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State Directory- Roth IRA
- Mutual FundsA Health Savings Account (HSA) is already a great tax-advantaged way to save for medical expenses. We offer an HSA investment platform that allows you to do even more with your HSA dollars. Using this platform, you’re able to invest a portion of your HSA balance in mutual funds. To participate, you must be enrolled in an HSA through Pinnacle Bank and have a minimum of $1,000 to invest. You must still maintain the minimum balance required in your Pinnacle Bank HSA Account in order to avoid any applicable service charge.
- Accounting ServicesDeborah Beck has lived in Merrick County since 1960 and grew up helping her family operate a cafe and gasoline station located on Highway 30. She has been in banking since 1973, working solely for the branch in Central City. Deborah attended Kearney State College and has also taken BAI bookkeeping, auditing and lending classes. Deborah has worked as a teller, bank equipment operator, operations manager, auditor, compliance officer and lending officer. She has been on the Sertoma Board of Directors and Merrick County Fitness Center Board, and is presently active with the Salvation Army, TeamMates, Catholic Parish Council and MAPS (Merrick Addiction Prevention Strategy) Coalition.
- Bookkeeping Services
- Financial PlanningSteve Zey was born and raised in Abilene, Kansas. His entire banking career has been with Pinnacle Bank. After starting with the bank in Abilene, Kansas in 1983, he received advancement transfers to Aurora, Nebraska, Papillion, Nebraska, and is currently serving the Omaha Metro market. He is a 1982 graduate of Kansas State University, maintains a CFP certification from the College of Financial Planning and completed the Graduate School of Banking at the University of Colorado. Steve is currently on the Alegent Midlands Community Hospital Foundation Board and the Papillion-LaVista School Foundation Board. He is also active in the Omaha Chamber BOSS Program, FPA of Nebraska, Knights of Columbus and a member of St. Columbkille Church.