I’m an engineer-turned-financial advisor helping engineers and construction professionals make informed decisions about their income, investments, retirement, and the life they want to build.
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7 Financial Mistakes Engineers Can Make – and how simplifying your financial system can lead to better decisions.
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A 30-minute conversation to get to know each other, discuss your financial goals and challenges, and see if working together makes sense.
Your income, benefits, investments, cash flow, retirement goals, and tax considerations all affect one another. But many financial decisions are presented as if they exist in isolation.
You want to understand:
- Whether you’re on track
- Where your money should go
- How your investments fit into the bigger picture
- When you may have the flexibility to stop working
- Whether your financial decisions are working together
My role is to help you understand how the pieces fit together, what your options are, and what decisions deserve your attention next.
Clarify where you are and where you want to go.
We discuss your current situation, goals, concerns, and the decisions in front of you.
Organize the moving pieces.
We identify what you have, what is working, what may be missing, and which decisions deserve attention first.
Build your strategy.
You receive a clear strategy built around your priorities, timeline, and circumstances – so you know what to do next and why.
Before becoming a financial advisor, I spent seven years in the lighting and construction industry. I worked with electrical engineers, contractors, and project managers to move projects from technical drawings through installation. I later managed four departments for a lighting control manufacturer.
That experience taught me how to solve complex problems, coordinate moving parts, communicate clearly, and keep projects moving under pressure.
It also gave me firsthand insight into the professionals I now serve.
Engineers and construction professionals are often practical, analytical, and focused on solving the problem in front of them. Financial planning should respect that. You deserve clear explanations, practical recommendations, and a process that helps you understand what deserves your attention next.
A high income does not automatically create financial security. As your career grows, your compensation, benefits, accounts, and responsibilities can become more complicated, and small mistakes can become expensive over time.
Download 7 Financial Mistakes Engineers Can Make and learn:
- Why earning more does not automatically mean building more wealth
- How scattered accounts can make important decisions harder
- A common mistake professionals make after receiving a raise
- How to think about financial decisions as your career and responsibilities change
- Where to begin if your financial life feels disconnected or unorganized
For nearly 30 years, Pinnacle Investments has been built around a simple philosophy: give financial advisors the resources, flexibility, and support they need to provide exceptional service to their clients. With access to the sophisticated resources of Wells Fargo Clearing Services and Charles Schwab, Pinnacle combines the personalized approach of an independent firm with the capabilities and resources of leading financial institutions.
As a client, that means you receive advice and strategies tailored to your individual goals while benefiting from a broad range of investment products, financial planning tools, and account resources. Pinnacle advisors can assist with financial planning, investment management, traditional brokerage services, retirement planning, employer-sponsored retirement plans, and other financial needs as your goals evolve.