Our Commitment to You

At The Horizon Group and Pinnacle Asset Management, we take the lead in managing your financial life— we offer a family office experience without the overhead. With deep investment expertise and a fiduciary level commitment, we help preserve your wealth, coordinate your financial affairs, and support your long-term goals with precision and care.

Horizon Group
Why we're different
Our Team

Get better acquainted with us and how we can help you.

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Chris Sivley
Christopher Sivley, CFP®
Financial Advisor, RJFS Senior Managing Director, Pinnacle Asset Management
Matt Turner Headshot
Matt Turner, MBA, CFP®, CIMA®, CEPA
Financial Advisor, RJFS Senior Managing Director, Pinnacle Asset Management
Melissa Churchwell Headshot
Melissa Churchwell, CFP®, CIMA®
Financial Advisor, RJFS Senior Vice-President, Pinnacle Asset Management
Jamie Rowell Headshot
Jamie Rowell, CFP®
Financial Advisor, RJFS Managing Director, Pinnacle Asset Management
Wesley Thomas Headshot
Wesley J. Thomas, CFP®
Financial Advisor, RJFS Vice President, Pinnacle Asset Management
Amber Bennett Headshot
Amber Bennett
Client Services Manager, RJFS Pinnacle Asset Management
Brad Melvin Headshot
Brad Melvin
Client Relationship Consultant, RJFS Pinnacle Asset Management
Marlo Thomas-Bailey Headshot
Marlo Thomas-Bailey
Client Relationship Consultant, RJFS Pinnacle Asset Management
Nicholas Gillespie
Nicholas Gillespie
Client Relationship Consultant, RJFS Pinnacle Asset Management

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Unique solutions for business owners and entrepreneurs.
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Trusted and comprehensive guidance to support your needs and corporate mission
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A pragmatic approach to wealth management
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Helping you and your family prepare for the coming years in retirement.
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Nurturing wealth so you can live a longer, better life.
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Helping you manage your financial success
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An investment in knowledge pays the best interest.
Benjamin Franklin

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank, The Horizon Group and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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