At Pinion Wealth, you don’t just work with one person. You get a team of people. A team that’s up-to-speed on your goals and situation. A team with a wide range of experiences and backgrounds. A team that focuses on presenting suitable answers for you…not the ones that line our pockets.
In a world full of options, we believe the relationship we develop with you is what’s unique. Our goal is to develop relationships that span decades and generations. Because in the end, you want to work with people who put you at ease, look out for your best interests, and give you sound advice. Right?
Read more about the individual members of your team at Pinion Wealth. We’re with you for the long-haul.
Shane advises large, family farm and ranch owners on how to manage their assets for the long-haul. As a Pinion Wealth consultant, he works closely with Pinion colleagues to integrate investment and estate plans.
Blake directs the Pinion Wealth division, consulting with high net-worth individuals and business owners.
As a wealth management consultant, Dari provides investment advice for high net-worth individuals, as well as family-owned and closely held businesses, recommending strategies that meet long-term financial goals.
Jim serves high net-worth and business individuals at Pinion Wealth. Jim is an experienced entrepreneur with experience in the technology, agriculture, and real estate sectors. Previously, Jim ran a mREIT and has raised millions of...
Sheri joined Pinion Wealth in 2014. She has over 10 years of experience in the financial services industry and serves clients through operations and compliance support.