Financial Planners
in Scottsdale, Arizona
Based in the Phoenix area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
Connect with Us
Connect with One of Our Trusted Financial Planners in Scottsdale, AZ
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe Scottsdale. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes. It doesn’t get better than this!
Liam Powell has been extremely responsive to my needs and understands the financial and wealth system better than any one I have ever been associated with. He instantly comprehends difficult questions and makes important recommendations totally understanding and weaving my activities into my longer term strategies and objectives. He is not just an order-taker but an active , sometimes proactive, part of my estate management team. Everyone seems to be on the same page when dealing with my portfolio, investment and wealth strategies.
Ryan Quigley and his team of professionals at Beacon Pointe have been very responsive to every request and question we have had. They have given us true peace of mind knowing that they have our best interests at heart in every transaction. We continue to sincerely appreciate and value their expertise and personal guidance.
Ryan’s knowledge, professionalism and candor are a few qualities that swayed me to the Beacon Pointe organization. I am very happy with the services provided and look forward to attaining my families financial goals.
Liam expertly crafts an investment strategy that is truly in the best interest of the client–not himself. By truly working to understand each persons needs, challenges, and goals Liam uses his experience and knowlege to assure that he is working to support each client with a plan that is not only effective for them but also makes them feel secure about their future. Trusting this man to assist you with your financial future is one of the best decisions you can make.
Liam Powell is an awesome financial advisor and we enjoy working with him very much. We appreciate how knowledgeable and responsive he is. He is also proactive and alerted us to tax advantages we were missing out on by the way we had our beneficiaries set up. We made some simple changes and our beneficiaries will be much better off because of it. Overall Liam is a highly skilled, experienced, honest and genuine person to work with
I can’t say enough wonderful things about Sean Mahoney and Josh Lustbader at Beacon Pointe who have been my financial advisers for over 10 years. Their expertise and dedication have been invaluable to me. Whether it’s guidance on purchasing a car, advice on buying a home, or even helping me decipher something I’ve received in the mail about my accounts, Sean and Josh are always there. What sets them apart is their professionalism, deep knowledge, and genuine care for their clients. I trust them implicitly with all aspects of my financial well-being, and they have never let me down.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Scottsdale Financial Planners & Advisors
Connect with one of our trusted Financial Advisors in the Phoenix area. We are here to be a partner with you on your personal wealth journey. Please contact our Scottsdale, AZ team if we can be of service.
Managing Directors
Jameson Van Houten, CFP®
Partner, Managing Director
Jameson Van Houten, CFP®, is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With over 20 years of industry experience, Jameson specializes in sophisticated business and tax planning, asset protection and estate planning for business owners, families and individuals. He discovered his passion for investing at the early age of 16 where he began trading stocks and just a few years later. Jameson graduated summa cum laude from Barrett, The Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business. Jameson also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College for his work both professionally and personally. Jameson is an active member in the local Phoenix Valley community, including past Governing Board member of Make-A-Wish Arizona and is an Esteemed Member with Gift for Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.
Wealth Advisors
Joshua Lustbader
Associate Wealth Advisor
Joshua (Josh) is an Associate Wealth Advisor and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and other day-to-day operations. Prior to joining Beacon Pointe, Josh was an associate at Stonegate Capital Advisors, and worked for a variety of firms in the investment advisory industry at the onset of his career. Josh graduated from the University of Arizona with a bachelor’s in economics and received his Master of Science in Financial Planning from Texas Tech University. Outside of the office, Josh enjoys watching sports, playing golf and hiking.
Liam Powell, CFP®, CRPS®
Wealth Advisor
Liam Powell is a Wealth Advisor with over a decade of experience helping clients create and preserve wealth for themselves, their families, and their businesses. After serving in the United States Marine Corps, Liam began his career in the financial services industry at an Ameriprise Private Wealth Advisory franchise, where he advanced from a financial advisor to junior partner. Prior to joining Beacon Pointe, he worked as a wealth advisor at Stonegate Capital Advisors and has developed expertise in qualified retirement plans. Liam attended Virginia Tech University where he earned his bachelor’s degree in applied economic management and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).
Sean Mahoney, MBA
Wealth Advisor
Sean Mahoney is a Wealth Advisor with nearly 20 years of experience. Through comprehensive planning and investment management, Sean and his team develop customized strategies to help businesses, individuals and families meet their financial goals. Sean began his career in the banking industry, working for JP Morgan Chase, BBVA Compass and Bank of Montreal and ranking as a top 5% nationally ranked Manager and Client Manager in the industry. Prior to joining Beacon Pointe, Sean was a wealth advisor at Stonegate Capital Advisors. He graduated with his bachelor’s in business administration and management from Worcester State University and received his MBA from the University of Massachusetts. Sean and his family are committed to several causes in their local community and frequently support the Arizona Humane Society and various Cancer Associations. Sean lives in Mesa, Arizona with his wife and four dogs and in his free time he can be found playing hockey, driving fast cars, and spending time with his family.
Todd Ruble
Wealth Advisor
Todd Ruble is a Senior Wealth Advisor 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. As a 17-year veteran in the financial industry, Todd began his career as an analyst for Pacwest Financial Management in Phoenix, Arizona eventually transitioning from the role of an analyst to a portfolio manager and trader. After spending eight years on the buy side of the industry, Todd went on to spend six years as a sales trader covering some of the largest hedge funds on Wall Street. Prior to Joining Beacon Pointe, he was a portfolio manager and senior analyst for Stonegate Capital Advisors. Todd graduated from the University of St. Thomas in St. Paul, Minnesota where he earned his bachelor’s degree in finance. Outside of the office, Todd enjoys skiing, surfing, playing soccer and golf, and spending time with his wife and twin boys.
Client Service & Operations
Pat Lundquist
Senior Office Management
Pat is responsible for a variety of tasks that ensure the smooth operation of the South Scottsdale office. Her responsibilities include, but are not limited to client service, insurance business maintenance, and general office management duties. A former music teacher, Pat began her career in financial services in 2001 working with All Star Financial in Minneapolis, Minnesota before spending a combined ten years at Sequoia Financial Advisors and Capital Insight Partners in the Phoenix and Scottsdale area. Prior to joining Beacon Pointe, Pat was the Administrative Coordinator for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, and taking road trips.
Robert Quintero
Senior Client Service Associate
Robert is responsible for partnering with Beacon Pointe’s investment and wealth management teams to enhance the client service experience. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Robert worked for American Express as an Account Protection Lead Specialist, and other financial institutions like BBVA Compass (now PNC Bank) as an Assistant Branch Manager. Outside of the office, Robert enjoys playing board/card games, doing puzzles and online gaming via PC.
