Management & Support Staff
WE'RE ONLY AS GOOD AS THE MEMBERS ON OUR TEAM.
A wealth management provider is only as good as the staff members whom provide vital client support. On behalf of the entire Pinnacle Trust team, we are proud to employ the brightest financial minds to provide financial security and stability to our loyal clients.
Stacey Wall, Chief Executive Officer
D. Patrick Franklin, EVP & Chief Operating Officer
Patrick joined Pinnacle Trust in March of 2016 to serve as Executive Vice President & Chief Operating Officer. His primary role is managing the daily business operations of the firm which includes operations, technology, compliance and risk management.
Prior to being associated with Pinnacle Trust, Patrick held various senior management and operations roles during his thirty-year career in the financial services industry.
Patrick received a B.A. in Economics from Southeastern Louisiana University and is a graduate of Cannon Financial Institute at the University of Notre Dame. He holds the Certified Securities Operations Professional (CSOP) designation from the Institute of Certified Bankers.
Beth McGaugh, Chief Financial Officer
Beth received a B.P.A. in Accounting and B.B.A. in Banking & Finance from Mississippi State University in 1984. Before being one of the co-founders of Pinnacle Trust in 1997, she served as Chief Financial Officer for a regional financial institution. In 2001, Beth was named to the Mississippi Business Journal’s "Top 40 Under 40".
She is a sustaining member of the Junior League of Jackson where she served on the Finance Council and as Finance Chairman of Mistletoe Marketplace. Beth is a Life member of the Junior Auxiliary of Madison-Ridgeland, where she was on the Executive Board, as Public Relations Chairman, Scholarship Chairman and a member of the Finance Committee. She is a past member of the Estate Planning Council of Mississippi and the Mississippi chapter of the Financial Planning Association where she served as Ethics Chairman.
In 2000, the Mississippi Business Journal elected Beth as one of Mississippi's Top Fifty Women in Business. She is a member of the Board of Directors of Pinnacle Trust and has over twenty-five years of experience in accounting, trust and finance.
Maeve Beard, Senior Vice President, Operations; Member, Investment Committee
Maeve received her Bachelor of Business Administration in Finance at Southern Methodist University in Dallas. During her tenure at SMU, Maeve was a BBA Scholar, SMU Distinguished Scholar and received both the Rotunda Award and Criteria Award for Distinction in Rhetoric. She was also a member of Kappa Alpha Theta Sorority where she served as Finance Deputy, a Business Scholar Mentor, and volunteered for inner city youth programs.
Maeve previously interned for both the Dallas Mavericks and Pinnacle Trust. She was awarded the Accredit Investment Fiduciary® designation in 2013 and Certified Wealth Strategist® designation in 2014. Maeve also completed her insurance license requirements in 2011. She also serves on the Pinnacle Trust Investment Committee.
Rhonda Lowe, Vice President, Operations
Rhonda is a 1998 graduate of Mississippi College with a Bachelor of Science in Business Administration.
Prior to joining Pinnacle Trust in 2008, Rhonda worked as a chief operations officer in the insurance industry.
Carol Brock, Vice President, Compliance
Carol received her Bachelor of Accountancy from the University of Mississippi in 1985. Before joining Pinnacle Trust, Carol worked for 9 years in the financial industry in the Atlanta, GA, area and worked as the Chief Financial Officer for a local technology company for 15 years. In 2005, Carol received the Georgia Occupational Award of Leadership.
Dacia Malone, Operations Specialist
Dacia graduated from the University of Southern Mississippi with a Bachelor of Science in Elementary Education. She received her Master of Education in Elementary Education from Delta State University. While attending USM, Dacia mentored students at the DuBard School for Language Disorders. Additionally, she participated in an organization that helped tutor underprivileged children in an after school program. Dacia transferred her experience from the classroom to the operations team at Pinnacle Trust.
She is active at St. Paul Catholic Church in Brandon.
Blake Price, Associate Relationship Manager
Blake graduated Magna Cum Laude from Millsaps College in 2014 with a Bachelor of Business Administration in Finance. During his time at Millsaps, Blake was a Founding Father of the Kappa Sigma Fraternity and played four years of college football, where he was a part of two SAA Conference Championship seasons. He was also inducted into Beta Gamma Sigma, the top international honor society for business schools designed to honor students who have excelled in their studies by placing in the top 10% of their class.
Blake went on to complete his Masters of Business Administration at the Else School of Management after being selected as the 2014 recipient of the prestigious Allison Coggin Lee Memorial Endowed Scholarship. This is the largest scholarship the program offers and is awarded to one student every year based on exceptional aptitude for graduate business study, involvement in college and community activities, and GMAT scores. While completing his Master’s degree, Blake worked as a business analyst for ELSEWorks Entrepreneurial Initiative where he assisted start-up businesses and established businesses through financial analysis, market research, and business operations planning in order to increase organizational efficiency.
Jessica Kirchner, Administrative Assistant
Jessica is a 2008 graduate of Holmes Community College with an Associate’s Degree in Applied Science in Architectural Engineering, and attended the University of Southern Mississippi. Prior to joining Pinnacle Trust, Jessica worked with a regional financial institution. She is a licensed insurance agent with the State of Mississippi. Jessica is an active member of Broadmoor Baptist Church in Madison.
Kathryn Coker, Accounting
Kathryn earned her Bachelors of Business Administration Degree in Banking and Finance from the University of Mississippi in 1981. In 1996, she earned a Masters of Business Administration from Mississippi College. Kathryn joined Pinnacle Trust in March 2016. Kathryn came to Pinnacle Trust in 2016 with 14 years’ experience in the financial industry and 20 years’ experience in the manufacturing industry.
Kathryn is a past President of the Institute of Financial Education, and served in the Junior League of Jackson.
Gary Dye, Associate Relationship Manager