Team

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.

Jordan focuses on providing “whole-picture” financial planning and wealth management serving high-net worth families and their businesses.  By connecting with his clients’ dreams and values, he helps paint a...

Matt serves high net-worth individuals and business owner at Pinion Wealth. Matt’s career has been centered around tailoring advise to the needs business owners and individuals, previously as a banker and now as an advisor at...

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.

Stephen found inspiration to join the financial services industry during his 8-year NFL career. Since 2013, Stephen has helped clients minimize taxes, grow their wealth, and plan for their future. He remains focused working...