Meet Kathy Beers

Kathy Beers

Operations Analyst

Kathy Beers joined Pinnacle Advisory Group (formerly The Enrichment Group) in August 1997. Kathy has over 18 years of experience in various aspects of financial planning since earning her Financial Paraplanner Qualified ProfessionalTM designation in 1998. Kathy’s primary focus is centered on monitoring and enhancing the firms operating systems and business processes. Kathy has a bachelor’s degree in Art and Education from Coe College in Cedar Rapids, Iowa (her home state). In her free time, she enjoys relaxing and soaking up the beauty of the Nature Coast, whether it’s manatees in the Crystal River, water birds and deer in her backyard, alligators in the lake, or gathering with friends.