Mikinzie Kwon
Associate Wealth Advisor
Mikinzie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys spending time with family and friends, practicing yoga, and traveling.
