Danielle is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Danielle earned her Bachelor of Science degree in Business Administration with a minor in English from the University of Oregon. Outside of the office, Danielle enjoys exploring the outdoors, running, reading, and spending time with family and friends.

John is an Associate Wealth Advisor in Beacon Pointe’s Northern California office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, John spent over a decade in an operations role at Charles Schwab where his managerial responsibilities included recruiting, training and managing financial consultants. In addition to earning his B.A. in Business Management Economics at University of California, Santa Cruz, John holds the Accredited Asset Management Specialist (AAMS®) designation. Outside of the office, John is a nature lover and enjoys outdoor activities such as hiking and camping.

Wendy is the Operations Manager for Beacon Pointe’s Northern California office with over 25 years of experience in the financial services industry. Her experience expands from operations, client service, research, billing, training, onboarding, implementation, and technology. She is responsible for managing the office’s day-to-day operations, creating policies and procedures, supervising Associate Wealth Advisors and Client Service Associates, and collaborating with the Senior Wealth Advisors to create an exceptional client experience. In her spare time, she enjoys cooking, crafts, painting, reading, and spending time with her family, especially her two pups, Muffin and Biscuit.