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. Together, Steve and Ashley Harris (Director of Operations) host 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.
Ashley Harris
Bi-Lingual Director of Operations
Meet Ashley Harris, our Bi-lingual Director of Operations. Prior to her career with Pinnacle Investment Advisors, LLC, Ashley served as a missionary alongside her husband and 2 sons in Peru, South America. Her role was to provide education, structure, and guidance for an indigenous Andean people group. She earned her Bachelor of Science degree in education in 2003. Her passion is coaching, operation systems and developing leaders as she helps them prepare for the next chapter in their lives. With 7 years of experience as an international logistics coordinator, Ashley oversees the operations of our business. Her meticulous attention to detail and strategic vision ensures our clients’ financial goals are not just met but exceeded. Pinnacle Investment Advisors has allowed her the opportunity to give back and be a beacon of light in the community. She also oversees the hiring procedures and manages the overall performance and metrics of the company. Motivation is the key component of her business plan for success. Seeing the team learn, grow, and unite is her driving force in doing what she does every day. She is grateful to God, her family, and Pinnacle Investment Advisors, LLC for this wonderful opportunity and is dedicated to driving Pinnacle Investment Advisors success forward.
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
- Medicare & Medicare Supplement Insurance
- Retiring before age 65 & Need Insurance
- Already Retired and want a qualified 2nd Opinion on Medicare & Medicare Supplements?