Two Decades of
Giving First.
The Pinnacle Group was founded by Dr. Pat Pachciarz®, CEPA®, CPT, CNC — on one guiding principle: that true success is measured not just by what we build, but by what we GIVE.BACK.®. A Certified Exit Planning Advisor (CEPA®) and former J.P. Morgan Private Client Group advisor, Dr. Pat Pachciarz® serves clients in Aurora, Illinois, with the proprietary DAITT® Advisory Method.
A former J.P. Morgan Private Client Group advisor with over two decades in private wealth management, Dr. Pat Pachciarz® brings the depth of institutional expertise and the heart of a servant leader to every engagement.
- ◆MSN Money — 2025 Top 10 Entrepreneurs: Setting New Standards for Success (published April 25, 2026) · Read on MSN →
- ◆Featured in CEO Times and BIZWeekly
- ◆Multiple J.P. Morgan Standard of Excellence Award Recipient
- ◆Master's in Personal Financial Planning, College for Financial Planning — in progress (2026–2028)
- ◆Founder, Pinnacle Academy™ — Excellence in Habits
- ◆Chairman, GIVE.BACK.® Foundation
Dr. Pat Pachciarz®
Dr. Pat Pachciarz®, CEPA®, CPT, CNC — Founder & CEO
Named one of MSN Money's 2025 Top 10 Entrepreneurs (published April 25, 2026), featured in CEO Times and BIZWeekly, host of The Pursuit with Dr. Pat® podcast, creator of Pinnacle Academy™, and founder of the GIVE.BACK.® Foundation — Dr. Pat Pachciarz® has built one of the most comprehensive coordinated private wealth ecosystems in the country.
"It's not what you make — it's what you keep."
Our Core Values
These aren't words on a wall. They're the commitments that shape every recommendation, every relationship, and every result we deliver.
Meet the Team Behind the Strategy
Over 100 combined years of private wealth experience. Each person on this team was chosen not just for their expertise, but for their commitment to putting clients first.
Dr. Pat Pachciarz®
Dr. Pat Pachciarz®, CEPA®, CPT, CNC
Founder & CEO, Pinnacle Group
& Pinnacle Private Wealth
Founder, Pinnacle Academy™
Chairman, GIVE.BACK.® Foundation
Your private wealth advisor and tax strategist — and the coordinator who brings your banker, your CPA, your attorneys, and your advisors into one clear plan.
Most people first knew him as an athlete — captain of the men's basketball team at the University of St. Francis, then a shooting instructor for the Chicago Bulls Training Academy and the National Association of Basketball Coaches, whose early-2000s videos still teach players how to shoot. Basketball lit his love of fitness, and fitness is the door that led to everything he built next.
Jill Sage, PMP®
Chief Business Strategist
Razel Esco
Chief of Staff & Chief Operating Officer, Fractional
Judy Matugas
Chief Marketing Officer, Fractional
Fractional CTO
Strategic technology leadership. Architecting the systems, automation, and digital infrastructure behind Pinnacle’s client experience and operations.
Strategic Partners
A trusted network of specialists — tax, legal, insurance, and lending — coordinated by Pinnacle to deliver a fully integrated advisory experience.
The GIVE.BACK.® Foundation
Dr. Pat Pachciarz® serves as Chairman of the GIVE.BACK.® Foundation — built on a simple belief that growing together and giving back aren't separate goals, they're the same one.
We tithe a portion of every engagement to charitable organizations across the Heart of America.
When you work with Pinnacle, your wealth plan is part of something larger than a portfolio.
Serving Aurora, Illinois and Beyond
The Pinnacle Group serves professional women, business owners, and educators in person in Aurora, Illinois — and virtually in all 50 states. Wherever you are, one coordinated strategy is within reach.
Our home base. Private wealth planning, tax strategy, and DAITT® advisory services for business owners and families.
Virtual engagements nationwide, anchored in Aurora, Illinois — wherever you are, one coordinated strategy.
"Distance doesn't limit strategy. Wherever you've built it — we'll help you protect it."
— Dr. Pat Pachciarz®, CEPA® · The Pinnacle Group