Steve Temple

Owner

Steve, owner and founder of Pinnacle Investment Advisors, LLC has a passion for his profession that is evident to everyone he meets. When creating Pinnacle Investment Advisors LLC, his mission was to provide personalized, high quality financial services for a diverse group of clients at all income levels.

As owner and managing member for Pinnacle Investment Advisors LLC, Steve works to mitigate low-risk and personalize investment management strategies. He has extensive knowledge about the issues facing those who are retired or about to retire. He has created hundreds of personalized plans aimed at meeting the financial and retirement goals of his clients, and his success is due to a lasting commitment to help each and every one of his clients achieve the objectives that are most important to them.

As a full service wealth management advisor, Steve has passed the Uniform Investment Adviser Law Exam where he operates as a fiduciary acting in the best interest of  his clients, providing them with customized strategies to best meet their financial goals. Every week, Steve hosts a fun and engaging Financial Radio Show called: Temple Talk Radio. Steve loves high power rocketry and golf and he and family reside in Huber Heights with their beloved dog, Rigsby.

Linda Strawser

Office Manager

Linda assists with processing the administrative parts of the business in a seamless and efficient manner. In addition, she works closely with Pinnacle Investment Advisors, LLC clients and plays a vital role in our client relations management. Linda has been a client since 2015 and has a background in nursing where she served as an RN for 41 years.

 

Elouise Armstrong

Event coordinator

Elouise thrives in event planning where she coordinates special client events and educational workshops for the company. She and her husband are both retired and are often found enjoying their retirement in the Bahamas.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

JEREMY BRYAN,
CFA®

Portfolio Manager of Gradient Investments, LLC

KEITH GANGL,
CFA®

Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

Estate Guru

  • Sense of Security

  • Ensures your wishes are fulfilled after death

  • Minimizes the time and money lost in probate

  • Designates who oversees your finances and medical decisions if you’re incapacitated or debilitated

RetireMed IQ

RetireMED®iQ can help you prepare for your journey whether you are considering retirement, new to Medicare or working beyond 65. They provide peace of mind to individuals who are at various stages on their Medicare journey.
  • Medicare & Medicare Supplement Insurance
  • Retiring before age 65 & Need Insurance
  • Already Retired and want a qualified 2nd Opinion on Medicare & Medicare Supplements?