Retirement Planning Services in Scottsdale, Arizona: Your Path to a Peaceful Future

Brian Plowman is a Senior Associate Wealth Planner and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.

Coby D. Cress, CFP® is a Wealth Advisor at Beacon Pointe Advisors Arizona. He is responsible for providing clients with a comprehensive financial planning experience including estate planning, retirement income planning, tax planning, risk management planning, and investment management. Coby specializes in helping clients recognize their long-term goals and formulating a plan to achieve them. In addition to his role as a wealth advisor, Coby is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance.  Prior to joining Beacon Pointe, Coby worked as a Relationship Specialist with Charles Schwab & Co. He has a BA in Business and Economics from Westmont College in Santa Barbara, CA, and played college baseball at both Arizona State University and Westmont College. Coby is a CERTIFIED FINANCIAL PLANNER® (CFP®), and in his free time he enjoys fitness, reading extensively, writing both fiction and non-fiction, and any activity that gets him outdoors.

Eric Newby, CERTIFIED FINANCIAL PLANNER® (CFP®), is a Senior Wealth Advisor at Beacon Pointe Advisors with over 18 years of wealth management experience counseling high-net-worth individuals and families. Responsible for new client development, Eric utilizes his comprehensive wealth management expertise to provide his clients retirement analysis, tax planning, investment management, insurance, and estate planning. Eric fosters deep relationships with his clients while assisting them in achieving their long-term goals, providing them the peace of mind necessary to enjoy life on their terms. Eric attended Colorado State University – Pueblo where he played collegiate baseball while earning his Bachelor of Science degree in Economics and Finance. When he isn’t working, Eric enjoys spending time with his wife Maggie and their four children, coaching youth sports, and visiting his hometown of Soldotna, Alaska.

Grant is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Grant enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client. Prior to joining Beacon Pointe Advisors, Grant was a wealth advisor at Brighton Jones. Grant graduated from Grand Valley State University with a Bachelor of Business Administration in Finance and Management. Outside of work, Grant enjoys spending time with his wife Jessica, daughter Kendall and French Bulldog, Oliver. Grant also plays and coaches ice hockey and is always attempting to improve his golf game.

Hunter is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Hunter worked for Iron Point Financial in Bellingham, WA. Hunter graduated from Gonzaga University with a Bachelor of Business Administration in Finance degree. Outside of the office, he enjoys mountain biking, fishing, and golfing.

Jack is a Wealth Advisor in Beacon Pointe’s Scottsdale office. With an expertise in portfolio management and financial planning, Jack provides customized solutions that are tailored to each client’s specific financial goals. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group as a portfolio analyst. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the Division I tennis team. Jack holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of the office, he enjoys golfing, tennis, and spending time with his wife and dog.

Jake is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Prior to joining Beacon Pointe, Jake worked at Versant Capital Management and Barnes Investment Advisory, two Registered Investment Advisory firms in the Phoenix area. He graduated from Grand Canyon University with a Bachelor of Science in Finance and Economics. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Jake and his wife live with their dog in Scottsdale, AZ and enjoy going to concerts, exploring the Valley, and traveling in their free time.

Kenneth Kann is a Regional Director and Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Wealth Advisors, Ken was a VP and Sr. Portfolio Manager with Windsor Capital Management. Before that, Ken was a National Director of Advisor Services at Financial Engines where he had the unique opportunity to work for Nobel prize winner, William Sharpe. Ken also spent 15 years at Charles Schwab as Vice President and Director in various enterprises within the firm. Ken holds a BA in Psychology from the University of South Florida, an MBA, as well as a Post Baccalaureate degree in Accounting from Arizona State W.P. Carey School of Business. In his free time, Ken enjoys working out, traveling, and spending time with family.

Liam is an Associate Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors to help clients achieve their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Liam graduated from Grand Canyon University with a degree in Finance. Outside of the office, Liam enjoys lifting, hiking 14ers in Colorado, spending time with family, and playing basketball with friends.

Matt is responsible for managing client relationships and coordinating all areas of investment and finance to create and implement cohesive life plans for his clients. Prior to joining Beacon Pointe, he founded and managed Camelback Wealth Management, a Scottsdale-based advisory firm.  Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Investment Management Analyst®.  Before Camelback Wealth, he traded futures for his own and institutional accounts after spending nearly nine years at Intel Corporation.  Matt earned his MS and BS in Industrial Engineering at Stanford, where he also played football.  When he is not enjoying time with his four boys and wife, Melissa, he can be found doing CrossFit.

Ryan is a Wealth Advisor in Beacon Pointe’s Scottsdale office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Ryan assists his clients align their life and their wealth by getting a deep understanding of their goals and creating a comprehensive financial plan to visualize how their investments, insurance and protection needs, estate plan, taxes, income and expenses all work together. Prior to joining Beacon Pointe, Ryan was a lead advisor with a nationally recognized Registered Investment Advisor and a wealth advisor with USAA. Ryan is a Marine Corps veteran and a graduate of The W.P. Carey School of Business at Arizona State University with a Bachelor of Science in Business Management. Ryan is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Outside of work, Ryan is usually found spending time with his wife and their three young kids or trying to squeeze in a round of golf.

Taylor is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Taylor worked for D. Bordman CPA and Cohen Financial Services. Taylor graduated from the University of Kansas with a B.S. in Business Administration. Originally from Overland Park, KS Taylor now resides in Phoenix, AZ and in his free time, enjoys snowboarding, weightlifting, golfing, and cooking.

Taylor is an Associate Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors to help clients achieve their financial goals. Prior to joining Beacon Pointe, Taylor worked at Charles Schwab in various roles managing relationships with high-net-worth RIAs, and preventing and investigating financial crimes; acquiring 10 years of experience in the finance industry. Taylor graduated from the University of Wisconsin with a bachelor of business administration degree in marketing and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Outside of the office, Taylor enjoys spending time with his wife and son, weightlifting, and hiking throughout the Southwest.

Zac is a Senior Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Zac worked for the J.P. Morgan Private Bank in Houston, Texas. Zac received his Bachelor’s degree from Northern Arizona University and he currently lives in North Phoenix. In his free time, he enjoys hiking, trying new restaurants, and spending time with his chocolate Labrador.