Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Newport Beach, CA
Beacon Pointe is a Newport Beach 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 Newport Beach 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 Newport Beach Headquarters office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Newport Beach Headquarters Team
Alex Kassouf
Senior Wealth Advisor
Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.
Allison Hillgren Warner, MCM
Chief Marketing Officer
Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC. Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.
Andrew Bullard, J.D.
Senior Estate Strategist
Andrew is a Senior Estate Strategist at Beacon Pointe and is responsible for assisting individuals and families with planning strategies to preserve and transfer wealth. Prior to joining Beacon Pointe, Andrew practiced as a trusts and estates attorney focusing on all aspects of estate planning and helping fiduciaries navigate the administration of trusts and estates. Andrew advised individuals and families regarding overall wealth and estate planning, including gifting strategies, estate tax planning, and gift and estate tax compliance. Andrew earned his B.A. in Political Science from the University of Michigan and his J.D. from Michigan State University College of Law. Andrew resides in Cary, North Carolina, with his wife and two children.
Andrew Hoang, CFP®
Senior Financial Planner
Andrew Hoang, CFP®, is a Senior Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER™ designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.
Andrew Howard
Senior Associate, Institutional Consulting Services
Andrew is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Andrew earned his B.S. in Business Administration from California Baptist University. In his free time, he enjoys playing basketball and golf, and spending time with family.
Annie Parrish, SHRM-CP
Human Resources Manager
Annie is a Manager within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs, and day-to-day human resource operations. Annie began her career in human resources at Delaware North, a hospitality company that helps staff sporting arenas. She started as an HR Coordinator and transitioned to their HR Manager. Annie graduated from the University of Minnesota, Twin Cities with a bachelor’s degree in Sports Management. Annie was born and raised in Huntington Beach but now resides in Minneapolis, MN. She is an advocate for animals and has been vegan for the past 8 years. Outside of the office, Annie loves going to hockey games and checking off every arena on her bucket list.
Ariana Ivins
Senior Associate, Billing
Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.
Austin Kastenberg
Senior Associate Analyst, Institutional Consulting Services
Austin is a Senior Associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His duties range from preparing performance reports to conducting asset allocation studies to providing investment research and due diligence. Prior to joining Beacon Pointe, Austin worked as a commercial insurance broker and was also a graduate student researcher in Economics and Management. Austin earned his bachelor’s degree from the University of California, Los Angeles and received his MBA in Finance from the Fowler College of Business at San Diego State University. Outside of the office, Austin enjoys spending time with family and friends, travelling, being outdoors, and staying active.
Austin Rouk, CFP®
Wealth Advisor
As part of Beacon Pointe’s Strategic and Financial Advising Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.
Ben Blokdyk
Client Service Associate
Ben 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. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Ben graduated from The University of Southern California with a B.S. in Business Administration with an emphasis in Finance and currently resides in Huntington Beach, CA. Outside of the office, Ben likes to play golf with his friends and surf with his brothers.
Brandon Baker, CFA, CFP®
Senior Wealth Advisor
Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.
Brandon Lewellen
Senior M&A Analyst
As part of the Partnership Integration Department, Brandon works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Brandon worked as an Analyst at Fidelity Investments. Brandon graduated from the University of Texas at Dallas with a degree in Finance, where he remains actively involved in the University’s Alumni mentorship program. Outside of the office, he enjoys exercise, playing chess, and climbing the next mountain.
Brendon Sloan
Client Service Associate
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.
Brittany Mangrum, CFP®
Senior Financial Planner
Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from Colorado State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™. She also earned her Master of Science in Taxation (MST) degree from Colorado State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.
Cal Dickman, CFA, CFP®
Wealth Advisor
Cal 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. With almost two decades of experience within the financial services industry, Cal has held a variety of positions including institutional equity sales, fixed income trading, and wealth management. Prior to joining Beacon Pointe, he was a Wealth Advisor at First Foundation Advisors in Irvine, California, where he specialized in investment management and comprehensive financial planning for high-net-worth individuals and families. Cal was born and raised in Missoula, Montana, and holds a B.A. in Mathematics from Gustavus Adolphus College in St. Peter, Minnesota. He also holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ designations. Outside of work, Cal enjoys surfing, cooking, traveling, and spending time with his wife, son, and dog.
Cameron Wright
Client Service Associate
Cameron 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 acting as the primary liaison with the firm’s custodial partners. Cameron recently graduated from California State University, San Bernardino and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.
Carlin Lawlor
Senior Strategic Integration Coordinator
Carlin is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Carlin is currently working towards her degree in Finance from Arizona State University. In her free time, she enjoys traveling as well as spending time with her family and friends.
Carolyn Sheu, CFP®
Regional Director, Wealth Advisor
Carolyn is a Regional Director and Wealth Advisor for Beacon Pointe. She 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 her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.
Casey Stewart
Estate Strategist
As an Estate Strategist, Casey works nationwide with clients and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Casey practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning, and the administration of trusts and estates. Casey advised individuals and families on overall wealth and estate planning, including gifting strategies, gift tax compliance, and assisting individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Casey earned his B.S. in Legal Studies with a minor in Business from the University of Central Florida and his J.D. from Ave Maria School of Law, with concentration on Estate Planning, Business Planning, Tax, and Real Estate. Casey is a member of the Florida Bar Association and is a frequent speaker at local group meetings on the topic of Probate Administrations. Outside of the office, Casey enjoys spending time with his wife and three children in the beautiful Florida weather, coaching youth sports, and fishing.
Catherine Prentice, IACCP®
Director of Compliance
Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi has received the Investment Advisor Certified Compliance Professional® (IACCP®) designation. Cathi attended Texas Women’s University and lives with her family in Irvine, California.
Chandler Hammersla
Senior M&A Analyst
As an M&A Analyst, Chandler is a member of the Partnership Integration team pursuing new advisor partnership opportunities across the country. She is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Chandler worked as a Senior Analyst at Goldman Sachs within a Valuations and Reporting group focused specifically on debt funds. Chandler graduated magna cum laude from Elon University with a major in Accounting and a minor in Finance. During her time at Elon, Chandler spent four months studying Business and Culture in Barcelona, Spain. Outside of the office, she enjoys traveling, attending exercise classes, and spending time with family and friends.
Chase Forrest
Associate Wealth Advisor
Chase 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 and asset allocation modeling. Prior to Beacon Pointe, Chase worked as an associate at Fourth Point Wealth. He graduated from UC Berkeley with a degree in American Studies with focus on Business Development & Marketing. During his time at Berkley he was also a member of the football team. Chase resides in Newport Beach with his fiancé. Outside of work he enjoys being with family and friends, going to the beach and coaching football.
Chloe Trimarche
Marketing & Communications Associate
Chloe is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight, and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Chloe was an intern for The Hartford Financial Services Group and Maricopa County in Phoenix, Arizona. She also previously held roles as a college ambassador for Hint Water and Bumble. Chloe earned her Business Communication degree from the W.P. Carey School of Business at Arizona State University, along with a Certificate in Tri-Sector Leadership. Outside of the office, Chloe enjoys spending time with family and friends, soaking up the sun, and traveling.
Christopher Nguyen
Senior Associate, Information Technology - Infrastructure
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.
Cody Masterson
Client Service Associate
Cody 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. Prior to joining Beacon Pointe, Cody attended Chapman University and graduated with a B.A. in Business Administration, where he was also a member of the football team. He is originally from Honolulu, Hawaii and enjoys traveling, hiking, and spending time with friends and family.
Cole Woods
Reporting Associate
Cole is responsible for supporting the Beacon Pointe strategic integration and operations teams to provide data reporting assistance. His duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting and CRM systems following new office acquisitions. Prior to joining Beacon Pointe, Cole worked in logistics at a local Scottsdale brokerage. In May 2020, Cole earned his B.S. in Supply Chain Management from the W.P. Carey & Barrett Honors College at Arizona State University. Outside of the office, Cole has a passion for golf, snowboarding, reading, and spending time with family and friends.
Commie Stevens, JD
Chief Practice Officer
Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.
Courtney Shields
Senior Compliance Associate
Daniel Costigan, CFA, MBA
Associate Wealth Advisor
Daniel 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, Daniel served as a financial advisor for retirement plan advisor, SageView Advisory Group. He also brings experience in mutual fund sales and private equity capital raising. Daniel graduated from Boston College with a bachelor’s degree in Psychology and earned an MBA from the UC Irvine Paul Merage School of Business. Daniel also has his Series 65 license and holds the Chartered Financial Analyst designation. In his free time, Dan enjoys golf, surfing, music and traveling with his wife.
David Hopkins
Senior Wealth Advisor
David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.
David Le, CFP®
CTO, Wealth Advisor
David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the Certified Financial Planner™ (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.
Derek Newcomer, CFA, CAIA
Director, Investment Research
Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. Derek currently serves as the Chair of the Investment Committee at the Goodwill of Orange County. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA charterholder and a member of the CFA Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).
Dylan Brooks, CFP®
Wealth Advisor
Dylan 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. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a Certified Financial Planner (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.
Dylan Macdonald, CFP®
Wealth Advisor
Dylan 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, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a Certified Financial Planner (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.
Eliza Moody
Marketing & Communications Associate
Eliza Moody is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Eliza worked as a Marketing Coordinator for a start-up in the technology industry. She graduated from the University of California, Santa Barbara where she earned her Bachelor of Arts degrees in both Communication and Film & Media Studies. She was also the captain of the UCSB Sailing Team. Outside of the office, Eliza loves to cook, paint, and spend time outdoors and on the water with her friends and family.
Emily Dang
Compliance Associate
Emily is an associate within the Compliance Department and is responsible for the implementation and execution of compliance processes. Prior to joining Beacon Pointe Advisors, Emily held a compliance role at an online mortgage company where she gained experience processing incident management cases and working cross-functionally between stakeholders and multiple company departments. In her free time, Emily enjoys listening to music, going to the gym, and spending time eating good food with friends and family.
Eva Carrillo
Strategic Integration Associate
Eva is a member of the Strategic Integration Department and is primarily responsible for new office integration, operational, and strategic project implementations across Beacon Pointe offices throughout the country. Prior to joining Beacon Pointe, Eva was a business associate at a plastics supply chain manufacturing company. Eva attended California Baptist University, where she received a B.A. in Political Science/Pre-Law. Eva is currently attending Pepperdine’s Graziadio School of Business where she is pursuing her MBA. Outside of the office, she enjoys spending time with family and friends, traveling, playing chess, and exercising.
Felix Lin, CFA
Senior Advisor
Felix has been with the firm since its inception and is a founding partner. Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He previously served as the Investment Chair for the Goodwill of Orange County, was a member of the Human Society of Silicon Valley Finance Committee, and serves as an Ambassador for Free Wheelchair Mission. Felix has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles.
Gabriel Kennan
Senior Associate, Investment Research
Gabriel is a senior associate within the Investment Research Group at Beacon Pointe Advisors, with a focus on alternative investment strategies. His responsibilities include conducting due diligence of investment opportunities, maintaining ongoing diligence and monitoring of investment managers, and developing alternative investment programs for institutional clients. Gabriel earned his B.A. in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.
Garth K. Flint
Partner, Founder
Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.
Graham Pierce
Partner, Managing Director
Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.
Hagen Grantham
Associate Wealth Advisor
Hagen 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 joining Beacon Pointe, Hagen worked in the licensed apparel manufacturing industry where he managed the NASCAR, Automotive, Power Sports and Character divisions for an international clothing company. He earned a B.S. in Business Administration from the University of Southern California, where he was a four-year letterman on the Trojans water polo team. Hagen resides in Newport Beach with his wife, three daughters, son, and father. Outside of the office, he enjoys spending time with his family and friends and watching his kids play sports.
Ike Egwuonwu
Associate Financial Planner
Ike Egwuonwu is an Associate Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Ike worked at Ayco Goldman Sachs as a financial planner and coach having previously transitioned from a role at Deloitte as a project controller. Ike earned his Bachelor of Science in Business Administration with a concentration in Finance from Pepperdine University as a Posse Foundation Scholar. He is currently a CFP candidate through the Boston Institute of Finance. Ike currently resides in Orange, CA with his fiancé and outside of the office he enjoys spending time with family and friends, playing basketball, jamming with other musicians, and catching up on his favorite shows.
Jack Cooper
Director, Mergers & Acquisitions
Jack is a Director on the Mergers & Acquisitions team who works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for leading the business development efforts on behalf of the M&A team, including interfacing with any deal intermediaries and third-party representatives. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Jack lives with his wife in Dallas, TX.
Jacob Vick, CFA
Director, Mergers & Acquisitions
As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.
Jade Goodman, MBA, JD, LL.M.
Director, Strategic and Legacy Planning
Jade helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. She works with advisors and clients to provide and coordinate customized strategies to preserve and transfer wealth through charitable, business, financial, tax, and estate planning solutions. Jade has been featured on CNBC and presents on various tax planning topics at industry and partner events. Prior to Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning and administration. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, and counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Before private practice, Jade served as a Trust Officer/Administrator at U.S. Trust/Bank of America Private Bank and City National Bank, providing a coordinated approach to trust and estate administration and investment management. Jade obtained her Master in Laws degree (LL.M.) in Taxation, with an emphasis in High Net Worth/Private Client, from Loyola Law School in Los Angeles. She previously earned her J.D. from Loyola Law School, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, a dual concentration in Accounting, and a minor in Financial Planning. Jade is a member of Beacon Pointe’s Women’s Advisory Institute (“WAI”). She resides in Scottsdale, Arizona, with her husband and son.
Janet Hathaway
General Counsel
Janet Hathaway is the General Counsel at Beacon Pointe. She started her career in private practice at Gibson, Dunn & Crutcher. Since then, she has served as corporate in-house counsel, first at Crain Communications Inc, a global media company, and most recently at Pathway Capital Management, a private equity investment firm. Janet received her Bachelor of Arts degree from the University of Notre Dame, magna cum laude, and her J.D. from the University of Virginia School of Law. Outside of work, Janet enjoys jogging with her girlfriends, practicing yoga, and watching her children’s sporting events. She lives with her husband and four children in Newport Beach, California.
Jason Overholtzer, CFA
Director, Investment Research
Jason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason currently serves on the Investment Committee of the Goodwill of Orange County. Jason lives in Ladera Ranch, California with his wife and three children.
Jaynie Hexberg
Human Resources Associate
Jaynie is a Human Resources Associate at Beacon Pointe Advisors. She is responsible for recruiting, assisting with onboarding efforts, and day-to-day human resource operations. She is from Orange County and currently lives in Laguna Beach, California. In her free time, Jaynie enjoys hiking, going to the beach with friends and spending time with her two nephews.
Jen Steele
Senior Billing Specialist
Jen is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Jen worked as an analyst in the health insurance industry before transitioning to accounting roles in tech startups and waste management. Outside of the office, Jen enjoys volunteering, going to concerts, watching football and spending time with friends and family.
Jennifer Holmes
HR Payroll Specialist
Jennifer is the Human Resources Payroll Specialist for Beacon Pointe Advisors. Prior to joining Beacon Pointe, Jennifer has had over a decade of diverse payroll experience. Her areas of expertise include multi-state payroll, payroll taxes, and certified payrolls. Jennifer resides in Peoria, AZ with her four children, and in her free time she enjoys family activities, playing pool competitively, going to concerts and sporting events, and relaxing at home watching football games with family.
Jesse Crane
Manager, ICS Business Development
Jesse Crane serves as the Business Development Manager for Beacon Pointe’s Institutional Consulting Services Group and is responsible for new client development. With over 10 years of experience in the investment management industry, Jesse joins Beacon Pointe after a lengthy career with PIMCO Investments and Morgan Stanley. Jesse earned his Master of Business Administration from Syracuse University’s Whitman School of Management and his undergraduate degree in Economics from the State University of New York (SUNY) College at Cortland. Outside of the office, Jesse stays busy serving on the board of directors and as vice-chair of the finance committee for the SUNY Cortland College Foundation.
John Gray
Chief Financial Officer
John is the Chief Financial Officer for Beacon Pointe Advisors and is responsible for leading Accounting and Finance for the firm. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019. John has also led the accounting team for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting. Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran. He is married with two children and in his free time, John enjoys camping, hiking, snow skiing, fishing and frequent trips to Maui with his family.
Jon Daly
Salesforce Data Specialist
Jon is a Salesforce Data Specialist within our firm Operations Group at Beacon Pointe Advisors and is responsible for oversight of client services and investment operations. Prior to joining Beacon Pointe, Jon was an IT Operations Manager who brings on 10 years of experience in productivity and project management to the team. Outside of the office, Jon enjoys remodeling his childhood home, spending time with his girlfriend and new baby, playing music, and traveling.
Jonathan Acosta, JD
Partner, Managing Director
Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee. He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.
Julie Johnson, CDFA®
Senior Wealth Advisor
Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.
Julien Frazzo, MBA
Director, Risk Management and Securities Research
Julien is the Director of Risk Management and Securities Research at Beacon Pointe Advisors and is a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at The Bahnsen Group. Julien is a seasoned investment professional with twenty-two years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking, and three years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a master’s degree in Accounting and Finance and a postgraduate degree in Corporate Finance, Financial Engineering, and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives in Seal Beach, California. Having worked in Paris, Amsterdam, London, Chicago, Monaco, and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.
Juna Chiang, CFP®
Manager, Trading Operations
Juna is a Manager in the Client Service 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. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.
Karen (Sarten) Reifel, CFP®
Senior Wealth Advisor
Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation. Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011. As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group. Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients. Karen serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen resides in Southern California with her husband and son.
Karina C. Melancon
Senior Salesforce Product Manager
Karina is a Salesforce Program 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.
Karisa Diephouse
Chief Operating Officer
Karisa Diephouse is responsible for partnership integration, operations and strategy execution across all Beacon Pointe offices located throughout the country. Karisa brings over 15 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.
Kathy Sharp
Office Manager
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.
Kelly DiGonzini, CFP®, MST
Director of Financial Planning
Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER™. Kelly is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Sewart Weddings, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly spends her free time chasing her toddler daughter and resides with her husband in South Orange County, California.
Kevin DiSano, CIMA®, CPWA®
Chief Growth Officer
Kevin is an accomplished sales and management professional with expertise developed over 28 in business. Most recently he was Senior Managing Director and Head of ETF sales at Nuveen. Prior to that he was one of the senior executives at IndexIQ, a leading alternative investment manager that was sold to New York Life Insurance Company. Kevin was instrumental in the growth of the business from the initial launch in 2009 until the sale. Kevin has a wealth of experience in sales and executive management roles and specializes in building and leading successful teams from the ground up. He has hands-on experience helping startup businesses establish themselves through both individual contributor and executive management roles with a focus on the development of effective sales and marketing strategies. Over the course of his career, Kevin has been asked to share insights and expertise through appearances on CNBC, Bloomberg Radio and has been interviewed for various print and online media publications. Kevin holds a B.S. Degree in Speech Communications, Psychology and Business Industry Education from the University of Minnesota and also holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) Designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.
Krista Jones
Senior Associate, Billing
With over three decades of experience in the financial services industry, Krista brings her operational and financial skillsets to her role as a Senior Associate in the Accounting Department at Beacon Pointe. Prior to joining Beacon Pointe, Krista started working right out of high school spending 18 years at JP Morgan Chase and has most recently worked for another RIA firm where she was responsible for trading, new account management, quarterly billing and performance reporting. Krista is a Canadian citizen with permanent residency in the United States, and she enjoys traveling, camping, concerts, and attending classic car shows.
Liliana Sobaszek
Client Service Associate
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.
Liz Mitchell
Manager, Strategic Integration
Liz is a Manager within the Strategic Integration department at Beacon Pointe Advisors. 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 portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics. She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.
Mac McCall
Wealth Advisor
Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies. Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.
Maria Caracoza
Director of Human Capital
Maria is the Director of Human Capital and leads the Beacon Pointe Human Resources Department. Maria is responsible for providing strategic guidance and leadership for all aspects of the human resources function. This includes the development of HR policies, strategic staffing plans, recruitment, compensation, professional staff development, benefits, health and safety. Maria’s goal is to maximize effectiveness in the workforce, while continually promoting a positive, inclusive workplace. Previously, Maria worked for Javier’s for more than a decade, starting as a hostess and working her way up to Human Resources Manager. While working at Javier’s, she gained a lot of experience in Human Resources and went through the growing pains of opening two new restaurant locations. After her tenure at Javier’s, Maria moved to the Palm Springs area where she worked for FedEx as an Operations Administrator II-HR. She graduated from the University of California, Irvine with a bachelor’s in Social Ecology, and received her Human Resources Management Certificate from the University of California, Irvine. Outside of the office, Maria likes to spend time with her family, visit the beach, and go to concerts.
Matthew B. Cooper
Partner, President, Beacon Pointe Advisors
Matthew (Matt) is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications, regularly speaking on a host of wealth management and industry-related topics. Matt’s passion is continuous lifetime learning, and at a time when the RIA industry is changing more rapidly than any other point in history, Matt’s focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals for themselves, their teams and their businesses. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys traveling, running and exercise, and spending time with his family.
Matthew Henn, CFP®, RICP®
Wealth Advisor
Matthew (Matt) is a 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 and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a Certified Financial Planner (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and daughter and enjoys surfing and traveling.
Mauricio Ibarra
Manager, Information Technology-Infrastructure
Mauricio is a Senior IT Associate 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.
McKenzie Gill
Senior Client Service Associate
Mckenzie 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. Mckenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.
Megan Farley
Manager, Strategic Integration
Megan is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.
Metro Malasavage IV, CFP®
Wealth Advisor
Metro is a 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 and asset allocation modeling. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was a member of the first graduating class] from the university’s Personal and Family Financial Planning (PFFP) major. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.
Michael Dow Jr.
Associate Analyst, Institutional Consulting Services
Michael is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Michael worked for a Waste Management company in their accounting and data management departments. Michael earned his B.S. in Economics from Michigan State University and in his free time, he enjoys golfing, playing guitar, and going to the beach.
Michael G. Dow, CAIA, CFA, CPA
Chief Investment Officer
Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group. He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago. Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst, received his certificate to practice as a CPA (inactive) and is a member of the CFA and CAIA Societies of Chicago. He is married and has four children, and lives with his wife in Western Springs, Illinois.
*CPA license is inactive
Mike Breller
Managing Director, Institutional Consulting Services
Mike is responsible for the Institutional Group’s business development and servicing of Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. Mike currently Serves as a Trustee for the Irvine Public Schools Foundation and resides in Irvine, California with his wife and two daughters.
Mitchell Hughes
Senior Institutional Consultant
Mitchell (Mitch) is responsible for consulting Beacon Pointe’s institutional clients and handling new client development. He serves large foundations, endowments, non-profits, high net worth family offices as well as corporate 401(k) plans and institutional 403(b) plans. Mitch is a member of Beacon Pointe’s 401(k) committee and helps the firm maintain fiduciary standards and mandates issued by the regulatory authorities. Prior to joining Beacon Pointe, Mitch worked at Merrill Lynch with the Global Institutional Consulting Group and at J.W. Cole Financial as a financial analyst. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch obtained his Master of Business Administration (MBA) from the University of California, Irvine. He serves on the board of Upon this Rock Ministries and is an active member of Mariners Church in Irvine, CA. Mitch is married and resides in Orange County, and in his spare time he enjoys golfing, surfing and mountain activities.
Mollie Privett, CFP®
Associate Wealth Advisor
Mollie 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 her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Mollie worked as an Associate Wealth Advisor at Morton Wealth. She currently holds the Certified Financial Planner (CFP®) designation and she graduated from California State University Long Beach with a degree in Business Management. Mollie is originally from San Diego but now resides in Newport Beach. Outside of work, Mollie enjoys being at the beach, spending time with friends and family, and watching sunsets!
Neil Livingston
Director of Operations
Neil is a Director within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors – Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.
Peter Gottlieb
Internal Business Development Associate, Mergers & Acquisitions
As part of the Partnership Integration Department, Peter works closely with Beacon Pointe’s Mergers & Acquisitions team pursuing new advisor partnership opportunities across the country. He is responsible for prospecting and outreach during these processes as well as optimizing internal relations for the M&A team. While attending Texas Christian University, Peter completed an internship with Beacon Pointe in the Newport Beach headquarters office before graduating with a degree in Finance. Outside of the office, he enjoys watching sports, exercising, and spending time with friends and family.
Raul Marquez
M&A Analyst
As an M&A Analyst, Raul is a member of the Partnership Integration team pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Raul worked as an Investor Relations Intern at TD Ameritrade. Raul graduated from the University of Texas at Dallas with a degree in Finance. Before completing his studies Raul honorable served six years enlisted in the U.S. Air Force. Outside of the office, he enjoys exercising, reading, listening to music, and socializing with friends and family.
Rebecca Gallo
Manager, Information Technology -Strategic Partnership
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.
Rebekah Blake
Insurance Support Specialist
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 and has a background in food service & retail management. She brings over 8 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, reading, and traveling with her boyfriend. She also loves spending time with her nieces and nephews and serving in several capacities in her local church.
Robert Blosser
Associate Wealth Advisor
Robert 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, and asset allocation modeling. Prior to joining Beacon Pointe, Robert worked for Goldman Sachs in their Private Wealth group. He graduated from Rice University where he received consecutive academic all honors while competing on the football team. Outside of the office, Robert enjoys golfing, fishing, and wakeboarding.
Robert C. Kuchar
Controller
Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting and finance functions of the firm. Prior to joining Beacon Pointe, Bob led accounting teams for various companies across industries such as cybersecurity, service, solar, for-profit education, and manufacturing. He earned his Bachelor of Science in Accounting from Northern Illinois University. Bob and his wife reside in New River, AZ and share two adult children. In his free time, he enjoys playing basketball, traveling, sporting events, and attending rock concerts.
Robyn Marotta
Associate, Institutional Consulting Services
Robyn serves as an associate for Beacon Pointe’s Institutional Consulting Services Group. She is tasked with supporting Beacon Pointe’s institutional consultants’ business development efforts including completing requests for proposals, coordinating conferences and events, managing databases and other administrative duties. She possesses a strong eye for detail and phenomenal writing and communication skills. As a graduate of California State University, Long Beach, Robyn brings 15 years of experience within both non-profit and for-profit sectors. Prior to joining Beacon Pointe, Robyn’s background includes the areas of education, real estate and property management, and business development. Outside of the office, Robyn has a passion for international travel, cooking, spending time with friends and family, and finding the adventure in every day.
Ronald Araracap
Senior Associate, Information Technology - Infrastructure
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 Amazon AWS and CompTIA. Outside the office, Ronald enjoys spending time with his wife, daughter and closing his Apple Watch rings.
Rose Bae
Compliance Specialist
Ryan Griffin
Senior Associate, Mergers & Acquisitions
As a Senior Mergers & Acquisitions Associate, Ryan works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. Responsibilities include the recruitment of additional Beacon Pointe partner offices across the nation and assisting with the integration of new affiliate offices and individuals joining Beacon Pointe. Prior to joining Beacon Pointe, Ryan was a Regional Director at Dimensional Fund Advisors. Ryan attended the University of Texas at Austin where he graduated from the McCombs School of Business with a major in Business Finance and a certificate in Energy Management. Outside of the office, he enjoys being outdoors, playing golf and basketball with friends, and traveling.
Ryan McEnerney
Director of Central Support
Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.
Sara Alfaro
Associate, Institutional Consulting Services
Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo. In her free time, Sara enjoys spending time with friends and family, going to the beach, and exercising.
Scott Ayers
Senior Wealth Advisor
Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.
Scott Plamondon, CLU®, ChFC®
Vice President, Beacon Pointe Insurance Services
Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College. Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991. Scott is married and has two daughters. He enjoys sports, travel, and spending time with his family. CA Insurance License #0833283
Shannon Eusey
Chief Executive Officer
Shannon is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Sunwest Bank Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC’s Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry. As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.
Stephen Marshall
Director of Asset Allocation
Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting. In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models. Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe. Stephen graduated from the University of New Orleans with a B.S. in Mathematics. He speaks frequently on asset allocation and risk-related topics at industry conferences. Stephen lives with his two sons in Orange, California.
Todd Reinhart, CRPC®
Regional Director, Senior Wealth Advisor
Todd is a Regional Director and Senior Wealth Advisor at Beacon Pointe, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Todd has more than fifteen years of industry experience. Prior to Beacon Pointe, he worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including V.P. Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor – CRPC®. He earned his Bachelor of Science in Business Administration, with a minor in Economics from California Polytechnic State University in San Luis Obispo, and a Master of Education from the University of Georgia. Todd has one son and two daughters. Outside of work, he enjoys coaching and all things baseball related, working out, running, watching sports.
Tom O’Connor, CFP®, CFA
Senior Financial Planner
Tom O’Connor is a Senior Financial Planner at Beacon Pointe Advisors. With over thirty years of experience, Tom is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Tom ran the investment management arm of a federally chartered bank, while supervising operations for securities and insurance. Tom earned a BS in Computer Science from Purdue University, his MBA in Finance and Statistics from the University of Chicago Booth School of Business, and holds the Certified Financial Planner® and Chartered Financial Analyst designations. Tom resides in Laguna Niguel, CA with his fiancée. Outside of the office, he enjoys reading, staying active outdoors, and spending time with family and friends.
Tommy Derrick
Director, Insurance Services
As Director of Insurance Services, Tommy is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. With nearly 30 years of experience in the financial services industry, Tommy has consulted with hundreds of advisors and clients around risk management issues involving Estate Planning, Business Continuity and Succession Planning, Wealth Transfer, and Personal Protection. Tommy began his career in the Financial Services industry at Prudential, where he served as the Manager of Financial Services. In 2001, Tommy worked for the Royal Bank of Canada where he built an insurance program inside a regional bank, eventually taking their proprietary insurance product portfolio to independent brokerage. Prior to joining Beacon Pointe, he held the Regional Director role at First Protective (now Concourse Financial Group), where he worked to develop business with Independent Advisors, Wealth Managers, and Private Bankers. Tommy graduated from Clemson University in 1989, where he earned a B.S. in Financial Management with an emphasis in Insurance. Tommy is a past qualifying member of the Million Dollar Round Table® and holds the designations of CLTC® and LUTCF®. Tommy currently resides in Greenville, South Carolina with his wife of 32 years, Cathy and their son Clark. In his free time, Tommy enjoys coaching a U11 travel baseball team, playing golf, tailgating Clemson games with friends and family, and taking long Jeep rides with his wife.
Wanda Ho
Director of Trading
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 Flower
Accounting Manager
William (Billy) Flower is the Accounting Manager for Beacon Pointe Advisors and is responsible for various accounting and finance functions of the firm. Prior to joining Beacon Pointe, Billy had been part of accounting teams in the cybersecurity and legal industries. He earned his Bachelor of Science in Accounting and Master of Science in Accounting from Grand Canyon University. Billy resides in Gilbert, Arizona and likes to spend time golfing, biking, traveling, discovering new restaurants, and spending time with family and friends.
William Thompson
Director, Institutional Consulting Services
Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. He advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization. Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill resides in the San Francisco Bay Area with his wife and three children.
Zach Congelliere
Strategic Integration Manager
Zach is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.
Meet the Newport Beach Headquarters Team
Alex Kassouf
Senior Wealth Advisor
Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.
Allison Hillgren Warner, MCM
Chief Marketing Officer
Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC. Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.
Andrew Bullard, J.D.
Senior Estate Strategist
Andrew is a Senior Estate Strategist at Beacon Pointe and is responsible for assisting individuals and families with planning strategies to preserve and transfer wealth. Prior to joining Beacon Pointe, Andrew practiced as a trusts and estates attorney focusing on all aspects of estate planning and helping fiduciaries navigate the administration of trusts and estates. Andrew advised individuals and families regarding overall wealth and estate planning, including gifting strategies, estate tax planning, and gift and estate tax compliance. Andrew earned his B.A. in Political Science from the University of Michigan and his J.D. from Michigan State University College of Law. Andrew resides in Cary, North Carolina, with his wife and two children.
Andrew Hoang, CFP®
Senior Financial Planner
Andrew Hoang, CFP®, is a Senior Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER™ designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.
Andrew Howard
Senior Associate, Institutional Consulting Services
Andrew is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Andrew earned his B.S. in Business Administration from California Baptist University. In his free time, he enjoys playing basketball and golf, and spending time with family.
Annie Parrish, SHRM-CP
Human Resources Manager
Annie is a Manager within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs, and day-to-day human resource operations. Annie began her career in human resources at Delaware North, a hospitality company that helps staff sporting arenas. She started as an HR Coordinator and transitioned to their HR Manager. Annie graduated from the University of Minnesota, Twin Cities with a bachelor’s degree in Sports Management. Annie was born and raised in Huntington Beach but now resides in Minneapolis, MN. She is an advocate for animals and has been vegan for the past 8 years. Outside of the office, Annie loves going to hockey games and checking off every arena on her bucket list.
Ariana Ivins
Senior Associate, Billing
Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.
Austin Kastenberg
Senior Associate Analyst, Institutional Consulting Services
Austin is a Senior Associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His duties range from preparing performance reports to conducting asset allocation studies to providing investment research and due diligence. Prior to joining Beacon Pointe, Austin worked as a commercial insurance broker and was also a graduate student researcher in Economics and Management. Austin earned his bachelor’s degree from the University of California, Los Angeles and received his MBA in Finance from the Fowler College of Business at San Diego State University. Outside of the office, Austin enjoys spending time with family and friends, travelling, being outdoors, and staying active.
Austin Rouk, CFP®
Wealth Advisor
As part of Beacon Pointe’s Strategic and Financial Advising Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.
Ben Blokdyk
Client Service Associate
Ben 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. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Ben graduated from The University of Southern California with a B.S. in Business Administration with an emphasis in Finance and currently resides in Huntington Beach, CA. Outside of the office, Ben likes to play golf with his friends and surf with his brothers.
Brandon Baker, CFA, CFP®
Senior Wealth Advisor
Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.
Brandon Lewellen
Senior M&A Analyst
As part of the Partnership Integration Department, Brandon works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Brandon worked as an Analyst at Fidelity Investments. Brandon graduated from the University of Texas at Dallas with a degree in Finance, where he remains actively involved in the University’s Alumni mentorship program. Outside of the office, he enjoys exercise, playing chess, and climbing the next mountain.
Brendon Sloan
Client Service Associate
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.
Brittany Mangrum, CFP®
Senior Financial Planner
Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from Colorado State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™. She also earned her Master of Science in Taxation (MST) degree from Colorado State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.
Cal Dickman, CFA, CFP®
Wealth Advisor
Cal 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. With almost two decades of experience within the financial services industry, Cal has held a variety of positions including institutional equity sales, fixed income trading, and wealth management. Prior to joining Beacon Pointe, he was a Wealth Advisor at First Foundation Advisors in Irvine, California, where he specialized in investment management and comprehensive financial planning for high-net-worth individuals and families. Cal was born and raised in Missoula, Montana, and holds a B.A. in Mathematics from Gustavus Adolphus College in St. Peter, Minnesota. He also holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ designations. Outside of work, Cal enjoys surfing, cooking, traveling, and spending time with his wife, son, and dog.
Cameron Wright
Client Service Associate
Cameron 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 acting as the primary liaison with the firm’s custodial partners. Cameron recently graduated from California State University, San Bernardino and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.
Carlin Lawlor
Senior Strategic Integration Coordinator
Carlin is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Carlin is currently working towards her degree in Finance from Arizona State University. In her free time, she enjoys traveling as well as spending time with her family and friends.
Carolyn Sheu, CFP®
Regional Director, Wealth Advisor
Carolyn is a Regional Director and Wealth Advisor for Beacon Pointe. She 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 her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.
Casey Stewart
Estate Strategist
As an Estate Strategist, Casey works nationwide with clients and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Casey practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning, and the administration of trusts and estates. Casey advised individuals and families on overall wealth and estate planning, including gifting strategies, gift tax compliance, and assisting individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Casey earned his B.S. in Legal Studies with a minor in Business from the University of Central Florida and his J.D. from Ave Maria School of Law, with concentration on Estate Planning, Business Planning, Tax, and Real Estate. Casey is a member of the Florida Bar Association and is a frequent speaker at local group meetings on the topic of Probate Administrations. Outside of the office, Casey enjoys spending time with his wife and three children in the beautiful Florida weather, coaching youth sports, and fishing.
Catherine Prentice, IACCP®
Director of Compliance
Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi has received the Investment Advisor Certified Compliance Professional® (IACCP®) designation. Cathi attended Texas Women’s University and lives with her family in Irvine, California.
Chandler Hammersla
Senior M&A Analyst
As an M&A Analyst, Chandler is a member of the Partnership Integration team pursuing new advisor partnership opportunities across the country. She is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Chandler worked as a Senior Analyst at Goldman Sachs within a Valuations and Reporting group focused specifically on debt funds. Chandler graduated magna cum laude from Elon University with a major in Accounting and a minor in Finance. During her time at Elon, Chandler spent four months studying Business and Culture in Barcelona, Spain. Outside of the office, she enjoys traveling, attending exercise classes, and spending time with family and friends.
Chase Forrest
Associate Wealth Advisor
Chase 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 and asset allocation modeling. Prior to Beacon Pointe, Chase worked as an associate at Fourth Point Wealth. He graduated from UC Berkeley with a degree in American Studies with focus on Business Development & Marketing. During his time at Berkley he was also a member of the football team. Chase resides in Newport Beach with his fiancé. Outside of work he enjoys being with family and friends, going to the beach and coaching football.
Chloe Trimarche
Marketing & Communications Associate
Chloe is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight, and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Chloe was an intern for The Hartford Financial Services Group and Maricopa County in Phoenix, Arizona. She also previously held roles as a college ambassador for Hint Water and Bumble. Chloe earned her Business Communication degree from the W.P. Carey School of Business at Arizona State University, along with a Certificate in Tri-Sector Leadership. Outside of the office, Chloe enjoys spending time with family and friends, soaking up the sun, and traveling.
Christopher Nguyen
Senior Associate, Information Technology - Infrastructure
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.
Cody Masterson
Client Service Associate
Cody 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. Prior to joining Beacon Pointe, Cody attended Chapman University and graduated with a B.A. in Business Administration, where he was also a member of the football team. He is originally from Honolulu, Hawaii and enjoys traveling, hiking, and spending time with friends and family.
Cole Woods
Reporting Associate
Cole is responsible for supporting the Beacon Pointe strategic integration and operations teams to provide data reporting assistance. His duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting and CRM systems following new office acquisitions. Prior to joining Beacon Pointe, Cole worked in logistics at a local Scottsdale brokerage. In May 2020, Cole earned his B.S. in Supply Chain Management from the W.P. Carey & Barrett Honors College at Arizona State University. Outside of the office, Cole has a passion for golf, snowboarding, reading, and spending time with family and friends.
Commie Stevens, JD
Chief Practice Officer
Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.
Daniel Costigan, CFA, MBA
Associate Wealth Advisor
Daniel 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, Daniel served as a financial advisor for retirement plan advisor, SageView Advisory Group. He also brings experience in mutual fund sales and private equity capital raising. Daniel graduated from Boston College with a bachelor’s degree in Psychology and earned an MBA from the UC Irvine Paul Merage School of Business. Daniel also has his Series 65 license and holds the Chartered Financial Analyst designation. In his free time, Dan enjoys golf, surfing, music and traveling with his wife.
David Hopkins
Senior Wealth Advisor
David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.
David Le, CFP®
CTO, Wealth Advisor
David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the Certified Financial Planner™ (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.
Derek Newcomer, CFA, CAIA
Director, Investment Research
Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. Derek currently serves as the Chair of the Investment Committee at the Goodwill of Orange County. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA charterholder and a member of the CFA Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).
Dylan Brooks, CFP®
Wealth Advisor
Dylan 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. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a Certified Financial Planner (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.
Dylan Macdonald, CFP®
Wealth Advisor
Dylan 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, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a Certified Financial Planner (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.
Eliza Moody
Marketing & Communications Associate
Eliza Moody is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Eliza worked as a Marketing Coordinator for a start-up in the technology industry. She graduated from the University of California, Santa Barbara where she earned her Bachelor of Arts degrees in both Communication and Film & Media Studies. She was also the captain of the UCSB Sailing Team. Outside of the office, Eliza loves to cook, paint, and spend time outdoors and on the water with her friends and family.
Eva Carrillo
Strategic Integration Associate
Eva is a member of the Strategic Integration Department and is primarily responsible for new office integration, operational, and strategic project implementations across Beacon Pointe offices throughout the country. Prior to joining Beacon Pointe, Eva was a business associate at a plastics supply chain manufacturing company. Eva attended California Baptist University, where she received a B.A. in Political Science/Pre-Law. Eva is currently attending Pepperdine’s Graziadio School of Business where she is pursuing her MBA. Outside of the office, she enjoys spending time with family and friends, traveling, playing chess, and exercising.
Felix Lin, CFA
Senior Advisor
Felix has been with the firm since its inception and is a founding partner. Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He previously served as the Investment Chair for the Goodwill of Orange County, was a member of the Human Society of Silicon Valley Finance Committee, and serves as an Ambassador for Free Wheelchair Mission. Felix has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles.
Gabriel Kennan
Senior Associate, Investment Research
Gabriel is a senior associate within the Investment Research Group at Beacon Pointe Advisors, with a focus on alternative investment strategies. His responsibilities include conducting due diligence of investment opportunities, maintaining ongoing diligence and monitoring of investment managers, and developing alternative investment programs for institutional clients. Gabriel earned his B.A. in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.
Garth K. Flint
Partner, Founder
Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.
Graham Pierce
Partner, Managing Director
Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.
Hagen Grantham
Associate Wealth Advisor
Hagen 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 joining Beacon Pointe, Hagen worked in the licensed apparel manufacturing industry where he managed the NASCAR, Automotive, Power Sports and Character divisions for an international clothing company. He earned a B.S. in Business Administration from the University of Southern California, where he was a four-year letterman on the Trojans water polo team. Hagen resides in Newport Beach with his wife, three daughters, son, and father. Outside of the office, he enjoys spending time with his family and friends and watching his kids play sports.
Ike Egwuonwu
Associate Financial Planner
Ike Egwuonwu is an Associate Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Ike worked at Ayco Goldman Sachs as a financial planner and coach having previously transitioned from a role at Deloitte as a project controller. Ike earned his Bachelor of Science in Business Administration with a concentration in Finance from Pepperdine University as a Posse Foundation Scholar. He is currently a CFP candidate through the Boston Institute of Finance. Ike currently resides in Orange, CA with his fiancé and outside of the office he enjoys spending time with family and friends, playing basketball, jamming with other musicians, and catching up on his favorite shows.
Jack Cooper
Director, Mergers & Acquisitions
Jack is a Director on the Mergers & Acquisitions team who works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for leading the business development efforts on behalf of the M&A team, including interfacing with any deal intermediaries and third-party representatives. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Jack lives with his wife in Dallas, TX.
Jacob Vick, CFA
Director, Mergers & Acquisitions
As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.
Jade Goodman, MBA, JD, LL.M.
Director, Strategic and Legacy Planning
Jade helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. She works with advisors and clients to provide and coordinate customized strategies to preserve and transfer wealth through charitable, business, financial, tax, and estate planning solutions. Jade has been featured on CNBC and presents on various tax planning topics at industry and partner events. Prior to Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning and administration. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, and counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Before private practice, Jade served as a Trust Officer/Administrator at U.S. Trust/Bank of America Private Bank and City National Bank, providing a coordinated approach to trust and estate administration and investment management. Jade obtained her Master in Laws degree (LL.M.) in Taxation, with an emphasis in High Net Worth/Private Client, from Loyola Law School in Los Angeles. She previously earned her J.D. from Loyola Law School, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, a dual concentration in Accounting, and a minor in Financial Planning. Jade is a member of Beacon Pointe’s Women’s Advisory Institute (“WAI”). She resides in Scottsdale, Arizona, with her husband and son.
Janet Hathaway
General Counsel
Janet Hathaway is the General Counsel at Beacon Pointe. She started her career in private practice at Gibson, Dunn & Crutcher. Since then, she has served as corporate in-house counsel, first at Crain Communications Inc, a global media company, and most recently at Pathway Capital Management, a private equity investment firm. Janet received her Bachelor of Arts degree from the University of Notre Dame, magna cum laude, and her J.D. from the University of Virginia School of Law. Outside of work, Janet enjoys jogging with her girlfriends, practicing yoga, and watching her children’s sporting events. She lives with her husband and four children in Newport Beach, California.
Jason Overholtzer, CFA
Director, Investment Research
Jason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason currently serves on the Investment Committee of the Goodwill of Orange County. Jason lives in Ladera Ranch, California with his wife and three children.
Jaynie Hexberg
Human Resources Associate
Jaynie is a Human Resources Associate at Beacon Pointe Advisors. She is responsible for recruiting, assisting with onboarding efforts, and day-to-day human resource operations. She is from Orange County and currently lives in Laguna Beach, California. In her free time, Jaynie enjoys hiking, going to the beach with friends and spending time with her two nephews.
Jen Steele
Senior Billing Specialist
Jen is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Jen worked as an analyst in the health insurance industry before transitioning to accounting roles in tech startups and waste management. Outside of the office, Jen enjoys volunteering, going to concerts, watching football and spending time with friends and family.
Jennifer Holmes
HR Payroll Specialist
Jennifer is the Human Resources Payroll Specialist for Beacon Pointe Advisors. Prior to joining Beacon Pointe, Jennifer has had over a decade of diverse payroll experience. Her areas of expertise include multi-state payroll, payroll taxes, and certified payrolls. Jennifer resides in Peoria, AZ with her four children, and in her free time she enjoys family activities, playing pool competitively, going to concerts and sporting events, and relaxing at home watching football games with family.
Jesse Crane
Manager, ICS Business Development
Jesse Crane serves as the Business Development Manager for Beacon Pointe’s Institutional Consulting Services Group and is responsible for new client development. With over 10 years of experience in the investment management industry, Jesse joins Beacon Pointe after a lengthy career with PIMCO Investments and Morgan Stanley. Jesse earned his Master of Business Administration from Syracuse University’s Whitman School of Management and his undergraduate degree in Economics from the State University of New York (SUNY) College at Cortland. Outside of the office, Jesse stays busy serving on the board of directors and as vice-chair of the finance committee for the SUNY Cortland College Foundation.
John Gray
Chief Financial Officer
John is the Chief Financial Officer for Beacon Pointe Advisors and is responsible for leading Accounting and Finance for the firm. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019. John has also led the accounting team for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting. Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran. He is married with two children and in his free time, John enjoys camping, hiking, snow skiing, fishing and frequent trips to Maui with his family.
Jon Daly
Salesforce Data Specialist
Jon is a Salesforce Data Specialist within our firm Operations Group at Beacon Pointe Advisors and is responsible for oversight of client services and investment operations. Prior to joining Beacon Pointe, Jon was an IT Operations Manager who brings on 10 years of experience in productivity and project management to the team. Outside of the office, Jon enjoys remodeling his childhood home, spending time with his girlfriend and new baby, playing music, and traveling.
Jonathan Acosta, JD
Partner, Managing Director
Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee. He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.
Julie Johnson, CDFA®
Senior Wealth Advisor
Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.
Julien Frazzo, MBA
Director, Risk Management and Securities Research
Julien is the Director of Risk Management and Securities Research at Beacon Pointe Advisors and is a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at The Bahnsen Group. Julien is a seasoned investment professional with twenty-two years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking, and three years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a master’s degree in Accounting and Finance and a postgraduate degree in Corporate Finance, Financial Engineering, and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives in Seal Beach, California. Having worked in Paris, Amsterdam, London, Chicago, Monaco, and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.
Juna Chiang, CFP®
Manager, Trading Operations
Juna is a Manager in the Client Service 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. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.
Karen (Sarten) Reifel, CFP®
Senior Wealth Advisor
Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation. Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011. As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group. Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients. Karen serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen resides in Southern California with her husband and son.
Karina C. Melancon
Senior Salesforce Product Manager
Karina is a Salesforce Program 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.
Karisa Diephouse
Chief Operating Officer
Karisa Diephouse is responsible for partnership integration, operations and strategy execution across all Beacon Pointe offices located throughout the country. Karisa brings over 15 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.
Kathy Sharp
Office Manager
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.
Kelly DiGonzini, CFP®, MST
Director of Financial Planning
Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER™. Kelly is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Sewart Weddings, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly spends her free time chasing her toddler daughter and resides with her husband in South Orange County, California.
Kevin DiSano, CIMA®, CPWA®
Chief Growth Officer
Kevin is an accomplished sales and management professional with expertise developed over 28 in business. Most recently he was Senior Managing Director and Head of ETF sales at Nuveen. Prior to that he was one of the senior executives at IndexIQ, a leading alternative investment manager that was sold to New York Life Insurance Company. Kevin was instrumental in the growth of the business from the initial launch in 2009 until the sale. Kevin has a wealth of experience in sales and executive management roles and specializes in building and leading successful teams from the ground up. He has hands-on experience helping startup businesses establish themselves through both individual contributor and executive management roles with a focus on the development of effective sales and marketing strategies. Over the course of his career, Kevin has been asked to share insights and expertise through appearances on CNBC, Bloomberg Radio and has been interviewed for various print and online media publications. Kevin holds a B.S. Degree in Speech Communications, Psychology and Business Industry Education from the University of Minnesota and also holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) Designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.
Krista Jones
Senior Associate, Billing
With over three decades of experience in the financial services industry, Krista brings her operational and financial skillsets to her role as a Senior Associate in the Accounting Department at Beacon Pointe. Prior to joining Beacon Pointe, Krista started working right out of high school spending 18 years at JP Morgan Chase and has most recently worked for another RIA firm where she was responsible for trading, new account management, quarterly billing and performance reporting. Krista is a Canadian citizen with permanent residency in the United States, and she enjoys traveling, camping, concerts, and attending classic car shows.
Liliana Sobaszek
Client Service Associate
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.
Liz Mitchell
Manager, Strategic Integration
Liz is a Manager within the Strategic Integration department at Beacon Pointe Advisors. 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 portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics. She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.
Mac McCall
Wealth Advisor
Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies. Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.
Maria Caracoza
Director of Human Capital
Maria is the Director of Human Capital and leads the Beacon Pointe Human Resources Department. Maria is responsible for providing strategic guidance and leadership for all aspects of the human resources function. This includes the development of HR policies, strategic staffing plans, recruitment, compensation, professional staff development, benefits, health and safety. Maria’s goal is to maximize effectiveness in the workforce, while continually promoting a positive, inclusive workplace. Previously, Maria worked for Javier’s for more than a decade, starting as a hostess and working her way up to Human Resources Manager. While working at Javier’s, she gained a lot of experience in Human Resources and went through the growing pains of opening two new restaurant locations. After her tenure at Javier’s, Maria moved to the Palm Springs area where she worked for FedEx as an Operations Administrator II-HR. She graduated from the University of California, Irvine with a bachelor’s in Social Ecology, and received her Human Resources Management Certificate from the University of California, Irvine. Outside of the office, Maria likes to spend time with her family, visit the beach, and go to concerts.
Matthew B. Cooper
Partner, President, Beacon Pointe Advisors
Matthew (Matt) is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications, regularly speaking on a host of wealth management and industry-related topics. Matt’s passion is continuous lifetime learning, and at a time when the RIA industry is changing more rapidly than any other point in history, Matt’s focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals for themselves, their teams and their businesses. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys traveling, running and exercise, and spending time with his family.
Matthew Henn, CFP®, RICP®
Wealth Advisor
Matthew (Matt) is a 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 and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a Certified Financial Planner (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and daughter and enjoys surfing and traveling.
Mauricio Ibarra
Manager, Information Technology-Infrastructure
Mauricio is a Senior IT Associate 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.
McKenzie Gill
Senior Client Service Associate
Mckenzie 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. Mckenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.
Megan Farley
Manager, Strategic Integration
Megan is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.
Metro Malasavage IV, CFP®
Wealth Advisor
Metro is a 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 and asset allocation modeling. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was a member of the first graduating class] from the university’s Personal and Family Financial Planning (PFFP) major. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.
Michael Dow Jr.
Associate Analyst, Institutional Consulting Services
Michael is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Michael worked for a Waste Management company in their accounting and data management departments. Michael earned his B.S. in Economics from Michigan State University and in his free time, he enjoys golfing, playing guitar, and going to the beach.
Michael G. Dow, CAIA, CFA, CPA
Chief Investment Officer
Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group. He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago. Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst, received his certificate to practice as a CPA (inactive) and is a member of the CFA and CAIA Societies of Chicago. He is married and has four children, and lives with his wife in Western Springs, Illinois.
*CPA license is inactive
Mike Breller
Managing Director, Institutional Consulting Services
Mike is responsible for the Institutional Group’s business development and servicing of Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. Mike currently Serves as a Trustee for the Irvine Public Schools Foundation and resides in Irvine, California with his wife and two daughters.
Mitchell Hughes
Senior Institutional Consultant
Mitchell (Mitch) is responsible for consulting Beacon Pointe’s institutional clients and handling new client development. He serves large foundations, endowments, non-profits, high net worth family offices as well as corporate 401(k) plans and institutional 403(b) plans. Mitch is a member of Beacon Pointe’s 401(k) committee and helps the firm maintain fiduciary standards and mandates issued by the regulatory authorities. Prior to joining Beacon Pointe, Mitch worked at Merrill Lynch with the Global Institutional Consulting Group and at J.W. Cole Financial as a financial analyst. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch obtained his Master of Business Administration (MBA) from the University of California, Irvine. He serves on the board of Upon this Rock Ministries and is an active member of Mariners Church in Irvine, CA. Mitch is married and resides in Orange County, and in his spare time he enjoys golfing, surfing and mountain activities.
Mollie Privett, CFP®
Associate Wealth Advisor
Mollie 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 her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Mollie worked as an Associate Wealth Advisor at Morton Wealth. She currently holds the Certified Financial Planner (CFP®) designation and she graduated from California State University Long Beach with a degree in Business Management. Mollie is originally from San Diego but now resides in Newport Beach. Outside of work, Mollie enjoys being at the beach, spending time with friends and family, and watching sunsets!
Neil Livingston
Director of Operations
Neil is a Director within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors – Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.
Peter Gottlieb
Internal Business Development Associate, Mergers & Acquisitions
As part of the Partnership Integration Department, Peter works closely with Beacon Pointe’s Mergers & Acquisitions team pursuing new advisor partnership opportunities across the country. He is responsible for prospecting and outreach during these processes as well as optimizing internal relations for the M&A team. While attending Texas Christian University, Peter completed an internship with Beacon Pointe in the Newport Beach headquarters office before graduating with a degree in Finance. Outside of the office, he enjoys watching sports, exercising, and spending time with friends and family.
Raul Marquez
M&A Analyst
As an M&A Analyst, Raul is a member of the Partnership Integration team pursuing new advisor partnership opportunities across the country. He is responsible for helping oversee financial due diligence during these processes. Prior to joining Beacon Pointe Advisors, Raul worked as an Investor Relations Intern at TD Ameritrade. Raul graduated from the University of Texas at Dallas with a degree in Finance. Before completing his studies Raul honorable served six years enlisted in the U.S. Air Force. Outside of the office, he enjoys exercising, reading, listening to music, and socializing with friends and family.
Rebecca Gallo
Manager, Information Technology -Strategic Partnership
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.
Rebekah Blake
Insurance Support Specialist
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 and has a background in food service & retail management. She brings over 8 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, reading, and traveling with her boyfriend. She also loves spending time with her nieces and nephews and serving in several capacities in her local church.
Robert Blosser
Associate Wealth Advisor
Robert 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, and asset allocation modeling. Prior to joining Beacon Pointe, Robert worked for Goldman Sachs in their Private Wealth group. He graduated from Rice University where he received consecutive academic all honors while competing on the football team. Outside of the office, Robert enjoys golfing, fishing, and wakeboarding.
Robert C. Kuchar
Controller
Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting and finance functions of the firm. Prior to joining Beacon Pointe, Bob led accounting teams for various companies across industries such as cybersecurity, service, solar, for-profit education, and manufacturing. He earned his Bachelor of Science in Accounting from Northern Illinois University. Bob and his wife reside in New River, AZ and share two adult children. In his free time, he enjoys playing basketball, traveling, sporting events, and attending rock concerts.
Robyn Marotta
Associate, Institutional Consulting Services
Robyn serves as an associate for Beacon Pointe’s Institutional Consulting Services Group. She is tasked with supporting Beacon Pointe’s institutional consultants’ business development efforts including completing requests for proposals, coordinating conferences and events, managing databases and other administrative duties. She possesses a strong eye for detail and phenomenal writing and communication skills. As a graduate of California State University, Long Beach, Robyn brings 15 years of experience within both non-profit and for-profit sectors. Prior to joining Beacon Pointe, Robyn’s background includes the areas of education, real estate and property management, and business development. Outside of the office, Robyn has a passion for international travel, cooking, spending time with friends and family, and finding the adventure in every day.
Ronald Araracap
Senior Associate, Information Technology - Infrastructure
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 Amazon AWS and CompTIA. Outside the office, Ronald enjoys spending time with his wife, daughter and closing his Apple Watch rings.
Ryan Griffin
Senior Associate, Mergers & Acquisitions
As a Senior Mergers & Acquisitions Associate, Ryan works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. Responsibilities include the recruitment of additional Beacon Pointe partner offices across the nation and assisting with the integration of new affiliate offices and individuals joining Beacon Pointe. Prior to joining Beacon Pointe, Ryan was a Regional Director at Dimensional Fund Advisors. Ryan attended the University of Texas at Austin where he graduated from the McCombs School of Business with a major in Business Finance and a certificate in Energy Management. Outside of the office, he enjoys being outdoors, playing golf and basketball with friends, and traveling.
Ryan McEnerney
Director of Central Support
Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.
Sara Alfaro
Associate, Institutional Consulting Services
Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo. In her free time, Sara enjoys spending time with friends and family, going to the beach, and exercising.
Scott Ayers
Senior Wealth Advisor
Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.
Scott Plamondon, CLU®, ChFC®
Vice President, Beacon Pointe Insurance Services
Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College. Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991. Scott is married and has two daughters. He enjoys sports, travel, and spending time with his family. CA Insurance License #0833283
Shannon Eusey
Chief Executive Officer
Shannon is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Sunwest Bank Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC’s Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry. As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.
Stephen Marshall
Director of Asset Allocation
Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting. In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models. Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe. Stephen graduated from the University of New Orleans with a B.S. in Mathematics. He speaks frequently on asset allocation and risk-related topics at industry conferences. Stephen lives with his two sons in Orange, California.
Todd Reinhart, CRPC®
Regional Director, Senior Wealth Advisor
Todd is a Regional Director and Senior Wealth Advisor at Beacon Pointe, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Todd has more than fifteen years of industry experience. Prior to Beacon Pointe, he worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including V.P. Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor – CRPC®. He earned his Bachelor of Science in Business Administration, with a minor in Economics from California Polytechnic State University in San Luis Obispo, and a Master of Education from the University of Georgia. Todd has one son and two daughters. Outside of work, he enjoys coaching and all things baseball related, working out, running, watching sports.
Tom O’Connor, CFP®, CFA
Senior Financial Planner
Tom O’Connor is a Senior Financial Planner at Beacon Pointe Advisors. With over thirty years of experience, Tom is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Tom ran the investment management arm of a federally chartered bank, while supervising operations for securities and insurance. Tom earned a BS in Computer Science from Purdue University, his MBA in Finance and Statistics from the University of Chicago Booth School of Business, and holds the Certified Financial Planner® and Chartered Financial Analyst designations. Tom resides in Laguna Niguel, CA with his fiancée. Outside of the office, he enjoys reading, staying active outdoors, and spending time with family and friends.
Tommy Derrick
Director, Insurance Services
As Director of Insurance Services, Tommy is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. With nearly 30 years of experience in the financial services industry, Tommy has consulted with hundreds of advisors and clients around risk management issues involving Estate Planning, Business Continuity and Succession Planning, Wealth Transfer, and Personal Protection. Tommy began his career in the Financial Services industry at Prudential, where he served as the Manager of Financial Services. In 2001, Tommy worked for the Royal Bank of Canada where he built an insurance program inside a regional bank, eventually taking their proprietary insurance product portfolio to independent brokerage. Prior to joining Beacon Pointe, he held the Regional Director role at First Protective (now Concourse Financial Group), where he worked to develop business with Independent Advisors, Wealth Managers, and Private Bankers. Tommy graduated from Clemson University in 1989, where he earned a B.S. in Financial Management with an emphasis in Insurance. Tommy is a past qualifying member of the Million Dollar Round Table® and holds the designations of CLTC® and LUTCF®. Tommy currently resides in Greenville, South Carolina with his wife of 32 years, Cathy and their son Clark. In his free time, Tommy enjoys coaching a U11 travel baseball team, playing golf, tailgating Clemson games with friends and family, and taking long Jeep rides with his wife.
Wanda Ho
Director of Trading
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 Flower
Accounting Manager
William (Billy) Flower is the Accounting Manager for Beacon Pointe Advisors and is responsible for various accounting and finance functions of the firm. Prior to joining Beacon Pointe, Billy had been part of accounting teams in the cybersecurity and legal industries. He earned his Bachelor of Science in Accounting and Master of Science in Accounting from Grand Canyon University. Billy resides in Gilbert, Arizona and likes to spend time golfing, biking, traveling, discovering new restaurants, and spending time with family and friends.
William Thompson
Director, Institutional Consulting Services
Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. He advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization. Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill resides in the San Francisco Bay Area with his wife and three children.
Zach Congelliere
Strategic Integration Manager
Zach is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.