Brian Jack is a partner and managing director of Pinnacle Peak Private Client Group. His focus is—and has always been—on building personal, face-to-face relationships with his clients, helping them to achieve financial freedom and create the life they envision for themselves and their loved ones.
Matt Figueroa is a partner and managing director at Pinnacle Peak Private Client Group. The close and lasting relationships he strives to build with every client are based on Matt’s commitment to trust, honesty and full transparency. He considers it a great honor that clients see their connection as more than just a business relationship, sharing their lives with Matt and genuinely caring about his family too.
Tanner Welch is a Wealth Manager who shares Pinnacle Peak Private Client Group's values in seeking to maintain transparent and ongoing communication with clients. Tanner chose Pinnacle Peak Private Client Group to better serve clients as part of a registered investment advisor (RIA) firm. Tanner believes doing the right thing for clients means looking at […]
Partner and Operations manager Teresa Flores has worked in the financial services industry since 1995. Prior to her current role with Pinnacle Peak Private Client Group, Teresa has been a registered sales assistant, transition specialist and senior field office team leader for four offices.
Ron Burns is a registered investment advisor with Pinnacle Peak Private Client Group, his focus is on helping current and retired federal employees optimize their benefits and reach their financial goals.