Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Diana M. DeCharles, CFP®, MBA
Co-Founder
318-221-7527
ddecharles@sagepointadvisor.com
Diana M. DeCharles, CFP®, MBA co-founder of Pinnacle Asset Management Group, Inc. has been in the financial services industry for over 28 years. She holds the Certified Financial Planner™ designation as well as the investment...
Patrick A. Cord, CFP®
Co-Founder
318-221-7527
Patrick A. Cord, CFP® co-founder of Pinnacle Asset Management Group, Inc. has over 22 years of financial services experience. He holds the Certified Financial Planner™ designation as well as the investment advisor, general...
Mike D. Tucci
Financial Advisor
318-221-7527
Michael D. Tucci is an Investment Advisor Representative with Pinnacle Asset Management Group, Inc. He holds a Series 7 General Securities, Series 66, and Life, Health, and Variable Insurance Licenses. He is currently a...
Diane M. Lane, CMFC®
Director of Client Services
318-221-7527
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™,...
Christina M. DeCharles, MBA, BFA™
Chief Operating Officer
318-221-7527
cdecharles@sagepointadvisor.com
Christina M. DeCharles, COO, for Pinnacle Asset Management Group, Inc. keeps us all coordinated and on track. She holds a Series 7 General Securities, life, health and variable insurance licenses. While her focus is on company...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.