Austin, TX – Pinnacle Financial Strategies is pleased to announce the addition of Joel Lawrence as Vice President, Risk & Strategic Engagement, further strengthening the company’s established panel of experts dedicated to helping community financial institutions thrive in today’s complex overdraft environment.

Lawrence brings a strong background in risk management, client strategy, and partnership development. His role will complement Pinnacle’s existing client services team by providing additional depth in areas such as compliance, client education, vendor and alliance management, and strategic growth initiatives.

“Joel’s addition reflects Pinnacle’s commitment to providing expert guidance and comprehensive overdraft support to financial institutions nationwide,” said Michael Brascom, CEO of Pinnacle Financial Strategies. “His expertise strengthens our ability to ensure clients benefit from the nation’s leading team advising banks and credit unions on their overdraft programs.”

In his new position, Lawrence will contribute across multiple areas of Pinnacle’s operations, with an emphasis on:

  • Client Engagement & Strategic Support – Collaborating with Pinnacle’s Client Success team to share insights on the current regulatory landscape, support overdraft program reviews, and advance strategic initiatives that enhance client outcomes.
  • Industry Representation & Thought Leadership – Representing Pinnacle in educational webinars, panel discussions, and industry events.
  • Vendor & Partnership Development – Expanding Pinnacle’s industry partnerships, supporting vendor oversight, and helping drive growth opportunities for clients through strategic alliances and technology integrations.

With Lawrence joining the leadership team, Pinnacle Financial Strategies further reinforces its position as a trusted partner for community financial institutions. His expertise will play a key role in advancing Pinnacle’s mission to deliver innovative, compliant, and results-driven overdraft solutions, helping banks and credit unions navigate regulatory change while strengthening their relationships with accountholders.