The founder of Pinnacle Strategic Wealth, Inc., is passionate about helping
individuals and families achieve their ideal retirements.


KEVIN GERBERS
President

An All-Inclusive Approach to Financial Planning

Kevin Gerbers has enjoyed a long career in finance, both in the corporate realm and private practice. His experiences in the corporate world gave him extensive training in the role he holds in the highest regard: customer service. His greatest fulfillment comes from working closely with clients and helping them achieve their goals.

While some financial services professionals prefer to focus exclusively on income and investments, Kevin favors a more holistic approach. He understands that the secret to successful retirement planning is to plan for the unexpected and that taxes, health care and legacy planning are just as important as income and investments. By integrating these five key areas into financial planning, Kevin helps clients succeed in all areas of their financial lives.

Above all, Kevin loves to hear clients’ stories – where they’ve been, what they’ve done and where they hope to go. He holds most meetings in his office but is available for house calls and via Zoom for those who need the flexibility. So, what’s your story? To start a conversation with Kevin Gerbers, call 210.549.4053 or email info@pinnaclestrategicwealthinc.com.

Serving Clients in the San Antonio Area Since 2019

Born and raised in Green Bay, Wisc., Kevin earned a bachelor’s degree in Business Administration at Lakeland University in Sheboygan. He also possesses a Series 65 securities license and is a Certified Financial Fiduciary, which reflects his commitment to putting clients’ interests first. In 2019, he established Pinnacle Strategic Wealth, Inc., which serves clients throughout the San Antonio area.

Kevin moved to San Antonio in 2019 with his lovely wife, a native Texan and former officer in the United States Army. Kevin enjoys spending time with his wife, their two dogs and his two adult stepchildren. Kevin is active in his church and enjoys outdoor activities such as golf, sporting events and concerts.

Since 2016, Kevin has been involved with the American Financial Education Alliance, a nonprofit that helps people take control of their finances through comprehensive education. In 2018, Kevin started the San Antonio chapter of AFEA and serves as the chapter President. Kevin believes strongly in the value of financial education and literacy and finds fulfillment in helping people understand their options. Kevin is an active member of VFW Auxiliary 12205.


Strategic Alliances

Micheal Binger, CFA®

President of Gradient Investments, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

Keith Gangl, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.

Tyler Ellegard, CFA®

Portfolio Manager of Gradient Investments, LLC

Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.