Meet The Team
Pinnacle Retirement Advisors, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
GARY W. CRAWFORD PRINCIPAL
Since entering the financial services industry in 2002, Gary Crawford has fully believed his work has helped make a difference in clients’ lives. Now, as the principal of Pinnacle Retirement Advisors, LLC, he has seen that power in action and is proud to continue to assist Florida residents and their families by building comprehensive financial strategies for retirement that they can count on for years to come.
Gary brings to you his own knowledge of the financial services industry as well as the expertise of a fellow elder law attorney that provides Estate Planning and education for his clients.
Gary is licensed in Florida and carries several professional designations, CLTC and LUTCF. He continues to educate himself and believes that if you stop learning, you stop growing.
Gary is listed as the go-to advisor from the Transitions group which is part of Hospice of Marion county. He has been a vital resource for aging clients and families that are looking for Long Term Care resources in the community.
Gary and his team are involved in several community and charitable organizations, such as Children’s Miracle Network Hospitals, Wounded Warrior Project and Hospice of Marion county.
Prior to opening the doors at Pinnacle, Gary earned accolades at previous employers for his dedication to client service and industry excellence. In 2008, he was named the Field Trainer of the Year with Bankers Life & Casualty. From 2009 to 2011, he was named Advisor of the Year with Great American Senior Benefits.
Away from the office, Gary enjoys surfing, motocross and spending time with family. He and his fiancé, Dawn, have four children between them: Tyler, Sydney, Ian and Hagan. They also have a granddaughter, Ava, and a Labradoodle named Hazel.
Dawn McKenzie Principal
Ali TruluckOffice Administrator & Marketing Coordinator
Caleb J. Hubbard Licensed Agent
Bobbie Jo Dameron Licensed Agent
Gary Crawford Sr. Licensed Agent
Joel Marquez Licensed Agent
Emily Johnston Licensed Agent
Paul YoungkinLicensed Agent
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.