Our History



It all started in 1963, when James R. Conrad, CLU®, ChFC®, joined what was, at the time, Mutual of New York (MONY). Over the decades, his practice added new services and products to keep pace with the numerous changes in the financial markets and tax code, enabling him to provide coordinated solutions. In 2005, Jim was named MONY's "Man of the Year," the highest honor a MONY financial professional can receive. Chosen by his peers, 2005 also marked the last year for the Man of the Year award, which added to the significance of the award that year.

Jim can say that he has helped many people through numerous changing events in their lives. From the time when his clients first got married, to when they had children and raised them, and on into their retirement years, Jim has helped guide people through the various financial decisions they have had to make.



Vic Headshot - 2017



In 1994, Jim's oldest son, J. Victor Conrad, joined the firm, bringing seven years of public accounting and banking experience to the table. Seeing the satisfaction Jim had in helping people navigate through the numerous changes they faced in life, Vic sought to provide the succession to Jim’s practice. 

Vic offers the ability for the children and heirs of his father’s clients to continue a relationship with a trusted professional, even after the original clients are gone. In addition to being a Chartered Financial Consultant® (ChFC®), Vic is a CERTIFIED FINANCIAL PLANNER professional and an Accredited Investment Fiduciary® (AIF®), carrying on the tradition of continuing professional education in his family.  He is also a CPA, though currently inactive and not practicing public accounting.

Today, under Vic’s leadership, PINNACLE Financial Strategies, LLC, continues this decades-long, rich tradition of ethical client service. By blending time-tested concepts and strategies with cutting-edge technology and personal attention, you can feel comfortable knowing that "It's all taken care of by someone you trust."