Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services Headquarters in Newport Beach, California
Address

24 Corporate Plaza Drive
Suite 150

Newport Beach, CA 92660

Contact

info@beaconpointe.com
(949) 718-1600

Headquarters Team

Beacon Pointe is a Newport Beach based wealth manager and is one of the largest independent Registered Investment Advisory 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 wealth approach covers 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, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

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

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Aidan Kastenberg

Associate, Institutional Consulting Services

Aidan is an associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Aidan earned his BS in Business from the University of Oregon with a concentration in Finance and Sports Business. Outside of work, Aidan spends his time surfing, watching sports, and enjoying the outdoors.

Alex Kassouf

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.

Alex Kohara

Manager, Portfolio Analytics

Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Allison Hillgren Warner, MCM

Director of Marketing & Communications

Allison (Alli) is the Director of Marketing and Communications 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.

Amanda Gallaher

Senior Associate, Client Service

Amanda is part of Beacon Pointe’s Client Service Department and is responsible for partnering with Beacon Pointe’s Private Client Group to deliver clients a personalized service experience. Her duties include execution of operations responsibilities related to portfolio administration, client reporting, relationship onboarding and projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning 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.

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.

Chris Jerin

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Chris works in collaboration with Beacon Pointe advisors and senior planning partners to help define and ensure private client financial and estate planning goals are met. Prior to joining Beacon Pointe, he worked for 10 years with Calamos Asset Management, specifically seven years in institutional distribution and three years on the wealth management team. During his tenure, Chris worked closely with high net worth individuals, business owners and professional athletes to educate and provide financial planning and investment counsel with the best interest of the client in mind. Before Calamos, Chris held roles at Citigroup and Northwestern Mutual. Chris earned a Bachelor of Arts in Political Science and Communications from DePaul University Chicago where he also completed coursework for the Certified Financial Planner (CFP) certification.  In his spare time, he actively participates in youth leadership training and various civic organizations, most recent, the Schaumburg Jaycees.  Chris resides in Ladera Ranch, California and enjoys spending his time with family and friends, competing in triathlons, reading and traveling.

Christopher Nguyen

Senior Associate, Information Technology

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.

Commie Stevens, JD

Partner, Managing Director of Strategic and Financial Planning

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.

Cris Lavrov, SPHR-CA, SHRM-SCP

Manager, Human Resources

Cris oversees the Human Resources Department and is responsible for the human capital operations of the firm. Prior to joining Beacon Pointe, Cris worked in various human resource roles, across a variety of industries, such as financial services (mortgage, development, multi-family, capital markets), distribution and technology. Cris graduated Cum Laude from Pepperdine University, with a Bachelor degree in Management and a Master of Business Administration in Global Business and Entrepreneurship. Cris is a certified Senior Professional in Human Resources (SPHR), a Society for Human Resources Management Senior certified professional (SHRM-SCP) and a member of several other national and local professional associations.

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).

Diane Peck, CFA

Chief Financial Officer

Diane is responsible for all Beacon Pointe accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA (inactive). She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Doug Igel, CIMA®, AIF®

Director of Retirement Plan Services

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

Douglas T. Allison, CFA

Partner, Managing Director

Doug has been with Beacon Pointe since its inception and is a founding partner. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS in Genetics and has earned the Chartered Financial Analyst designation. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

Dylan Brooks

Associate, Client Service

Dylan is a a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Associate, Client Service

Dylan is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s Institutional Consulting Services Group to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Arizona State University with a major in Economics and a minor in Real Estate. During his time at ASU, Dylan interned at multiple finance firms and was also a member of the ASU Real Estate Club. Dylan is originally from Scottsdale, AZ and outside of the office he enjoys golfing, snowboarding, fishing and all things outdoors.

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.

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

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, Institutional Consulting Services

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA 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 also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee as well as the Investment Committee, 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.

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

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.

Jack Cooper

Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. 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. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jade Goodman

Senior Wealth Strategist

Jade is a part of Beacon Pointe’s Financial and Strategic Planning Department and helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing her practice on all aspects of estate planning, and the administration of trusts and estates.  She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, as well as counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Prior to private practice, Jade served as a Trust Officer and Administrator at U.S. Trust/Bank of America Private Bank and City National Bank providing a coordinated and proactive approach to trust and estate administration and investment management. Jade earned her J.D. from Loyola Law School in Los Angeles, 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, with a second concentration in Accounting and a minor in Financial Planning.

Jamie Cardona

Manager, Client Service

Jamie Cardona
Manager, Client Service

Jamie is a Manager in the Client Service 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 new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.

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.

Joey Khoury

Associate Wealth Advisor

Joey is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Joey worked as a Financial Analyst at Canterbury Consulting where he provided investment analysis for ultra-high net worth clientele. Joey was raised in Kingston, Jamaica and Fort Lauderdale, Florida prior to graduating from Cornell University with a degree in Economics and a specialization in Financial Planning. Outside of work, he enjoys landscape photography, traveling, and relaxing with friends and family.

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.

Jordan Freund

Senior Associate, Client Service

Jordan 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, database management and client service. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

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.

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.

Karisa Diephouse

Director of Partnership Integration & Strategy

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings over a decade 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

Senior Financial Planner

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. Kelly 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 the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Laura Pettitt

Manager, Accounting

Laura Pettitt is Beacon Pointe’s Accounting Manager and is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country.  Laura brings 16 years of experience in financial services and wealth management and over 20 years in accounting. She held various senior accounting and taxation roles with Liberty Life and its subsidiary Stanlib Wealth Management in Johannesburg, South Africa. Laura earned a Bachelor of Commerce Honors Degree in Accounting from the University of Kwazulu Natal and received the Chartered Accountant (South Africa) designation.  Laura is married and lives with her husband and two young children in Aliso Viejo, CA. She enjoys traveling, yoga and spending time with her family and friends.

Liz Mitchell

Manager, Client Service

Liz is a Manager in the Client Service 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.

Matthew B. Cooper

Partner, President, Beacon Pointe Wealth 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®

Associate Wealth Advisor

Matthew (Matt) 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. 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.

Megan Farley

Senior Associate, Client Service

Megan is part of the client service team at Beacon Pointe Advisors and 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, database management and client service. 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.

Michael Di Rocco

Investment Consultant

Michael is responsible for the Retirement Plan Services Group business development and servicing to 401(k) and 403(b) plans in conjunction with fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other services.  Prior to his role as a consultant, Michael served as an analyst overseeing reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Michael graduated from San Jose State University, with a BA in Economics. While at San Jose State University, he played Division 1 baseball. Michael is currently a Level II CFA candidate.

Michael G. Dow, 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 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. 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 Accounting 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 Financial Analyst and a Certified Public Accountant and is a member of the CFA Society of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

Michael Ho

Associate, Institutional Consulting Services

Michael is an associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Prior to joining Beacon Pointe, Michael graduated from University of California, Irvine with a major in Business Economics. While attending UCI, Michael was on the UCI Dragon Boat team and served as a board member of the Real Estate Association. Michael spends his free time playing golf, hiking, watching sports, and in photography.

Michael Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Mike Breller

Managing Director, Senior Investment Consultant

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

Wealth Advisor

Mitch is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group.  He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Mitch worked for Merrill Lynch guiding high net worth families and institutional clients across different planning strategies. Mitch is a recommended financial planner of the Orange County Medical Association helping doctors and medical organizations with their investment management decisions. 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 serves on various non-profit boards and is an active member of Mariners Church in Irvine, CA.  Mitch is currently married, and in his spare time, he enjoys golf, surfing and mountain activities.

Mollie Rosing, CFA

Partner, Director of Human Resources

Mollie has been with the firm since its inception, is a founding partner, and is the company’s Directory of Human Resources. Prior to Beacon Pointe Advisors, Mollie worked as a finance and accounting consultant to various Registered Investment Advisors in Southern California. Mollie spent two years with Ocean Fund Advisors in Santa Monica as Director of Finance and Accounting. Mollie began her accounting career with KPMG in Orange County. At KPMG, she was a member of the Assurance and Advisory Services team and her clients included companies and institutions across a diverse range of industries, such as manufacturing, healthcare, technology, not-for-profit, and others. Mollie graduated Valedictorian from St. Mary’s College of California, where she received a BS in Accounting with a minor in Spanish. Mollie received her CPA (inactive), is a member of the California Society of CPAs as well as the American Institute of Certified Public Accountants, and has served on the Audit Committee of Pretend City Children’s Museum. Mollie is married, has four children, and lives in Newport Beach, California.

Neil Livingston

Manager, Reporting & Analytics

Neil is a manager within Beacon Pointe’s operations team. 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.

Samuel Estigoy

Senior Associate, Institutional Consulting Services

Sam is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Sam earned his BA in Business Economics from University of California, Irvine. Sam currently spends his spare time reading and investing, watching movies, and helping his friends and family.

Sara Drake

Associate, Marketing & Communications

Sara 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. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

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 F. Eusey

Partner, 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®

Senior Wealth Advisor

Todd Reinhart, CRPC®
Senior Wealth Advisor

Todd is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. 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. Todd 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 Masters 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.

Trip Secrist

Senior Wealth Advisor

Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.

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Aidan Kastenberg

Associate, Institutional Consulting Services

Aidan is an associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Aidan earned his BS in Business from the University of Oregon with a concentration in Finance and Sports Business. Outside of work, Aidan spends his time surfing, watching sports, and enjoying the outdoors.

Alex Kassouf

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.

Alex Kohara

Manager, Portfolio Analytics

Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Allison Hillgren Warner, MCM

Director of Marketing & Communications

Allison (Alli) is the Director of Marketing and Communications 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.

Amanda Gallaher

Senior Associate, Client Service

Amanda is part of Beacon Pointe’s Client Service Department and is responsible for partnering with Beacon Pointe’s Private Client Group to deliver clients a personalized service experience. Her duties include execution of operations responsibilities related to portfolio administration, client reporting, relationship onboarding and projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning 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.

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.

Chris Jerin

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Chris works in collaboration with Beacon Pointe advisors and senior planning partners to help define and ensure private client financial and estate planning goals are met. Prior to joining Beacon Pointe, he worked for 10 years with Calamos Asset Management, specifically seven years in institutional distribution and three years on the wealth management team. During his tenure, Chris worked closely with high net worth individuals, business owners and professional athletes to educate and provide financial planning and investment counsel with the best interest of the client in mind. Before Calamos, Chris held roles at Citigroup and Northwestern Mutual. Chris earned a Bachelor of Arts in Political Science and Communications from DePaul University Chicago where he also completed coursework for the Certified Financial Planner (CFP) certification.  In his spare time, he actively participates in youth leadership training and various civic organizations, most recent, the Schaumburg Jaycees.  Chris resides in Ladera Ranch, California and enjoys spending his time with family and friends, competing in triathlons, reading and traveling.

Christopher Nguyen

Senior Associate, Information Technology

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.

Commie Stevens, JD

Partner, Managing Director of Strategic and Financial Planning

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.

Cris Lavrov, SPHR-CA, SHRM-SCP

Manager, Human Resources

Cris oversees the Human Resources Department and is responsible for the human capital operations of the firm. Prior to joining Beacon Pointe, Cris worked in various human resource roles, across a variety of industries, such as financial services (mortgage, development, multi-family, capital markets), distribution and technology. Cris graduated Cum Laude from Pepperdine University, with a Bachelor degree in Management and a Master of Business Administration in Global Business and Entrepreneurship. Cris is a certified Senior Professional in Human Resources (SPHR), a Society for Human Resources Management Senior certified professional (SHRM-SCP) and a member of several other national and local professional associations.

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).

Diane Peck, CFA

Chief Financial Officer

Diane is responsible for all Beacon Pointe accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA (inactive). She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Doug Igel, CIMA®, AIF®

Director of Retirement Plan Services

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

Douglas T. Allison, CFA

Partner, Managing Director

Doug has been with Beacon Pointe since its inception and is a founding partner. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS in Genetics and has earned the Chartered Financial Analyst designation. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

Dylan Brooks

Associate, Client Service

Dylan is a a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Associate, Client Service

Dylan is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s Institutional Consulting Services Group to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Arizona State University with a major in Economics and a minor in Real Estate. During his time at ASU, Dylan interned at multiple finance firms and was also a member of the ASU Real Estate Club. Dylan is originally from Scottsdale, AZ and outside of the office he enjoys golfing, snowboarding, fishing and all things outdoors.

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.

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

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, Institutional Consulting Services

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA 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 also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee as well as the Investment Committee, 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.

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

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.

Jack Cooper

Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. 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. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jade Goodman

Senior Wealth Strategist

Jade is a part of Beacon Pointe’s Financial and Strategic Planning Department and helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing her practice on all aspects of estate planning, and the administration of trusts and estates.  She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, as well as counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Prior to private practice, Jade served as a Trust Officer and Administrator at U.S. Trust/Bank of America Private Bank and City National Bank providing a coordinated and proactive approach to trust and estate administration and investment management. Jade earned her J.D. from Loyola Law School in Los Angeles, 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, with a second concentration in Accounting and a minor in Financial Planning.

Jamie Cardona

Manager, Client Service

Jamie Cardona
Manager, Client Service

Jamie is a Manager in the Client Service 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 new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.

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.

Joey Khoury

Associate Wealth Advisor

Joey is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Joey worked as a Financial Analyst at Canterbury Consulting where he provided investment analysis for ultra-high net worth clientele. Joey was raised in Kingston, Jamaica and Fort Lauderdale, Florida prior to graduating from Cornell University with a degree in Economics and a specialization in Financial Planning. Outside of work, he enjoys landscape photography, traveling, and relaxing with friends and family.

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.

Jordan Freund

Senior Associate, Client Service

Jordan 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, database management and client service. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

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.

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.

Karisa Diephouse

Director of Partnership Integration & Strategy

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings over a decade 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

Senior Financial Planner

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. Kelly 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 the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Laura Pettitt

Manager, Accounting

Laura Pettitt is Beacon Pointe’s Accounting Manager and is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country.  Laura brings 16 years of experience in financial services and wealth management and over 20 years in accounting. She held various senior accounting and taxation roles with Liberty Life and its subsidiary Stanlib Wealth Management in Johannesburg, South Africa. Laura earned a Bachelor of Commerce Honors Degree in Accounting from the University of Kwazulu Natal and received the Chartered Accountant (South Africa) designation.  Laura is married and lives with her husband and two young children in Aliso Viejo, CA. She enjoys traveling, yoga and spending time with her family and friends.

Liz Mitchell

Manager, Client Service

Liz is a Manager in the Client Service 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.

Matthew B. Cooper

Partner, President, Beacon Pointe Wealth 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®

Associate Wealth Advisor

Matthew (Matt) 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. 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.

Megan Farley

Senior Associate, Client Service

Megan is part of the client service team at Beacon Pointe Advisors and 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, database management and client service. 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.

Michael Di Rocco

Investment Consultant

Michael is responsible for the Retirement Plan Services Group business development and servicing to 401(k) and 403(b) plans in conjunction with fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other services.  Prior to his role as a consultant, Michael served as an analyst overseeing reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Michael graduated from San Jose State University, with a BA in Economics. While at San Jose State University, he played Division 1 baseball. Michael is currently a Level II CFA candidate.

Michael G. Dow, 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 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. 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 Accounting 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 Financial Analyst and a Certified Public Accountant and is a member of the CFA Society of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

Michael Ho

Associate, Institutional Consulting Services

Michael is an associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Prior to joining Beacon Pointe, Michael graduated from University of California, Irvine with a major in Business Economics. While attending UCI, Michael was on the UCI Dragon Boat team and served as a board member of the Real Estate Association. Michael spends his free time playing golf, hiking, watching sports, and in photography.

Michael Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Mike Breller

Managing Director, Senior Investment Consultant

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

Wealth Advisor

Mitch is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group.  He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Mitch worked for Merrill Lynch guiding high net worth families and institutional clients across different planning strategies. Mitch is a recommended financial planner of the Orange County Medical Association helping doctors and medical organizations with their investment management decisions. 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 serves on various non-profit boards and is an active member of Mariners Church in Irvine, CA.  Mitch is currently married, and in his spare time, he enjoys golf, surfing and mountain activities.

Mollie Rosing, CFA

Partner, Director of Human Resources

Mollie has been with the firm since its inception, is a founding partner, and is the company’s Directory of Human Resources. Prior to Beacon Pointe Advisors, Mollie worked as a finance and accounting consultant to various Registered Investment Advisors in Southern California. Mollie spent two years with Ocean Fund Advisors in Santa Monica as Director of Finance and Accounting. Mollie began her accounting career with KPMG in Orange County. At KPMG, she was a member of the Assurance and Advisory Services team and her clients included companies and institutions across a diverse range of industries, such as manufacturing, healthcare, technology, not-for-profit, and others. Mollie graduated Valedictorian from St. Mary’s College of California, where she received a BS in Accounting with a minor in Spanish. Mollie received her CPA (inactive), is a member of the California Society of CPAs as well as the American Institute of Certified Public Accountants, and has served on the Audit Committee of Pretend City Children’s Museum. Mollie is married, has four children, and lives in Newport Beach, California.

Neil Livingston

Manager, Reporting & Analytics

Neil is a manager within Beacon Pointe’s operations team. 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.

Samuel Estigoy

Senior Associate, Institutional Consulting Services

Sam is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Sam earned his BA in Business Economics from University of California, Irvine. Sam currently spends his spare time reading and investing, watching movies, and helping his friends and family.

Sara Drake

Associate, Marketing & Communications

Sara 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. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

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 F. Eusey

Partner, 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®

Senior Wealth Advisor

Todd Reinhart, CRPC®
Senior Wealth Advisor

Todd is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. 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. Todd 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 Masters 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.

Trip Secrist

Senior Wealth Advisor

Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.

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Aidan Kastenberg

Associate, Institutional Consulting Services

Aidan is an associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Aidan earned his BS in Business from the University of Oregon with a concentration in Finance and Sports Business. Outside of work, Aidan spends his time surfing, watching sports, and enjoying the outdoors.

Alex Kassouf

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.

Alex Kohara

Manager, Portfolio Analytics

Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Allison Hillgren Warner, MCM

Director of Marketing & Communications

Allison (Alli) is the Director of Marketing and Communications 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.

Amanda Gallaher

Senior Associate, Client Service

Amanda is part of Beacon Pointe’s Client Service Department and is responsible for partnering with Beacon Pointe’s Private Client Group to deliver clients a personalized service experience. Her duties include execution of operations responsibilities related to portfolio administration, client reporting, relationship onboarding and projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning 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.

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.

Chris Jerin

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Chris works in collaboration with Beacon Pointe advisors and senior planning partners to help define and ensure private client financial and estate planning goals are met. Prior to joining Beacon Pointe, he worked for 10 years with Calamos Asset Management, specifically seven years in institutional distribution and three years on the wealth management team. During his tenure, Chris worked closely with high net worth individuals, business owners and professional athletes to educate and provide financial planning and investment counsel with the best interest of the client in mind. Before Calamos, Chris held roles at Citigroup and Northwestern Mutual. Chris earned a Bachelor of Arts in Political Science and Communications from DePaul University Chicago where he also completed coursework for the Certified Financial Planner (CFP) certification.  In his spare time, he actively participates in youth leadership training and various civic organizations, most recent, the Schaumburg Jaycees.  Chris resides in Ladera Ranch, California and enjoys spending his time with family and friends, competing in triathlons, reading and traveling.

Christopher Nguyen

Senior Associate, Information Technology

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.

Commie Stevens, JD

Partner, Managing Director of Strategic and Financial Planning

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.

Cris Lavrov, SPHR-CA, SHRM-SCP

Manager, Human Resources

Cris oversees the Human Resources Department and is responsible for the human capital operations of the firm. Prior to joining Beacon Pointe, Cris worked in various human resource roles, across a variety of industries, such as financial services (mortgage, development, multi-family, capital markets), distribution and technology. Cris graduated Cum Laude from Pepperdine University, with a Bachelor degree in Management and a Master of Business Administration in Global Business and Entrepreneurship. Cris is a certified Senior Professional in Human Resources (SPHR), a Society for Human Resources Management Senior certified professional (SHRM-SCP) and a member of several other national and local professional associations.

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).

Diane Peck, CFA

Chief Financial Officer

Diane is responsible for all Beacon Pointe accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA (inactive). She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Doug Igel, CIMA®, AIF®

Director of Retirement Plan Services

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

Douglas T. Allison, CFA

Partner, Managing Director

Doug has been with Beacon Pointe since its inception and is a founding partner. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS in Genetics and has earned the Chartered Financial Analyst designation. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

Dylan Brooks

Associate, Client Service

Dylan is a a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Associate, Client Service

Dylan is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s Institutional Consulting Services Group to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Arizona State University with a major in Economics and a minor in Real Estate. During his time at ASU, Dylan interned at multiple finance firms and was also a member of the ASU Real Estate Club. Dylan is originally from Scottsdale, AZ and outside of the office he enjoys golfing, snowboarding, fishing and all things outdoors.

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.

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

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, Institutional Consulting Services

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA 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 also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee as well as the Investment Committee, 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.

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

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.

Jack Cooper

Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. 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. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jade Goodman

Senior Wealth Strategist

Jade is a part of Beacon Pointe’s Financial and Strategic Planning Department and helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing her practice on all aspects of estate planning, and the administration of trusts and estates.  She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, as well as counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Prior to private practice, Jade served as a Trust Officer and Administrator at U.S. Trust/Bank of America Private Bank and City National Bank providing a coordinated and proactive approach to trust and estate administration and investment management. Jade earned her J.D. from Loyola Law School in Los Angeles, 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, with a second concentration in Accounting and a minor in Financial Planning.

Jamie Cardona

Manager, Client Service

Jamie Cardona
Manager, Client Service

Jamie is a Manager in the Client Service 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 new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.

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.

Joey Khoury

Associate Wealth Advisor

Joey is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Joey worked as a Financial Analyst at Canterbury Consulting where he provided investment analysis for ultra-high net worth clientele. Joey was raised in Kingston, Jamaica and Fort Lauderdale, Florida prior to graduating from Cornell University with a degree in Economics and a specialization in Financial Planning. Outside of work, he enjoys landscape photography, traveling, and relaxing with friends and family.

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.

Jordan Freund

Senior Associate, Client Service

Jordan 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, database management and client service. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

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.

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.

Karisa Diephouse

Director of Partnership Integration & Strategy

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings over a decade 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

Senior Financial Planner

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. Kelly 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 the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Laura Pettitt

Manager, Accounting

Laura Pettitt is Beacon Pointe’s Accounting Manager and is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country.  Laura brings 16 years of experience in financial services and wealth management and over 20 years in accounting. She held various senior accounting and taxation roles with Liberty Life and its subsidiary Stanlib Wealth Management in Johannesburg, South Africa. Laura earned a Bachelor of Commerce Honors Degree in Accounting from the University of Kwazulu Natal and received the Chartered Accountant (South Africa) designation.  Laura is married and lives with her husband and two young children in Aliso Viejo, CA. She enjoys traveling, yoga and spending time with her family and friends.

Liz Mitchell

Manager, Client Service

Liz is a Manager in the Client Service 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.

Matthew B. Cooper

Partner, President, Beacon Pointe Wealth 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®

Associate Wealth Advisor

Matthew (Matt) 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. 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.

Megan Farley

Senior Associate, Client Service

Megan is part of the client service team at Beacon Pointe Advisors and 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, database management and client service. 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.

Michael Di Rocco

Investment Consultant

Michael is responsible for the Retirement Plan Services Group business development and servicing to 401(k) and 403(b) plans in conjunction with fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other services.  Prior to his role as a consultant, Michael served as an analyst overseeing reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Michael graduated from San Jose State University, with a BA in Economics. While at San Jose State University, he played Division 1 baseball. Michael is currently a Level II CFA candidate.

Michael G. Dow, 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 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. 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 Accounting 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 Financial Analyst and a Certified Public Accountant and is a member of the CFA Society of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

Michael Ho

Associate, Institutional Consulting Services

Michael is an associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Prior to joining Beacon Pointe, Michael graduated from University of California, Irvine with a major in Business Economics. While attending UCI, Michael was on the UCI Dragon Boat team and served as a board member of the Real Estate Association. Michael spends his free time playing golf, hiking, watching sports, and in photography.

Michael Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Mike Breller

Managing Director, Senior Investment Consultant

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

Wealth Advisor

Mitch is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group.  He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Mitch worked for Merrill Lynch guiding high net worth families and institutional clients across different planning strategies. Mitch is a recommended financial planner of the Orange County Medical Association helping doctors and medical organizations with their investment management decisions. 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 serves on various non-profit boards and is an active member of Mariners Church in Irvine, CA.  Mitch is currently married, and in his spare time, he enjoys golf, surfing and mountain activities.

Mollie Rosing, CFA

Partner, Director of Human Resources

Mollie has been with the firm since its inception, is a founding partner, and is the company’s Directory of Human Resources. Prior to Beacon Pointe Advisors, Mollie worked as a finance and accounting consultant to various Registered Investment Advisors in Southern California. Mollie spent two years with Ocean Fund Advisors in Santa Monica as Director of Finance and Accounting. Mollie began her accounting career with KPMG in Orange County. At KPMG, she was a member of the Assurance and Advisory Services team and her clients included companies and institutions across a diverse range of industries, such as manufacturing, healthcare, technology, not-for-profit, and others. Mollie graduated Valedictorian from St. Mary’s College of California, where she received a BS in Accounting with a minor in Spanish. Mollie received her CPA (inactive), is a member of the California Society of CPAs as well as the American Institute of Certified Public Accountants, and has served on the Audit Committee of Pretend City Children’s Museum. Mollie is married, has four children, and lives in Newport Beach, California.

Neil Livingston

Manager, Reporting & Analytics

Neil is a manager within Beacon Pointe’s operations team. 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.

Samuel Estigoy

Senior Associate, Institutional Consulting Services

Sam is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Sam earned his BA in Business Economics from University of California, Irvine. Sam currently spends his spare time reading and investing, watching movies, and helping his friends and family.

Sara Drake

Associate, Marketing & Communications

Sara 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. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

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 F. Eusey

Partner, 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®

Senior Wealth Advisor

Todd Reinhart, CRPC®
Senior Wealth Advisor

Todd is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. 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. Todd 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 Masters 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.

Trip Secrist

Senior Wealth Advisor

Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.

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