Pinkerton Retirement

Key Team Leaders

We Are Pinkerton Wealth

Often our clients know where they want to be and how they’d like to simplify their lives, but they need the collective wisdom and insight of a team of professionals to help them get there. That is why PW is committed to providing you with the value and experience you deserve in wealth management. We have thoughtfully assembled a team of specialists, each of whom aspires to the highest professional and academic standards in the financial profession.

Below are the PW Key Team Leaders:

Dan Pinkerton, CFP®, CKA®
President, CEO
Ron Glendening, CPM®, CFP®
COO, Wealth Advisor
Matt Weed, CPM®
Certified Portfolio Manager℠
Nicholas Helgeson, CFP®
Wealth Advisor
Ben Glendening, CFP®
Wealth Advisor
Nathan Collier, PhD, CFP®, AIF®
Wealth Advisor
Joshua Brands, CFP®
Wealth Advisor
Logan Creighton, CES
Client Service Administrator
Lindsey Glendening
Client Service Administrator
Kent Hochberger
Client Service Administrator
Crystal Regan
Client Service Administrator
Gary W. O’Neal
Director of Lasting Impressions
Trish Glendening
Executive Team, VP of Operations
Kathryn Pinkerton
Executive VP
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Partner with Pinkerton Wealth and gain a dedicated team that prioritizes your success.
With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!

Pinkerton Wealth, LLC

2000 John Loop
Coeur d’Alene, ID 83814

1.208.667.8998 1.800.634.2008 Info@PinkertonWealth.com Fax: 208.667.5868
Minimum private wealth management portfolio is $500,000, and corporate 401(k) plan minimum is $2 million. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Pinkerton Retirement Specialists, LLC (PRS) is now Pinkerton Wealth, LLC.

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©2026 Pinkerton Wealth, LLC

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