Group Health Insurance | Finance & Tax | Strategic Advisory | Artificial Intelligence & Automation
FINANCE & TAX
We leverage a nationwide network of carriers to customize health plans, reduce premiums, and offer end-to-end plan administration services and integrations.
We offer financial and tax consulting services and partner with a network of CPAs and top-rated tax attorneys to help navigate complex issues surrounding tax credits.
AI & AUTOMATION
We advise companies across industries on orchestration among people, processes, technology, and data to foster growth and efficiency.
We advise on and build custom applications leveraging AI and advanced automation to streamline operations and reduce error.
Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses. Our team of experienced insurance experts, finance strategists, and consultants has helped more than 1,100 Pinecrest clients optimize their group health coverage, navigate complex tax credits and audits, and improve their efficiency and profitability.
Proudly selected by The Dallas Morning News as a Top Workplace for 2023: #7 Among Small Businesses (50-150)
PRESIDENT & COO
VP OF PEOPLE & HR