Jason Borek

Chief Growth Officer at The Pinnacle Group

Speaker

Jason Borek serves as Chief Growth Officer of The Pinnacle Group, an affiliate of Pinnacle Innovation Financial Services.

Under the Pinnacle Innovation umbrella are four affiliated companies:

• ClientGen – a lead generation and marketing technology platform designed to help financial advisors attract and engage new clients. • RIA VA Solutions – a specialized platform designed to support RIA firms with the servicing and administration of variable annuities that cannot be managed internally due to licensing constraints.

• Finspire Creative – a strategic marketing and creative services firm focused on helping financial firms accelerate growth through branding, digital strategy, and advisor engagement.

• The Pinnacle Group – the organization’s original distribution platform specializing in life insurance, annuities, and advanced planning strategies for financial advisors and institutions.

Jason joined The Pinnacle Group in 2008 and has held multiple leadership roles as the organization has expanded its distribution, advisor partnerships, and growth initiatives. Over the years he served as Senior Vice President of Distribution, Chief Distribution Officer, and today serves as Chief Growth Officer, leading enterprise growth initiatives across the Pinnacle Innovation platform. In this role, Jason focuses on developing strategic partnerships, expanding broker-dealer and RIA relationships, and building innovative platforms that help financial advisors grow their practices while better serving their clients.

Faith, Ministry, and Global Impact

Jason and his wife Erika are deeply committed to faith, ministry, and outreach.

Jason currently serves as Pastor and Preaching Founding Elder of The Resting Place, a church plant in Virginia focused on worship, discipleship, and creating a place where people can encounter spiritual renewal and rest in Christ.

Jason previously served on the leadership team at Halesford Baptist Church in Virginia, where he was involved in discipleship and community outreach. During that season he also volunteered with the Bridging the Gap prison ministry, serving inmates at Franklin County Jail through mentorship and faith-based encouragement. Jason and Erika are also long-time supporters of Elpis International, a Christ-centered ministry serving orphans, widows, and evangelists across Ethiopia. Through Elpis they sponsor four Ethiopian children—Sesay, Kidist, Yabsera, and Yididiya—and actively support the organization’s mission of bringing hope, nourishment, education, and the Gospel to vulnerable communities.