Pinnacle Bank | Lunch & Learn

Pinnacle Bank with Nancy Benskin and Adam Hewitt

By // Zach Saunders

In the short time, we had to spend with Adam and Nancy from Pinnacle Financial Partners, we dove into an impactful conversation running the gamut of topics from HSA accounts to cybersecurity and fraud prevention. While it might sound like a huge amount of information in a short time, one thing about this conversation stood out, clarity. Pinnacle is taking a people-centric approach to the world of banking and finance, and while terms like transparency, consumer power, and straightforwardness are not the first things that come to mind when thinking about those topics, after our conversation we felt that those ideas were the driving force behind all that Pinnacle does.

Adam served as our HSA account guide and how it can be used with our new healthcare benefits here at Circa. The tools and resources provided by Pinnacle are aiming to leave their customers satisfied and confident about the state of their finances and they are looking to stay on the cutting edge when it comes to this. With an established web presence they are promoting the ever popular online banking methods we all love so much, and still provide Class-A person-to-person customer service. Nancy took us through the importance of getting a grip on your finances and understanding where you stand. Establishing good credit is an important practice to get started on as soon as you can to help when making those big purchases like a car payment and home mortgage as well as getting a better rate for your cell phone.

It’s comforting to know that there are people like Adam and Nancy that are breaking the mold of the power-suited, cutthroat, American Psycho-esque banker and making the banking world more human. In today’s extreme paced, automated society, having something complex and foreign like banking explained in common-talk language leaving you to feel like you truly learned something from knowledgeable professionals is something really special, and something we at Circa greatly appreciate.

Resources

+ CDH | Consumer-Driven Healthcare
+ GoodRX | GoodRx is a website and mobile app that tracks prescription drug prices and offers drug coupons in the United States.
+ HSA | Health Savings Account
+ Skimming | Skimming fraud is the theft of cash from a business prior to its entry into the accounting system for that company. Although skimming is one of the smallest frauds that can occur, they are also the most difficult to detect.
+ Credit.com | Completely free credit score checker.

A big thank you to Pinnacle for a delicious Calypso Cafe lunch and Nancy and Adam’s shared knowledge and information.

About Lunch & Learn

At Circa, we have a bold understanding that education never just stops after college. This has been the motivation for our new series: Lunch & Learn. Every month we will have lunch with some of the brightest people in the creative field ranging from painters to SEO masters; and poke their brains to get a better understanding of the world and our role as visual communicators.

About Nancy Benskin

Nancy Benskin is currently Senior Vice President and Financial Advisor with Pinnacle Financial Partners. She has over 18 years in the financial services industry in Nashville. She earned her B.A. in Business Administration from the University of Kentucky. Nancy currently serves on the boards of You Have the Power, The Women’s Fund at the Community Foundation, and New Beginnings Center. She is a previous board member of Sexual Assault Center and All About Women. Nancy is also a past graduate of the Young Leaders Council. Nancy and her husband, David, reside in Nashville with their three children.

About Adam Hewitt

Adam Hewitt is currently Vice President and Health Savings Advisor with Pinnacle Financial Partners. Adam has over 12 years in the financial service industry in Nashville. Adam Studied at Devry University for telecommunication management before entering into the financial space. Adam currently serves on the board of directors for Pathways Counseling and leads a couples life group with the Experience Community Church. Adam and his wife, Sarah, reside in Murfreesboro with their daughter.

About Nancy Benskin

Nancy Benskin is currently Senior Vice President and Financial Advisor with Pinnacle Financial Partners. She has over 18 years in the financial services industry in Nashville. She earned her B.A. in Business Administration from the University of Kentucky. Nancy currently serves on the boards of You Have the Power, The Women’s Fund at the Community Foundation, and New Beginnings Center. She is a previous board member of Sexual Assault Center and All About Women. Nancy is also a past graduate of the Young Leaders Council. Nancy and her husband, David, reside in Nashville with their three children.

About Adam Hewitt

Adam Hewitt is currently Vice President and Health Savings Advisor with Pinnacle Financial Partners. Adam has over 12 years in the financial service industry in Nashville. Adam Studied at Devry University for telecommunication management before entering into the financial space. Adam currently serves on the board of directors for Pathways Counseling and leads a couples life group with the Experience Community Church. Adam and his wife, Sarah, reside in Murfreesboro with their daughter.