News
FOR IMMEDIATE RELEASE August 13, 2012
Contact: JohnEckel
Find out what's happening in Simsburyfor free with the latest updates from Patch.
860-651-1716, John.Eckel@Pinninvest.com
Pinnacle Investment Management Inc. announces promotion of John Flanagan and Claire Hahn
Find out what's happening in Simsburyfor free with the latest updates from Patch.
Simsbury, CT – Pinnacle Investment Management, a comprehensive investment management and financial planning firm based in Simsbury is pleased to announce the promotion of both John Flanagan CFP ® and Claire Hahn.
John Flanagan was promoted to Senior Vice President and Claire Hahn was promoted to Manager of Client Service.
John Flanagan, a Certified Financial Planner (CFP ®), has been Vice President and financial advisor at Pinnacle for the past ten years. He joined Pinnacle in 2001 and works closely with clients focusing on their investments and financial planning. John is an honors graduate from St. Bonaventure University with a degree in Economics. He is a Certified Financial Planner (CFP) and a Chartered Retirement Plans Specialist (CRPS). Prior to joining Pinnacle he worked as Vice President and branch manager at TD Waterhouse (now TD Ameritrade). John was named by Medical Economics as one of the top advisors for doctors.
Mr. Flanagan resides in East Granby with his wife Dawn, children John and Liam and their yellow lab Murphy.
Claire Hahn joined Pinnacle in 2004 with more than 12 years experience in areas of bank trust and estate planning, investment management and office operations. As Manager of Client Services she is responsible for client relationships, communications, and administration.
Ms. Hahn has a degree in applied science and has completed all coursework for a CFP (Certified Financial Planner) designation. Claire grew up in upstate New York and lived in Maine before moving to CT. She lives in North Granby with her husband Paul and Giant Malamute dog Mulligan. Paul’s company, Artistic Endeavors, designs and builds exquisite custom furniture and was an integral part of the design and building of the banister and railing in the restoration of the Old State House in Hartford.
John Eckel CFP ®, CFA, President of Pinnacle said he is extremely pleased that Pinnacle was able to recognize the outstanding contribution and dedication of both John Flanagan and Claire Hahn.
Pinnacle Investment Management Inc. is an SEC registered fee-only investment advisor located in Simsbury and has provided financial planning and investment management for clients, both locally and around the globe, for over twenty years. During that time Pinnacle and / or its employees have received numerous national recognitions and awards. www.Pinnacle-Investment.com
Greystone Court, 573 Hopmeadow Street, Simsbury, CT 06070
Phone: (860) 651-1716 Email: Invest@pinnInvest.com
