Ms. Boyer is a Registered Investment Advisor. She joined Pinnacle in January, 2011 as a Financial Advisor. Prior to joining the firm she worked as a retail manager at Williams-Sonoma. Her primary responsibilities include overseeing the trading activity of the firm and advising clients on financial planning. She supports the firm’s client service efforts and portfolio management
Ms. Boyer has received a B.S.B.A in Marketing and Business Management and her J.D. from the University of Tulsa. She has completed the Series 65 and is a Certified Financial Planner.
David Poarch is a Registered Investment Advisor and Managing Partner.Email David
Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.Email Brett
Joel Kantor is a Registered Investment Advisor and Certified Financial Planner designee.Email Joel
Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.Email Aimee
Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.Email Toby