Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Clint Sands
CEO/ Principal, Pinnacle Wealth Strategies
Clint has been an insurance professional for 46 years. He started his career working with independent property and casualty agents specializing with business clients using buy/sell agreements and key man policies.
Clint has worked with national banks helping them with their high-net-worth client estate planning needs, as well as business planning, deferred compensation and business succession planning. Clint has partnered with Bank of America, Comerica, Compass Bank, Wells Fargo, as well as numerous regional banks as their insurance specialists.

Craig Poulson
Wealth Manager & Financial Advisor, Pinnacle Wealth Strategies
Craig graduated from Brigham Young University with his MBA, and the University of Utah in M.S. Business Administration. Craig is driven by a passion for empowering others to achieve financial greatness, he transitioned his skills and knowledge to the realm of financial advising. Craig’s experience at the highest echelons of business has equipped him with a holistic understanding of financial landscapes and enables him to provide comprehensive solutions tailored to our clients’ unique goals.
Craig is licensed in Life Insurance, has his FINRA Series 65 Securities License, and completed the CPWA® certification from the Investments & Wealth Institute.

Trent Erickson
Tax Reduction Specialist, Pinnacle Wealth Strategies
Trent graduated from the University of Phoenix, receiving his Bachelor of Science Degree in Business Administration with an emphasis in accounting. While attending school, he was affiliated with two local CPA firms before joining the staff of Kilpatrick & Co., CPAs in June of 1993. Trent has maintained the majority of the client relationships throughout the transitions with these companies.
Trent has more than twenty-five years of experience in the fields of accounting, income taxation, business consulting services, cost segregation services, taxpayer representation in IRS and governmental agency disputes

Karma Arnold
Office Manager, Pinnacle Wealth Strategies
Karma has been in the customer service and the retail sales industry for over 20yrs. Karma manages the daily office operations. She enjoys working with the public and is very compassionate about helping clients with all their business needs.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.