Brendon 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. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Brendon graduated from Texas Christian University with a B.S. in Economics and currently lives in Costa Mesa, CA. He is originally from Lake Oswego, Oregon, and likes to play golf, snowboard, and spend time with friends and family in his free time. He is also a devout fan of TCU Horned Frogs athletics.

Caden 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. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Caden graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in Communication and currently resides in Newport Beach, CA. Outside of the office, he enjoys surfing, snowboarding, and spending time with friends and family. He is also a devout fan of Angels baseball, the Los Angeles Rams, and the Utah Jazz.

Christopher (Chris) is a senior associate in the Information Technology Department at Beacon Pointe Advisors. Chris is responsible for overseeing all of the firm’s servers and networks and cyber security practices, managing IT projects, testing new features and providing training and support to the nationwide professional team. Prior to joining Beacon Pointe, Chris was an accounting assistant at Carney Direct Marketing where he was responsible for supporting the accounts payable and receivable process and providing technical support on the firm’s media system platform. Chris earned his bachelor’s degree in Computer Science at California State University, Fullerton.  Outside of the office, Chris enjoys spending time with family and traveling internationally.

Karina is a Salesforce Manager within our firm Operations group at Beacon Pointe Advisors. Karina brings more than 20 years of experience in various sectors within the financial services industry. Her career started with Munich Re America, in Princeton New Jersey and 15 years ago she relocated to Arizona. Karina’s passion for Salesforce started while being part of the Schwab Intelligent Integration project (SII) at Charles Schwab where she worked for over 5 years. Karina holds a bachelor’s degree in Civil Engineering, is a Certified SAFe Agile Product Manager and a certified Scrum Master. Karina lives in Scottsdale with her husband, and as a retired destination marathon runner, during her free time Karina enjoys hiking with her husband, walking their three four legged kids along the greenbelt, spending time with friends and family.

Kathy is Office Manager in the Client Service department at Beacon Pointe Advisors. She is responsible for client communications, database organization, oversight of internal processes and general office management duties. She is originally from San Diego and attended San Diego State University before graduating from South Western College with a degree in Liberal Arts. In her free time, Kathy is an avid runner, enjoys playing golf and working out. She currently lives in Newport Beach, California, and loves to spend quality time with both her son and daughter.

Liliana 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. Liliana graduated with a B.A. in Business Administration from California State University, Fullerton with an emphasis on Finance and Marketing. Outside of the office, she enjoys spending time with family and friends, traveling, and staying active.

Mauricio is the Director of Information Technology for Beacon Pointe Advisors, responsible for the architect and support of technology infrastructure for all company office locations in addition to overseeing the different application platforms and the firm’s IT Infrastructure Cloud presence. Mauricio spent the last 15 years at Maui Jim Sunglasses, holding different roles from Network Administrator to IT Infrastructure Manager; supporting their worldwide IT operations, using his multi-language skills (Spanish, French, and English). Mauricio holds a bachelor’s degree in Computer Science combining studies between the University Jose Simeon Canas UCA in El Salvador and Rosemont College in Canada; he also holds multiple IT certifications from Cisco, Microsoft, IBM, Amazon AWS, and CompTIA. Outside the office, Mauricio really enjoys family time, travel, food, dance, and exercise.

Michael 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. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Michael graduated from the University of Virginia with a B.S. in Foreign Affairs and currently resides in Newport Beach, CA. Outside of the office, he enjoys playing golf, traveling, and spending time with friends and family.

Monika is the Executive Assistant to the CEO and is passionate about optimizing executive workflows and daily operations. Monika brings over 20 years of experience in residential and commercial real estate as well as office administration, supporting top-level executives. Prior to joining Beacon Pointe, Monika spent eight years serving as Senior VP of Operations and Executive Assistant to the CEO of Watson & Associates, a commercial land development company based in Orange County. Monika is originally from Poland and fell in love with Southern California when she moved here as a young adult, she is newly married and is a proud mom of two adult children. Outside of the office, she enjoys traveling with her husband, daily walks, exercising, and spending time with family and friends.

Oskar 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. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Oskar graduated from the University of California, Riverside (UCR), where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. During his time at UCR, he was a part of the university’s Hylander Student Investment Fund and represented the school in the Intercollegiate Business Strategy Competition. Outside of the office, Oskar enjoys watching ancient and medieval history documentaries, as well as spending time with friends and family.

Rebecca is an Information Technology Manager for Beacon Pointe Advisors, responsible for reviewing and onboarding new vendors, overseeing different application functionality on various platforms, and collaborating with technology partners to assess and implement system enhancements for the firm. Rebecca started her career within the financial services industry in 2014 with Voya Financial Advisors, holding multiple roles across the firm, from the ground floor of Operations, to the Sales Team’s vendor and technology management group. Rebecca leads with years of experience and expertise in release requirements and vendor management, resulting in the successful release of Voya’s robo-advisor, overhaul of their system platforms, and innumerable enhancements that greatly improved the client and end-user experience. Outside the office, Rebecca enjoys traveling with her husband, collecting wine glasses from the vineyards they visit, and is a foodie at heart.

As an Insurance Support Specialist, Rebekah is responsible for the firm’s insurance operations and case management. She assists the Beacon Pointe Insurance Services team with process development, training, case tracking, policy review, and technology enhancements. Prior to joining Beacon Pointe, Rebekah worked for four years as an associate financial representative at Northwestern Mutual. Rebekah graduated from Liberty University in 2013 with a B.S. in Fashion Merchandising and History. She has over 18 years of experience in various industries refining her operations and process efficiency skills. She brings more than 9 years of experience in the risk product market and holds a South Carolina Life & Health insurance license. Rebekah currently resides in Greenville, South Carolina. In her spare time, Rebekah enjoys hiking, biking, kayaking, and gardening. She also loves spending time with her nieces, nephews, and other members of her large family, and she serves in several capacities at her local church.

Ronald is a Senior Information Technology Associate within the Infrastructure Team at Beacon Pointe. Prior to joining Beacon Pointe, Ronald was a Senior IT Specialist at Green Street for five years and held the roles of Cloud Administrator, Vendor Manager, and IT Support. Experienced with acquisitions and divestitures, Ronald earned his bachelor’s degree in Business Administration at California State University, San Marcos. He holds IT certifications in both CompTIA and Microsoft Azure. Outside the office when he is not studying, Ronald enjoys spending time with his wife, daughter, and closing his Apple Watch rings.

Wanda is a Director in the Trading Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury Consulting where she was responsible for client servicing and portfolio administration. Wanda graduated from University of California, Irvine with a BS in Biology. She currently serves on the Board of Directors for Word Alive Church.

William is an Associate Data Engineer within the Information Technology Department at Beacon Pointe. He is responsible for designing, building, and maintaining the firm’s data architecture. He earned his bachelor’s degree in Data Science at University of California, Irvine. Outside of the office, William enjoys spending time with family and friends, as well as traveling internationally.