are some of the things Vince enjoys doing on his off time. Most of his joy comes from spending time with his wife and three kids, whether it be driving from one activity to another, swimming at the local pool, or coaching his son’s soccer team.
Schedule a Meeting: https://calendly.com/vinceharambasic
Vince can be reached at: vince@mypinnaclefinancial.com
Dan Fitzgerald CFP®
Dan worked with the Northern Trust Company from 2003-2014. He started his career on the institutional side of their business where he audited retirement plans for large companies across the country. He transitioned to the personal side of the business in 2007 after a thirteen month stint in London, England working on a corporate merger. In his expat role, he gained valuable experience working directly with clients on resolving their problems. “I enjoyed working with people directly instead of larger corporations so much that I knew a career in personal financial planning would be my career path when I returned home."
Dan values his role as a steady, trusted advisor who can help clients through the various twists and turns that life throws their way. “Life is definitely not always in a straight line. I enjoy partnering with my clients and creating strategies to accomplish their goals.” Dan has found that clients who choose to work with him are either going through a life transition or have found they do not have enough time or interest to stay on top of their personal finances and want an expert to help guide them along the way.
Dan received his BA in Management from Indiana University. He is a Certified Financial Planner (CFP) and member of the Financial Planning Association (FPA). He has been featured in the Wall Street Journal, Chicago Tribune, Crain’s Chicago Business, Naperville Sun and AARP Magazine.
Outside of work, he enjoys spending time with his wife, Colleen, and their four kids in Naperville. He enjoys golfing, bike-riding, exploring local parks and swimming at the neighborhood pool. He can also be found tinkering in the garage while listening to Cubs and Bears games!
Schedule a Meeting: www.calendly.com/danielfitzgerald
Dan can be reached at dan@mypinnaclefinancial.com.
Jim Stork CFP®, CFA
Jim has spent his entire career analyzing investment opportunities for both institutional and retail investors. He began his investment management career in 1984 as an analyst with Duff & Phelps Corp., specializing in the telecom industry. Jim was a Sr. Vice President and member of the executive management team of Duff & Phelps Credit Rating Co. when he left in 2000 to establish Pinnacle Financial Group with Larry Uitermarkt.
The most gratifying aspect of working with individuals and couples is helping clients overcome their financial challenges to meet their financial dreams. Whether helping them recover from the emotional and financial shock of losing a spouse, or simply providing clients with the confidence that they are financially ready for retirement, our advice provides peace of mind during some of the most stressful times in anyone’s life. In addition to personal financial planning and investment management, while at Pinnacle Financial Group, Jim has developed specific expertise in establishing and managing charitable trusts and advising families in the use of Family LLCs to manage their business activities and minimize estate taxes.
Jim has been quoted by the Wall Street Journal and New York Times and has appeared on the Nightly Business Report and CNN. He has spoken before numerous civic organizations on the topics of financial planning and investment management.
Jim received his BBA in Finance from the University of Notre Dame and an MBA from the University of Chicago. He is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), and a member of the CFA Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), and the FPA-Illinois.
An avid Notre Dame fan, Jim also enjoys reading, sports, boating, and staying physically active. He and his wife have six children, two still at home with them in La Grange. Jim has been a resident of Western Springs/La Grange for more than 30 years. Jim also cherishes quiet times spent at his lake home in Michigan, relaxing with family and friends.
Jim can be reached at jim@mypinnaclefinancial.com
Sean Moran CFP®
Sean developed an early passion for the financial markets while working on the floor of the Chicago Board of Trade throughout high school and college. Growing up in a community where neighbors helped one another left a lasting impression on Sean. His strong interest in the markets and his dedication to helping others led him to personal financial planning.
Sean has worked in wealth management servicing individuals and families for the last 20 years. Most recently he has worked as a wealth advisor at Charles Schwab. Sean specializes in helping clients organize their finances and develop financial goals for the future. Whether it be saving for college, retirement or leaving a legacy, Sean has the experience and tools to help clients get there.
Partnering with clients and getting to know them and their families is a priority for Sean. He works best with clients that are looking for a trusted partner to ensure their family is in good hands for years to come.
Sean is a Certified Financial Planner. He holds an MBA in Finance from DePaul University and a BA in Economics from Illinois State University.
Outside of work, Sean enjoys spending time with his wife Katie and their three young children. He coaches his children’s baseball, softball and basketball teams. Sean and Katie also hold various volunteer positions at St. Mary of the Woods Catholic School on the Northwest Side of Chicago. If Sean has any free time, you can find him on the golf course!
Sean can be reached at sean@mypinnaclefinancial.com
Jeanne Nortier
As Client Relations Manager and Office Manager of Pinnacle Financial Group, Jeanne is our Client Contact, Custodial Coordinator, In-House Accountant and Facilities Organizer. With 25+ years of business experience, she has a versatile background including customer service, accounting, management, marketing and finance. Jeanne’s resume includes experience in accounting firms, investment firms and a couple medical not-for-profit societies. She completed her Bachelor of Science degree in Business Management at Elmhurst College.
Jeanne has an entrepreneurial spirit as well. In 2012, she became a Consultant with Isagenix – a health, wealth and nutrition company. Through this entrepreneurial business, she has built a team and a client database using her skills in sales, marketing, accounting and most of all, customer service.
Jeanne grew up in Countryside, and currently resides in Darien with her 2 favorite men – her husband and adult son. She is known best by her bubbly, positive personality, and people even comment on her bright, smiling face (at least most of the time). Jeanne enjoys traveling, socializing and planning events with her two boys, family and friends. Quite often, at events, Jeanne can be found in a group on the dance floor, if the music moves her!
Jeanne can be reached at jeanne@mypinnaclefinancial.com
Karen O’Donnell
As a Client Relationship Manager, Karen works closely with Pinnacle’s most important asset, their clients. Her role is to provide prompt, positive, client experiences by addressing clients’ needs and providing operational and administrative support. For example, Karen assists our clients with all required paperwork so that the process is as quick and painless as possible. Karen also manages account transfers, client cash management requests, and quarterly performance reporting. Karen truly enjoys getting to know our clients on a personal level and they in turn love working with her.
Prior to joining Pinnacle Financial Group in 2012, Karen worked in Chicago with Heitman Real Estate Investment Management in the Public Real Estate Securities group. During her 16 years at Heitman, her responsibilities ranged from client account management, account and trade reconciliation, execution and allocation of trades and assisting in the development of the Operations Group with her most recent title as Assistant Vice-President, Trading Administrator. In this capacity, she was a liaison between clients, brokerage firms, custodians and their global operations team.
Karen has a Bachelor of Science degree in Business Administration from Illinois State University. She and her husband are residents of Western Springs, along with her three beautiful daughters. Her passions include spending time with her family and friends, taking care of her two dogs, traveling, and occasionally finding time to enjoy good food and wine!
Karen can be reached at karen@mypinnaclefinancial.com
Sandi Wanat
Sandi will be your first contact with Pinnacle, if you call or come in. She works closely with our Advisors and the other Client Relationship Managers to ensure a smooth relationship with Pinnacle.
Sandi’s resume defines over 30 years of customer service experience. She has had her real estate license, executive assistant experience and worked in the airline industry (ATA). Most recently, prior to joining Pinnacle in 2017, she owned and managed a small business franchise restaurant.
She resides in Chicago with her two adult sons and two favorite pitbull rescue dogs, Calvin & Pitunia. Her passions are spending time with family in Disneyworld, concerts and traveling.
Sandi can be reached at sandi@mypinnaclefinancial.com