Pinnacle Financial Group LLC

Protect what you've built.
Plan for what comes next.

Estate Planning

Personalized strategies designed to help protect your assets, reduce unnecessary risk, and create confidence for the future.

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EXPLORE OUR APPROACH
Retirement · Wealth · Legacy
MEET YOUR ADVISOR

Kelly-Ann Gayle

Pinnacle Financial Group LLC

Kelly-Ann Gayle - Pinnacle Financial Group LLC
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Watch Kelly-Ann Gayle's Introduction

Kelly-Ann Gayle is a Financial Specialist with Pinnacle Financial Group and a licensed insurance agent with more than 18 years of experience serving members in the financial services industry. She holds a Bachelor's Degree in Business Management from Berkeley College and has completed a Management Certificate Program through her current employer. Kelly-Ann is passionate about helping individuals and families navigate important financial decisions with confidence. Known for her dedication to service and commitment to helping others, she strives to build lasting relationships based on trust, education, and support.

GET IN TOUCH

Start the conversation.

Have a question or want to learn more about your financial options? Send us your information and our team will be in touch.

HOW WE CAN HELP

Strategies built around what matters to you.

From retirement income and estate planning to tax mitigation and wealth preservation, our approach is designed around your goals, priorities, and financial future.

Estate Planning

Protect your legacy and provide for future generations with a comprehensive plan.

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Income Planning

Create predictable income streams for confidence and stability throughout retirement.

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Asset Preservation

Safeguard what you've built with strategies designed to help reduce unnecessary financial risk.

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Tax Mitigation

Minimize taxes and keep more of your hard-earned wealth working toward your financial goals.

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Risk Mitigation

Prepare for life's unknowns with proactive strategies designed to help manage financial risk.

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Business Planning

Strategies for business owners to grow, transition, preserve, and protect the value they've built.

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CRT

Personalized investment management aligned with your financial goals, priorities, and values.

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Wealth Management

Convert highly appreciated assets into income while reducing taxes and supporting causes you care about.

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EDUCATIONAL VIDEO LIBRARY

Explore Financial Education & Insights.

Explore educational resources designed to help you better understand retirement strategies, risk management, tax planning, and important financial decisions.

OUR TEAM AT A GLANCE

A network of trusted professionals.

Our team works alongside experienced professionals across the country to help individuals and families protect what they have built, prepare for retirement, and preserve their legacy.

OUR PROFESSIONAL NETWORK

Expertise working together.

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Pinnacle Financial Group LLC professional network
Kelly-Ann Gayle
Pinnacle Financial Group LLC Coral Springs, FL
MEET YOUR ADVISOR

Kelly-Ann Gayle

Financial Specialist

Kelly-Ann Gayle is a Financial Specialist with Pinnacle Financial Group who is dedicated to helping individuals and families make informed financial decisions and work toward their long-term goals. A graduate of Greenwich Public Schools, Kelly-Ann earned her Bachelor's Degree in Business Management from Berkeley College in White Plains, New York. She has also completed a Management Certificate Program through her current employer, a credit union, and is a licensed insurance agent.

Kelly-Ann brings a diverse professional background to her work, having gained valuable experience in retail, transportation, and financial services. For the past 18 years, she has served as a Senior Member Services Representative in Greenwich, Connecticut, where she has built a reputation for exceptional member service, leadership, and a genuine commitment to helping others.

Passionate about making a positive impact, Kelly-Ann enjoys guiding clients through important financial decisions and providing support that helps them achieve greater financial confidence. Her personal philosophy centers on serving others with integrity, empathy, and dedication.

Outside of work, Kelly-Ann enjoys staying active at the gym, spending time at the shooting range, roller skating, traveling, and creating new vegan recipes. Most importantly, she treasures time spent with her family and friends.

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OUR STRATEGIC NETWORK

Meet our strategic partners.

Explore some of the experienced professionals who contribute specialized knowledge across estate planning, tax strategy, asset protection, trust services, and client support.

Carter Wilcoxson

Carter Wilcoxson

Founder and CEO of ePIC Services Company

For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.

His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.

To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution.

Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.

Carter is also the ambassador of Legacy Stories and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Kelly-Ann Gayle is one such Financial Specialist.

Rick Bailey

Rick Bailey

CEO | Advanced Planning Consultant

Camas helps advisors bring one of the most valuable—but often overlooked—conversations to their clients: protecting wealth, businesses, and families from unforeseen risks.

Too often, clients turn to quick fixes that fail. Camas instead equips advisors with proven solutions including insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation.

With a process based on inventory, risk assessment, layered protections, and regular reviews, clients can approach asset protection with greater structure and confidence.

Asset protection is not only for the ultra-wealthy. Camas supports advisors with resources and strategies designed to help clients safeguard what they have built.

Greg Crawford

Greg Crawford

CEO, TEP

Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada.

He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.

Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences.

He has been quoted by publications including The Wall Street Journal, The New York Times, and The Financial Times, and has appeared on CNBC, Bloomberg Television, and ABC World News Tonight.

A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.

Scott Johnson

Scott Johnson

Tax Mitigation Specialist

Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives.

After roles at firms including E.F. Hutton and experience spanning real estate to hedge funds, his passion led him to focus on serving CPAs.

He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community.

Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact.

Greg Agnos

Greg Agnos

ePIC Services Company

Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.

He is a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, Prudential, and others.

He now specializes in Estate Planning and Business Development for ePIC Services Company.

Greg was a member of the 1984 Rose Bowl team for the University of Illinois Fighting Illini and enjoys staying active, spending time outdoors, and traveling.

Ciara Lister

Ciara Lister, Esq.

Network Attorney

As a network attorney for eStatePlan™, Ciara Lister believes in three key pillars: planning, preparation, and prevention.

A full-scholarship graduate of Ave Maria School of Law in Naples, Florida, Ciara began her law career as a Commercial Insurance Litigator in Boca Raton.

After seeing clients and close friends struggle with the negative effects of probate proceedings, she shifted her focus to Estate Planning.

Her work focuses on helping families address these issues proactively rather than performing legal triage after damage has already occurred.

Holly Halweg

Holly Halweg

Onboarding Specialist

Holly Halweg is an Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, navigating tax matters, and preparing their estates.

As parents of a child with special needs, Holly and her husband have also been involved in volunteer work supporting children with physical and developmental needs.

Originally from Hastings-on-Hudson, New York, Holly attended the University of Texas at Austin and began her career in group medical insurance.

Aileen Castillo

Aileen Castillo

Onboarding Specialist

Aileen Castillo is a dedicated professional with more than two years of experience in financial services through her work with GFI.

She currently serves with ePIC Services Company, where she supports advisors and clients with organization, efficiency, and strong attention to detail.

Prior to joining ePIC Services, Aileen worked as a Licensing Coordinator with Fusion, managing licensing and compliance requirements and assisting with advisor onboarding.

She holds both a Health & Life Insurance License and a Cosmetology License and enjoys hiking, spending time outdoors, and caring for her dogs.

Annette Cannon

Annette Cannon

Onboarding Specialist

Annette is an experienced office management professional skilled in overseeing daily operations and helping create a smooth, efficient workplace.

She is known for strong organizational abilities, a proactive approach, and a commitment to supporting both team members and clients.

Annette brings an outgoing personality and a genuine passion for helping others, consistently contributing to positive outcomes and a productive environment.

Outside of work, she enjoys reading, spending time with friends and family, and exploring new adventures.

COMPLIMENTARY EDUCATIONAL EVENTS

Plan. Protect. Prosper.

Educational events designed to help individuals and families better understand estate planning, probate, and the strategies available to help protect the people and assets that matter most.

UPCOMING EDUCATIONAL EXPERIENCE

Protect your family. Prepare your legacy.

An Estate Plan is vital for individuals, couples, and families who own a home or have accumulated assets. Proper planning can help protect your family from the challenges of Probate Court and reduce unnecessary legal expenses associated with probate.

Join us for a complimentary educational event created for adults and retirees. Explore practical estate planning concepts and learn about approaches designed to help protect your family, preserve your assets, and prepare confidently for the future.

Understand Probate Learn why planning ahead matters.
Protect Your Assets Explore strategies for preserving what you've built.
Plan Your Legacy Create greater clarity for your family and future.
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WATCH Estate Planning Overview
Estate Planning Overview
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EDUCATIONAL SERIES Estate Planning & Legacy Education

Knowledge can make complex financial and estate planning conversations easier to navigate.

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ESTATE PLANNING RESOURCES

5-Minute Estate Planning Stress Test.

Explore practical tools designed to help you better understand your estate plan, potential probate exposure, and the next steps you may want to consider.

ESTATE PLANNING PLATFORM

Build and maintain your estate plan with eStatePlan™.

Welcome to eStatePlan™, a secure, cloud-based estate planning and medical preparedness system designed for today's families.

Organize important documents, keep your plan updated, and make information available to the people you designate. The platform provides a convenient and cost-effective way to help keep your estate and legacy planning organized.

PROBATE COST ESTIMATOR

Estimate the potential cost of probate.

Probate can be expensive, time-consuming, and different in every state. Court fees, attorney costs, and delays can reduce the value of an estate while families wait for resolution.

Use the probate calculator to explore an estimate based on your situation and better understand why proactive estate planning may be important.

Better information can make important estate planning conversations easier to navigate.

MEMORIES FROM MY LIFE

Turn memories into a lasting family legacy.

A guided way to document memories, lessons, family history, important information, and the wisdom you want future generations to carry forward.

WATCH Discover Memories From My Life
ABOUT THE GUIDEBOOK

Memories From My Life.

The Legacy Stories Memories From My Life Guidebook gives your family the opportunity to reminisce with a purpose.

Using categorized questions, you can spark meaningful conversations about times past and provide guidance for the future. It also allows you to leave instructions, detailed information, and guidance on important issues.

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WHAT'S INSIDE

Guidebook features.

Thoughtful prompts and practical sections help organize family history, memories, important information, and guidance into one meaningful resource.

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My Family Tree

Preserve family connections and important generational relationships.

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Family Photos

Create a listing of meaningful family photos and memories.

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Legacy Letters

Leave personal messages and letters for specific individuals.

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Important Contacts

Organize the people and professionals your family may need.

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200+ Legacy Questions

Thoughtful prompts help uncover stories, experiences, and wisdom.

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Your Assets

Create an organized record of important assets and information.

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Legacy Documents

Identify important documents your family may need to locate.

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Digital Accounts

Identify digital accounts and password-related information.

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Tell Your Story

Guidance helps turn memories and experiences into stories.

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Legacy Discussion

Create space for meaningful conversations about the future.

PRESERVE WHAT MATTERS

Teach & inspire.

The challenges faced and lessons learned by your family have value. They can help inspire and teach the next generation.

Unfortunately, some parts of your family history may be lost or forgotten over time. Physical photos, scrapbooks, and other traditional ways of preserving memories are susceptible to damage and misplacement.

Here's your chance to ensure even the smallest detail is remembered. Preserve those memories digitally and give the next generation the gift of wisdom from generations before.

Family sharing memories
PRESERVE Stories. Wisdom. Legacy.
YOUR STORIES MAKING HISTORY

Preserve your family's story for generations.

Imagine how special it will be knowing your family's history can be digitally stored for generations to come. Pass down fond family memories and tales of struggle easily.

Our secure system keeps your content safe and gives you complete access and control. Just as your family may pass along an heirloom, the pictures and stories that define your family's history deserve to be preserved safely.

THE LIVING LEGACY PROJECT Your Stories Making History

Preserve the experiences, lessons, and memories that make your family's history unique.

CONTINUE YOUR LEGACY

Start preserving what matters.

Begin your Legacy Stories journey, access your existing account, or explore the timeline of stories already being preserved.

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

 

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

954-507-6013

1515 N University Dr #222, Coral Springs, FL 33071, USA

1515 N University Dr, Coral Springs, FL 33071, USA

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