At Pinnacle Funds Group, our mission is simple: to serve with integrity, communicate with transparency, and help individuals and families pursue funds that may rightfully belong to them.
We want every person who works with Pinnacle Funds Group to feel respected, informed, and confident that they have someone helping them navigate the process.
SERVICE — Helping people is at the heart of what we do.
INTEGRITY — We believe in doing what is right and treating every client honestly.
TRANSPARENCY — Clients deserve clear information about the process and what to expect.
RESPECT — Every client’s circumstances and story are different, and every person deserves to be treated with dignity.
COMMITMENT — When we agree to help someone pursue a claim, we are committed to guiding them through the process.
Pinnacle Funds Group is a professional surplus funds and unclaimed property recovery company dedicated to helping individuals and families identify and pursue funds that may rightfully belong to them.
Our role is to help simplify what can otherwise be a complicated process.
We research potential surplus and unclaimed funds, help clients understand what documentation may be required, assist throughout the claim process, and maintain clear communication from the initial consultation through the conclusion of the recovery process.
Pinnacle Funds Group operates on a contingency-based model, meaning clients do not pay upfront or out-of-pocket fees for our services. A service fee is collected only after a claim is successfully recovered, according to the terms of the client’s service agreement.
After proudly serving 20 years in the United States Air Force, I learned that service is about much more than wearing a uniform. It is about showing up for people, doing the right thing even when no one is watching, and using your experience to make a meaningful difference in someone else’s life.
As a Central Florida native, those values have remained with me long after my military career.
When my time in uniform ended, my desire to serve others did not.
I founded Pinnacle Funds Group because I saw another opportunity to help people — particularly individuals and families who may have money rightfully owed to them but may not know where to begin when it comes to recovering it.
The surplus funds recovery process can be unfamiliar and confusing. Some people may not even realize that funds exist in their name. Others may know money is available but feel overwhelmed by the paperwork, research, documentation, and steps required to pursue a claim.
I wanted to create a company that could stand beside those individuals and families and help make that process easier to understand.
At Pinnacle Funds Group, every client should be treated with honesty, dignity, transparency, and respect. We are not here to pressure people. We are here to educate them, guide them, communicate clearly, and help them understand their options.
For me, Pinnacle Funds Group represents the continuation of a life centered around service.
I spent 20 years serving my country. Today, I am proud to continue that mission in a different way — by serving individuals and families and helping them pursue funds that may rightfully belong to them.
I have served my country. I have served my family. Now let me serve you.
