Meet the team

At Pinnacle Retirement Advisors, LLC, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

Gary W. Crawford, RICP®, CLTC®

Founder | Investment Adviser Representative

Dawn Crawford

Founder | Financial Professional

Lisa Arango

Director of First Impressions

[email protected]

Jenny Heartsfield

Client Engagement Coordinator

[email protected]

Annabelle Corzo

Advisor Support Specialist

[email protected]

Kelli Morin

Client Services Specialist

[email protected]

Kalyn Stern

Client Services Specialist

[email protected]

Greg Capitano

Community Outreach Ambassador

[email protected]

Caleb J. Hubbard

Director of Insurance Operations

352.362.7254

[email protected]

Bobbie Jo Dameron

Licensed Insurance Agent

352.454.1999

[email protected]

Paul Youngkin

Licensed Insurance Agent

352.804.3031

[email protected]

AE Wealth Management-Logo-Color

As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching. AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026.

AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.

Click to learn more about AE Wealth Management and how they help us support our clients.

 

AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Pinnacle Retirement Advisors is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
 
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.