Our Team

Experienced Professionals, Dedicated to You

Our team of credentialed professionals brings decades of experience and a shared commitment to putting your interests first.

95+

Combined Years Experience

Team Members

100%

Fiduciary Advisors

Leadership

Executive Team

Our leadership team brings together diverse expertise and a shared vision for exceptional client service.

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William J. Thornton III

Founder & Chief Executive Officer

Bill founded Pinnacle in 1987 after 12 years at Morgan Stanley, where he was a Managing Director. He holds degrees from Wharton and Harvard Business School.

CFACAIA

Elizabeth Chen

Chief Investment Officer

Elizabeth leads our investment committee and oversees all portfolio strategies. Previously, she managed $5B in institutional assets at BlackRock.

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Marcus Johnson

Director, Financial Planning

Marcus brings 20+ years of experience in comprehensive financial planning, specializing in serving business owners and executives.

Our Advisors

Wealth Advisory Team

Every client works with a dedicated team of professionals who understand their unique situation.

CFPPhD Economics

Dr. Amanda Richardson

Senior Wealth Advisor

Amanda specializes in retirement planning and academic clients. Former professor of economics at Columbia University.

CFACFP

David Park

Senior Wealth Advisor

David focuses on executive compensation and equity strategies, having spent 15 years in corporate finance before joining Pinnacle.

CFPCDFA

Sarah Mitchell

Senior Wealth Advisor

Sarah brings expertise in divorce financial planning and women in transition, helping clients navigate complex life changes.

CFPCPA

James Williams

Wealth Advisor

James combines tax expertise with financial planning to deliver integrated strategies for high-net-worth clients.

CFP

Jennifer Torres

Wealth Advisor

Jennifer focuses on next-generation wealth education and multi-generational planning for family clients.

CFP Candidate

Michael O'Brien

Associate Wealth Advisor

Michael supports the advisory team and is pursuing his CFP certification while building expertise in wealth planning.

Our Standards

Credentials That Matter

We maintain the highest professional standards in the industry. Our advisors hold advanced certifications and commit to ongoing education to serve you better.

Fiduciary Standard

All advisors are legally bound to act in your best interest at all times.

Advanced Certifications

CFP, CFA, CPA, and other advanced designations ensure deep expertise.

Continuing Education

Our team exceeds industry requirements for ongoing professional development.

Ready to Meet Your Advisory Team?

Schedule a consultation to see if we're the right fit for your financial needs.