Creating Value, Building Success
Pinnacle CPA + Advisors is a CPA and advisory firm providing concierge services to entrepreneurs and high wealth individuals from startup to succession.
Our Mission
To help entrepreneurs and their families achieve success through strategic planning and accountability.
Core Values
Service
Knowledge
Leadership
Enthusiasm
Services
- Strategic advisory consulting
- Outsourced CFO, Controller, and Accounting functions
- Tax planning and preparation
- Financial statement services
Expertise
- Company life-cycle management
- Business operations support
- Complex tax laws
- Lending and regulatory reporting
Our Team
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Fred Pennell
CPA, CGMA
Managing Principal
LinkedIn
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Charles Gottschall
CPA, CMA, CSCA
Principal
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Eric Gibbs
MBA, CPA
Senior Manager
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Jennifer Pennell
Director of First Impressions
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Casey Ervin
Staff Accountant
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Grant Bearss
Staff Accountant
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Monica Masipag
Staff Accountant
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Mircel Ebetner
Staff Accountant
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Elaine Mendoza
Executive Assistant
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Fred Pennell
Fred delivers value by bringing clarity, focus and accountability to help his colleagues and clients achieve their individual success. His entrepreneurial spirit has allowed him the benefit of being the trusted advisor to successful entrepreneurs and high net worth families, many of whom are lifelong friends. He is a CPA with a mindset for service, knowledge, and growth, with a proven track record that shows what can be achieved and how much fun can be had through great planning and accountability.
Fred is married to his high school sweetheart, Jennifer, and together they are raising their boys to be fine young men. They truly enjoy their professional life working together and the places it has taken them. When they do take a break, you’ll find them boating and traveling together.
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Charles Gottschall
Chuk creates value by for his clients and colleagues by finding practical solutions to complicated challenges so they can focus on building success. He brings a strategic mindset to the table, helping entrepreneurs and others keep the big picture in mind while working through the details of any situation. He’s a forward-thinking CPA who values clear, understandable communication while anticipating opportunities for continuous improvement and growth.
Chuk and his wife Martha have their hands full with 11 children. When they’re not busy with church music and school sports, they find time to enjoy puzzles, games, books, and the beautiful Michigan outdoors.
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Eric Gibbs
Eric creates value by ensuring accurate financial records, analyzing data for strategic decision-making, and providing insights to optimize financial performance. His commitment to excellence not only establishes a robust foundation for financial integrity but also brings a rewarding professional outcome. The positive impact on people’s livelihoods and the trust and relationships cultivated underline the meaningful contributions made on his professional journey.
Eric is married to Heather, who is also an accountant, so they always have something exciting to talk about! When he’s not reviewing financial records, he enjoys experiencing different areas of the world with his wife and kids.
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Jennifer Pennell
Jennifer creates value for her colleagues and clients by being the go-to person for guidance, solutions, and dependable support. She ensures flawless first impressions of the firm by providing a smooth operation and superior customer service to the team, clients, and visitors. She does everything at the office except accounting and taxes! Her nurturing personality is a great fit for her position as the director of first impressions as she enjoys making her colleagues and clients feel welcomed and valued.
She’s enjoying her crazy life with her husband, Fred, and their two teenage boys, Gavin and Hayden. They truly enjoy working with their clients and value the friendships they have made along the way. She enjoys reading, hiking, traveling, boating, and hanging out with her boys.
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Casey Ervin
Casey creates value by being a versatile team member who can adapt to unique or changing project needs to help his colleagues complete work in an accurate and timely manner. He is eager to help, embracing each project as an opportunity for learning and professional growth. He finds motivation in building relationships with clients in the community and being a pivotal piece of the team to help the team prosper.
Casey is an avid football and hockey fan and enjoys an active lifestyle consisting of traveling, running, and golfing. He is currently finishing up his master’s degree with the goal of becoming a licensed CPA.
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Grant Bearss
Grant delivers exceptional value to clients through timely reporting and analysis, particularly in the area of state and local taxation. His strong planning and organizational skills are at the forefront of his client service. Grant simplifies complex tax codes and regulations, allowing clients to focus on other critical aspects of their business.
Outside of his professional duties, Grant enjoys spending time on the golf course and working out at the gym.
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Monica Masipag
Monica is a proactive Generalist Accountant and Certified Tax Technician with diverse experience in financial management, reporting, and analysis. She is dedicated to applying her strategic mindset to support cross-functional teams, enhance financial processes, and implement innovative solutions that provide value beyond traditional accounting duties.
Monica is an athlete excelling in volleyball as well as a passionate outdoor adventurer. Her competitive spirit and commitment to excellence enables her to thrive in the great outdoors, and she embraces camping and nature excursions as ways to recharge and gain new perspectives.
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Mircel Ebetner
Mircel brings value to her colleagues by sharing her skill and passion for numbers. Her keen interest in the business world drives her to help entrepreneurs and businesses achieve success. Learning and knowledge are priorities for her, and she enjoys working alongside experienced colleagues who can provide guidance as she brings her own skill and passion to client projects and relationships.
Although Mircel considers herself a homebody (she is always busy watching her favorite series or reading a book), she also enjoys running outdoors and is currently obsessed with learning how to free dive. She loves cats more than anything in the world. During her free time she values spending quality time with her family, especially her ever-so-silly nephew.
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Elaine Mendoza
Elaine adds value by collaborating closely with the team to ensure that everyone reaches their goals and that each project is successful. She applies her proactive attitude and dedication to common goals to help streamline workflows and boost overall project success.
When Elaine is not in the office, you will find her visiting amazing places with her family. She also enjoys watching movies at home with her daughter.