Your Team

Bill Pinkerton has been in the financial services industry since August 1982, and provides financial services to successful individuals, small business owners, and corporate clients as an Independent Financial Advisor. Bill specializes in risk management, asset preservation, wealth accumulation, wealth distribution, and estate planning strategies.

Bill's company, Pinkerton Financial Resources LLC, was founded upon principles placing the utmost value on his clients' financial goals and objectives. He's in the business of building long term relationships based upon trust and quality client service.

Bill is a graduate of Truman State University with a B.S. in Business Administration. He complimented his education in the industry by obtaining the CLU and ChFC designation through the American College in Bryn Mawr, Pennsylvania. In his spare time, Bill enjoys family, travel and golf. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), a Qualifying and Life Member of the Million Dollar Round Table (MDRT), and a 2025 Court of the Table qualifier.  Bill and his wife Lisa reside in Alpharetta, Georgia.

Areas of Specialty

• Asset Preservation
• Retirement Planning
• Risk Management
• Insurance Planning
• Wealth Accumulation
• Wealth Distribution
• Estate Planning
• Business Retirement Planning

 *Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Jacob “Jake” Alba joined Pinkerton Financial Resources (PFR) in July 2026 as a Financial Paraplanner and registered assistant to Bill Pinkerton. In his role, Jake supports Bill and the PFR team with account servicing, financial guidance to clients, and back-office operations, helping ensure the firm delivers an exceptional experience to every client.

At the heart of Jake’s approach is a commitment to building meaningful, long-term relationships. He combines his growing knowledge of wealth management with a strong background in client relations and sales, bringing a personable, service-oriented perspective to his work with current and prospective PFR clients. Jake is particularly excited to contribute to the next generation of Pinkerton Financial and to grow into a trusted fiduciary for the individuals and families he serves.

Before joining PFR, Jake managed a client relations team within the government contracting industry, representing a vendor specializing in investigative interviewing techniques. During his tenure, he helped nearly double his organization’s public-sector business in less than three years. Earlier in his career, Jake worked as a Mortgage Loan Originator, where he gained valuable experience working with individuals’ finances and developing creative lending strategies to help clients achieve their homeownership goals.

Jake was born in Chicago and raised in Alpharetta, Georgia. He graduated from Alpharetta High School before earning his degree from the University of Mississippi. He returned to the Atlanta area to begin his professional career and now lives in Woodstock, Georgia, with his wife. Outside of work, Jake is an avid golfer, a travel baseball coach, and a devout Chicago Bears and Ole Miss Football fan.

Jake is thrilled to begin this new chapter in wealth management and looks forward to building lasting relationships while helping PFR’s clients pursue their financial goals with confidence.

Joshua Brown joined Pinkerton Financial as a Financial Paraplanner as part of the firm’s next generation of leadership. Working alongside Bill and the rest of the team, Joshua supports clients with their day-to-day financial needs, helps prepare for client meetings, and works behind the scenes to develop thoughtful, personalized financial solutions.

Joshua’s approach to financial planning is rooted in a simple belief: having a strong financial plan and a positive relationship with your finances can lead to greater confidence and better outcomes in life. He enjoys getting to know clients and their families, understanding their values and goals, and helping turn complex financial decisions into a plan that feels clear and manageable.

Before joining Pinkerton Financial, Joshua worked in media liability insurance, where he developed extensive experience evaluating risk, navigating complex situations, and communicating difficult concepts in a way that gave clients and business partners confidence. He brings that same approach to financial planning, identifying potential risks, finding practical solutions, and helping clients keep moving toward their goals.

Joshua was born and raised in Georgia and attended Georgia College & State University. Outside of work, he enjoys spending time with his family, playing golf and tennis, and following Georgia football and Atlanta Braves baseball.

Joshua is excited to build lasting relationships with Pinkerton Financial clients and become a trusted resource for them and their families. His goal is for every client to know that they have someone in their corner who will listen, be accessible, and always strive to do what is right for them.

Lisa Pinkerton is a dedicated financial services professional who has been an integral part of Pinkerton Financial Resources, LLC since August 2003. In her role, she provides comprehensive support to Investment Advisor Representative Bill Pinkerton, delivering attentive client service, overseeing daily office operations, and managing budgeting and administrative functions that keep the firm running smoothly.

As a licensed insurance broker, Lisa works closely with individuals, small groups, and Medicare clients to identify medical and ancillary insurance solutions that align with their needs, goals, and long‑term financial well‑being. Her approach reflects the firm’s founding principles—placing the highest value on clients’ objectives and building long‑term relationships rooted in trust, integrity, and exceptional service.

Lisa earned her B.S. in Business Administration from Truman State University. Outside the office, she enjoys traveling, spending time with her family, and cheering on the Georgia Bulldogs. She and her husband, Bill, reside in Alpharetta, Georgia.