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For agents

The team behind Pinnacle.

Leadership, training, and back-office support — meet the people you'll work with day to day.

Leadership

Meet the people steering the platform.

Joseph Basso

Chief Executive Officer & Co-Founder

Joseph Basso

Joseph Basso is a co-founder of Pinnacle Life Group and serves as the Chief Executive Officer.

Before being named CEO in early 2024, Joe led the day-to-day of the company — operations, marketing, and how clients are looked after from the first call to the placed policy.

Before Pinnacle, he spent nearly fifteen years building companies of his own. He came into financial services for a simpler reason: it is work where doing well and doing right by families point in the same direction.

The standard he holds the whole team to is intentional availability — being genuinely reachable, listening before advising, and never letting a family feel like a file number.

Joe credits his passion for excellence in business to his love for the Lord and his family.

Gabriel Ericson

Executive Chairman & Co-Founder

Gabriel Ericson

Gabriel Ericson is a co-founder of Pinnacle Life Group.

Gabe spent years sitting across kitchen tables from families all over the country — and that experience set the standard for how Pinnacle treats the people it serves. He was named President in 2024 and now serves as Executive Chairman.

His first career was ministry. He led an inner-city Chicago youth ministry for eight years, then worked as a missionary in West Africa. After completing his Master's degree, he felt his calling lay in business — as a way to fund ministry around the world.

He has founded orphanages across Africa, Asia and Latin America, with more underway and a goal of one hundred around the world.

For Gabe, this industry is the rare kind of work where the product genuinely changes a family's story. He holds every recommendation Pinnacle makes to that bar.

Gabe credits everything he has achieved in life to Jesus Christ and his mother's personal sacrifice.

Paul McClain

President of Sales

Paul McClain

Paul McClain began in financial services at just nineteen years old, and has spent more than two decades helping families protect what matters most.

What Paul is known for is not numbers — it is standards. Straight answers, proven process, and treating every household's decision like it matters, because it does.

His drive for impact extends well beyond business. After witnessing the healing of his eleven-year-old daughter from stage 4 cancer, he founded a health center to help children and families battling life-threatening illnesses access life-changing care.

Married for eighteen years and a proud father of five, Paul leads from gratitude, faith, and a commitment to generational impact — for his own family, and for every family Pinnacle serves.

Paul credits his passion to serve and empower others to his deep love for the Lord and his family.

Michael Cavaleri

Chief Marketing Officer

Michael Cavaleri

Michael Cavaleri serves as the Executive Chief Marketing Officer of Pinnacle Life Group, where he focuses on marketing, technology, customer acquisition, and the overall agent experience.

Michael has spent his career building and scaling high-growth companies. In his mid-20s, he helped grow Better Earth, a residential solar company, from inception to approximately $180 million in revenue in just three years.

Today, Michael brings that experience to Pinnacle with a relentless focus on improving the agent experience—believing that better-equipped and better-supported agents ultimately create a better experience for every client they serve.

At the core of his approach is a simple philosophy: do right by people. By combining innovative technology, world-class marketing, and a genuine commitment to agents and clients, Michael is focused on helping Pinnacle set a new standard for the financial services industry.

Martin Schafer

President

Martin Schafer

Marty brings nearly 30 years of experience in financial services and insurance, with a career shaped by competition, entrepreneurship, and a drive to make an impact.

Before entering the industry, he competed as a professional soccer player, an experience that helped shape the discipline and competitive mindset he still brings to his work today. Since then, his career has taken him from building businesses to working alongside entrepreneurs and startups as they scale and grow.

Beyond the industry, Marty has served on college boards, giving him the opportunity to invest his experience into developing future leaders.

Over the years, he has built a reputation for bringing people together around a shared vision and challenging teams to think bigger about what is possible.

In 2026, Marty was named President of Pinnacle Life Group. In this role, he is helping build on the foundation Pinnacle has already established while bringing a fresh perspective to where the company goes next.

As the insurance industry continues to change, Marty is focused on keeping Pinnacle ahead of that change and creating an environment where agents, agencies, and leaders have the opportunity to build something bigger.

Corporate staff

The operators behind every agent relationship.

  • Matt Borsh

    Matt Borsh

    Chief of Operations

  • Brad Plummer

    Brad Plummer

    Chief Technology Officer

  • Carmen Basso

    Carmen Basso

    Exec Support & HR Director

  • Lisa Everett

    Lisa Everett

    Agent Development Director

  • Kayla Maddox

    Kayla Maddox

    Creative Marketing Director

  • Chelsea Huntington

    Chelsea Huntington

    Contracting Manager

  • Carla Plummer

    Carla Plummer

    Contracting Specialist

  • Ruby Vera

    Ruby Vera

    Contracting

  • Dom Basso

    Dom Basso

    Onboarding Director

  • Kaitlin Gruver

    Kaitlin Gruver

    Onboarding Specialist

  • Jason Harrell

    Jason Harrell

    Onboarding Specialist

  • Amanda Harrell

    Amanda Harrell

    Onboarding Specialist

  • Ben Pemberton

    Ben Pemberton

    Digital Media Specialist

  • Jason Edwards

    Jason Edwards

    Corporate Trainer

  • Travis Vincent

    Travis Vincent

    Corporate Trainer

  • Raychel Weidler

    Corporate Trainer

  • Spencer Faggioni

    Spencer Faggioni

    Director Of Advanced Markets

  • Daniel Broadway

    Daniel Broadway

    Advanced Markets Trainer

  • William Gallagher

    William Gallagher

    Advanced Market Specialist

  • Jesse Hantla

    Jesse Hantla

    Advanced Market Specialist

  • Caryn Bane

    Caryn Bane

    Advanced Market Specialist

  • Junell Watson

    Junell Watson

    Advanced Market Specialist

  • Robin Hill

    Robin Hill

    Advanced Market Specialist

  • James Tello

    James Tello

    Health Director

Give back

7 orphanages built.The 9th is on the way.

Pinnacle funded every one of these, including two separate sites in Guadalajara. Thailand is nearly finished and Colombia is targeted for the end of the year, which makes 9.

  • GhanaBuilt
  • LiberiaBuilt
  • Sierra LeoneBuilt
  • NigeriaBuilt
  • PakistanBuilt
  • Guadalajara IBuilt
  • Guadalajara IIBuilt
  • ThailandAlmost complete
  • ColombiaTarget: end of year