About Us
What We Do
A Partner On Your Life Journey
Our financial planning process is designed to help you stay focused on a clear and defined path, while tuning out the noise and confusion of news headlines and mis-information. We utilize simple, proven techniques aimed at helping families and small businesses build and preserve lasting financial security.
Generally, you will experience the following major steps when working with us:
-An initial, complimentary goal planning session to determine the financial areas most important to you.
-A risk analysis and review of current strategies and investments. Options considered and reviewed.
-Proposals and projections presented based on reviews and analysis of your personal situation.
-Implementation of a long term plan as desired.
-On-going review of results with changes to goal plan as necessary to adjust to life circumstances.
About Us
A Team that Understands You
With offices in Price and St. George, Utah, the Pinnacle Financial Advisors team has been working with individuals since 1994 with the express purpose of helping individuals, families, and small business owners navigate the sometimes confusing world of retirement planning and investments. Our aim is to guide you toward retirement success regardless of your stage of life or where you are on the path and help you reach your financial pinnacle.
Gary Meeks
Financial Advisor
Gary is a long time Price, Utah resident spending 30 years working in the financial services industry. He received a B.S. from BYU, holds the designation of Retirement Income Certified Professional® from The American College, series 7 securities license, and both life and health insurance licenses. Gary’s goal as a financial professional is to help others develop strategies and recommend personalized solutions designed to help achieve financial success.
He and his wife, Tracy have 5 children together and in his free time he enjoys mountain biking, electric guitar, and being out on the golf course.
Garrett Gibson
Financial Advisor
Garrett is a Price, Utah native. He graduated from USU Eastern with a Bachelor's in Business Administration, holds the designation of Chartered Retirement Planning Counselor SM, and is licensed in the securities and insurance industries. Before joining our team he worked for one of the largest investment banks in the U.S.. As an advisor for that firm, he helped individuals with financial health, retirement planning, and investment management. Garrett's passion as an advisor is helping individuals discover what vision they have for their financial futures and supporting them along the road to achieving that goal.
Outside of work Garrett is a husband, and father to three beautiful children.
Samantha Holdaway
Client Relationship Representative
Samantha is a lifelong Carbon County native. She is an Alumni of Utah State University where she received a Bachelors degree in Elementary Education, and another in Early Childhood Development.
Professionally she spent six years as an employee of the Carbon School District, holding positions as a teacher, and the lead of Wellington Elementary's after school program. In addition, she spent multiple years working in professional office environments as a receptionist and various other positions.
In addition to her education and professional experience, Samantha is a devoted homemaker where her and her husband are busy raising three wonderful children.
Nicole Swasey
Customer Relationship Representative
Born and raised in Carbon County, Nicole brings small-town grit and big-hearted service to her role as a Client Relationship Representative at Pinnacle Financial Advisors.
An impressive athlete, she approaches every client request with the same focus and follow-through she brings to training. She can also beat all our staff in one on one pickleball. Outside the office, Nicole is a registered nail technician.
Recently married, she and her husband, Jeremiah, spend as much time as they can rafting and exploring the outdoors. Whether she’s coordinating account updates, scheduling, or smoothing the path between clients and advisors, Nicole is committed to making financial life feel organized, informed, and just a little easier.
Valerie Gibson
Digital Marketing Specialist
Valerie is a digital marketing specialist with a passion for crafting compelling online campaigns. She combines analytical skill with creative flair to deliver tailored strategies that resonate with target audiences and elevate brand presence. Her goal is to give our firm a digital presence in this fast-paced online world.
Out of the office you can find Valerie and her husband chasing and cheering their three kids on at all of their extracurricular activities.