Our Team

NEXT Support Staff

Suzanne Harris

Director of Insurance Operations

Suzanne has over 18 years administration experience from the Oil and Gas industry to the Insurance and Finance world. Her dynamic back ground, comprised of several well-documented years serving company executives and presidents, prepared Suzanne for her role at NFISCO. Suzanne became an integral part of the NFISCO team in June 2011. She brings a wealth of experience to the Houston Home Office.  Suzanne spends majority of her day keeping the firm’s operations running smoothly without interruption while managing the infrastructure of the organization. Suzanne also maintains firm relationships with all of NFISCO’s approved FMOs and works diligently to upkeep their integral partnership. This administrative veteran hopes to build a strong foundation Representatives can have confidence in while simultaneously growing the company through her creative ideas.  Suzanne currently holds her state Life & Health Insurance license.

Pinnacle Support Staff

Luigi Montolio

Relationship Manager

Luigi led the client management team for Bank of America Wealth Management Client Solutions with overall responsibilities for complex inquiries and operational client resolutions. He has held positions with both New York Life and Merrill Lynch as product consultant and risk analyst. Luigi's experience in the industry for over a decade coupled with his client service skill set makes for an outstanding addition to our firm. Lastly, his commitment to service goes beyond the financial service industry, as he served our country for eight years in United States Marine Corp.

Matt Ludwick

Sales Manager

Matt Ludwick is Pinnacle Insurance and Financial Services, LLC’s (“Pinnacle”) NEXT Financial Insurance Services Company (“NFISCO”)SalesManager. Ludwick is responsible for driving sales within NFISCO by developing relationships and creating new opportunities for advisors. He is vigorously committed to helping Representatives deliver sophisticated client solutions and recommendations for mass-affluent, wealthy and ultra high-net-worth individuals as well as business clients.

Ludwick has been a part of the insurance industry for over ten years.He got his start with Capitas Financial working as a National Accounts Specialist, and he eventually went on to become a member of the Pinnacle team in 2009. Since joining Pinnacle, Ludwick has acted as an internal wholesaler and the Planning and Analysis Manager, where he was responsible for managing systems, reporting and technology, before settling into his current role as Pinnacle’s Sales Manager.

When he is not in the office, Ludwick is involved with local soccer clubs as a youth coach. He and his wife live in Jacksonville, Florida and have two children. He is an avid Orlando City Soccer fan and enjoys going to the games as well as spending time with his family.