Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Columbia, MD.

Beacon Pointe is a Columbia 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 Columbia 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 Columbia office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(410) 730-7933

Meet the Columbia Financial Advisor Team

Filter By

Brian Keeney

Client Service Associate

Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities 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, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.

Christina White, CFP®

Financial Planner

Christina (Christy) is a Financial Planner at Beacon Pointe Advisors with over 14 years of industry experience and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Christy enjoys working with clients at every stage in their lives, from early career and starting a family to preparing for retirement and beyond. Christy graduated from the University of Maryland College Park, earning a Bachelor of Science degree in Finance, and holds the Certified Financial Planner™ (CFP®) designation. Christy and her husband, Tom, enjoy spending their free time with their daughter Alexis and visiting with family and friends.

Colin Mayo

Operations Manager

Colin is an Operations Manager for the Beacon Pointe Maryland office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. His previous experience in financial services expands from operations, client service, licensing, billing, insurance and compliance. Colin earned his Bachelor of Science degree in Finance from Pennsylvania State University, and in his spare time, he enjoys socializing with his family and friends, golfing, and exploring new restaurants in the Baltimore area.

Donald Ferguson, Jr., CIS®

Principal, Senior Wealth Advisor

Donald (Don) is a Senior Wealth Advisor in the Beacon Pointe Maryland office with over three decades of wealth management experience, counseling high-net-worth individuals and families. Don is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to joining Beacon Pointe, Don spent 25 years as a wealth advisor at Keeney Financial Group. A Maryland native, Don graduated from the University of Baltimore, earning a Bachelor of Science degree in Business Administration specializing in management, and holds the Certified Income Specialist™ (CIS®), designation. Outside of the office, Don and his wife, Cheryl, enjoy spending time with their five grandchildren, Vincent, Noelle, Hayden, Kaitlyn and Melody. Don also enjoys watching Ravens and Orioles games, boating, fishing, traveling, and spending weekends with friends and family at the beach.

Grace Boyle

Client Service Associate

Grace is a Beacon Pointe Client Service Department member 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. Grace earned her B.A. in Risk Management and Insurance from Saint Joseph’s University in Philadelphia, PA. Outside of the office, she enjoys attending Baltimore Ravens games, trying new restaurants, hiking with her dog, and spending time with family and friends at the beach.

John P. Keeney, CPWA®, CRPC®, CRPS®

Partner, Managing Director

John Keeney is a Partner and Managing Director at Beacon Pointe Advisors with over three decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. Prior to joining forces via a merger with Beacon Pointe in 2024, John founded Keeney Financial Group where he dedicated over twenty-five years to helping clients achieve their financial objectives. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife have three wonderful children and, in his spare time, John enjoys mountain biking, golf, fishing, and making memories with his family.

Kristian Albornoz, CIMA®, CFP®

Principal, Senior Wealth Advisor

Kristian is a Senior Wealth Advisor in Beacon Pointe’s Maryland office 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, Kristian was a wealth advisor at Keeney Financial Group. He graduated with honors from Elon University and is a Certified Investment Management Analyst™ (CIMA®) and holds the Certified Financial Planner (CFP®) designation. Growing up in a large family, Kristian learned the merits of teamwork and the importance of a strong support system at a young age. These lessons have carried over into his career as he always strives to ensure that clients know that they have a team behind them, dedicated to supporting their aspirations. Outside of the office, Kristian enjoys volunteering and serving as an event committee member for various charities including St. Jude Children’s Hospital, Cal Ripken Sr. Foundation, and Maryland Food Bank. Kristian, his wife Meghan and son enjoy traveling, cooking, attending sports events, and spending time with family and friends.

Michelle Shipley

Office Manager

Michelle is the Office Manager for the Beacon Pointe Maryland office. A ten-year team veteran, Michelle is responsible for a variety of tasks to ensure a smooth operation and elevated client experience. Her responsibilities include, but are not limited to, client service, database organization, and general office management duties. Additionally, Michelle works closely with the wealth advisors in providing support to our clients, as well as marketing support and project management. In her free time, Michelle enjoys spending time with her family, exercising, and traveling to new places.

Nathan Keeney

Senior Associate Wealth Advisor

Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s advisors to provide customized solutions to help clients achieve their financial goals. Prior to joining Beacon Pointe, Nathan spent several years as an investment banking and financial analyst. He most recently was responsible for financial planning and analysis functions, as well as assessing organic and inorganic investment opportunities, for a privately held manufacturing firm in Charlotte, North Carolina. Through these experiences Nathan developed expertise in financial modeling that is of tremendous value in crafting tailored solutions for clients. Nathan earned his Bachelor of Arts degree in Economics from Johns Hopkins University, with minors in Financial Economics and Business. Outside of the office, Nathan enjoys playing golf, weightlifting, and spending time with family & friends.

Zachary Boleyn, CFP®

Wealth Advisor

Zachary (Zach) is a Wealth Advisor in the Beacon Pointe Maryland office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized client service and assisting with new client development. Zach understands the importance of being a caring partner in the success of others and has a strong desire to assist clients with achieving their financial goals and objectives. Prior to joining Beacon Pointe, he was a wealth advisor at Keeney Financial Group and earned his Bachelor of Science degree from Clemson University while majoring in Corporate Finance; he also holds the Certified Financial Planner (CFP®) designation. Outside of the office, Zach enjoys spending time with his growing family, hiking, traveling, golfing, and Clemson Tiger’s football.

Meet the Columbia Financial Advisor Team

Filter By

Brian Keeney

Client Service Associate

Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities 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, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.

Christina White, CFP®

Financial Planner

Christina (Christy) is a Financial Planner at Beacon Pointe Advisors with over 14 years of industry experience and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Christy enjoys working with clients at every stage in their lives, from early career and starting a family to preparing for retirement and beyond. Christy graduated from the University of Maryland College Park, earning a Bachelor of Science degree in Finance, and holds the Certified Financial Planner™ (CFP®) designation. Christy and her husband, Tom, enjoy spending their free time with their daughter Alexis and visiting with family and friends.

Colin Mayo

Operations Manager

Colin is an Operations Manager for the Beacon Pointe Maryland office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. His previous experience in financial services expands from operations, client service, licensing, billing, insurance and compliance. Colin earned his Bachelor of Science degree in Finance from Pennsylvania State University, and in his spare time, he enjoys socializing with his family and friends, golfing, and exploring new restaurants in the Baltimore area.

Donald Ferguson, Jr., CIS®

Principal, Senior Wealth Advisor

Donald (Don) is a Senior Wealth Advisor in the Beacon Pointe Maryland office with over three decades of wealth management experience, counseling high-net-worth individuals and families. Don is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to joining Beacon Pointe, Don spent 25 years as a wealth advisor at Keeney Financial Group. A Maryland native, Don graduated from the University of Baltimore, earning a Bachelor of Science degree in Business Administration specializing in management, and holds the Certified Income Specialist™ (CIS®), designation. Outside of the office, Don and his wife, Cheryl, enjoy spending time with their five grandchildren, Vincent, Noelle, Hayden, Kaitlyn and Melody. Don also enjoys watching Ravens and Orioles games, boating, fishing, traveling, and spending weekends with friends and family at the beach.

Grace Boyle

Client Service Associate

Grace is a Beacon Pointe Client Service Department member 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. Grace earned her B.A. in Risk Management and Insurance from Saint Joseph’s University in Philadelphia, PA. Outside of the office, she enjoys attending Baltimore Ravens games, trying new restaurants, hiking with her dog, and spending time with family and friends at the beach.

John P. Keeney, CPWA®, CRPC®, CRPS®

Partner, Managing Director

John Keeney is a Partner and Managing Director at Beacon Pointe Advisors with over three decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. Prior to joining forces via a merger with Beacon Pointe in 2024, John founded Keeney Financial Group where he dedicated over twenty-five years to helping clients achieve their financial objectives. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife have three wonderful children and, in his spare time, John enjoys mountain biking, golf, fishing, and making memories with his family.

Kristian Albornoz, CIMA®, CFP®

Principal, Senior Wealth Advisor

Kristian is a Senior Wealth Advisor in Beacon Pointe’s Maryland office 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, Kristian was a wealth advisor at Keeney Financial Group. He graduated with honors from Elon University and is a Certified Investment Management Analyst™ (CIMA®) and holds the Certified Financial Planner (CFP®) designation. Growing up in a large family, Kristian learned the merits of teamwork and the importance of a strong support system at a young age. These lessons have carried over into his career as he always strives to ensure that clients know that they have a team behind them, dedicated to supporting their aspirations. Outside of the office, Kristian enjoys volunteering and serving as an event committee member for various charities including St. Jude Children’s Hospital, Cal Ripken Sr. Foundation, and Maryland Food Bank. Kristian, his wife Meghan and son enjoy traveling, cooking, attending sports events, and spending time with family and friends.

Michelle Shipley

Office Manager

Michelle is the Office Manager for the Beacon Pointe Maryland office. A ten-year team veteran, Michelle is responsible for a variety of tasks to ensure a smooth operation and elevated client experience. Her responsibilities include, but are not limited to, client service, database organization, and general office management duties. Additionally, Michelle works closely with the wealth advisors in providing support to our clients, as well as marketing support and project management. In her free time, Michelle enjoys spending time with her family, exercising, and traveling to new places.

Nathan Keeney

Senior Associate Wealth Advisor

Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s advisors to provide customized solutions to help clients achieve their financial goals. Prior to joining Beacon Pointe, Nathan spent several years as an investment banking and financial analyst. He most recently was responsible for financial planning and analysis functions, as well as assessing organic and inorganic investment opportunities, for a privately held manufacturing firm in Charlotte, North Carolina. Through these experiences Nathan developed expertise in financial modeling that is of tremendous value in crafting tailored solutions for clients. Nathan earned his Bachelor of Arts degree in Economics from Johns Hopkins University, with minors in Financial Economics and Business. Outside of the office, Nathan enjoys playing golf, weightlifting, and spending time with family & friends.

Zachary Boleyn, CFP®

Wealth Advisor

Zachary (Zach) is a Wealth Advisor in the Beacon Pointe Maryland office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized client service and assisting with new client development. Zach understands the importance of being a caring partner in the success of others and has a strong desire to assist clients with achieving their financial goals and objectives. Prior to joining Beacon Pointe, he was a wealth advisor at Keeney Financial Group and earned his Bachelor of Science degree from Clemson University while majoring in Corporate Finance; he also holds the Certified Financial Planner (CFP®) designation. Outside of the office, Zach enjoys spending time with his growing family, hiking, traveling, golfing, and Clemson Tiger’s football.

Meet the Columbia Financial Advisor Team

Filter By

Brian Keeney

Client Service Associate

Brian is a Client Service Associate in the Beacon Pointe Maryland office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His responsibilities 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, Brian attended the Robert H. Smith School of Business at the University of Maryland, where he earned dual bachelors degrees in finance and supply chain management. Outside of the office, Brian enjoys weightlifting, golfing, and spending time with his family.

Christina White, CFP®

Financial Planner

Christina (Christy) is a Financial Planner at Beacon Pointe Advisors with over 14 years of industry experience and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Christy enjoys working with clients at every stage in their lives, from early career and starting a family to preparing for retirement and beyond. Christy graduated from the University of Maryland College Park, earning a Bachelor of Science degree in Finance, and holds the Certified Financial Planner™ (CFP®) designation. Christy and her husband, Tom, enjoy spending their free time with their daughter Alexis and visiting with family and friends.

Colin Mayo

Operations Manager

Colin is an Operations Manager for the Beacon Pointe Maryland office. He is responsible for overseeing day-to-day office operations, implementing policy and procedures while working closely with the broader Beacon Pointe client service and operations department. His previous experience in financial services expands from operations, client service, licensing, billing, insurance and compliance. Colin earned his Bachelor of Science degree in Finance from Pennsylvania State University, and in his spare time, he enjoys socializing with his family and friends, golfing, and exploring new restaurants in the Baltimore area.

Donald Ferguson, Jr., CIS®

Principal, Senior Wealth Advisor

Donald (Don) is a Senior Wealth Advisor in the Beacon Pointe Maryland office with over three decades of wealth management experience, counseling high-net-worth individuals and families. Don is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to joining Beacon Pointe, Don spent 25 years as a wealth advisor at Keeney Financial Group. A Maryland native, Don graduated from the University of Baltimore, earning a Bachelor of Science degree in Business Administration specializing in management, and holds the Certified Income Specialist™ (CIS®), designation. Outside of the office, Don and his wife, Cheryl, enjoy spending time with their five grandchildren, Vincent, Noelle, Hayden, Kaitlyn and Melody. Don also enjoys watching Ravens and Orioles games, boating, fishing, traveling, and spending weekends with friends and family at the beach.

Grace Boyle

Client Service Associate

Grace is a Beacon Pointe Client Service Department member 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. Grace earned her B.A. in Risk Management and Insurance from Saint Joseph’s University in Philadelphia, PA. Outside of the office, she enjoys attending Baltimore Ravens games, trying new restaurants, hiking with her dog, and spending time with family and friends at the beach.

John P. Keeney, CPWA®, CRPC®, CRPS®

Partner, Managing Director

John Keeney is a Partner and Managing Director at Beacon Pointe Advisors with over three decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. Prior to joining forces via a merger with Beacon Pointe in 2024, John founded Keeney Financial Group where he dedicated over twenty-five years to helping clients achieve their financial objectives. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife have three wonderful children and, in his spare time, John enjoys mountain biking, golf, fishing, and making memories with his family.

Kristian Albornoz, CIMA®, CFP®

Principal, Senior Wealth Advisor

Kristian is a Senior Wealth Advisor in Beacon Pointe’s Maryland office 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, Kristian was a wealth advisor at Keeney Financial Group. He graduated with honors from Elon University and is a Certified Investment Management Analyst™ (CIMA®) and holds the Certified Financial Planner (CFP®) designation. Growing up in a large family, Kristian learned the merits of teamwork and the importance of a strong support system at a young age. These lessons have carried over into his career as he always strives to ensure that clients know that they have a team behind them, dedicated to supporting their aspirations. Outside of the office, Kristian enjoys volunteering and serving as an event committee member for various charities including St. Jude Children’s Hospital, Cal Ripken Sr. Foundation, and Maryland Food Bank. Kristian, his wife Meghan and son enjoy traveling, cooking, attending sports events, and spending time with family and friends.

Michelle Shipley

Office Manager

Michelle is the Office Manager for the Beacon Pointe Maryland office. A ten-year team veteran, Michelle is responsible for a variety of tasks to ensure a smooth operation and elevated client experience. Her responsibilities include, but are not limited to, client service, database organization, and general office management duties. Additionally, Michelle works closely with the wealth advisors in providing support to our clients, as well as marketing support and project management. In her free time, Michelle enjoys spending time with her family, exercising, and traveling to new places.

Nathan Keeney

Senior Associate Wealth Advisor

Nathan is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s advisors to provide customized solutions to help clients achieve their financial goals. Prior to joining Beacon Pointe, Nathan spent several years as an investment banking and financial analyst. He most recently was responsible for financial planning and analysis functions, as well as assessing organic and inorganic investment opportunities, for a privately held manufacturing firm in Charlotte, North Carolina. Through these experiences Nathan developed expertise in financial modeling that is of tremendous value in crafting tailored solutions for clients. Nathan earned his Bachelor of Arts degree in Economics from Johns Hopkins University, with minors in Financial Economics and Business. Outside of the office, Nathan enjoys playing golf, weightlifting, and spending time with family & friends.

Zachary Boleyn, CFP®

Wealth Advisor

Zachary (Zach) is a Wealth Advisor in the Beacon Pointe Maryland office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized client service and assisting with new client development. Zach understands the importance of being a caring partner in the success of others and has a strong desire to assist clients with achieving their financial goals and objectives. Prior to joining Beacon Pointe, he was a wealth advisor at Keeney Financial Group and earned his Bachelor of Science degree from Clemson University while majoring in Corporate Finance; he also holds the Certified Financial Planner (CFP®) designation. Outside of the office, Zach enjoys spending time with his growing family, hiking, traveling, golfing, and Clemson Tiger’s football.

Connect with one of our trusted Financial Advisors in Columbia, MD.

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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