Redefining Succession Planning


By offering access to innovative, sound and effective concepts, we assist our clients to achieve their personal and business objectives during every phase of their business life cycle. This is our only purpose.

Company History

Pinnacle Strategies, Inc. was founded in 2000 by Robert M. Young. Rob envisioned a firm that places the focus on the business leader and their objectives. Each strategy is meticulously tailored to fit the distinct needs, wants and agenda of each business leader.

Pinnacle Strategies, Inc. is neither a law firm nor an accounting firm and therefore, does not provide legal or accounting advice. Pinnacle Strategies, Inc. works closely with attorneys and certified public accountants who are knowledgeable about our services.

Executive Profiles

Robert M. Young, President

Rob began his career 35 years ago in Ontario, Canada with London Life (Canada’s leading provider of life insurance) and quickly advanced to Vice President.

In 1990, working with London Life he moved his family to Los Angeles, California to grow a recently acquired company called The Holden Group.

He has held senior vice president positions with Boston based Liberty Financial (a subsidiary of Liberty Mutual Insurance) and with Grand Rapids based Old Kent Financial Corporation (later acquired by Fifth Third Bank).

The decision to start Pinnacle Strategies, Inc. was a natural step in Rob’s career. Through a proven successful history working with attorneys, accountants and other professional advisors and using his extensive knowledge of insurance, mutual funds, and banking products with legal structures, accounting principles, and financial products, “customized” solutions can be created that offer business leaders truly remarkable results.

In addition to his passion for his work, Rob enjoys spending time with family and friends, the great outdoors, traveling, reading and always learning.

“Our working relationship is one based on trust and cooperation. Rob fills a niche that certain clients need in their financial planning goals. Rob is intelligent, hard working for the client, and always there for follow up and questions; which is more than can be said for many people who work in his area.”

Steve Westdorp, Grand Management

"Rebecca has exceed my expectations as our advisor. She has the utmost honesty, integrity, loyalty and professionalism. Her ability to analyze and identify unique strategies to achieve my goals and address my concerns in a well thought out solution has been very rewarding for my business and my family."

Nathan Dart,
Dart Homes

Rebecca K. Devlin, Vice President

Rebecca began her career in Chicago after graduating with her Bachelors and Masters in Accounting from Michigan State University. She worked with PriceWaterhouseCoopers, Deloitte, and Miller, Cooper & Co. in the Chicago-land area.

During her time as a tax advisor, Rebecca developed a diverse tax knowledge that involved tax research, analysis, and strategy implementation specifically designed for business owners and their families.

In 2010, she joined Pinnacle Strategies, Inc., and has brought her unique tax experience and skill with working with various business leaders to build effective tactics to help them achieve both personal and business success.

Along with Pinnacle Strategies, Inc., Rebecca also enjoys spending time with family and friends, enjoying the Chicago lakefront, traveling and "staying green and growing."


Grand Rapids Headquarters

Robert M. Young

Rebecca K. Devlin
Vice President

Michigan Address

1675 Mont Rue Drive SE
Grand Rapids, Michigan

Florida Headquarters

Robert M. Young

Florida Address

9716 Portside Terrace
Bradenton, FL 34212