Our Team

Phoenix Headquarters

Brian Jack

Brian Jack is a partner and managing director of Pinnacle Peak Private Client Group. His focus is—and has always been—on building personal, face-to-face relationships with his clients, helping them to achieve financial freedom and create the life they envision for themselves and their loved ones.

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Matt Figueroa

Matt Figueroa is a partner and managing director at Pinnacle Peak Private Client Group. The close and lasting relationships he strives to build with every client are based on Matt’s commitment to trust, honesty and full transparency. He considers it a great honor that clients see their connection as more than just a business relationship, sharing their lives with Matt and genuinely caring about his family too.

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Teresa Flores

Partner and Operations manager Teresa Flores has worked in the financial services industry since 1995. Prior to her current role with Pinnacle Peak Private Client Group, Teresa has been a registered sales assistant, transition specialist and senior field office team leader for four offices.

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Atlanta Office

Ron Burns

Ron Burns is a registered investment advisor with Pinnacle Peak Private Client Group, his focus is on helping current and retired federal employees optimize their benefits and reach their financial goals.

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Contact Us

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Registered Investment Advisors (“RIAs”), like Pinnacle Peak Private Client Group, belong to one of the fastest-growing segments of the financial services industry, yet many investors do not understand the unique benefits of working with an RIA. One of our custodians, Charles Schwab, has developed a campaign to help describe the benefits of working with an RIA.  Learn More →
18867 N Thompson Peak Pkwy, Suite 225
Scottsdale, AZ 85255
Phone: (480) 771-4301
Fax: (480) 771-4305
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Securities offered through BCG Securities, Member FINRA/SIPC. Headquartered at 51 Haddonfield Rd Suite 210 Cherry Hill, NJ 08002. BCG Securities and Pinnacle Peak Private Client Group are not affiliated companies.
Pinnacle Peak Private Client Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pinnacle Peak Private Client Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pinnacle Peak Private Client Group, LLC unless a client service agreement is in place.