Pinnacle Team

Teresa Adler

Accounting Manager

As Accounting Manager, Ms. Adler assists the district boards and city councils in the performance of accounting functions, compilation of financial statements, budgeting, annual reporting, revenue and cash management and financial analysis. Her unique insights and understanding of governmental accounting makes Ms. Adler an enormous asset to our clients. As a problem solver, she can quickly identify issues and effectively resolve them, saving our clients time and money.

Teresa has more than 16 years of experience working with local city governments in their finance departments, focusing her talents in the areas of revenues and accounts receivable, including sales tax and fees. During this time, she has implemented new banking and cash handling procedures, coordinated and assisted in implementing various software upgrades and developed delinquency reporting and collections programs for sales tax and accounts receivable.

Ms. Adler holds a degree in Business Administration from Hastings College.

In her spare time, Teresa enjoys traveling, reading and spending time with her family.

Experience

Governmental Accounting
16 years experience

Banking
13 years experience

Special District Accounting
9 years experience

Education

B.A. Business Administration with English Minor
Hastings College, Nebraska


Kathleen Arnold

Office Administrator

At Pinnacle, Ms. Arnold presents a warm and welcoming first impression in the role of Office Administrator. She works with the Pinnacle team to consistently provide great customer service to internal and external clients, ensures the efficient and effective functioning of the office spaces and equipment, maintains office supplies, paper and electronic records, coordinates vendors and suppliers and has a knack for finding creative ways in which to further successful front office operations.

Kathleen has more than 22 years of administrative experience, starting out as an administrative assistant while raising her small children and later moving into senior administrative and document control specialist roles, along with a planned sabbatical to work in the airline industry.

Ms. Arnold loves spending time with her family, traveling and listening to classical music.

Experience

Office Administration
22 years experience


Brendan Campbell, CPA

Director of Finance and Accounting

As Director of Finance & Accounting, Mr. Campbell assists the district boards by providing and overseeing accounting and financial services, compilation of financial statements, budget forecasting and monitoring, debt issuance and compliance reporting, cash flow projections and analysis, capital project tracking, audit, payroll, special financial reports, fee billings, investment management and long-term projections.

Brendan’s years of experience in finance and accounting in both private sector business and local governments provides the knowledge and skills to be an invaluable resource for our clients. Previously, he was a senior auditor for a Denver-based CPA firm. While there, he assisted clients in providing accurate and timely financial information to stakeholders, ensured compliance with generally accepted accounting principles and government regulation and reviewed organizational policies and procedures to identify and improve company practices.

Mr. Campbell obtained a Bachelor of Science with honors in Accounting from the University of Phoenix and holds an active CPA license.

He enjoys spending quality time with his family and is actively involved in his church and children’s schools.

Experience

Governmental Accounting
10 years experience

Finance & Accounting
13 years experience

Special District Accounting
10 years experience

Education

B.S. Accounting
University of Phoenix

Licenses & Certificates

Certified Public Accountant (CPA), Colorado


Jimmy Caruthers

Accountant

As an Accountant, Mr. Caruthers’ responsibilities include preparing payroll, processing utility billing, preparing general ledger journal entries, reconciling cash accounts, as well as preparing financial reports on a monthly and quarterly basis.

Jimmy has five years of accounting experience, specifically within the banking and property management industries. This experience has resulted in a skill set in billing, reconciliations and general ledger journal entries. Jimmy also has extensive experience in external reporting and loan accounting.

Mr. Caruthers obtained a Bachelor of Science in Business with an emphasis on Accounting from Rhodes College in Memphis, TN. He has also studied business and accounting in Antwerp, Belgium. While attending Rhodes, Jimmy found a passion for accounting that he has carried with him throughout his professional career.

Outside of accounting, Mr. Caruthers enjoys hiking, biking, skiing and traveling with his wife, Ryan. The Caruthers also enjoy watching the Broncos, attending concerts and trying new restaurants in the Northern Colorado area. Jimmy and his wife are animal lovers, advocating for animal adoption and spending time with their dogs Buckley and Katie, and their cat, Oliver.

Experience

Governmental Accounting
1 years experience

Accounting
5 years experience

Special District Accounting
1 years experience

Education

B.S. Business with an emphasis on Accounting
Rhodes College


Amanda Castle

Assistant Director of Finance and Accounting

As Assistant Director of Finance and Accounting, Ms. Castle works with clients to handle issues and transactions related to finance. This includes managing debt portfolios, cash and investments, payroll process, policies and procedures, annual audits or financial reviews and financial reporting. Additionally, she prepares financial reports for the Board of Directors, works closely with the Board of Directors to provide clear financial information, acts as a financial liaison on behalf of clients with the city departments, as well as with state and regional agencies to represent client’s interests. She is a confident team leader with a commitment to excellence in financial reporting. Ms. Castle is able to capitalize on her experience with special districts to skillfully assist our clients with any issues that might arise.

Amanda has over a decade of accounting experience and nine years of experience working with special districts. Previously a senior auditor for a Denver-based CPA firm, she excels at assisting clients in financial statement preparation, examining financial records, reviewing budget to actual reports and account reconciliations and performing substantive and analytical procedures to ensure financial compliance.

Ms. Castle obtained a Bachelor of Science in Business Administration with an emphasis in Accounting from the University of Northern Colorado. She is a member of Delta Sigma Pi, a professional business fraternity, and is actively involved in the Greeley Chamber of Commerce Young Professionals group.

She and her family are actively involved with Mustard Seed House Churches and regularly host dinner church at their home. The Church is very near and dear to their family, and they love being involved with all they do. Additionally, she and her husband Jason, mentor a 13-year-old girl in their community. In July of 2016 she, her husband, Jason, and big brother, Liam, welcomed baby Asher to their family.

Experience

Governmental Accounting
9 years experience

Finance & Accounting
12 years experience

Special District Accounting
9 years experience

Education

B.S. Business Administration
University of Northern Colorado

Professional Involvement

Delta Sigma Pi - Professional Business Fraternity


Darcy Chilton

District Administrator

In her role as District Administrator, Ms. Chilton’s strong communication skills enable her to coordinate with other team members and assist governmental and constituent relations to ensure the administrative operations of districts are maintained efficiently and effectively while ensuring compliance with state and local agencies. Using her accomplished organizational skills and tenacity, she develops both long and short term solutions customized to client needs, thereby establishing her as a primary resource for the district.

Darcy brings to Pinnacle several years of administrative experience from within the insurance, commercial mortgage and professional recruiting industries where she routinely performed legal, compliance and business process standards to achieve the objectives of each transaction.

Ms. Chilton completed her B.A. in Communications at the University of Northern Colorado. She has also obtained a State of Colorado Life & Health Insurance Provider’s License and is a Notary Public for the State of Colorado.

Experience

Special District Administration
2 years experience

Administration
5 years experience

Education

B.A. Communications
University of Northern Colorado

Licenses & Certificates

State of Colorado Life & Health Insurance Provider's License

Notary Public for the State of Colorado


Brian Doble

Project Administrator

As Project Administrator, Mr. Doble administers the public bidding and contracting processes, as well as agreements for contractors, consultants and service providers and maintains project records for metropolitan districts.

Working in the construction industry for 21 years and for the Department of Defense for five years makes Mr. Doble well suited for his role at Pinnacle. His previous experience includes supervising the design and building of custom homes from land acquisition through completion of warranty work, which gives him knowledge to support the construction, maintenance and replacement of capital infrastructure assets for our clients.

Brian is a graduate of Colorado State University, holding a B.S. in Business with an emphasis on Organizational Leadership and additional studies in Architecture and Construction Management. He is a licensed Class D-1 General Contractor with the City of Fort Collins.

Mr. Doble has more than 21 years of honorable service in the Colorado Army National Guard and held key leadership positions during the immediate response to the attacks of 9/11, the Waldo Canyon Fire and the September 2013 Colorado floods. He is currently the Headquarters Company Commander for 1-157th Infantry Battalion, 10th Mountain Division, a light infantry unit that specializes in missions involving mobility and survivability in extreme mountain conditions. Brian also enjoys volunteering for Habitat for Humanity and spending time in the mountains with his family.

Experience

Special District Project Administration
1 years experience

Construction Management
21 years experience

Department of Defense
21 years experience

Education

B.S. Business- Organizational Leadership
Colorado State University

Licenses & Certificates

Class D-1 General Contractor, City of Fort Collins

Professional Involvement

National Association of Home Builders


Peggy Dowswell

Principal/COO

Ms. Dowswell has more than 20 years of experience working with special districts and city governments in Colorado, providing accounting and financial analytical services, district management and administration, overseeing staff in completion of monthly accounting and administrative functions, compilation of monthly financial statements, budgeting and long-range planning processes, annual reporting, bond document preparation and annual bond compliance/Continuing Disclosure reporting. She has performed specialized services in debt covenant and arbitrage compliance management, water rate and revenue analysis and operational performance analysis.

Ms. Dowswell’s ability to act as liaison between governmental boards and councils, constituents, developers, contractors, other governmental entities and local concerns is of particular benefit to our clients. In May 2000, she coordinated the formation election of the Eagle River Fire Protection District, which consolidated fire powers and operations of numerous governmental entities including special districts and municipalities in the Vail Valley.

Ms. Dowswell is foremost in her field of knowledge with public-private partnerships, tax increment financing districts, public improvement fee (PIF) strategy and collection, formation of districts and assisting with service plan creation, analyzing developer project proformas consisting of varied municipal and self-imposed revenue streams and assisting with imposition and collection of covenant based revenue streams.

She has held prior positions as controller and business manager of private entities, as well as staff auditor for a national accounting firm. Ms. Dowswell holds a B.S. in Business with an accounting emphasis from the University of Colorado at Denver. She achieved and was awarded the CPA designation in 1986 and holds a current active CPA license.

Ms. Dowswell enjoys exploring Colorado with her family and especially enjoys the arts in any form.

Experience

Governmental Accounting
20 years experience

Finance & Accounting
36 years experience

Special District Accounting
20 years experience

Title 32 District Formations
20 years experience

Education

B.S. Business
University of Colorado

Licenses & Certificates

Certified Public Accountant (CPA), Colorado


Susanne Durkin-Schindler

Local Government Finance Specialist Consultant

Ms. Durkin-Schindler has extensive knowledge about and success with public-private and multi-agency partnerships, tax increment financing districts, public improvement fee (PIF) and user fee strategy and collection, formation of districts, and analyzing projected revenue streams from assessments, taxes and user fees. She is an effective liaison between public and private groups with often competing interests. She is skilled at public presentations and reaching consensus among impacted stakeholders. She is a skilled business owner currently under contract with developers and local governments in the Front Range of Colorado. Another part of her business is devoted to facilitating public and private groups striving to reach agreement so vital projects and programs achieve success.

Susanne has more than 31 years of experience working with special districts and city governments in Colorado. Her first five years as a City of Fort Collins employee were spent in the city attorney’s office where she assisted in rewriting the city code regarding special improvement districts. She then worked as a city financial policy and budget analyst for 15 years. Managing 12 active special districts was one of her duties. Her skills include bond document preparation, annual bond compliance/continuing disclosure reporting, capital projects budgeting, creating special assessment districts, reallocation of special assessments and projecting property valuations within tax increment districts.

She holds a degree in English/Education from Loyola University and is a Certified Records Manager.

Ms. Durkin-Schindler is a passionate volunteer dedicated to ensuring that the principles of restorative justice are implemented in repairing the impact of crimes involving youth and young adults in Northern Colorado.

Experience

Governmental Finance & Accounting
31 years experience

Public Outreach
35 years experience

Special District Finance and Accounting
26 years experience

Education

B.A. English/Education
Loyola University, Chicago

Licenses & Certificates

Certified Records Manager, ICRM


Dylan Engberg

District Facilities Manager / Project Administrator

As District Facilities Manager / Project Administrator, Mr. Engberg serves as the on-site eyes and ears of the district. He administers the public bid process, contracts and service agreements, budgeting and payment applications, district and municipal acceptance, district reimbursement and project closeout for a variety of public infrastructure projects. He skillfully facilitates the transition of district operated facilities from construction into long-term maintenance to maximize the lifespan. Mr. Engberg’s wide-ranging experience allows him to serve and work closely with governmental representatives, consultants, contractors and service providers to add value and ensure successful results.

Dylan has a diverse background and experience that compliments and exemplifies the mission of Pinnacle. His 13 years in the construction industry, five years serving in support roles at the U.S. House of Representatives and Colorado State House of Representatives and past experience owning and operating a successful small business brings a unique and valued perspective to the Pinnacle team.

Mr. Engberg holds a M.S. from the Colorado School of Mines and received his B.A. from Regis University.

Out of the office, he enjoys spending time with his wife, traveling and stand up paddle boarding.

Experience

Construction Management
13 years experience

Special District Facilities Management
2 years experience

Special District Project Administration
5 years experience

Education

M.S. Political Economy
Colorado School of Mines

B.A. Politics and Philosophy
Regis University


Tom Flock

District Manager

As a District Manager, Mr. Flock is committed to assisting district boards with governmental compliance, facility operations and maintenance, architectural review, budgeting and management of ownership and financial databases.

With more than eight years in commercial property management, five years with metro districts and 20 years of accounting experience, Tom is well versed in community association management, including district operations, maintenance, finance, and covenant enforcement. His experience comes largely from working for a Colorado land developer and a property management firm.

Mr. Flock  is a graduate of the University of Northern Colorado, obtaining a B.S. in Business Management. He is licensed as both a Colorado Real Estate Broker and a Colorado Community Association Manager (CAM) and an active member of the Institute of Management Accountants Northern Colorado/Wyoming Chapter.

Mr. Flock also contributes to HOA information and resources forums provided by the Colorado Department of Regulatory Agencies. His commitment to helping others extends into the community, as well. He has served as a board member for Loveland Lightning Lacrosse and the Loveland Junior Golf Foundation, in addition to volunteering with Junior Achievement and Thompson RJ2 School District. Tom also volunteers with small business start-ups by helping them to create business and financial plans.

In addition to golfing and restoring classic cars, Tom enjoys spending time with his wife and two children.

Experience

District Management
5 years experience

Commercial Property Management
8 years experience

Accounting
20 years experience

Education

B.S. Business Management
University of Northern Colorado

Licenses & Certificates

Colorado Real Estate Broker

Colorado Community Association Manager (CAM)


Chelsey Green

District Administrator

As District Administrator, Ms. Green provides support for district and finance managers and Pinnacle clientele, using her professional communication and critical thinking skills to effectively manage tasks and solve problems. Her ability to come up with innovative and streamlined solutions and her focus on a service leadership style helps her provide exceptional support services to Pinnacle and its clients.

Chelsey has more than six years of experience in administrative and leadership roles, beginning her career on the staff of Ram Ride, a Colorado State University safe-ride program, where as director she reformed the organization and was awarded for her hard work as the Colorado State University Employee of the Year in 2013. Most recently, she served as the development manager for an all-boys private school working closely with volunteer members and Board of Directors to raise donations for scholarship and operational endowment accounts.

Ms. Green obtained a Bachelor of Science in Industrial Organizational Psychology from Colorado State University. She is an alumnus of Associated Students of Colorado State University, the student government, where she served on the Executive Cabinet for two years and is now part of ASCSU’s, Alumni Council.

In her spare time, Chelsey hosts foreign students who are transitioning into the CSU community and shows them what Colorado has to offer. She enjoys the great outdoors, gardening and spending time with her family.

Experience

District Administration
6 years experience

Education

B.S. Industrial Organizational Psychology
Colorado State University

Professional Involvement

Associated Students of Colorado State University Alumni Council


Jacquelyn Grossnickle

Accountant

In her role as an Accountant, Ms. Grossnickle prepares payroll, processes utility billing, prepares general ledger journal entries, reconciles cash accounts as well as prepares financial reports on a monthly and quarterly basis. Her strong work ethic allows her to multitask efficiently and meet hard deadlines.

Jacquelyn has five years of accounting experience in the mortgage industry, as well as four years of payroll and HR experience. During this time she has gained the skills needed to excel in a fast-paced work environment and do so efficiently. She possesses the skills to process payroll, prepare general ledger journal entries, and reconcile general ledger and bank accounts.

She obtained a Bachelor of Science in Accounting from Metropolitan State University of Denver.

Ms. Grossnickle enjoys spending time with her husband and their dog. She also enjoys camping, four-wheeling, fishing and shopping in her time away from the office.

Experience

Governmental Accounting
2 years experience

Accounting
5 years experience

Payroll
4 years experience

Special District Accounting
2 years experience

Education

B.S. Accounting
Metropolitan State University of Denver


Eric Harris

Accounting Manager

As an Accounting Manager, Mr. Harris is responsible for the oversight of daily accounting duties for special districts and municipalities, including maintenance of general ledger, preparation of financial statements, compilation and monitoring of budgets and management of cash and investments.

Eric has more than 10 years of experience in the fields of accounting and internal audit in the not-for-profit and midstream energy industries. His experience includes budgeting and forecasting, the accounting life cycle, operational accounting, financial reporting and internal control management. Previously, he was responsible for Sarbanes-Oxley 404 compliance, enterprise risk management and managing numerous operational, construction, information technology, vendor investigations and internal financial audits for a Fortune 200 energy company. As part of these internal compliance activities, Mr. Harris provided required assurance to the Board of Directors and Executive Management.

He holds a Bachelor of Science degree in Accounting from the University of Tulsa.

As a former NCAA Cross Country and Track and Field athlete, Eric enjoys long-distance running, the outdoors, traveling and spending time with his family.

Experience

Governmental Accounting
2 years experience

Accounting
10 years experience

Special District Accounting
2 years experience

Education

B.S. Accounting
University of Tulsa


Carla Hawkins

District Manager

As a District Manager, Ms. Hawkins is responsible for the overall operation of the district, which includes assisting district boards in administrative management, governmental compliance, board meeting facilitation, insurance administration and facility maintenance coordination. Through effective communication, she is able to build and maintain positive working relationships with district boards and constituents, maintenance personnel and fellow co-workers. She insures consistency with a proven efficient operational plan.

Carla’s 33 years of experience in real estate property management and 15 years of special district management provide a strong skill set in administration, property management, budget oversight and public communication. She acquired this experience working for a large Colorado land developer and a local property management firm.

Ms. Hawkins received the designation of Colorado Certified Public Manager (CPM) after completing Management Development Courses, accredited by the National Certified Public Managers Consortium. Carla is a graduate of Colorado State University, obtaining a B.S. in Business Administration, and has had her Colorado Real Estate license for more than 33 years. She also is a graduate of Leadership Loveland and is a member of the Everitt Real Estate Center.

She has a passion for helping others and this is demonstrated by her hours of volunteer service. She has served as chair of the Loveland Chamber of Commerce Board of Directors (2007) and the Corn Roast Festival Committee (2005 & 2006). She is also a former member of the Medical Center of the Rockies Summit Giving Club Committee and is one of the founding members of CREW-Northern Colorado.

In addition to volunteering, Carla enjoys reading, cooking and spending time with her husband, children and grandchildren, Easton and Carlee Jo.

Experience

Special District Management
15 years experience

Real Estate Management
33 years experience

Education

B.S. Business Administration
Colorado State University

Colorado Certified Public Manager Program
University of Colorado Denver Buechner Institute for Governance

Licenses & Certificates

Colorado Real Estate License

Colorado Certified Public Manager (CPM)

Colorado Notary Public


Bob Hochworter

Capital Asset and Data Administrator

Mr. Hochworter supports Pinnacle’s Management, Finance, Capital Infrastructure and Facilities departments in all aspects of special district administration including capital infrastructure, facility services, budgeting and supporting the Board of Directors. On behalf of the districts, Mr. Hochworter provides administrative support by coordinating with consultants, service vendors/contractors and maintenance support personnel. In addition, he maintains databases and records to ensure governmental compliance for multiple special districts.

As a Capital Asset and Data Administrator, his extensive knowledge of database management along with strong communication skills and attention to detail enable him to coordinate with other team members and assist in government and constituent relations to ensure the administrative operations of districts are maintained efficiently and effectively.  He also plays a pivotal role in the district elections process by using both MS Access and MS Excel to “shake out” the data provided from multiple sources, combining voter information with property owner information to identify and eliminate any duplication of voter eligibility.

By leading cross-functional teams, Bob has created an extensive career history of delivering exceptional results for a variety of construction, land development, grounds and facilities management functions. His successes include modernizing management protocols, designing, populating and implementing custom MS Access databases and creating custom queries and forms to facilitate more accurate data entry and custom reports. He is proficient in planning, organizing, motivating and controlling resources to meet unique project goals and objectives.

He is a graduate of the State University of New York with a degree in Economics, as well as a Certified QuickBooks Pro Advisor.

On a personal side, Bob enjoys spending time with his wife, sharing their passions for music, dancing, hiking, landscaping, handyman projects and their two furry Samoyeds: Paisley and Norah.

Experience

Data Administration
25 years experience

Capital Asset Administration
2 years experience

Accounting
25 years experience

Education

B.S. Economics
State University of New York

Licenses & Certificates

Quickbooks Pro Advisor


Molly Janzen

Accounting Manger

Ms. Janzen has spent more than 25 years working in finance and accounting, and her recent experience comes from the position of Controller with Poudre School District located in Fort Collins.

During Molly’s career with the school district, she was involved with all aspects of school finance, which has provided a sound base in coordinating day-to-day, monthly and annual functions such as establishing and maintaining a sound internal control structure, streamlining monthly processes, monitoring cash flow, and preparing annual audit information and financial statements. Additionally, Molly is comfortable managing large-scale projects such as chart of accounts conversions and financial software implementations.

Ms. Janzen holds a Bachelor of Science degree in Accounting, earned from Colorado State University. She has been a member of the Government Finance Officers Association (GFOA), the Association of School Business Officials (ASBO) and has actively participated in the State’s Financial Policies and Procedures (FPP) Committee.

In her personal life, she enjoys reading, cooking, traveling, camping, hiking, boating and spending time with family and friends, especially her three sons, Tyler, Jesse and Jared, and daughter-in-law Ithaca.

Experience

Governmental Accounting
25 years experience

Accounting
25 years experience

Education

B.S. Accounting
Colorado State University


Christine Kehoe

Office Manager / Director of Corporate Administration

Ms. Kehoe’s attention to detail and ability to quickly shift focus enables her to coordinate multiple projects at once, including contracts and proposals, internal documentation, reconciliations, website management and IT coordination. In addition to ensuring the smooth day-today operations of the office, Christine and the Corporate Administration team also coordinate with vendors and provide support and service to clients, both internal and external.

Christine has more than 20 years of combined experience in business administration and office management. She knows firsthand the importance of maintaining control of a multitude of details while simultaneously serving others.

Ms. Kehoe atteded Grand Valley State Univeristy, majoring in Biomedical Sciences.

She loves to read and always has at least three books going at once. She also enjoys listening to podcasts, traveling, tackling home improvement projects with her husband and raising three chickens and one lab, Cleo.

Experience

Office Management & Administration
20 years experience

HR, Payroll & Benefits Administration
17 years experience

Bookkeeping
17 years experience

Education

Biomedical Sciences
Grand Valley State University


Irene McCaffrey

Accounting Manager

As an Accounting Manager, Ms. McCaffrey works closely with Pinnacle’s staff and clients to provide various accounting and financial services including payroll, general ledger management, revenue management, expense management and related reporting.

Irene has 12 years of accounting and office administration experience in the special districts, healthcare, construction and engineering industries. Her background in an office setting and in customer service have shaped her organizational and time-management skills allowing her to recognize the value of completing tasks with accuracy and efficiency. Her systematic approach and strong work ethic are valuable qualities in her various duties.

She obtained a Bachelor of Science in Business Administration with an emphasis in Accounting from Colorado State University.

Irene enjoys spending quality time with her family, as well as puzzles, board games and Colorado summers.

Experience

Governmental Accounting
4 years experience

Accounting
12 years experience

Special District Accounting
4 years experience

Education

B.S. Business Administration
Colorado State University


Casey Milligan

Project Administrator

As Project Administrator, Mr. Milligan facilitates the public bid process, contracts and service agreements, budgeting and payment applications, district and municipal acceptance, district reimbursement and project close out for a variety of public infrastructure projects. His attention to detail and commitment to excellence provide a valuable service to the projects and districts he serves.

Casey has 17 years of experience within the construction industry. His diverse background in purchasing, accounting and superintendent roles provide a unique and valuable skill set to the Pinnacle team.

Mr. Milligan received his B.A. from Chadron State College in Business Management and Accounting.

In his free time, Casey enjoys running, volleyball and backpacking.

Experience

Construction Management
16 years experience

Special District Project Administration
2 years experience

Education

B.A. Business Management & Accounting
Chadron State College


Shana Morgan

District Manager / Assistant Director of Management and Administration

Ms. Morgan holds dual roles for Pinnacle as District Manager and Director of Administration. She performs a broad range of duties as District Manager, including managing operations of Districts, facilities, budgeting, compliance activities and constituent relations. As Director of Administration, she oversees all aspects of the Administration Department, focusing on process coordination and governmental compliance.

Shana’s expertise comes from combined experiences in land development, governmental compliance and organizational process management.

Ms. Morgan is active within the community and enjoys volunteering at the Weld County Food Bank and The Matthews House. She also participates in various activities with her local church, including annual food drives and service projects with community members.

In her spare time, Shana enjoys sharing the Colorado outdoors with her family.

Experience

Special District Management
2 years experience

Special District Administration
7 years experience

Administration
21 years experience

Education

Certified Public Manager Program (currently enrolled)
University of Colorado Denver

B.S. Sports and Exercise Science, Nutrition
University of Northern Colorado

Licenses & Certificates

Colorado Notary Public

Professional Involvement

Special District Association Legislative Committee

Special District Association Leadership Academy


Stan Myers

District Manager

Mr. Myers brings a wealth of experience to his role as District Manager. In this role at Pinnacle, he is responsible for the overall operation of the district at the direction of the Board of Directors. This includes providing proactive customer service to all Boards, constituents, consultants, service vendors/contracts and support personnel.

Stan has practiced civil engineering in Northern Colorado for more than 37 years. During the last 15 years of his career, he has focused on the master planning, design and overall project management of large scale infrastructure projects. He served as the Campus Engineer on a 3,000+ acre development in Loveland overseeing design of all major infrastructure extensions, which included negotiation and close coordination with groups like the Corps of Engineers, CDOT, Union Pacific Railroad and the Greeley-Loveland Irrigation and briefings to the metropolitan district Board of Directors.

Mr. Myers also managed a Land Development Department overseeing projects like residential communities, golf courses, schools, business parks and municipal storm drainage projects. He spent two years serving as the lead civil infrastructure engineer for the planning, design and project management for the development of the Flatirons Crossing Regional Mall. This assignment included the creation of a regional drainage master plan and the design of a complex and multi-faceted storm drainage system required to handle the massive impervious area of the project. Subsequent to this work he developed an expertise in large scale infrastructure planning and assisted in the development of the I-25 Area Plan which has provided guidance to drainage, water and sewer extensions throughout Broomfield.

His formal education includes a B.S. in Civil Engineering from the University of Utah and graduate studies in Business Management. He is a registered Professional Engineer, as well as a past member of ASCE and the Urban Land Institute.

Stan enjoys being involved in the Northern Colorado community. He has served as Interim Missions Director at Timberline Church and has participated in Habitat for Humanity and the Rotary Club

Experience

Special District Management
13 years experience

Civil Engineering & Master Planning
37 years experience

Education

B.S. Civil Engineering
University of Utah

Graduate Studies in Business Administration
University of Utah & Colorado State University

Licenses & Certificates

Registered Professional Engineer (P.E.)


Lauren Paul

Accounting Manager

As an Accounting Manager at Pinnacle, Ms. Paul performs all aspects of client accounting, which includes maintaining general ledger and accounting systems, payroll, as well as management and reporting of revenue and expenses.

Lauren has more than 11 years of accounting experience in various organizations and firms including not-for-profit, private equity, public accounting, industry and engineering. She has a strong background in financial reporting, consolidation reporting and overall general ledger skills. She enjoys collaborating with her team and the excitement of new accounting projects with district clients.

Ms. Paul holds two Bachelors of Arts degrees: one in Fine Art and the other in Spanish Interpretation and Translation from the University of Colorado, Boulder. She continued her studies to obtain two Master of Science degrees: one in Accountancy and the other in Business Administration from the University of Colorado, Denver.

Ms. Paul believes in the importance of serving the local community through various non-profit organizations, focusing on educational services and communications. She served as a bilingual docent with the Denver Art Museum for nine years, providing tours to K-12 youth and adults. She served as the President for the Northern Colorado chapter of the Accounting & Financial Women’s Alliance (formerly the American Society of Women Accountants) for three years and has prepared taxes through the Voluntary Income Tax Assistance (VITA) in Fort Collins. She currently acts as Corresponding Secretary for the Fort Collins Figure Skating Club board of directors.

Outside of accounting, Lauren enjoys figure skating, cooking, hiking, biking, triathlons and wakeboarding. An enthusiastic traveler, she has visited many countries including: India, Sri Lanka, Maldives, Indonesia, Malaysia, South Korea, Australia, New Zealand, Chile, Argentina, Peru, Uruguay, Greece, Spain, England, France, Germany, Italy, Turkey, Tanzania, Ecuador and the Galapagos Islands.

Experience

Governmental Accounting
2 years experience

Accounting
11 years experience

Special District Accounting
2 years experience

Education

B.A. Fine Art
University of Colorado, Boulder

B.A. Spanish Interpretation and Translation
University of Colorado, Boulder

M.A. Accountancy
University of Colorado, Denver

M.A. Business Administration
University of Colorado, Denver

Professional Involvement

Accounting and Financial Women's Alliance, Northern Colorado Chapter

Fort Collins Figure Skating Club


Suzanne Rhodes

Director of Human Resources

Ms. Rhodes is Pinnacle’s Director of Human Resources. In this role, she is responsible for company-wide human resources planning and development, including employee relations, company payroll and benefits management and administration.

She also completes duties as Corporate Accountant, including assisting district boards in accounts payable/receivable, general ledger and statement reconciliations, accruals, payroll, quarterly payroll tax reports, financial statement preparations, audit work papers and audit exemptions.

Suzanne has been involved in accounting for the past 15 years. She acquired this experience working for two national companies and a local company.
Ms. Rhodes obtained her Bachelor of Science in Elementary Education from Grand Canyon University. She received her accounting and business training from coursework taken at Arizona State University.

During her time away from the office, Suzanne enjoys volunteering at church, spending time with her family and gardening.

Experience

Human Resources
8 years experience

Accounting
15 years experience

Governmental Accounting
15 years experience

Education

B.S. Elementary Education
Grand Canyon University

Accounting Courses
Arizona State University


Rich Shannon

Vice President

Mr. Shannon joined Pinnacle in 2008 after working on the 3,500-acre Centerra project in Loveland for five years, where he held the position of VP of Centerra. He assisted in negotiating a 25-year public-private financing agreement with the City of Loveland to cover a projected $350 million of necessary public infrastructure. The financing plan includes the creation of an Urban Renewal Plan Area and four metropolitan districts, plus a shared use of sales tax from new development. He managed the metropolitan districts and was responsible for the design, financing and construction of all public improvements.

Rich has a variety of experiences with public-private financing partnerships including work with Downtown Development Authorities and Business Improvement Districts. He was previously employed by a consulting and contract management company in Denver that specializes in the creation of special districts to finance, build and operate public infrastructure. Rich also spent more than 20 years in the public sector employed by the cities of Lakewood and Fort Collins.

His formal education includes a B.S. in Engineer Management from the United States Air Force Academy, a Masters in Public Administration from the University of Colorado at Denver and completion of the Harvard University Program for Senior Executives in State and Local Government.

Experience

Special Districts & Real Estate Development
19 years experience

City Government
26 years experience

Education

B.S. Engineer Management
United States Air Force Academy

Masters in Public Administration
University of Colorado at Denver

Program for Senior Executives in State and Local Government
Harvard University


Austin Southard

Administrative Coordinator

As an Administrative Coordinator, Mr. Southard is committed to improving cohesion among Pinnacle departments and providing optimal client service by ensuring high-level communication both internally and externally. He actively assists managers and directors to ensure their tasks are completed in a timely manner.

Austin has spent three years providing organizational and communication skills for various companies in Northern Colorado. His experience includes accounting and general administrative tasks.

Austin is a graduate of Colorado State University, holding a degree in Psychology.

Additionally, he is an active musician and swimmer. He has coached for the CSU and Loveland Swim Clubs and Thompson Valley School District, and is a member of USA Swimming. Each year he enjoys playing in the “Tuba Christmas” show and singing at hospitals and assisted living centers as a member of Phi Mu Alpha Sinfonia, a collegiate social fraternity for men with a special interest in music.

Experience

Special District Administration
1 years experience

Administration
3 years experience

Education

B.S. Psychology
Colorado State University


Kirsten Starman

Senior Project Administrator

As Project Administrator, Ms. Starman administers the public bid process, contracts and service agreements, budgeting and payment applications, district and municipal acceptance, district reimbursement and project closeout for a variety of public infrastructure projects. She expertly assists districts in administrative management, governmental compliance and facilitating board meetings. Her commitment to work well with communities, management teams, contractors and boards of directors makes her a valuable asset to projects and public facilities operated by the district.

Kirsten’s experience in metropolitan district management, infrastructure construction administration, land entitlements, commercial and residential development and facilities maintenance provides a practical approach and view for districts and developers.

She received her B.A. from the University of Colorado in Political Science and completed course work for her masters in Construction Management at Colorado State University. She received a Certificate of Completion from the 2013 Special District Association Leadership Academy. She currently serves as President of Cornerstone Homeowners Association, Mountain View Elementary PTAC and is Corresponding Secretary for P.E.O. Chapter U.

She enjoys golfing, camping and spending time with her husband and two daughters.

Experience

Special District Project Administration
13 years experience

Construction Management
17 years experience

Homeowner's Associations
9 years experience

Education

B.A. Political Science
University of Colorado

Construction Management
Colorado State University


Kammy K. Tinney

Director of District Management and Administration

In her role as Director of Management and Administration, Ms. Tinney provides oversight and direction to the Management and Administration Department staff. She also assists district boards in administrative management, governmental compliance, board meeting facilitation and regular, special and organizational elections.

Kammy has spent more than 20 years working with special districts in Colorado. A District Manager since 2000, she has served a variety of districts, both newly organized and fully operational. Her expertise includes an understanding of the complex rules for managing volunteer, combination and career fire/emergency service departments, employee benefits, insurance administration, staffing and personnel issues.

She received a degree in Organizational Development from the University of Denver and is involved with the Special District Association Legislative Committee and Leadership Academy.

Ms. Tinney is a die-hard Denver Broncos fan and, when she’s not supporting the football team, enjoys hiking, snowshoeing and spending time with family and friends.

Experience

Special District Management
21 years experience

Special District Elections
21 years experience

Education

Organizational Development
University of Denver

Business Administration / Paralegal
Arapahoe Community College

Professional Involvement

Trustee, Colorado Firefighters Heart and Circulatory Benefits Trust

Special District Association Legislative Committee

Special District Association Leadership Academy

Board Member 2010-2014, Murphy Creek Metropolitan District No. 3

Notary Public Colorado


Mary Beth Walker

Special Events Coordinator

Ms. Walker coordinates all special events at Pinnacle, such as the annual staff retreat, the summer family picnic, the SDA annual conference and charity events. Her tasks include budgeting, location, vendors, invitations and announcements, plus set-up and clean-up. She also coordinates team morale boosters, such as a coffee truck and chair massages, along with staff and client gifts. Her position also supports the Office Administrator by providing vacation coverage.

A native of Texas, Mary Beth brings southern warmth and hospitality to the position and is always ready with a friendly word and a smile for everyone she meets. She has five years of event experience and more than 22 years of experience in business administration and customer service, which enables her to provide excellent ongoing support and ensure smooth and efficient events.

In her spare time, Ms. Walker enjoys watching her daughter cheer and her son compete in sports. She also enjoys the Colorado outdoors with her husband and children.

Experience

Event Coordination
5 years experience

Administration
22 years experience

Education

Sam Houston State University


Chad Walker

Principal / CEO

Mr. Walker has over 16 years of experience serving Special Districts and municipalities in Colorado, providing district management and capital project management. District management including: the formation of the districts, administrative management, budgeting, long range planning, operations and maintenance of district facilities, governmental compliance with the state and continual liaison with governmental entities. Capital project management including: reviewing the proposed infrastructure design prior to construction, observation and reporting of the improvements during construction, confirmation and organization of the project cost documentation and summary of capital projects for bonding. Mr. Walker’s experience of over 24 years in private and public projects enables him to effectively manage the entire process from conceptual through construction, and ultimately to operations.

Mr. Walker’s experience and established relationships with governmental entities, district boards, and developers enable him to be an effective liaison. His experience provides assurance and confidence in the entity viability, organizational structure, capital infrastructure and operations.

Mr. Walker has held prior positions of management as president and managing partner of real estate and construction service companies. In addition, he was project manager for a national home builder. His education focus from Colorado Christian University is in Organizational Management and Leadership.

He currently invests in his community through serving at Timberline church, local and international missionary work, Centennial Institute member, Legacy Project member and GRIT Athletics supporter. Some of his past involvement includes Thompson Valley Wrestling Club coach, LBA baseball coach, and Leadership Loveland.

Mr. Walker especially enjoys spending quality time with his wife and three children, through serving the community together and enjoying the great outdoors of Colorado.

Experience

Special District Management
16 years experience

Construction Management / Owner Representative
24 years experience

Title 32 District Formations
20 years experience

Education

Organizational Management and Leadership
Colorado Christian University

Licenses & Certificates

Biblical Studies, Colorado Christian University

Class A Contractor, City of Loveland

D-1 General Contractor, City of Fort Collins

Professional Involvement

Centennial Institute, Colorado Christian University

Everitt Real Estate Center, Colorado State University


Kara Wilson

Accountant

Ms. Wilson serves as an Accountant at Pinnacle, and as such she supports all aspects of client accounting. This includes all day-to-day accounting functions such as payroll, maintenance of general ledger, preparation of financial statements, monitoring budgets and managing cash and investments.

Kara has 12 years of corporate accounting experience in the fields of corporate relocation services and heavy machinery and truck sales. Her strong corporate accounting background gives her experience in preparing monthly financials, as well as month-end and year-end close procedures. She has experience in preparing general ledger journal entries and creating balance sheet reconciliations. Her corporate background also means she is skilled in dealing with outside audit firms and assisting with audit prep, investigation of budget to actual variances and assisting with pulling samples of financial data for audit purposes.

Kara obtained her Bachelor of Science degree in Business Administration with an emphasis in Accounting from the University of Northern Colorado. While in college, she was inducted into Beta Alpha Psi, the National Honor Organization for Financial Information Students and Professionals.

In her spare time, Ms. Wilson enjoys getting outside in the Colorado sunshine with her family, friends and dog.

Experience

Governmental Accounting
3 years experience

Accounting
12 years experience

Special District Accounting
3 years experience

Education

B.S. Business Administration
University of Northern Colorado


Jason Woolard

Director of Capital Infrastructure and Facilities Management

As Director of the Capital Infrastructure and Facilities Management Department, Mr. Woolard works closely with clients to plan, design, construct and maintain public infrastructure assets by developing scope and budget, coordinating design and approvals, administering public bid processes, sourcing professional services and contractors, overseeing construction, coordinating municipal acceptance and facilitating the transition to operations and maintenance. He ensures capital improvements are constructed in accordance with municipal code and existing agreements and then organizes the project documentation and costs for bonding.

Jason has 18 years of experience managing public and private land development and building projects. His experience encompasses projects of varied scope and complexity, with a combined value of more than $200M. He draws on his background as a civil engineering officer in the United States Air Force, where he managed projects and developed master plans for military bases in six countries around the world. His experience as a project manager for a commercial general contractor and as a master planner for an international engineering firm allows him to skillfully serve clients today. His talents allow special district capital improvements to thrive thanks to his extensive experience working with government agencies and private developers.

Mr. Woolard holds a B.S. in Civil Engineering from Colorado State University. He is also a LEED AP and a member of the Everitt School of Real Estate.

In his personal time, he enjoys spending time with his wife, daughter and son, plus traveling and participating in recreational sports.

Experience

Capital Asset & Facilities Management
7 years experience

Special District Management
7 years experience

Construction
18 years experience

Education

B.S. Civil Engineering
Colorado State University

Licenses & Certificates

LEED AP

Professional Involvement

Everitt School of Real Estate