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

Beacon Pointe is a Fort Worth based wealth advisor and is one of the largest 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 Fort Worth 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 Fort Worth office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(817) 336-2000

Meet the Fort Worth Financial Advisor Team

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Alisha Rosenthal, CFP®, CRC®

Partner, Managing Director

Alisha Rosenthal is a Partner and Managing Director of Beacon Pointe’s Fort Worth office, providing customized wealth management solutions to her clients. Through comprehensive planning and investment management, Alisha develops strategies to help clients meet their financial goals. Alisha began her career in various positions in the staffing industry before transitioning to financial services, eventually becoming a financial advisor at Rosenthal Retirement Planning. Alisha graduated from the University of Texas with a bachelors degree in English and holds the Certified Financial Planner™ (CFP®) and Certified Retirement Counselor (CRC®) certifications. In her spare time, Alisha enjoys spending time with her family, traveling, exercising, and playing the piano.

Amy Lynn Hammock, CFP®

Wealth Advisor

Amy Lynn is a wealth advisor in Beacon Pointe’s Fort Worth, Texas office. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Amy Lynn was a financial advisor at Rosenthal Retirement Planning. She graduated with a degree in Economics from the University of Texas and holds the Certified Financial Planner™ (CFP®) designation. She currently resides in Houma, Louisiana and in her spare time enjoys spending time with her family, boating and fishing.

Burk Rosenthal, CFP®, ChFC®, CRC®, CFS

Partner, Managing Director

Burk is a partner and managing director of Beacon Pointe’s Fort Worth office.  He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors.  Burk is a member of the Financial Planning Association and has earned the following certifications: CERTIFIED FINANCIAL PLANNERChartered Financial ConsultantCertified Retirement Counselor, and Certified Fund Specialist.  Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse, or the sale of a business. Burk was named to D Magazine’s Best Financial Planners of 2022 in the greater Fort Worth – Dallas community and has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money. Burk lives in Fort Worth and enjoys spending time with his wife, Alisha, and twin daughters, Regan and Natalie. He also enjoys traveling, red wine, muscle cars, old-time radio shows from the 1940s and 50s, maintaining a healthy lifestyle, and has most recently taken up golf.

Cory Bruntz, CFP®

Wealth Advisor

Cory is a wealth advisor 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, Cory was a financial advisor for Rosenthal Retirement Planning. Cory graduated from the University of Tennessee with a bachelor’s in Finance and Economics and is a Certified Financial Planner™ (CFP®). Outside of the office, Cory enjoys reading, fitness and Tennessee football – go Vols!

Debbie Hadley

Senior Associate, Office Management

Debbie is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Fort Worth office. Her responsibilities include client service, database organization, and general office management duties. Debbie has worked in administrative support for nearly twenty years, working for companies like Nissan and Nestle before eventually supporting the team at Rosenthal Retirement Planning as an administrative specialist. Outside of the office, Debbie enjoys traveling to new destinations and spending time with her two daughters and two grandchildren.

 

Emily Hadley

Senior Associate, Client Services

Emily is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office. Emily began her career working for Honda Automotive working in their leasing department before transitioning to the financial services industry working for Fidelity Investments and eventually Rosenthal Retirement Planning. Emily graduated from the University of North Texas with a degree in Business. Outside of the office, she enjoys traveling and rooting for the Dallas Mavericks.

 

Gayle Cowdin-Watson

Senior Associate, Client Services

Gayle is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office.. After a thirty-year career in educational administration, Gayle transitioned to financial services, working for Rosenthal Retirement Planning before joining Beacon Pointe Advisors. Gayle graduated from Texas Christian University with a bachelor’s and master’s degree in Education. Gayle is married with two grown children, and in her spare time enjoys antiquing, movies and traveling.

 

Montana Murphy

Associate Wealth Advisor

Montana is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Montana played football at the University of Alabama, which then led to a coaching position with the Crimson Tide which he held for five years. He earned his bachelor’s degree in Finance with a specialization in Personal Wealth Management from the University of Alabama. Montana resides in Dallas/Fort Worth. Outside of the office, he enjoys spending time with family and friends, staying active, and golfing.

Stewart Leafblad

Wealth Advisor

Stewart is a wealth advisor 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. Stewart began his career in the late 90s working for Rosenthal Retirement Planning. After a few years working in ministry and social work, Stewart returned to financial services in 2014, going back to Rosenthal Retirement Planning to help others achieve their financial goals and work through potential retirement challenges. Stewart lives in Fort Worth, Texas, and outside of the office he enjoys spending time with his two young daughters.

Meet the Fort Worth Financial Advisor Team

Filter By

Alisha Rosenthal, CFP®, CRC®

Partner, Managing Director

Alisha Rosenthal is a Partner and Managing Director of Beacon Pointe’s Fort Worth office, providing customized wealth management solutions to her clients. Through comprehensive planning and investment management, Alisha develops strategies to help clients meet their financial goals. Alisha began her career in various positions in the staffing industry before transitioning to financial services, eventually becoming a financial advisor at Rosenthal Retirement Planning. Alisha graduated from the University of Texas with a bachelors degree in English and holds the Certified Financial Planner™ (CFP®) and Certified Retirement Counselor (CRC®) certifications. In her spare time, Alisha enjoys spending time with her family, traveling, exercising, and playing the piano.

Amy Lynn Hammock, CFP®

Wealth Advisor

Amy Lynn is a wealth advisor in Beacon Pointe’s Fort Worth, Texas office. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Amy Lynn was a financial advisor at Rosenthal Retirement Planning. She graduated with a degree in Economics from the University of Texas and holds the Certified Financial Planner™ (CFP®) designation. She currently resides in Houma, Louisiana and in her spare time enjoys spending time with her family, boating and fishing.

Burk Rosenthal, CFP®, ChFC®, CRC®, CFS

Partner, Managing Director

Burk is a partner and managing director of Beacon Pointe’s Fort Worth office.  He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors.  Burk is a member of the Financial Planning Association and has earned the following certifications: CERTIFIED FINANCIAL PLANNERChartered Financial ConsultantCertified Retirement Counselor, and Certified Fund Specialist.  Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse, or the sale of a business. Burk was named to D Magazine’s Best Financial Planners of 2022 in the greater Fort Worth – Dallas community and has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money. Burk lives in Fort Worth and enjoys spending time with his wife, Alisha, and twin daughters, Regan and Natalie. He also enjoys traveling, red wine, muscle cars, old-time radio shows from the 1940s and 50s, maintaining a healthy lifestyle, and has most recently taken up golf.

Cory Bruntz, CFP®

Wealth Advisor

Cory is a wealth advisor 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, Cory was a financial advisor for Rosenthal Retirement Planning. Cory graduated from the University of Tennessee with a bachelor’s in Finance and Economics and is a Certified Financial Planner™ (CFP®). Outside of the office, Cory enjoys reading, fitness and Tennessee football – go Vols!

Debbie Hadley

Senior Associate, Office Management

Debbie is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Fort Worth office. Her responsibilities include client service, database organization, and general office management duties. Debbie has worked in administrative support for nearly twenty years, working for companies like Nissan and Nestle before eventually supporting the team at Rosenthal Retirement Planning as an administrative specialist. Outside of the office, Debbie enjoys traveling to new destinations and spending time with her two daughters and two grandchildren.

 

Emily Hadley

Senior Associate, Client Services

Emily is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office. Emily began her career working for Honda Automotive working in their leasing department before transitioning to the financial services industry working for Fidelity Investments and eventually Rosenthal Retirement Planning. Emily graduated from the University of North Texas with a degree in Business. Outside of the office, she enjoys traveling and rooting for the Dallas Mavericks.

 

Gayle Cowdin-Watson

Senior Associate, Client Services

Gayle is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office.. After a thirty-year career in educational administration, Gayle transitioned to financial services, working for Rosenthal Retirement Planning before joining Beacon Pointe Advisors. Gayle graduated from Texas Christian University with a bachelor’s and master’s degree in Education. Gayle is married with two grown children, and in her spare time enjoys antiquing, movies and traveling.

 

Montana Murphy

Associate Wealth Advisor

Montana is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Montana played football at the University of Alabama, which then led to a coaching position with the Crimson Tide which he held for five years. He earned his bachelor’s degree in Finance with a specialization in Personal Wealth Management from the University of Alabama. Montana resides in Dallas/Fort Worth. Outside of the office, he enjoys spending time with family and friends, staying active, and golfing.

Stewart Leafblad

Wealth Advisor

Stewart is a wealth advisor 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. Stewart began his career in the late 90s working for Rosenthal Retirement Planning. After a few years working in ministry and social work, Stewart returned to financial services in 2014, going back to Rosenthal Retirement Planning to help others achieve their financial goals and work through potential retirement challenges. Stewart lives in Fort Worth, Texas, and outside of the office he enjoys spending time with his two young daughters.

Meet the Fort Worth Financial Advisor Team

Filter By

Alisha Rosenthal, CFP®, CRC®

Partner, Managing Director

Alisha Rosenthal is a Partner and Managing Director of Beacon Pointe’s Fort Worth office, providing customized wealth management solutions to her clients. Through comprehensive planning and investment management, Alisha develops strategies to help clients meet their financial goals. Alisha began her career in various positions in the staffing industry before transitioning to financial services, eventually becoming a financial advisor at Rosenthal Retirement Planning. Alisha graduated from the University of Texas with a bachelors degree in English and holds the Certified Financial Planner™ (CFP®) and Certified Retirement Counselor (CRC®) certifications. In her spare time, Alisha enjoys spending time with her family, traveling, exercising, and playing the piano.

Amy Lynn Hammock, CFP®

Wealth Advisor

Amy Lynn is a wealth advisor in Beacon Pointe’s Fort Worth, Texas office. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Amy Lynn was a financial advisor at Rosenthal Retirement Planning. She graduated with a degree in Economics from the University of Texas and holds the Certified Financial Planner™ (CFP®) designation. She currently resides in Houma, Louisiana and in her spare time enjoys spending time with her family, boating and fishing.

Burk Rosenthal, CFP®, ChFC®, CRC®, CFS

Partner, Managing Director

Burk is a partner and managing director of Beacon Pointe’s Fort Worth office.  He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors.  Burk is a member of the Financial Planning Association and has earned the following certifications: CERTIFIED FINANCIAL PLANNERChartered Financial ConsultantCertified Retirement Counselor, and Certified Fund Specialist.  Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse, or the sale of a business. Burk was named to D Magazine’s Best Financial Planners of 2022 in the greater Fort Worth – Dallas community and has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money. Burk lives in Fort Worth and enjoys spending time with his wife, Alisha, and twin daughters, Regan and Natalie. He also enjoys traveling, red wine, muscle cars, old-time radio shows from the 1940s and 50s, maintaining a healthy lifestyle, and has most recently taken up golf.

Cory Bruntz, CFP®

Wealth Advisor

Cory is a wealth advisor 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, Cory was a financial advisor for Rosenthal Retirement Planning. Cory graduated from the University of Tennessee with a bachelor’s in Finance and Economics and is a Certified Financial Planner™ (CFP®). Outside of the office, Cory enjoys reading, fitness and Tennessee football – go Vols!

Debbie Hadley

Senior Associate, Office Management

Debbie is a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Fort Worth office. Her responsibilities include client service, database organization, and general office management duties. Debbie has worked in administrative support for nearly twenty years, working for companies like Nissan and Nestle before eventually supporting the team at Rosenthal Retirement Planning as an administrative specialist. Outside of the office, Debbie enjoys traveling to new destinations and spending time with her two daughters and two grandchildren.

 

Emily Hadley

Senior Associate, Client Services

Emily is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office. Emily began her career working for Honda Automotive working in their leasing department before transitioning to the financial services industry working for Fidelity Investments and eventually Rosenthal Retirement Planning. Emily graduated from the University of North Texas with a degree in Business. Outside of the office, she enjoys traveling and rooting for the Dallas Mavericks.

 

Gayle Cowdin-Watson

Senior Associate, Client Services

Gayle is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs in the Beacon Pointe Fort Worth office.. After a thirty-year career in educational administration, Gayle transitioned to financial services, working for Rosenthal Retirement Planning before joining Beacon Pointe Advisors. Gayle graduated from Texas Christian University with a bachelor’s and master’s degree in Education. Gayle is married with two grown children, and in her spare time enjoys antiquing, movies and traveling.

 

Montana Murphy

Associate Wealth Advisor

Montana is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Montana played football at the University of Alabama, which then led to a coaching position with the Crimson Tide which he held for five years. He earned his bachelor’s degree in Finance with a specialization in Personal Wealth Management from the University of Alabama. Montana resides in Dallas/Fort Worth. Outside of the office, he enjoys spending time with family and friends, staying active, and golfing.

Stewart Leafblad

Wealth Advisor

Stewart is a wealth advisor 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. Stewart began his career in the late 90s working for Rosenthal Retirement Planning. After a few years working in ministry and social work, Stewart returned to financial services in 2014, going back to Rosenthal Retirement Planning to help others achieve their financial goals and work through potential retirement challenges. Stewart lives in Fort Worth, Texas, and outside of the office he enjoys spending time with his two young daughters.

Connect with one of our trusted Financial Advisors in Fort Worth, TX.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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