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Our Team
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John M. Leonetti, Esq., M.S. Finance, CFP, CM&AA, CBEC®
Founder and CEO of Pinnacle Equity Solutions, Inc.

John is the founder and CEO of Pinnacle Equity Solutions, Inc., an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners, and of The International Exit Planning Association.  John is a nationally recognized leader in the Exit Planning field and has been interviewed on ABC News Now, NECN, and numerous national radio programs, including being quoted in the Wall Street Journal on a number of occasions. In addition, John is the author of the highly publicized book “Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors”. John’s book has been the hot topic for many national industry and business owner publications.

 

 

Jessica LeClair, Esq.
Project Manager
 
 Jessica brings financial modeling and diligence expertise to the Pinnacle/IEPA team. Prior to joining Pinnacle Equity Consultants, Jessica advised small businesses in developing effective strategies to increase revenues and improve operations. These solutions Jessica presents are founded on a financial skillset honed at The Debt Exchange, a marketplace and analytics provider for the commercial and residential loan industries. Jessica earned a Juris Doctor, cum laude from Ave Maria School of Law, and a Bachelor of Arts degree from the University of Massachusetts, Boston.

 

 


Andrea Heneghan
Membership Manager

Andrea provides membership support at Pinnacle/IEPA. Prior to joining Pinnacle/IEPA, Andrea specialized in client relationships and finance at WilmerHale, and has experience in administration and small business management. Andrea earned a Bachelor of Arts degree from the University of Massachusetts, Boston.

 

 

 

 

 

 

Kristin Beane
Membership Coordinator

Kristin provides association management support at Pinnacle/IEPA. She has worked in the field of association management for 25 years. Working with associations on their strategic vision, membership retention and recruitment, continuing educaiton and partnerships. Kristin has supported financial advisors since the beginning of her carer. Kristin earned her Bachelor of Science in Public Management from Plymouth State University, NH