CONNECT

Address:

2020 Line Avenue
Shreveport, LA 71104

Phone:

318-221-7526

Fax/Other:

318-221-7527

Our Team

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

Diana M. DeCharles, CFP®, MBA co-founder of Pinnacle Asset Management Group, LLC has been in the financial services industry for over 28 years.  She holds the Certified Financial Planner™ designation as well as the investment advisor, general securities principal and life, health and variable annuity insurance licenses.  Helping clients make sense of financial clutter is Diana's passion. 

Diana's community involvement and leadership include participation in numerous local and national boards.  She was awarded the Rising Young Community Leader by the Shreveport Chamber of Commerce and the Athena award by the Women's Business Council for her contributions. 

In addition to being quoted in Money Magazine, USA Today, The Wall Street Journal and Forbes, her financial articles have been published in the Shreveport Times.

 

Patrick A. Cord, CFP® co-founder of Pinnacle Asset Management Group, LLC has over 22 years of financial services experience.  He holds the Certified Financial Planner™ designation as well as the investment advisor, general securities principal and life, health and variable annuity insurance licenses.

A highly accomplished member of our armed services, Pat recently retired from the United States Air Force Reserve as a Brigadier General.

Pat's experience in strategic planning makes him uniquely qualified to help clients develop and implement their own strategic wealth management plans.  

His community involvement includes membership in the Shreveport-Bossier Military Affairs Council and volunteering with the Wounded Warrior Project.

 

Diane M. Lane, CMFC®, Director of Client Services, with more than 20 years of experience in the financial and banking services industry helps keep us up to date on regulatory compliance. As a Chartered Mutual Fund Counselor™, she has an expertise in fund analysis.  She holds the Series 7 General Securities, life, health and variable annuity insurance licenses. 

As a member of the Investment Management Committee, Diane's analytical support helps our team provide clients with the best possible financial strategies. She is also responsible for establishing and monitoring all client accounts as well as providing clients assistance with their wealth management site. 

 

Christina M. DeCharles, COO for Pinnacle Asset Management Group, LLC keeps us all coordinated and on track. She holds a Series 7 General Securities license.

While her focus is on company operations and financials she is also a member of the Investment Management Committee where she assists in developing wealth management strategies.

Christina is also responsible for reviewing investment allocations, executing all trades within portfolios, analyzing client data and collaborating with our team to create financial plans tailored to meet every client's unique situation and goals.

 

 

 

Lannie Massey, Director of First Impressions.  She will most likely be the first person to greet you with a friendly hello and warm smile when you call our office or stop by for a visit. Lannie can help to schedule your appointments and put you in the right hands for getting your questions answered. With more than 20 years of event planning experience Lannie makes it her priority to coordinate our workshops and client events.

 

 

 

 

Securities offered through SagePoint Financial, Inc., member FINRA/SIPC.  Advisory services offered through Pinnacle Asset Management Group, LLC, who is not affiliated with SagePoint Financial, Inc.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck