Our Associates

 

  

Daniel E. Wolodkiewicz, CFP® 

wolodkiewicz_dan@NLGroupmail.com

President, Pinnacle Financial Associates

 

Professional Specialties

 

  • Financial Planning
  • Investment Planning Strategies
  • Retirement Income Planning
  • Estate Planning Strategies
  • Qualified Plans for Small to Medium-Size Businesses
  • Executive Benefits Planning
  • Personal Life Insurance
  • Business Succession Planning

  Education

 

  • BS-Mechanical Engineering, Rose-Hulman Institute of Technology

 Memberships

 

  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association
  • CFA Society of Dayton

 

Personal

 

In his spare time, Daniel enjoys his family, golf and fishing.  He resides in Beavercreek with his wife, Janet, and they have three sons and four grandchildren.

 

Securities offered solely by Equity Services, Inc.  Pinnacle Financial Associates is independent of Equity Services, Inc.

Dan Wolodkiewicz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Ohio, California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, New York, North Carolina, South Carolina and Virginia. He is also insurance-licensed in Ohio, Indiana, Kentucky, Michigan, and Florida.

 

Alexander D. Wolodkiewicz 

wolodkiewicz_alexander@NLGroupmail.com

Financial Advisor, Pinnacle Financial Associates

A proud University of Kentucky alumna and a member of the Financial Planning Association, Alex is both a registered representative and Investment Adviser Representative of Equity Services, Inc.

As part of the second generation of Pinnacle Financial Associates, Alex feels strongly about protecting families and helping them build a solid financial strategy. His goal-based approach to financial planning focuses on helping clients build investment* and insurance strategies.

With pensions and long-term job stability no longer the norm, Millennials face some unique financial challenges, including creating a financial strategy that can change with them. Alex understands those challenges – as well as the opportunities.

Securities offered solely by Equity Services, Inc. Pinnacle Financial is independent of Equity Services, Inc.

Alexander Wolodkiewicz is a Registered Reprsentative and Investement Adivsor Rrepresentative of Equity Servies, Inc. and offers securitiesin Ohio, Florida, California, Indiana, Illinois, Kentucky, Michigan, New York, South Carolina, North Carolina, and Virginia. He is also insurance-licensed in Ohio, Indiana, Kentucky, and Florida.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rachel E. Wolodkiewicz

 

Executive Assistant, Pinnacle Financial Associates

 

wolodkiewicz_rachel@NLGroupmail.com

 

Rachel serves as the firm's executive support staff and the initial point of contact when our adviser is out of the office. She is known for her attention to detail, trustworthiness, and high level of professionalism.