Sales & Support Team Find a Your Pinnacle Representative Below
Use the map provided to find a state-specific sales director.
For everything else, feel free to reach out to our general inboxes.
healthsales@pfsinsurance.com
1 (800) 772-6881 x7731
Fax: 267-386-8135
lifesales@pfsinsurance.com
1 (800) 772-6881 x6003
Fax: 267-386-8132
HOME OFFICE
65 W Street Rd, St. A-101
Warminster, PA 18974
BUSINESS HOURS
Monday – Friday
8:30 am – 5:00 pm EST
Saturday – Sunday
8:30 am – 12:00 pm EST
Sales Team
Jeff Palo
Vice President – Health Sales
Nick Palo
Assistant VP – Health Sales
Serena Tippett
Regional Vice President
Andy Rivera
Regional Sales Director
J.C. Giraldi
Regional Sales Director
Lisa Osborne
Regional Sales Director
Rafael Mendoza
Regional Sales Director
Stephanie Taylor
Regional Sales Director
Dustin Ofsharick
Senior Sales Director – Health
Alicia Klinges
Sales Director – Health
Cody Johnson
Sales Director – Health
Evan Bourgeault
Sales Director – Health
Jessica Strauss
Sales Director – Health
Greg Yodis
Senior Sales Director –
Life, Annuity & LTC
Mark Bolger
Agent Care Specialist –
Life, Annuity & LTC
Chris Murphy
Director – Agent Onboarding
Rob Valincius
Marketing & Development Coordinator
Support Team
Agent Relations
HEALTH SUPPORT x7729
healthsupport@pfsinsurance.com
RICH DANESE
Operations & Compliance Coordinator
x7725Â |Â rdanese@pfsinsurance.com
DIANA VIT
Senior Support Specialist – Health
x7801Â |Â dvit@pfsinsurance.com
TERESA HELD
Senior Support Specialist – Health
x7703Â |Â theld@pfsinsurance.com
TEAL MCCANN
Support Specialist – Health
(203) 796-5403 | teal@croweandassociates.com
THOMAS DERENZO
Support Specialist – Health
x7808 |Â tderenzo@pfsinsurance.com
LINDA STEINER
Support Specialist – Health
x7806 |Â lsteiner@pfsinsurance.com
JOVI FLOREZ
Support Specialist – Health
x7802Â |Â lflorez@pfsinsurance.com
ANNUITY & LIFE SUPPORT x3302
lifesupport@pfsinsurance.com
BILL VANDERGRIFT
Supervisor – Life, Annuity, & LTC
x7789Â |Â bvandergrift@pfsinsurance.com
MARK BOLGER
Agent Care Specialist – Life, Annuity, & LTC
x7705 |Â mbolger@pfsinsurance.com
Business Processing
SUPPORT x7612
enrollments@pfsinsurance.com
BRITTNEY MILLAR
Licensing Support Specialist
x7792 |Â bwalls@pfsinsurance.com
KELLI BUNTZ
Licensing Support Specialist
x7791Â |Â kbuntz@pfsinsurance.com
Licensing
SUPPORT X7750
licensing@pfsinsurance.com
BRITTNEY MILLAR
Senior Enrollment Specialist – Health
x7792 |Â bwalls@pfsinsurance.com
CASSIDY MCKELVEY
Licensing & Contracting
x7708Â |Â cmckelvey@pfsinsurance.com
JENNIFER STONELAKE
Licensing & Contracting
x7803Â |Â jstonelake@pfsinsurance.com
KELLI BUNTZ
Enrollment Clerk – Health
x7791Â |Â kbuntz@pfsinsurance.com
Licensing Support
SUPPORT x7750
licensing@pfsinsurance.com
DIANE FAIRBURN
Licensing Support
x7712 |Â dfairburn@pfsinsurance.com
JONATHAN BARANEK
Licensing Support
x7783 |Â jbaranek@pfsinsurance.com
Business Operations
ASHLEY KOCIS
Accounting Manager
x3274Â |Â akocis@pfsinsurance.com
CYNTHIA PALO
Manager of Operations
x7603Â |Â cpalo@pfsinsurance.com
JENNIFER MILLER
Administrative Assistant
jfolkman@pfsinsurance.com
KEVIN SHIELDS, JR.
Chief Compliance Officer
x3303Â |Â kjshields@pfsinsurance.com
Contact Us
Contact a Pinnacle Financial Services
representative today for assistance.
