Broker Check


Over 20 Years of Dedication

For over 20 years Pinnacle Trust has been exceeding the expectations of clients across 23 states. To learn more about our proven wealth management solutions, please take a moment to read what our clients’ have to say about working with Pinnacle Trust:

"I remember Bob telling me on the way to M. D. Anderson that Pinnacle Trust would take care of me, and that’s exactly what they’ve done. The people at Pinnacle Trust have given me peace of mind and have empowered me financially. Whether it’s paying my bills, keeping my affairs organized or just lending an ear – with Pinnacle Trust I never feel alone."

— Fredda Kennington; Springfield, MO

"When Martha and I were married over 60 years ago, we had no idea what the future would bring. And while life and business have been far too good to us, we still can’t predict the future. That’s why I chose Pinnacle Trust - to be there for us for the rest of our lives."

— Doug Jumper; Booneville, MS

"Peace of mind – that’s why D. J. and I are grateful to our CPA for introducing us to Pinnacle Trust. They helped us align our wealth and finances with who we are and where we want to go. We don’t have to do as much of the coordinating because Pinnacle Trust does it for us. And I know that D. J. will be taken care of if something happens to me."

— Billy Ray Adams; Jackson, MS

"The staff at Pinnacle Trust is simply the best. They have helped me get organized financially. They listen to my concerns, and most of all they give me the peace of mind that comes with knowing I have a plan."

— Jancsi Artz Saums; Madison, MS


"I came to Pinnacle Trust in the midst of the 2008 stock market crash. It wasn’t that I didn’t feel comfortable managing my own money; I didn’t have the time. Now, I have a partner that works with me to execute a plan based on my views of the global markets. Together, we restructured my family’s portfolio using traditional asset classes such as stocks and bonds, as well as alternative investments. If another crisis hits, I’m confident that I’m in a position to weather the storm and ultimately capitalize on it."

— Houston M. Hardin, MD; Jackson, MS



Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

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