Our Process
1. We get to know our client intimately focusing on goals and potential obstacles ahead
2. We build a plan to ensure our client has every opportunity to pursue those goals
3. We partner with our client throughout their lives to help ensure they stay on track with those goals
4. We put protections in place to help ensure unforeseen obstacles don't derail our plan
5. As goals are achieved we alter plans to create new goals
6. We ensure the proper and efficient transfer of wealth to future generations
Our History
I had a long history as a client of the industry before I got myself on the other side of the desk to start to help families pursue their financial dreams. I started my career at Edward Jones in 2015 and launched Pinnacle Planning in 2020 to move my business in a direction that allowed me to service clients further and offer a wider breadth of financial products and tools. In this role I have at my disposal a vast array of financial products and technologies that allow me to create a wide spectrum for families that will help ensure that, as a fiduciary, I am always operating in my clients best interests.