Jim Stork, CFP, CFA, Principal
Jim began his investment management career in 1984 as an analyst with Duff & Phelps Corp. He specialized in the telecom industry, with responsibility for the local exchange, long distance, wireless, and CLEC companies. Jim was a Sr. Vice President and member of the executive management team of Duff & Phelps Credit Rating Co. when he left in 2000 to establish Pinnacle Financial Group with Larry Uitermarkt.
In addition to personal financial planning and investment management, while at Pinnacle Financial Group, Jim has developed specific expertise in establishing and managing charitable trusts and advising families in the use of Family LLCs to manage their business activities and minimize estate taxes.
Jim has been quoted by the Wall Street Journal and New York Times and has appeared on the Nightly Business Report and CNN. He has spoken before numerous civic organizations on the topics of financial planning and investment management. In November, 2010, Jim was named a Five Star Wealth Manager by Chicagomagazine, an honor awarded to less than 2% of the financial advisors in the Chicagoland area.
Jim received his BBA in Finance from the University of Notre Dame and an MBA from the University of Chicago. He is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), and a member of the CFA Institute, the CFA Society of Chicago, the FPA, and the FPA-Illinois.
Jim can be reached at firstname.lastname@example.org
Lisa Tang, CFA, CFP, CDFA, Principal
Lisa began her financial services career in 1985, and since then has worked in securities compliance, institutional investment research, portfolio management, financial consulting, and financial education. Lisa started out her career as a Compliance Investigator with the CBOE conducting sales practice examinations and investigations on behalf of individual investors.
Lisa also worked as a Global Securities and Fixed Income analyst at First Trust Advisors where she oversaw a series of institutional portfolios, and later, alongside her current partner, Jim Stork at Duff & Phelps Credit Rating Company where she was a Vice President and Corporate Credit Analyst. Lisa has also taught several graduate and undergraduate finance and investments courses, most recently Personal Financial Planning at the University of Illinois.
Given her personal experience with divorce with young children, Lisa has developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters. Unfortunately, the legal system often pits people against each other. There are non-adversarial approaches available to make the process of divorce less painful (and less expensive) including mediation, collaborative divorce, or cooperative divvorce with the support of attorneys and trained specialists. Lisa is a Certified Divorce Financial Analyst, a Fellow with the Collaborative Law Institute of Illinois and serves as a financial advisor and mediator for divorcing couples.
Lisa serves on the Board of PACT, Inc., an organization assisting those with developmental disabilities, and is also a Board member for the YMCA and Downers Grove Chamber of Commerce. Lisa is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), and received her BS in Finance from the University of Illinois and her MBA in International Business from DePaul Graduate School of Business.
Larry Uitermarkt, CFP, Principal
Larry began his financial planning and investment management career in 1984, as an Associate with Independent Advisors of Itasca, IL. Independent Advisors provided financial planning and investment management services to high net worth individuals, with a particular emphasis on meeting the financial planning needs of medical professionals.
In 1989, Larry founded Uitermarkt & Associates, the predecessor to Pinnacle Financial Group. Uitermarkt and Associates offered independent financial planning and investment management services. With the advent of discount brokerage firms such as Charles Schwab, Uitermarkt & Associates was one of the pioneering Registered Investment Advisors (RIA) that offered investment management services for a percentage of the assets under management. The RIA model eliminates many of the conflicts of interest inherent in being compensated by commission.
Larry operated Uitermarkt & Associates until it was merged into Pinnacle Financial Group in 2000. In addition to personal financial planning and investment management, Larry has developed specific expertise in working with small businesses to implement qualified retirement plans and other employee benefit programs. Additionally, he has worked with a number of endowment funds for private educational institutions.
Larry studied at Hope College and attained his Certified Financial Planner (CFP) certification in 1987. He serves as Pinnacle Financial Group’s Chief Compliance Officer and is one of the founding partners and managing members of the firm.
Jeanne Nortier, Office Manager
As Office Manager of Pinnacle Financial Group, Jeanne is our Client Contact, Custodial Coordinator and Office Organizer. With 25+ years of business experience, Jeanne has a versatile background including customer service, accounting, management, marketing and finance. Jeanne’s resume includes experience in accounting firms, investment firms and also a medical not-for-profit society. She completed her Bachelor of Science degree in Business Management at Elmhurst College and currently holds a Life/Health Insurance license.
Prior to joining Pinnacle in 2009. Jeanne began an entrepreneurial business as an Independent Consultant with Tastefully Simple, Inc. She has achieved National honors as a top sales achiever and has been a training speaker at their National conference. Jeanne has continued to grow this business and remains an Independent Consultant with Tastefully Simple, Inc.