The Pinnacle Financial Group

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Tim Brennan and team, formerly a part of The Pinnacle Financial Group, join forces with Merit Financial Advisors Effective September 10, 2026.

We are excited to announce the next phase of our firm: the acquisition between Tim Brennan and Merit Financial Advisors. Our same team and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our team below or call us at our Deerfield office: 224.899.2831 or our Fond du Lac office: 920.923.3400

Our Team 

timothy brennan

Tim Brennan 

Wealth Manager, Partner

[email protected]

nick rossetti website headshot

Nicholas Rossetti, CFP®

Financial Advisor

[email protected]

joe emmes website headshot

 Joseph Emme

Financial Advisor

[email protected]

kim spence website headshot

Kim Spence, CFA®, MBA

Financial Planning Analyst

[email protected]

julie benesh website headshot

Julie Benesh

Client Relationship Manager

[email protected]

pam lefeber

Pam Lefeber

Senior Client Service Manager

[email protected]

charles emme

Charles Emme

Client Service Associate

[email protected]

About Merit

Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.

We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.

Our mission is to enrich the lives of those we serve, through building the wealth management firm of the future.

Resources

At Merit, we’re dedicated to helping you grow, protect, and preserve your wealth with confidence. By combining innovation with professional experience, we utilize cutting-edge tools, advanced technology, and secure financial solutions to support your goals. Our website offers a comprehensive suite of resources, from educational articles and financial planning tips to interactive calculators and real-time market updates, designed to empower you with the knowledge you need to make informed decisions about your financial future.