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 is a Wealth Advisor for the Beacon Pointe South Denver office and is responsible for providing personalized investment management and financial planning guidance. 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 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.

Dan Brascetta is a Wealth Advisor for the Beacon Pointe Denver office and is responsible for providing personalized investment management and financial planning guidance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) with 10 years of investment management experience, Dan specializes in developing well-rounded financial plans that include specialized investment management strategies. Dan started his career in financial sales, working with Oppenheimer Funds and Charles Schwab as a Regional Investment Consultant, assisting advisors with investment management research, solutions and portfolio construction. Following the completion of his CFP® designation in 2019, Dan transitioned to comprehensive financial planning roles, advising clients on Investment Management, Retirement and Estate Planning, Taxes, and more. Dan attended Oregon State University on a wrestling scholarship, graduating with a degree in Economics and a minor in Business and Entrepreneurship. Outside of the office, Dan enjoys working with his wife, Gina, on their personal training business and coaching their three boys’ baseball and wrestling teams.

James 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. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to entering the financial services industry, James began his career in sales and customer service. He holds a bachelor’s degree in marketing from the University of Colorado Denver Business School. Born and raised in Minnesota, James moved to Colorado to further his education. After gaining a strong passion for the Colorado lifestyle of hiking and snowboarding, he decided to make Denver his home. Aside from his outdoor endeavors, James’s free time is spent hanging out with his rescue dog, Jake and trying new recipes in the kitchen!

Michael Beaulieu is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Wealth Advisor in Beacon Pointe’s Greenwood Village, CO office. Through a comprehensive financial planning process, he helps clients plan for their long-term goals and objectives so they can retire comfortably and confidently. Michael specializes in retirement planning, including income and tax planning, charitable and estate considerations, and investment management. He offers customized investment solutions to ensure each client’s specific goals are met before and during retirement. Prior to joining Beacon Pointe, Michael was a Financial Planner with The Retirement Planning Specialists. Michael graduated cum laude from Colorado State University’s honors program with a degree in Business Administration and a concentration in Financial Planning. Michael serves on the Board of Directors of the Dumb Friends League, a leading animal welfare organization. A Colorado native, Michael enjoys cheering on the Denver Nuggets, and trying new restaurants around his community.

Seth is a Senior Wealth Advisor at Beacon Pointe responsible for client service and new client development.  He brings over 15 years of investment experience.  As a Certified Investment Management Analyst, and a Chartered Financial Consultant, Seth specializes in portfolio construction, portfolio management and all phases of a financial plan to provide customized solutions for client goals. Prior to joining Beacon Pointe, Seth was with Oppenheimer Funds where he worked as a consultant to Registered Investment Advisors (RIA).  His previous role included portfolio analysis, business coaching, and finding ways to make RIA’s more efficient.  Prior to Oppenheimer Funds, he worked with Mutual of America where he focused on non-profit organizations and foundations assisting with investment solutions and employee benefits.  Seth graduated from Metropolitan State University of Denver with a Bachelor’s of Science degree in Finance. Seth holds five industry designations CIMA®, ChFC®, CLU®, CEBS®, CRPS®.  Seth enjoys anything sports related, coaching and traveling with his wife and five children.

As an Associate Wealth Advisor in Beacon Pointe’s downtown Denver office, Truett is responsible for partnering with the firm’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services Prior to joining Beacon Pointe, Truett worked as a medical device sales consultant in Vail, CO where he worked with orthopedic trauma surgeons. He decided to make a career pivot after finding a passion for investing, financial planning, and helping people make sense of their complex financial journeys. Born and raised in Denver, CO, Truett graduated with distinction from Colorado College with a bachelor’s degree in History and was a member of the lacrosse team. He currently holds his Series 65 license and is actively pursuing his CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Truett loves spending time in the mountains with his family and friends and is an avid fly fisherman and skier.