Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Dallas, TX

Beacon Pointe is a Dallas based wealth advisor and is one of the largest independent Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Dallas focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Dallas office to see how best we can assist you with your investment portfolio and financial planning needs.

Meet the Dallas Team

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Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Cyndi Shackelford

Senior Associate, Client Service

Cyndi is a member of the client service and operations department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include onboarding of new client relationships, money transfers, and handling of routine to moderately complex client inquiries. Cyndi has over 25 years of experience in the investment industry. Prior to joining Beacon Pointe Advisors, she spent over 20 years as an operations associate at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Prior to that, she held similar positions in the operations department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities. In her spare time, Cyndi enjoys spending time in her garden.

Gerald Ray, CFA®

Gerald Ray has five decades of experience in the financial services industry. Prior to becoming a partner at Beacon Pointe Advisors, Gerald was the founder of Gerald L. Ray & Associates, Ltd. and a partner at Wealthstreet Investment Advisors, LLC. His extensive experience includes portfolio management for both institutions and private clients. Gerald values sound investment advice and focuses on maintaining long lasting relationships with clients. He is a Chartered Financial Analyst and one of the region’s most respected investment advisors. He is a member of the Investment Company Institute, as well as Past Co-Chair of the National Conference for Investment Analysts. Gerald holds an M.B.A. from the Wharton School of Finance and a B.B.A. from Texas A&M University. Outside of the office, Gerald enjoys spending time with his family and friends, and you will often find him flying his plane to his beloved Aggieland.

*While Mr. Gerald Ray is not an employee of Beacon Pointe Advisors, LLC, he indirectly owns equity in the firm. 

Joseph H. Ray, J.D.

Partner, Managing Director

Joseph (Joe) Ray combines the analytical skills developed in his legal practice with a common-sense approach to investing. He focuses on creating portfolios consistent with the client’s desires and comfort level in order to help them reach their financial goals. He believes that communication is the most important issue in modern investing. As stewards of our client’s assets, it is imperative that that such communication and understanding drive an investment process that is attune to a client’s long-term plans and objectives. Joe has over 30 years of experience in equity and fixed income analysis and portfolio management. He practiced corporate and securities law prior to beginning his career as an investment advisor at Gerald L. Ray and Associates, Ltd. and Wealthstreet Investment Advisors, LLC. He earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University. Joe is married to Alyson and together they have three beautiful daughters.

Leslie J. Reynoso

Partner, Senior Wealth Advisor

Leslie Reynoso is a partner and a senior wealth advisor for the Beacon Pointe Dallas office. Leslie develops customized strategies to help individuals and families meet their financial goals.  She is also an advisor for the Dallas retirement plan clients and serves as the liaison between the company plan sponsors, third-party administrators and Beacon Pointe, to provide a seamless service experience. Prior to joining Beacon Pointe, Leslie spent the last 10 years as a wealth management advisor for Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Leslie graduated with honors from Southern Methodist University, earning both a B.B.A. in Finance and B.A. in Spanish. She is a level II Certified Financial Analyst (CFA) candidate. In her free time, Leslie enjoys hiking, running, traveling, home projects, and spending time with her friends and family.

Lynette L. Heil, CPA

Partner, Finance Director

Lynette brings an extensive financial and compliance background and oversees operations for Beacon Pointe’s Dallas office. Prior to joining Beacon Pointe, she was a partner with Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd., where she served as CFO and CCO for 10 years and was active in all aspects of strategic leadership. Prior to joining Wealthstreet, Lynette was a director in both the Sarbanes-Oxley and financial consulting practice of Tatum, LLC. There, she worked with private equity firms, providing project leadership for large scale projects and serving as interim CFO for firms in transition. Prior to that she served as CFO for several quickly growing start-up firms in the Dallas area. She earned a B.B.A. in Accounting from Texas State University, started her career with KPMG, and is a Certified Public Accountant. Lynette is an avid reader, enjoys traveling, socializing, and spending time with her husband Mark and their four adult children.

Michael H. Kane, CFA®

Partner, Managing Director

Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation.  Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots.  He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation.  Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Vicki Smiley

Manager, Operations

Vicki Smiley is the operations manager for the Beacon Pointe Advisors Dallas office. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include client service, onboarding of new relationships, and database and custodian management. She leverages expert level knowledge of custodian processes to provide a seamless experience for clients and is the primary point of contact for routine to very complex client inquiries. Prior to joining Beacon Pointe Advisors, Vicki was the operations manager for 28 years at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Vicki earned both a B.B.A. in Finance and in Economics from Texas Tech University and received her M.A. in Economics at the University of Texas at Arlington. Outside of the office, Vicki and her husband Tim enjoy spending time with family and friends and a good Netflix binge whenever possible.

Meet the Dallas Team

Filter By

Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Cyndi Shackelford

Senior Associate, Client Service

Cyndi is a member of the client service and operations department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include onboarding of new client relationships, money transfers, and handling of routine to moderately complex client inquiries. Cyndi has over 25 years of experience in the investment industry. Prior to joining Beacon Pointe Advisors, she spent over 20 years as an operations associate at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Prior to that, she held similar positions in the operations department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities. In her spare time, Cyndi enjoys spending time in her garden.

Gerald Ray, CFA®

Gerald Ray has five decades of experience in the financial services industry. Prior to becoming a partner at Beacon Pointe Advisors, Gerald was the founder of Gerald L. Ray & Associates, Ltd. and a partner at Wealthstreet Investment Advisors, LLC. His extensive experience includes portfolio management for both institutions and private clients. Gerald values sound investment advice and focuses on maintaining long lasting relationships with clients. He is a Chartered Financial Analyst and one of the region’s most respected investment advisors. He is a member of the Investment Company Institute, as well as Past Co-Chair of the National Conference for Investment Analysts. Gerald holds an M.B.A. from the Wharton School of Finance and a B.B.A. from Texas A&M University. Outside of the office, Gerald enjoys spending time with his family and friends, and you will often find him flying his plane to his beloved Aggieland.

*While Mr. Gerald Ray is not an employee of Beacon Pointe Advisors, LLC, he indirectly owns equity in the firm. 

Joseph H. Ray, J.D.

Partner, Managing Director

Joseph (Joe) Ray combines the analytical skills developed in his legal practice with a common-sense approach to investing. He focuses on creating portfolios consistent with the client’s desires and comfort level in order to help them reach their financial goals. He believes that communication is the most important issue in modern investing. As stewards of our client’s assets, it is imperative that that such communication and understanding drive an investment process that is attune to a client’s long-term plans and objectives. Joe has over 30 years of experience in equity and fixed income analysis and portfolio management. He practiced corporate and securities law prior to beginning his career as an investment advisor at Gerald L. Ray and Associates, Ltd. and Wealthstreet Investment Advisors, LLC. He earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University. Joe is married to Alyson and together they have three beautiful daughters.

Leslie J. Reynoso

Partner, Senior Wealth Advisor

Leslie Reynoso is a partner and a senior wealth advisor for the Beacon Pointe Dallas office. Leslie develops customized strategies to help individuals and families meet their financial goals.  She is also an advisor for the Dallas retirement plan clients and serves as the liaison between the company plan sponsors, third-party administrators and Beacon Pointe, to provide a seamless service experience. Prior to joining Beacon Pointe, Leslie spent the last 10 years as a wealth management advisor for Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Leslie graduated with honors from Southern Methodist University, earning both a B.B.A. in Finance and B.A. in Spanish. She is a level II Certified Financial Analyst (CFA) candidate. In her free time, Leslie enjoys hiking, running, traveling, home projects, and spending time with her friends and family.

Lynette L. Heil, CPA

Partner, Finance Director

Lynette brings an extensive financial and compliance background and oversees operations for Beacon Pointe’s Dallas office. Prior to joining Beacon Pointe, she was a partner with Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd., where she served as CFO and CCO for 10 years and was active in all aspects of strategic leadership. Prior to joining Wealthstreet, Lynette was a director in both the Sarbanes-Oxley and financial consulting practice of Tatum, LLC. There, she worked with private equity firms, providing project leadership for large scale projects and serving as interim CFO for firms in transition. Prior to that she served as CFO for several quickly growing start-up firms in the Dallas area. She earned a B.B.A. in Accounting from Texas State University, started her career with KPMG, and is a Certified Public Accountant. Lynette is an avid reader, enjoys traveling, socializing, and spending time with her husband Mark and their four adult children.

Michael H. Kane, CFA®

Partner, Managing Director

Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation.  Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots.  He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation.  Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Vicki Smiley

Manager, Operations

Vicki Smiley is the operations manager for the Beacon Pointe Advisors Dallas office. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include client service, onboarding of new relationships, and database and custodian management. She leverages expert level knowledge of custodian processes to provide a seamless experience for clients and is the primary point of contact for routine to very complex client inquiries. Prior to joining Beacon Pointe Advisors, Vicki was the operations manager for 28 years at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Vicki earned both a B.B.A. in Finance and in Economics from Texas Tech University and received her M.A. in Economics at the University of Texas at Arlington. Outside of the office, Vicki and her husband Tim enjoy spending time with family and friends and a good Netflix binge whenever possible.

Meet the Dallas Team

Filter By

Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Cyndi Shackelford

Senior Associate, Client Service

Cyndi is a member of the client service and operations department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include onboarding of new client relationships, money transfers, and handling of routine to moderately complex client inquiries. Cyndi has over 25 years of experience in the investment industry. Prior to joining Beacon Pointe Advisors, she spent over 20 years as an operations associate at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Prior to that, she held similar positions in the operations department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities. In her spare time, Cyndi enjoys spending time in her garden.

Gerald Ray, CFA®

Gerald Ray has five decades of experience in the financial services industry. Prior to becoming a partner at Beacon Pointe Advisors, Gerald was the founder of Gerald L. Ray & Associates, Ltd. and a partner at Wealthstreet Investment Advisors, LLC. His extensive experience includes portfolio management for both institutions and private clients. Gerald values sound investment advice and focuses on maintaining long lasting relationships with clients. He is a Chartered Financial Analyst and one of the region’s most respected investment advisors. He is a member of the Investment Company Institute, as well as Past Co-Chair of the National Conference for Investment Analysts. Gerald holds an M.B.A. from the Wharton School of Finance and a B.B.A. from Texas A&M University. Outside of the office, Gerald enjoys spending time with his family and friends, and you will often find him flying his plane to his beloved Aggieland.

*While Mr. Gerald Ray is not an employee of Beacon Pointe Advisors, LLC, he indirectly owns equity in the firm. 

Joseph H. Ray, J.D.

Partner, Managing Director

Joseph (Joe) Ray combines the analytical skills developed in his legal practice with a common-sense approach to investing. He focuses on creating portfolios consistent with the client’s desires and comfort level in order to help them reach their financial goals. He believes that communication is the most important issue in modern investing. As stewards of our client’s assets, it is imperative that that such communication and understanding drive an investment process that is attune to a client’s long-term plans and objectives. Joe has over 30 years of experience in equity and fixed income analysis and portfolio management. He practiced corporate and securities law prior to beginning his career as an investment advisor at Gerald L. Ray and Associates, Ltd. and Wealthstreet Investment Advisors, LLC. He earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University. Joe is married to Alyson and together they have three beautiful daughters.

Leslie J. Reynoso

Partner, Senior Wealth Advisor

Leslie Reynoso is a partner and a senior wealth advisor for the Beacon Pointe Dallas office. Leslie develops customized strategies to help individuals and families meet their financial goals.  She is also an advisor for the Dallas retirement plan clients and serves as the liaison between the company plan sponsors, third-party administrators and Beacon Pointe, to provide a seamless service experience. Prior to joining Beacon Pointe, Leslie spent the last 10 years as a wealth management advisor for Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Leslie graduated with honors from Southern Methodist University, earning both a B.B.A. in Finance and B.A. in Spanish. She is a level II Certified Financial Analyst (CFA) candidate. In her free time, Leslie enjoys hiking, running, traveling, home projects, and spending time with her friends and family.

Lynette L. Heil, CPA

Partner, Finance Director

Lynette brings an extensive financial and compliance background and oversees operations for Beacon Pointe’s Dallas office. Prior to joining Beacon Pointe, she was a partner with Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd., where she served as CFO and CCO for 10 years and was active in all aspects of strategic leadership. Prior to joining Wealthstreet, Lynette was a director in both the Sarbanes-Oxley and financial consulting practice of Tatum, LLC. There, she worked with private equity firms, providing project leadership for large scale projects and serving as interim CFO for firms in transition. Prior to that she served as CFO for several quickly growing start-up firms in the Dallas area. She earned a B.B.A. in Accounting from Texas State University, started her career with KPMG, and is a Certified Public Accountant. Lynette is an avid reader, enjoys traveling, socializing, and spending time with her husband Mark and their four adult children.

Michael H. Kane, CFA®

Partner, Managing Director

Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation.  Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots.  He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation.  Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Vicki Smiley

Manager, Operations

Vicki Smiley is the operations manager for the Beacon Pointe Advisors Dallas office. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include client service, onboarding of new relationships, and database and custodian management. She leverages expert level knowledge of custodian processes to provide a seamless experience for clients and is the primary point of contact for routine to very complex client inquiries. Prior to joining Beacon Pointe Advisors, Vicki was the operations manager for 28 years at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Vicki earned both a B.B.A. in Finance and in Economics from Texas Tech University and received her M.A. in Economics at the University of Texas at Arlington. Outside of the office, Vicki and her husband Tim enjoy spending time with family and friends and a good Netflix binge whenever possible.

Beacon Pointe Dallas Partners

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