
Angela Palo
Chief Operating Officer at Pinnacle Financial Services, an AmeriLife company.
Angela is Chief Operating Officer and Co-Owner of Pinnacle Financial Services, where she oversees all the company’s daily operations. Her responsibilities also include traveling the country to meet with agents, carriers, and vendors nationwide. Angela is also a member of several nationally recognized insurance carrier advisory boards and has been a speaker at numerous industry events. She is involved in several community and philanthropic events and uses Pinnacle as a platform to volunteer and donate to charities throughout the year.

Recent Articles

The Emotional Side of Planning: Helping Families Overcome Financial Avoidance
June 2026
Financial procrastination is one of the biggest “silent killers” to a family’s long-term security. Most people know they should update their insurance, put a will in place, or map out their retirement income, but they often wait instead. It’s not because they don’t care; it’s often because these decisions feel heavy, complicated, or emotionally uncomfortable. …

Start Medicare Advantage Conversations with Healthcare Needs, Not Extras
September 2026
By Matthew Graham A Medicare Advantage enrollment conversation often starts with the topic of benefits. Questions about OTC allowances, transportation assistance, meal programs, dental coverage, and other supplemental offerings are common since beneficiaries see those benefits in advertisements, hear about them from friends, and encounter them throughout enrollment season. But healthcare decisions rarely stop at …
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