Meet Our Executives

Jim Ludwick

President & CEO

Jim brings 24 years of success to his role, drawing on his vast experience in the insurance and financial services industry. Under his leadership, Pinnacle has experienced tremendous growth and is recognized by Inc. Magazine as one of the fastest growing private companies in the United States. Prior to his time at Pinnacle, Jim was an advisor and a senior executive at one of the largest insurance companies in the world. In addition, Jim brings exceptional field experience as a past Court of the Table and Top of the Table MDRT producer with top 10 finishes for over 15 years.

Home Office Team

Edgar Morales
Chief Marketing Officer & Chief of Staff

Dave Fastenberg
Chief Financial Officer

Jason Borek
Chief Sales & Distribution Officer

Mike Miller
Chief Operations Officer

Raleigh & Atlanta Branch Teams

Sean Shea
Executive Vice President, Raleigh Branch

Austin Knowles
Managing Partner, Atlanta Branch

Michael Becher
Managing Partner, Atlanta Branch