Mark Allison

Founder | Private Wealth Advisor

(425) 536-8003


Mark’s impressive financial career spans four decades. He rose to prominent positions at Smith Barney and Morgan Stanley, where he developed a deep understanding of the complexities of personal finance and a keen ability to...

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Carol Ferris

Client Concierge

(425) 536-8006


Carol joins Pinnacle Private Wealth Advisors as a Client Concierge, after 5 years working in healthcare and patient services. She provides administrative and hospitality support, as well as client management functions. Carol has held...
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Our Extended Team

LPL Strategic Wealth Services

Alison Decker

Administrative Assistant


Alison provides Pinnacle Private Wealth Advisors with support for administrative tasks and client management functions. After 15 years in the healthcare industry, Alison moved into financial services. Prior to joining LPL, she worked...
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Serena O'Brien

Senior Marketing Consultant

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