Meet Our Team

Robert's Headshot

Robert Andrew Moro, ChFC®, CLU®, AEP®

Robert is the President of Pinnacle Strategies, Inc. and a native of Long Island. He joined the New York Life Insurance Company in 1983. Shortly thereafter he formed his first firm (Kristin Financial Group). Here he enjoyed a steady growth of knowledge and clientele before becoming Pinnacle Strategies, Inc., to better align the firm's focus of assisting affluent clients to conserve their wealth through effective financial and estate planning and wealth management.

In 1994, Robert found time for other interests and became a principle co-founder of LI Net, Inc., and served as the company's Vice President and Chief Financial Officer. While he maintained his financial practice, he gained a wealth of knowledge taking LI Net from a start-up company to Long Island's largest Internet provider with 26 employees. While in the process of taking LI Net public, the company was sold to a public company in 1998.

Robert holds the designations of Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®) and an AEP® designation from the American College, Bryn Mawr, Pennsylvania. An AEP® is a person who has earned a graduate level specialization in estate planning, in addition to already recognized professional credentials within the various disciplines of estate planning.

Robert is a member of the Society of Financial Professionals, the Financial Planning Association, the National Association of Insurance and Financial Advisors and a member agent of The Nautilus Group®, a service of New York Life Insurance Company. He is a registered representative for NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency, an investment advisory representative with Eagle Strategies LLC (a registered investment adviser), and holds a New York State license in life insurance. He is a Qualifying and Life Member of the Million Dollar Round Table.

Robert is involved in many civic activities, serving as an Executive Board Member of the Estate Planning Council of Nassau County, Treasurer and Board Member of the FDNY Firefighter John F. McNamara Foundation, and a former Chairman of the Long Island Chapter Golf Outing Committee for the American Heart Association.

Mark's Headshot

Mark G Heinemann, CLU®, AEP®, MSFS, ChFC®, CLTC

Mark is the Vice President of Pinnacle Strategies, Inc. After graduating with honors from St. John’s University with a Bachelor of Science degree in Quantitative Analysis, Mark joined the New York Life Insurance Company in December of 1985. He built his business on the basis of helping his clients (both individuals and business owners) achieve their financial goals. In order to provide his clients with the best possible solutions he has continued his studies and earned numerous degrees along the way. In 2004, Mark merged his practice with Robert Moro to form Pinnacle Strategies, Inc. He remains committed to providing all of his clients with personal attention and derives personal satisfaction from knowing that he has helped improve the situation of many families and businesses.

Mark holds the designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and a Master of Science in Financial Services (MSFS) from the American College. He is also Certified in Long Term Care (CLTC) and an AEP®. An AEP® is a person who has earned a graduate level specialization in estate planning, in addition to already recognized professional credentials within the various disciplines of estate planning.

Mark is a member of National Association of Estate Planners and Councils and the National Association of Insurance and Financial Advisors. He is a registered Representative of NYLIFE Securities LLC (member FINRA/SIPC) and a Registered Investment Advisory Representative with Eagle Strategies LLC (a registered Investment adviser). He is also a Life Member of the Million Dollar Round Table*.

Paul's Headshot

Paul Sciacca, LUTCF

Paul has worked in the financial services industry since 1993, having joined Pinnacle Strategies following 11 years working on Wall Street as an institutional equity sales trader. He is a member of NAIFA, an industry association comprising over 200,000 agents and their associates and promoting a positive professional and legislative environment. He is a registered representative through NYLIFE Securities LLC, holding the Series 7, Series 63 & Series 65 licenses and an investment advisory representative with Eagle Strategies LLC (a registered investment adviser).

As Pinnacle Strategies’ practice grew, it became apparent help was needed. Paul joined Pinnacle Strategies with the goal of helping in that effort. Additionally, he has brought his own clients with more advanced needs to Pinnacle’s Asset Protection and Estate Planning platform

Paul is married with triplet boys. He enjoys golf, reading and fishing in his spare time.

Christopher's Headshot

Christopher Pia, LUTCF, CLTC

Christopher began his career as an agent with New York Life in June 2009. Starting with the company as a college intern, Christopher has been building his practice by working with family-held businesses, successful young professionals and physicians. He is currently working on advanced designations while being a strong and active supporter of NAIFA, both on a local and national level. He is a registered representative through NYLIFE Securities LLC, holding the Series 6 and Series 63 Licenses.

Christopher joined Pinnacle Strategies, Inc. in 2013 to better serve his current clients’ concerns relating to their Estate Planning, Business Succession Planning and Asset Protection Strategies, while at the same time assisting in Pinnacle’s growing practice.

Christopher resides in Connecticut. He enjoys remaining active by playing golf, kayaking and cycling.

Christopher was honored as part of the Fairfield County Business Journal's 2014 series, "40 Under 40", which highlights local professionals that have accomplished many feats before they turn 40 years old.

Christine's Headshot

Christine M. Schwizer Moro, CLU®, ChFC®, CLTC

Christine became affiliated with New York Life Insurance Company, serving as an agent from 1999 to 2010. During this time, she founded CMS Financial Group to work closely with families and businesses to create their financial, estate and retirement plans. In addition, from 2001 to 2010, Christine was a Registered Representative with NYLIFE Securities as well as an Advisor with Eagle Strategies LLC*.

In 2010, Christine’s practice was acquired by Pinnacle Strategies, Inc. where she has worked as an Associate Financial Adviser (AFA) as an employee of the firm. Additionally, she is a Registered Service Assistant (RSA) to Robert A. Moro providing customer service to clients with policy and account questions and concerns.

 

Giselle O. Quintero

Giselle joined Pinnacle Strategies Inc. in August 2015. Giselle provides high level administrative support to Robert Moro for all of his new business processes.

Prior to working for Pinnacle Strategies, Giselle worked for another Wealth Management group, her responsibilities included servicing existing accounts with trades, rollovers, distributions as well as handling new business processing.

Mary's Headshot

Mary Ellen Kennedy

Mary has been Mark’s Administrative Assistant/Office Manager since 1989. Mary is responsible for managing the daily operations of the office. She oversees all incoming applications and correspondence, and works directly with our clients and the insurance carriers and/or investment firms to facilitate the underwriting process. She continues to maintain direct contact with our clients after the underwriting process is completed and tends to all policy service needs.

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