Financial Planners
in Denver, Colorado

Based in the Denver 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.

2696 South Colorado Blvd, Suite 430, Denver, CO 80222

(303) 806-0988

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Connect with Us

Connect with One of Our Trusted Financial Planners in Denver, CO

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

2696 South Colorado Blvd, Suite 430, Denver, CO 80222

(303) 806-0988

Get Directions
Client Testimonials

These are fantastic people to work with. They are experienced, professional, courteous, and really go far above and beyond…

Tom has been managing my retirement accounts for close to 20 years. I credit him for helping me retire at only 57 years of age…

Tom and his team are so good, my wife and I have been lucky enough to retire quite comfortably and on our time-line!

Tom Stefaniak is great and so is his staff. They definitely know what they are doing.

Beacon Pointe Advisors will take the time to learn about you and your future goals… You will feel right at home here.

Passion, knowledge, and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser.

Tom makes you feel like you are his best client, his business excellence sets him apart.

Aside from the expertise provided, there is the highest level of trust.

The Beacon Pointe office atmosphere is friendly, welcoming, and relaxed, yet it’s clear the company is a well-oiled machine.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

These are fantastic people to work with. They are experienced, professional, courteous, and really go far above and beyond…

Tom has been managing my retirement accounts for close to 20 years. I credit him for helping me retire at only 57 years of age…

Tom and his team are so good, my wife and I have been lucky enough to retire quite comfortably and on our time-line!

Tom Stefaniak is great and so is his staff. They definitely know what they are doing.

Beacon Pointe Advisors will take the time to learn about you and your future goals… You will feel right at home here.

Passion, knowledge, and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser.

Tom makes you feel like you are his best client, his business excellence sets him apart.

Aside from the expertise provided, there is the highest level of trust.

The Beacon Pointe office atmosphere is friendly, welcoming, and relaxed, yet it’s clear the company is a well-oiled machine.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

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.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Denver Financial Planners & Advisors

Filter By

Brad Meyer, CFP®

Wealth Advisor

As a Wealth Advisor for Beacon Pointe, Brad is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Brad was a Wealth Planner Assistant at Pinnacle Wealth Management (which merged with Beacon Pointe in 2023) and before that, worked at Edward Jones as a Wealth Advisor. Brad earned his Bachelor of Science in Business Administration from Creighton University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) designation holder.  Outside of the office, Brad enjoys watching sports, spending time outdoors hiking, camping, and playing pickleball.

Bryton Kessel, AIF®

Senior Associate Wealth Advisor

Bryton is a Senior 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. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Bryton was a Wealth Planning Assistant at Pinnacle Wealth Management, (which merged with Beacon Pointe in 2023). Bryton graduated from the University of Colorado Boulder, earning his bachelor’s degree in Economics. Outside of the office, Bryton enjoys golfing, spending time with his dog, Chop, and rooting for all the Colorado sports teams.

Carlos Diaz Montoya

Associate Wealth Advisor

Carlos is an Associate Wealth Advisor in Beacon Pointe’s Denver office and is responsible for partnering with investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. A Denver native, Carlos made his way back to the Mile High City after spending some time in the Pacific Northwest where he graduated from Southern Oregon University with a Bachelor of Science degree in Economics and Applied Finance in addition to being a student athlete competing on the NAIA Men’s Soccer Team. After working as an Economist for the State of Oregon, Carlos found his way back to Denver where he began in the industry at Northwestern Mutual as a Financial Representative. In his free time, Carlos and his pup can be found wading through Colorado’s endless tailwater rivers in search of some trout.

Gail Hansen

Gail Hansen, FPQP®

Senior Wealth Advisor

Gail Hansen is a Senior Wealth Advisor at Beacon Pointe Advisors 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. Prior to joining Beacon Pointe, Gail was a Wealth Advisor at Pinnacle Wealth Management (which merged with Beacon Pointe in 2023). Gail earned her Associate of Arts degree with a concentration in Business from the Red Rocks Community College and is a Financial Paraplanner Qualified Professional™ (FPQP®) designation holder. Outside of the office, Gail enjoys spending time at church and the Jeffco Action Center (a non-profit donation center supporting those in need and experiencing homelessness), enjoying the outdoors, and spending family time with her daughter, son-in-law, and granddaughter.

Hope Hernandez

Client Service Associate

Hope 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. Prior to joining Beacon Pointe, Hope was a Client Service Associate for Pinnacle Wealth Management (which merged with Beacon Pointe in 2023). Hope earned her bachelor’s degree in Ethnic Studies from the University of Colorado, Denver. Hope is a Colorado native and enjoys spending time with her dog, Benji, friends and family, and rewatching her favorite comfort shows, outside of the office.

Tom Stefaniak, CFP®

Managing Director, Partner

Thomas (Tom) Stefaniak, CFP®, is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With more than 30 years of expertise in the financial services industry, Tom has a passion for building relationships that go far beyond finances. Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998, Tom co-founded Pinnacle Wealth Management, a boutique firm in Denver, Colorado (which merged with Beacon Pointe in 2023). Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is a member of the Financial Planning Association. Outside of the office, Tom enjoys golfing, traveling (whenever his schedule can allow it), and spending time with his wife and his three adult children.

Meet Our Denver Financial Planners & Advisors

Filter By

Brad Meyer, CFP®

Wealth Advisor

As a Wealth Advisor for Beacon Pointe, Brad is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Brad was a Wealth Planner Assistant at Pinnacle Wealth Management (which merged with Beacon Pointe in 2023) and before that, worked at Edward Jones as a Wealth Advisor. Brad earned his Bachelor of Science in Business Administration from Creighton University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) designation holder.  Outside of the office, Brad enjoys watching sports, spending time outdoors hiking, camping, and playing pickleball.

Bryton Kessel, AIF®

Senior Associate Wealth Advisor

Bryton is a Senior 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. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Bryton was a Wealth Planning Assistant at Pinnacle Wealth Management, (which merged with Beacon Pointe in 2023). Bryton graduated from the University of Colorado Boulder, earning his bachelor’s degree in Economics. Outside of the office, Bryton enjoys golfing, spending time with his dog, Chop, and rooting for all the Colorado sports teams.

Carlos Diaz Montoya

Associate Wealth Advisor

Carlos is an Associate Wealth Advisor in Beacon Pointe’s Denver office and is responsible for partnering with investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. A Denver native, Carlos made his way back to the Mile High City after spending some time in the Pacific Northwest where he graduated from Southern Oregon University with a Bachelor of Science degree in Economics and Applied Finance in addition to being a student athlete competing on the NAIA Men’s Soccer Team. After working as an Economist for the State of Oregon, Carlos found his way back to Denver where he began in the industry at Northwestern Mutual as a Financial Representative. In his free time, Carlos and his pup can be found wading through Colorado’s endless tailwater rivers in search of some trout.

Gail Hansen

Gail Hansen, FPQP®

Senior Wealth Advisor

Gail Hansen is a Senior Wealth Advisor at Beacon Pointe Advisors 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. Prior to joining Beacon Pointe, Gail was a Wealth Advisor at Pinnacle Wealth Management (which merged with Beacon Pointe in 2023). Gail earned her Associate of Arts degree with a concentration in Business from the Red Rocks Community College and is a Financial Paraplanner Qualified Professional™ (FPQP®) designation holder. Outside of the office, Gail enjoys spending time at church and the Jeffco Action Center (a non-profit donation center supporting those in need and experiencing homelessness), enjoying the outdoors, and spending family time with her daughter, son-in-law, and granddaughter.

Hope Hernandez

Client Service Associate

Hope 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. Prior to joining Beacon Pointe, Hope was a Client Service Associate for Pinnacle Wealth Management (which merged with Beacon Pointe in 2023). Hope earned her bachelor’s degree in Ethnic Studies from the University of Colorado, Denver. Hope is a Colorado native and enjoys spending time with her dog, Benji, friends and family, and rewatching her favorite comfort shows, outside of the office.

Tom Stefaniak, CFP®

Managing Director, Partner

Thomas (Tom) Stefaniak, CFP®, is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With more than 30 years of expertise in the financial services industry, Tom has a passion for building relationships that go far beyond finances. Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998, Tom co-founded Pinnacle Wealth Management, a boutique firm in Denver, Colorado (which merged with Beacon Pointe in 2023). Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is a member of the Financial Planning Association. Outside of the office, Tom enjoys golfing, traveling (whenever his schedule can allow it), and spending time with his wife and his three adult children.

Meet Our Denver Financial Planners & Advisors

Filter By

Brad Meyer, CFP®

Wealth Advisor

As a Wealth Advisor for Beacon Pointe, Brad is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Brad was a Wealth Planner Assistant at Pinnacle Wealth Management (which merged with Beacon Pointe in 2023) and before that, worked at Edward Jones as a Wealth Advisor. Brad earned his Bachelor of Science in Business Administration from Creighton University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) designation holder.  Outside of the office, Brad enjoys watching sports, spending time outdoors hiking, camping, and playing pickleball.

Bryton Kessel, AIF®

Senior Associate Wealth Advisor

Bryton is a Senior 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. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Bryton was a Wealth Planning Assistant at Pinnacle Wealth Management, (which merged with Beacon Pointe in 2023). Bryton graduated from the University of Colorado Boulder, earning his bachelor’s degree in Economics. Outside of the office, Bryton enjoys golfing, spending time with his dog, Chop, and rooting for all the Colorado sports teams.

Carlos Diaz Montoya

Associate Wealth Advisor

Carlos is an Associate Wealth Advisor in Beacon Pointe’s Denver office and is responsible for partnering with investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. A Denver native, Carlos made his way back to the Mile High City after spending some time in the Pacific Northwest where he graduated from Southern Oregon University with a Bachelor of Science degree in Economics and Applied Finance in addition to being a student athlete competing on the NAIA Men’s Soccer Team. After working as an Economist for the State of Oregon, Carlos found his way back to Denver where he began in the industry at Northwestern Mutual as a Financial Representative. In his free time, Carlos and his pup can be found wading through Colorado’s endless tailwater rivers in search of some trout.

Gail Hansen

Gail Hansen, FPQP®

Senior Wealth Advisor

Gail Hansen is a Senior Wealth Advisor at Beacon Pointe Advisors 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. Prior to joining Beacon Pointe, Gail was a Wealth Advisor at Pinnacle Wealth Management (which merged with Beacon Pointe in 2023). Gail earned her Associate of Arts degree with a concentration in Business from the Red Rocks Community College and is a Financial Paraplanner Qualified Professional™ (FPQP®) designation holder. Outside of the office, Gail enjoys spending time at church and the Jeffco Action Center (a non-profit donation center supporting those in need and experiencing homelessness), enjoying the outdoors, and spending family time with her daughter, son-in-law, and granddaughter.

Hope Hernandez

Client Service Associate

Hope 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. Prior to joining Beacon Pointe, Hope was a Client Service Associate for Pinnacle Wealth Management (which merged with Beacon Pointe in 2023). Hope earned her bachelor’s degree in Ethnic Studies from the University of Colorado, Denver. Hope is a Colorado native and enjoys spending time with her dog, Benji, friends and family, and rewatching her favorite comfort shows, outside of the office.

Tom Stefaniak, CFP®

Managing Director, Partner

Thomas (Tom) Stefaniak, CFP®, is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With more than 30 years of expertise in the financial services industry, Tom has a passion for building relationships that go far beyond finances. Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998, Tom co-founded Pinnacle Wealth Management, a boutique firm in Denver, Colorado (which merged with Beacon Pointe in 2023). Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is a member of the Financial Planning Association. Outside of the office, Tom enjoys golfing, traveling (whenever his schedule can allow it), and spending time with his wife and his three adult children.

Connect with one of our trusted Financial Advisors in the Denver area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Denver, CO team if we can be of service.

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