Applying our years of knowledge to your daily financial life

The founders of pinnacle wealth management, Randy Koontz and Scott Shepherd, have more than 50 years of combined experience in the financial services industry. It means they have encountered virtually every type of market-related event and economic environment. They have used this invaluable experience to develop and refine their defensive investment approach and model over the years – and continue to evolve it through their ongoing observations. The extraordinary knowledge, passion and skill Randy and Scott bring to their financial practice is evident to all who have the pleasure of working with them.