Client Stories

Client Stories

Help in a Pandemic: Upstate South Carolina

Help in a Pandemic: Upstate South Carolina

Two nonprofits serving very different missions in the same community now faced the same dilemma. Support from their trusted financial advisors not only carried them through but helped further their missions in more ways than one.


Help in a Pandemic: Community Small Business

Help in a Pandemic: Community Small Business

Small businesses are the backbone of any local economy. They not only employ millions of people nationwide; they can also support the operations of many larger companies and contribute to a community's quality of life. When the pandemic suddenly cut off revenue for these institutions, they needed a lifeline to keep the doors open.


Help in a Pandemic: Supporting Healthcare & Wellness Providers

Help in a Pandemic: Supporting Healthcare & Wellness Providers

Frontline medical workers are heroes performing miracles everyday, especially during the pandemic. For other health and wellness providers, some deemed "nonessential" and others with empty appointment books, it's a scary time for totally different reasons. When they needed financial help to make it through, they knew who would be there. 


Help in a Pandemic: Nonprofits Need Partners

Help in a Pandemic: Nonprofits Need Partners

Four organizations with four distinct missions, but all vital to the communities they serve. When faced with financial uncertainty beyond their control, they needed a partner to help them navigate a new and developing relief program.


Kristin Cavallari on Why Pinnacle Feels Like Family

Kristin Cavallari spent much of her life as a television star. Now she's an entrepreneur with thriving retail, fashion and lifestyle businesses. To help manage their growth, Kristin needed a trusted financial partner.


“What I love so much about Pinnacle, and Amy in particular, is that there’s this sense of personalization. I’ve always felt this-- it’s almost like a family with Pinnacle and with Amy. She really just connects with me on a deeper level. It’s about building that connection and forming a bond with someone so that there is that trust.”

Kristin Cavallari

Uncommon James in Nashville, TN