Team

We Are Pinkerton Retirement Specialists

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 PRS 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.

Here are the PRS Key Team Leaders:

 
Dan Pinkerton is Founder and CEO of PRS. Knowing this was the profession of his choice at age 19, Dan dual enrolled in the College for Financial Planning while a sophomore at Stanford University. Upon graduating from Stanford in 1987...

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Ron Glendening is a member of the PRS Management Team, and is the Chief Operating Officer (COO), Office Principal, and a Wealth Advisor for Pinkerton Retirement Specialists, having joined PRS in 2001. Ron is a Certified Portfolio...

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Gary Pinkerton is the Senior Vice President, Wealth Advisor, and Director of Institutional Investments for PRS. Gary owned a successful wealth management firm in Cleveland, Ohio since 2001, and merged his firm with PRS in 2014. He...

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Walter E. Beggs (“Web”) joined PRS in 1996, and serves as a Senior VP, Wealth Advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Financial Consultant™. He specializes in comprehensive wealth management...

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Paul Steenblik is a financial advisor to high net-worth professionals throughout Eastern Washington, North Idaho and beyond. As a Senior VP, Wealth Advisor at PRS, Paul develops investment portfolios and comprehensive financial plans...

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Matt Weed, CPM®

Certified Portfolio Managerâ„ 

Matt is a Certified Portfolio Manager® on the PRS Investment Research Team as well as the Information Technology Specialist for PRS since 2003. As a Portfolio Manager, Matt is responsible for coordinating the research team's...

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Nick Helgeson is a wealth advisor at Pinkerton Retirement Specialists. Nick is responsible for comprehensive financial planning with the firm's high net worth clientele, as well as designing and developing ideal planning and investment...

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Kelly has worked as a Client Service Administrator since joining the company in June of 2002. She works with our clients on a daily basis to maintain client accounts and carry out the logistical side of the advisors’ recommendations....

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Dan is the team leader among our Client Service Administrators. He has been with PRS since 2008. He works closely with clients, advisors, and financial custodians to ensure the day-to-day and ongoing needs of clients are met. He serves...

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Rebecca has been a Client Service Administrator with PRS since 2002. She delights in working closely with clients, advisors, and our investment sponsors to ensure that the day-to-day and ongoing needs of our clients are met. She is...

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Kent is a Client Service Administrator. He joined PRS in 2008, after he spent 12 years as a PGA Golf Professional. Kent earned a bachelor degree in business marketing from the University of Idaho. He is responsible for generating...

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Gary W. O'Neal

Director of Lasting Impressions

As Director of Lasting Impressions, Gary O’Neal utilizes his interpersonal skills in serving and caring for clients. He is often the first person to greet clients and the last to say goodbye. Gary is the keeper of the keys for...

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Trish Glendening is a member of the PRS Management Team and the Vice President of Operations. She has worked for PRS since 2002, and has been a member of the Management Team since 2005. Trish is responsible for the day to day...

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Kathryn Pinkerton has faithfully served PRS clients as Executive Vice President and a Management Team member since 1989. She is directly involved in all team member hiring and employee reviews as well as all major strategic...

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