Grow your Sales to New Heights

Sales and Product Coaching from Pinnacle Financial Services

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Client Analysis & Lead Results

One-on-one case design with product & sales specialists. Learn the best practices & programs with proven results.

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Know your markets

Grow your presence and business with product-specific guides on carriers, products, demographics & more.

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Branding & Digital Marketing

Number one technology FMO. Get set up today!

Partners in Success

Jeff Palo

Vice President - Health Sales

1 (800) 772-6881 x7716 | jpalo@pfsinsurance.com

Nick Palo

Assistant Vice President - Health

1 (800) 772-6881 x7728 | npalo@pfsinsurance.com

Serena Bugryn

Regional Vice President

1 (800) 772-6881 x7715 | sbugryn@pfsinsurance.com

Alicia Klinges

Agent Development Director

1 (800) 772-6881 x7805 | aklinges@pfsinsurance.com

Chris Murphy

Director of Agent Onboarding

1 (800) 772-6881 x7001 | cmurphy@pfsinsurance.com

Cody Johnson

Director of Sales - Health

1 (800) 772-6881 x7723 | jjohnson@pfsinsurance.com

Dustin Ofsharick

Senior Sales Director - Health

1 (800) 772-6881 x7706 | dofsharick@pfsinsurance.com

Jessica Strauss

Agent Development Director

1 (800) 772-6881 x7702 | jstrauss@pfsinsurance.com

Mark Bolger

Agent Care Specialist - Life, Annuity and LTC

1 (800) 772-6881 x7705 | mbolger@pfsinsurance.com

Rafael Mendoza

Regional Sales Director

1 (800) 772-6881 x7794 | rmendoza@pfsinsurance.com

Rob Valincius

National Director of Agent Training

1 (800) 772-6881 x7701 | rvalincius@pfsinsurance.com

J.C. Giraldi

Regional Sales Director

1 (800) 772-6881 x7726 | jgiraldi@pfsinsurance.com

Andy Rivera

Regional Sales Director

1 (800) 772-6881 x7722 | arivera@pfsinsurance.com

Greg Yodis

Senior Sales Director | Life, Annuity, & LTC

1 (800) 772-6881 x7105 | gyodis@pfsinsurance.com

Contact Us

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