Financial Planners
in Newport Beach, California

Based in Orange County, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660

(949) 718-1600

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Client Testimonials

I have complete confidence in Dylan and his professional abilities, and I have always found his advice to be clear, relevant, and prudent.

You couldn’t ask for a more dedicated, knowledgeable, diligent, and genuinely caring financial advisor to have your back.

[Alex Kassouf’s] dedication to his clients is a credit to himself, Beacon Pointe, and reflects strongly on the culture of the organization.

Dylan [MacDonald] has demonstrated an excellent understanding of my financial needs and goals…

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

I have complete confidence in Dylan and his professional abilities, and I have always found his advice to be clear, relevant, and prudent.

You couldn’t ask for a more dedicated, knowledgeable, diligent, and genuinely caring financial advisor to have your back.

[Alex Kassouf’s] dedication to his clients is a credit to himself, Beacon Pointe, and reflects strongly on the culture of the organization.

Dylan [MacDonald] has demonstrated an excellent understanding of my financial needs and goals…

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Meet Our Newport Beach Headquarters Team of Financial Planners & Advisors

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Alex Kassouf

Senior Wealth Advisor

Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.

Andrew Hoang, CFP®, CDFA®

Senior Financial Planner

Andrew Hoang, CFP®, is a Senior Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.

Andrew Howard

Senior Associate, Institutional Consulting

Andrew is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Andrew earned his B.S. in Business Administration from California Baptist University. In his free time, he enjoys playing basketball and golf, and spending time with family.

Austin Kastenberg, MBA

Senior Associate Analyst, Institutional Consulting

Austin is a Senior Associate Analyst within the Institutional Consulting Group at Beacon Pointe Advisors. His duties range from preparing performance reports to conducting asset allocation studies to providing investment research and due diligence. Prior to joining Beacon Pointe, Austin worked as a commercial insurance broker and was also a graduate student researcher in Economics and Management. Austin earned his bachelor’s degree from the University of California, Los Angeles, and received his MBA in Finance from the Fowler College of Business at San Diego State University. Outside of the office, Austin enjoys spending time with family and friends, traveling, being outdoors, and staying active.

Austin Rouk, CFP®

Wealth Advisor

Austin is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) 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, he still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Ben Blokdyk

Associate Wealth Advisor

Ben is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Ben graduated from The University of Southern California with a B.S. in Business Administration with an emphasis in Finance and currently resides in Huntington Beach, CA. Outside of the office, Ben likes to play golf with his friends and surf with his brothers.

Brandon Baker, CFA®, CFP®

Senior Wealth Advisor

Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER® (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.

Brendon Sloan

Client Service Associate

Brendon is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Brendon graduated from Texas Christian University with a B.S. in Economics and currently lives in Costa Mesa, CA. He is originally from Lake Oswego, Oregon, and likes to play golf, snowboard, and spend time with friends and family in his free time. He is also a devout fan of TCU Horned Frogs athletics.

Brittany Mangrum

Brittany Mangrum, CFP®

Senior Financial Planner

Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from California State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She also earned her Master of Science in Taxation (MST) degree from California State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.

Caden Campbell

Client Service Associate

Caden is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Caden graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in Communication and currently resides in Newport Beach, CA. Outside of the office, he enjoys surfing, snowboarding, and spending time with friends and family. He is also a devout fan of Angels baseball, the Los Angeles Rams, and the Utah Jazz.

Cameron Wright

Senior Client Service Associate, Institutional Consulting

Cameron is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Cameron graduated from California State University, San Bernardino and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.

Carolyn Sheu, CFP®

Regional Director, Wealth Advisor

Carolyn is a Regional Director, Wealth Advisor for Beacon Pointe, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.

Casey Stewart

Estate Strategist

As an Estate Strategist, Casey works nationwide with clients and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Casey practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning, and the administration of trusts and estates. Casey advised individuals and families on overall wealth and estate planning, including gifting strategies, gift tax compliance, and assisting individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Casey earned his B.S. in Legal Studies with a minor in Business from the University of Central Florida and his J.D. from Ave Maria School of Law, with concentration on Estate Planning, Business Planning, Tax, and Real Estate. Casey is a member of the Florida Bar Association and is a frequent speaker at local group meetings on the topic of Probate Administrations. Outside of the office, Casey enjoys spending time with his wife and three children in the beautiful Florida weather, coaching youth sports, and fishing.

Cathi Prentice

Catherine Prentice

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.

Christopher Nguyen

Senior Associate, Information Technology - Infrastructure

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

Cindy Randolph, CPA

Associate Financial Planner

Cindy Randolph is an Associate Financial Planner at Beacon Pointe Advisors and is responsible for providing ongoing comprehensive financial planning to aid clients in accomplishing their life and legacy goals. Prior to joining Beacon Pointe, Cindy held accounting roles in business management and public accounting, where she assisted high-net-worth clients by analyzing their bookkeeping, personal budgeting, and tax needs. Cindy earned her Bachelor of Science degree in Business Administration with a concentration in Accounting from California State University Long Beach. Cindy received her CPA designation in 2020 and has an active license in California. In her free time, Cindy enjoys spending time with her husband and daughter, listening to audiobooks, and staying up to date on current events.

Commie Stevens

Commie Stevens, JD

Chief Practice Officer

Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

Connor McGuire

Associate Wealth Advisor

Connor is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Connor graduated from The University of California, Irvine with a B.S. in Business Administration with an emphasis in Economics and currently resides in Los Angeles, CA. Outside of the office, Connor likes to play golf, fish, hike, and spend time with family.

Courtney Shields

Senior Compliance Associate

Cristopher Zavala

Associate, Institutional Consulting

Cristopher Zavala is an associate analyst within the Institutional Consulting Services team at Beacon Pointe. His duties range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Cristopher interned for a family office wealth management firm and for Constellation Brand’s revenue management team. He earned his bachelor’s degree in business administration with an emphasis on finance from California State Polytechnic University, Pomona. In his free time, he enjoys staying active by working out, playing golf, and playing tennis.

Daniel Costigan, CFA®, CFP®, MBA

Senior Associate Wealth Advisor

Daniel is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Daniel served as a financial advisor for retirement plan advisor, SageView Advisory Group. He also brings experience in mutual fund sales and private equity capital raising. Daniel graduated from Boston College with a bachelor’s degree in Psychology and earned an MBA from the UC Irvine Paul Merage School of Business. Daniel also has his Series 65 license and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) the Chartered Financial Analyst® (CFA®) designation. In his free time, Dan enjoys golf, surfing, music and traveling with his wife.

David Hopkins

Senior Wealth Advisor

David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. In 2021, David was named Chief Technology Officer of the Year  for individual RIA firm leaders by Wealthmanagement.com.  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, CAIA, CFA®

Director, Investment Research

Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. Derek currently serves as the Chair of the Investment Committee at the Goodwill of Orange County. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA® charterholder and a member of the CFA® Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).

Dylan Brooks, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.

Dylan Macdonald, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.

Emily Dang

Compliance Associate

Emily is an associate within the Compliance Department and is responsible for the implementation and execution of compliance processes. Prior to joining Beacon Pointe Advisors, Emily held a compliance role at an online mortgage company where she gained experience processing incident management cases and working cross-functionally between stakeholders and multiple company departments. In her free time, Emily enjoys listening to music, going to the gym, and spending time eating good food with friends and family.

Felix Lin, CFA®

Senior Advisor, Institutional Consulting

Felix has been with the firm since its inception and is a founding partner.  Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He previously served as the Investment Chair for the Goodwill of Orange County, was a member of the Human Society of Silicon Valley Finance Committee, and serves as an Ambassador for Free Wheelchair Mission. Felix has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles.

Gabriel Kennan

Senior Associate, Investment Research

Gabriel is a senior associate within the Investment Research Group at Beacon Pointe Advisors, with a focus on alternative investment strategies. His responsibilities include conducting due diligence of investment opportunities, maintaining ongoing diligence and monitoring of investment managers, and developing alternative investment programs for institutional clients. Gabriel earned his B.A. in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.

Graham Pierce

Partner, Managing Director

Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.

Hagen Grantham

Associate Wealth Advisor

Hagen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Hagen worked in the licensed apparel manufacturing industry where he managed the NASCAR, Automotive, Power Sports and Character divisions for an international clothing company. He earned a B.S. in Business Administration from the University of Southern California, where he was a four-year letterman on the Trojans water polo team.  Hagen resides in Newport Beach with his wife, three daughters, son, and father. Outside of the office, he enjoys spending time with his family and friends and watching his kids play sports.

Ike Egwuonwu, CFP®

Financial Planner

Ike Egwuonwu is a Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan to achieve their personal and financial goals. Before joining Beacon Pointe, Ike worked at Ayco Goldman Sachs as a financial planner and coach having previously transitioned from a role at Deloitte as an engagement financial advisor. Ike earned his Bachelor of Science degree in Business Administration with a concentration in Finance from Pepperdine University as a Posse Foundation Scholar, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Ike currently resides in Santa Ana, CA with his wife, and outside of the office he enjoys spending time with family and friends, playing basketball, jamming with other musicians, and catching up on his favorite shows.

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.

Jesse Crane

Business Development Manager, Institutional Consulting

Jesse Crane serves as the business development manager for Beacon Pointe’s Institutional Consulting Services Group and is responsible for new client development. With over 10 years of experience in the investment management industry, Jesse joins Beacon Pointe after a lengthy career with PIMCO Investments and Morgan Stanley. Jesse earned his Master of Business Administration from Syracuse University’s Whitman School of Management and his undergraduate degree in Economics from the State University of New York (SUNY) College at Cortland. Outside of the office, Jesse stays busy serving on the board of directors and as vice-chair of the finance committee for the SUNY Cortland College Foundation.

Jonathan Acosta, JD, MBA

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 Moy

Associate, Investment Research

Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.

Julie Johnson

Julie Johnson, CDFA®

Senior Wealth Advisor

Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories.  Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

Julien Frazzo

Deputy Chief Investment Officer

Julien is the Deputy Chief Investment Officer of Beacon Pointe Advisors and a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at The Bahnsen Group. Julien is a seasoned investment professional with twenty-four years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking, and five years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a Master’s degree in Accounting and Finance and a Postgraduate degree in Corporate Finance, Financial Engineering, and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives in Long Beach, California. Having worked in Paris, Amsterdam, London, Chicago, Monaco, and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.

Justin Nelson, CFP®

Financial Planner

Justin Nelson is a Financial Planner at Beacon Pointe Advisors and is responsible for guiding clients through the financial planning process to determine the best strategies to meet their financial goals. Justin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Science degree in Economics from The University of Utah. Prior to joining Beacon Pointe, Justin owned his own wealth management practice for over 10 years before selling his business to focus on his true passion: financial planning. He was also a combat veteran who deployed with the Army in Iraq as a Hum-V driver and UAV pilot. During his military service, he was an artillery cannon crew member and later switched to interrogator and was sent to the Defense Language Institute in Monterey, CA to learn Chinese. Outside of work, Justin enjoys woodworking and BBQ. Justin currently lives in Wichita, KS with his wife and 5 kids that keep him very busy outside of work.

Karen (Sarten) Reifel

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 PLANNER® (CFP®) designation. Beginning with a college internship, she 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. She serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance. Karen resides in Southern California with her husband and two sons.

Karina C. Melancon

Salesforce Manager, Information Technology

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

Kathy 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

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for leading the firm’s financial planning and tax planning services as well as helping private clients determine and meet their financial and tax planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER® (CFP®)Kelly is very passionate about financial education. She currently serves on the Women’s Initiative Council (WIN) at the CFP® Board Center for Financial Planning. The WIN Council advises the Center on creating initiatives and supports efforts to increase the number of women entering the financial planning profession, including the number of women CFP® professionals. Kelly 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. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Stewart Weddings, Worth Magazine, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a past board member of the Financial Planning Association of Orange County and volunteered for WomenSage. Kelly spends her free time chasing her three children and resides with her husband in South Orange County, California.

Lance Allende

Associate, Institutional Consulting

Lance is an associate analyst within the Institutional Consulting Services team at Beacon Pointe. His duties range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Lance interned for the firm and earned his B.S. in Business Administration with a focus in Finance (FRL) from California Polytechnic University, Pomona. In his free time, he enjoys playing basketball, running, and spending time with friends and family.

Liliana Sobaszek

Senior Client Service Associate

Liliana is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Liliana graduated with a B.A. in Business Administration from California State University, Fullerton with an emphasis on Finance and Marketing. Outside of the office, she enjoys spending time with family and friends, traveling, and staying active.

Mac McCall

Wealth Advisor

Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies.  Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.

Matthew B. Cooper

Partner, President

Matthew (Matt) is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications, regularly speaking on a host of wealth management and industry-related topics. Matt’s passion is continuous lifetime learning, and at a time when the RIA industry is changing more rapidly than any other point in history, Matt’s focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals for themselves, their teams and their businesses. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys traveling, running and exercise, and spending time with his family.

Matthew Henn, CFP®, RICP®

Wealth Advisor

Matthew (Matt) is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and two kids and enjoys surfing and traveling.

Mauricio Ibarra

Director, Information Technology

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

Metro Malasavage IV, CFP®

Wealth Advisor

Metro is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values, and goals. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was the first graduate from the university’s Personal and Family Financial Planning (PFFP) major and currently holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael Dow Jr.

Investment Specialist

Michael Dow Jr. is an Investment Specialist at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Before moving to serving our private wealth clients, Michael spent 2 years in our Beacon Pointe headquarter office for the Institutional Consulting Service team, preparing client performance reports and conducting asset allocation reporting and investment research. Michael earned his B.S. in Economics from Michigan State University and is currently enrolled in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program with a projected completion in Spring 2024. In his free time, he enjoys golfing, playing guitar, and spending time at the beach.

Michael G. Dow, CAIA, CFA®

Chief Investment Officer

Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group.  He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago.  Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst® (CFA®), received his certificate to practice as a CPA (inactive) and is a member of the CFA® and CAIA Societies of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

*CPA license is inactive

Michael Hamilton

Client Service Associate

Michael is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Michael graduated from the University of Virginia with a B.S. in Foreign Affairs and currently resides in Newport Beach, CA. Outside of the office, he enjoys playing golf, traveling, and spending time with friends and family.

Mike Breller

Managing Director, Institutional Consulting

Mike is a managing director for Beacon Pointe’s Institutional Consulting team and possesses over 25 years of institutional investment experience. As a consultant, Mike advises institutional clients on policy development, strategic planning, asset allocation, and portfolio construction. He is a member of Beacon Pointe’s Investment Committees including Beacon Pointe Alternatives and the Macro-Economic Sub-Committee, and has been with Beacon Pointe since 2010. Prior to joining Beacon Pointe, he worked for 11 years as a Financial Analyst and Investment Specialist for the institutional services group of Capital Research and Management Company, the investment advisor to the American Funds. In these roles, he represented the investment management team to large institutional clients and research groups for major financial intermediary firms. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. Outside of the office, Mike stays involved in his community as an Irvine Public Schools Foundation Board member, Finance Committee member, and former Chair over the last 8 years. He also enjoys traveling internationally with his wife and daughters and playing the occasional round of golf. 

Mitchell Hughes

Senior Consultant, Institutional Consulting

Mitchell (Mitch) is responsible for consulting Beacon Pointe’s institutional clients and handling new client development. He serves large foundations, endowments, non-profits, high net worth family offices as well as corporate 401(k) plans and institutional 403(b) plans. Mitch is a member of Beacon Pointe’s 401(k) committee and helps the firm maintain fiduciary standards and mandates issued by the regulatory authorities. Prior to joining Beacon Pointe, Mitch worked at Merrill Lynch with the Global Institutional Consulting Group and at J.W. Cole Financial as a financial analyst. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch obtained his Master of Business Administration (MBA) from the University of California, Irvine. He serves on the board of Upon this Rock Ministries and is an active member of Mariners Church in Irvine, CA.  Mitch is married and resides in Orange County, and in his spare time he enjoys golfing, surfing and mountain activities.

Monika Wahlen

Executive Assistant

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

Neil Livingston

Director of Operations

Neil is a Director within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors –  Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.

Nick Colletta, CAIA, CFA

Senior Associate, Investment Research

Nick Colletta is a Senior Associate, Investment Research at Beacon Pointe Advisors, and a member of the Beacon Pointe Investment Committee. In his role as a member of the Beacon Pointe Investment Research Department, Nick conducts due diligence on investment opportunities, performs macroeconomic research, and focuses on risk management for the portfolios. Prior to joining Beacon Pointe Advisors, Nick was the Chief Investment Officer for Bridge Advisory (which was acquired by Beacon Pointe in 2024), where he spearheaded the firm’s investment process, conducted in-depth economic research and provided comprehensive market analyses for clients. Nick is a seasoned investment professional, holding both the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA) designations. He earned a bachelor’s degree in finance with a minor in Economics and a master’s degree in Information Systems with a concentration in Data Science. Outside of the office, Nick enjoys reading, working out, watching Netflix, and spending time with friends and family.

Oskar Guerrero

Client Service Associate

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

Rebecca Gallo

Manager, Information Technology -Strategic Partnership

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

Rebekah Blake

Insurance Support Specialist

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

Robyn Marotta

Senior Associate, Institutional Consulting

Robyn serves as an associate for Beacon Pointe’s Institutional Consulting Services Group. She is tasked with supporting Beacon Pointe’s institutional consultants’ business development efforts including completing requests for proposals, coordinating conferences and events, managing databases and other administrative duties. She possesses a strong eye for detail and phenomenal writing and communication skills. As a graduate of California State University, Long Beach, Robyn brings 15 years of experience within both non-profit and for-profit sectors. Prior to joining Beacon Pointe, Robyn’s background includes the areas of education, real estate and property management, and business development. Outside of the office, Robyn has a passion for international travel, cooking, spending time with friends and family, and finding the adventure in every day.

Ronald Araracap

Senior Associate, Information Technology

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

Rose Bae

Compliance Specialist

Scott Ayers

Senior Wealth Advisor

Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group.  Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College.  Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991.  Scott is married and has two daughters.  He enjoys sports, travel, and spending time with his family. CA Insurance License #0833283

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, 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 Banc of California, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor 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.

Sophie Chapman

Wealth Planning Associate

Sophie is a Wealth Planning Associate specializing in helping our advisors provide custom healthcare planning services to clients. Prior to joining Beacon Pointe, Sophie completed two medical internships that provided her the opportunity to shadow an ophthalmologist and neurosurgeon. Her internships and prior volunteer experience in assisting pre-op patients and their families ignited her passion to understand and advocate for a better patient healthcare experience, as well as leading her to pursue an undergraduate degree in Public Health Policy at the University of California, Irvine. In her free time, Sophie enjoys cooking, hot yoga, and traveling.

Stephen Marshall

Director of Asset Allocation

Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.  In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models.  Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe.  Stephen graduated from the University of New Orleans with a B.S. in Mathematics.  He speaks frequently on asset allocation and risk-related topics at industry conferences.  Stephen lives with his two sons in Orange, California.

Todd Reinhart, CRPC®

Regional Director, Senior Wealth Advisor

Todd is a Regional Director and Senior Wealth Advisor at Beacon Pointe, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Todd has more than fifteen years of industry experience. Prior to Beacon Pointe, he worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including V.P. Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor – CRPC®. He earned his Bachelor of Science in Business Administration, with a minor in Economics from California Polytechnic State University in San Luis Obispo, and a Master of Education from the University of Georgia. Todd has one son and two daughters. Outside of work, he enjoys coaching and all things baseball related, working out, running, watching sports.

Tom O’Connor, CFA®, CFP®

Senior Financial Planner

Tom O’Connor is a Senior Financial Planner at Beacon Pointe Advisors. With over thirty years of experience, Tom is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Tom advised high-net-worth clients including Fortune 500 executives, entrepreneurs, and business owners. Tom earned a BS in Computer Science from Purdue University, his MBA in Finance and Statistics from the University of Chicago Booth School of Business, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA®) designations. Tom resides in Laguna Niguel, CA. Outside the office, he enjoys reading, staying active outdoors, and spending time with family and friends.

Tommy Derrick

Director, Insurance Services

As Director of Insurance Services, Tommy is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. With nearly 30 years of experience in the financial services industry, Tommy has consulted with hundreds of advisors and clients around risk management issues involving Estate Planning, Business Continuity and Succession Planning, Wealth Transfer, and Personal Protection. Tommy began his career in the Financial Services industry at Prudential, where he served as the Manager of Financial Services. In 2001, Tommy worked for the Royal Bank of Canada where he built an insurance program inside a regional bank, eventually taking their proprietary insurance product portfolio to independent brokerage. Prior to joining Beacon Pointe, he held the Regional Director role at First Protective (now Concourse Financial Group), where he worked to develop business with Independent Advisors, Wealth Managers, and Private Bankers. Tommy graduated from Clemson University in 1989, where he earned a B.S. in Financial Management with an emphasis in Insurance. Tommy is a past qualifying member of the Million Dollar Round Table® and holds the designations of CLTC® and LUTCF®. Tommy currently resides in Greenville, South Carolina with his wife of 32 years, Cathy and their son Clark. In his free time, Tommy enjoys coaching a U11 travel baseball team, playing golf, tailgating Clemson games with friends and family, and taking long Jeep rides with his wife.

Wanda Ho

Director of Trading

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

William (Bill) Thompson

Director, Institutional Consulting

Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. He advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization. Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill resides in the San Francisco Bay Area with his wife and three children.

William Chiang

Associate Data Engineer, Information Technology

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

William Draper

Associate, Institutional Consulting

William (Will) is an associate analyst within the Institutional Consulting Services Team at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Will earned his Bachelor of Science degree in Business Administration, concentrating in Finance from Cal Poly San Luis Obispo, and his master’s in finance and management from the University of St Andrews in Scotland. In his free time, he enjoys playing competitive golf, hiking, running, and enjoying time with family and friends.

Zach Congelliere

Associate Wealth Advisor

Zach is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.

Meet Our Newport Beach Headquarters Team of Financial Planners & Advisors

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Alex Kassouf

Senior Wealth Advisor

Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.

Andrew Hoang, CFP®, CDFA®

Senior Financial Planner

Andrew Hoang, CFP®, is a Senior Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.

Andrew Howard

Senior Associate, Institutional Consulting

Andrew is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Andrew earned his B.S. in Business Administration from California Baptist University. In his free time, he enjoys playing basketball and golf, and spending time with family.

Austin Kastenberg, MBA

Senior Associate Analyst, Institutional Consulting

Austin is a Senior Associate Analyst within the Institutional Consulting Group at Beacon Pointe Advisors. His duties range from preparing performance reports to conducting asset allocation studies to providing investment research and due diligence. Prior to joining Beacon Pointe, Austin worked as a commercial insurance broker and was also a graduate student researcher in Economics and Management. Austin earned his bachelor’s degree from the University of California, Los Angeles, and received his MBA in Finance from the Fowler College of Business at San Diego State University. Outside of the office, Austin enjoys spending time with family and friends, traveling, being outdoors, and staying active.

Austin Rouk, CFP®

Wealth Advisor

Austin is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) 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, he still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Ben Blokdyk

Associate Wealth Advisor

Ben is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Ben graduated from The University of Southern California with a B.S. in Business Administration with an emphasis in Finance and currently resides in Huntington Beach, CA. Outside of the office, Ben likes to play golf with his friends and surf with his brothers.

Brandon Baker, CFA®, CFP®

Senior Wealth Advisor

Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER® (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.

Brendon Sloan

Client Service Associate

Brendon is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Brendon graduated from Texas Christian University with a B.S. in Economics and currently lives in Costa Mesa, CA. He is originally from Lake Oswego, Oregon, and likes to play golf, snowboard, and spend time with friends and family in his free time. He is also a devout fan of TCU Horned Frogs athletics.

Brittany Mangrum

Brittany Mangrum, CFP®

Senior Financial Planner

Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from California State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She also earned her Master of Science in Taxation (MST) degree from California State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.

Caden Campbell

Client Service Associate

Caden is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Caden graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in Communication and currently resides in Newport Beach, CA. Outside of the office, he enjoys surfing, snowboarding, and spending time with friends and family. He is also a devout fan of Angels baseball, the Los Angeles Rams, and the Utah Jazz.

Cameron Wright

Senior Client Service Associate, Institutional Consulting

Cameron is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Cameron graduated from California State University, San Bernardino and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.

Carolyn Sheu, CFP®

Regional Director, Wealth Advisor

Carolyn is a Regional Director, Wealth Advisor for Beacon Pointe, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.

Casey Stewart

Estate Strategist

As an Estate Strategist, Casey works nationwide with clients and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Casey practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning, and the administration of trusts and estates. Casey advised individuals and families on overall wealth and estate planning, including gifting strategies, gift tax compliance, and assisting individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Casey earned his B.S. in Legal Studies with a minor in Business from the University of Central Florida and his J.D. from Ave Maria School of Law, with concentration on Estate Planning, Business Planning, Tax, and Real Estate. Casey is a member of the Florida Bar Association and is a frequent speaker at local group meetings on the topic of Probate Administrations. Outside of the office, Casey enjoys spending time with his wife and three children in the beautiful Florida weather, coaching youth sports, and fishing.

Christopher Nguyen

Senior Associate, Information Technology - Infrastructure

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

Cindy Randolph, CPA

Associate Financial Planner

Cindy Randolph is an Associate Financial Planner at Beacon Pointe Advisors and is responsible for providing ongoing comprehensive financial planning to aid clients in accomplishing their life and legacy goals. Prior to joining Beacon Pointe, Cindy held accounting roles in business management and public accounting, where she assisted high-net-worth clients by analyzing their bookkeeping, personal budgeting, and tax needs. Cindy earned her Bachelor of Science degree in Business Administration with a concentration in Accounting from California State University Long Beach. Cindy received her CPA designation in 2020 and has an active license in California. In her free time, Cindy enjoys spending time with her husband and daughter, listening to audiobooks, and staying up to date on current events.

Commie Stevens

Commie Stevens, JD

Chief Practice Officer

Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

Connor McGuire

Associate Wealth Advisor

Connor is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Connor graduated from The University of California, Irvine with a B.S. in Business Administration with an emphasis in Economics and currently resides in Los Angeles, CA. Outside of the office, Connor likes to play golf, fish, hike, and spend time with family.

Cristopher Zavala

Associate, Institutional Consulting

Cristopher Zavala is an associate analyst within the Institutional Consulting Services team at Beacon Pointe. His duties range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Cristopher interned for a family office wealth management firm and for Constellation Brand’s revenue management team. He earned his bachelor’s degree in business administration with an emphasis on finance from California State Polytechnic University, Pomona. In his free time, he enjoys staying active by working out, playing golf, and playing tennis.

Daniel Costigan, CFA®, CFP®, MBA

Senior Associate Wealth Advisor

Daniel is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Daniel served as a financial advisor for retirement plan advisor, SageView Advisory Group. He also brings experience in mutual fund sales and private equity capital raising. Daniel graduated from Boston College with a bachelor’s degree in Psychology and earned an MBA from the UC Irvine Paul Merage School of Business. Daniel also has his Series 65 license and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) the Chartered Financial Analyst® (CFA®) designation. In his free time, Dan enjoys golf, surfing, music and traveling with his wife.

David Hopkins

Senior Wealth Advisor

David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. In 2021, David was named Chief Technology Officer of the Year  for individual RIA firm leaders by Wealthmanagement.com.  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, CAIA, CFA®

Director, Investment Research

Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. Derek currently serves as the Chair of the Investment Committee at the Goodwill of Orange County. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA® charterholder and a member of the CFA® Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).

Dylan Brooks, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.

Dylan Macdonald, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.

Felix Lin, CFA®

Senior Advisor, Institutional Consulting

Felix has been with the firm since its inception and is a founding partner.  Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He previously served as the Investment Chair for the Goodwill of Orange County, was a member of the Human Society of Silicon Valley Finance Committee, and serves as an Ambassador for Free Wheelchair Mission. Felix has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles.

Gabriel Kennan

Senior Associate, Investment Research

Gabriel is a senior associate within the Investment Research Group at Beacon Pointe Advisors, with a focus on alternative investment strategies. His responsibilities include conducting due diligence of investment opportunities, maintaining ongoing diligence and monitoring of investment managers, and developing alternative investment programs for institutional clients. Gabriel earned his B.A. in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.

Graham Pierce

Partner, Managing Director

Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.

Hagen Grantham

Associate Wealth Advisor

Hagen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Hagen worked in the licensed apparel manufacturing industry where he managed the NASCAR, Automotive, Power Sports and Character divisions for an international clothing company. He earned a B.S. in Business Administration from the University of Southern California, where he was a four-year letterman on the Trojans water polo team.  Hagen resides in Newport Beach with his wife, three daughters, son, and father. Outside of the office, he enjoys spending time with his family and friends and watching his kids play sports.

Ike Egwuonwu, CFP®

Financial Planner

Ike Egwuonwu is a Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan to achieve their personal and financial goals. Before joining Beacon Pointe, Ike worked at Ayco Goldman Sachs as a financial planner and coach having previously transitioned from a role at Deloitte as an engagement financial advisor. Ike earned his Bachelor of Science degree in Business Administration with a concentration in Finance from Pepperdine University as a Posse Foundation Scholar, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Ike currently resides in Santa Ana, CA with his wife, and outside of the office he enjoys spending time with family and friends, playing basketball, jamming with other musicians, and catching up on his favorite shows.

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.

Jesse Crane

Business Development Manager, Institutional Consulting

Jesse Crane serves as the business development manager for Beacon Pointe’s Institutional Consulting Services Group and is responsible for new client development. With over 10 years of experience in the investment management industry, Jesse joins Beacon Pointe after a lengthy career with PIMCO Investments and Morgan Stanley. Jesse earned his Master of Business Administration from Syracuse University’s Whitman School of Management and his undergraduate degree in Economics from the State University of New York (SUNY) College at Cortland. Outside of the office, Jesse stays busy serving on the board of directors and as vice-chair of the finance committee for the SUNY Cortland College Foundation.

Jonathan Acosta, JD, MBA

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 Moy

Associate, Investment Research

Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.

Julie Johnson

Julie Johnson, CDFA®

Senior Wealth Advisor

Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories.  Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

Julien Frazzo

Deputy Chief Investment Officer

Julien is the Deputy Chief Investment Officer of Beacon Pointe Advisors and a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at The Bahnsen Group. Julien is a seasoned investment professional with twenty-four years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking, and five years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a Master’s degree in Accounting and Finance and a Postgraduate degree in Corporate Finance, Financial Engineering, and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives in Long Beach, California. Having worked in Paris, Amsterdam, London, Chicago, Monaco, and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.

Justin Nelson, CFP®

Financial Planner

Justin Nelson is a Financial Planner at Beacon Pointe Advisors and is responsible for guiding clients through the financial planning process to determine the best strategies to meet their financial goals. Justin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Science degree in Economics from The University of Utah. Prior to joining Beacon Pointe, Justin owned his own wealth management practice for over 10 years before selling his business to focus on his true passion: financial planning. He was also a combat veteran who deployed with the Army in Iraq as a Hum-V driver and UAV pilot. During his military service, he was an artillery cannon crew member and later switched to interrogator and was sent to the Defense Language Institute in Monterey, CA to learn Chinese. Outside of work, Justin enjoys woodworking and BBQ. Justin currently lives in Wichita, KS with his wife and 5 kids that keep him very busy outside of work.

Karen (Sarten) Reifel

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 PLANNER® (CFP®) designation. Beginning with a college internship, she 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. She serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance. Karen resides in Southern California with her husband and two sons.

Karina C. Melancon

Salesforce Manager, Information Technology

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

Kathy 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

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for leading the firm’s financial planning and tax planning services as well as helping private clients determine and meet their financial and tax planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER® (CFP®)Kelly is very passionate about financial education. She currently serves on the Women’s Initiative Council (WIN) at the CFP® Board Center for Financial Planning. The WIN Council advises the Center on creating initiatives and supports efforts to increase the number of women entering the financial planning profession, including the number of women CFP® professionals. Kelly 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. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Stewart Weddings, Worth Magazine, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a past board member of the Financial Planning Association of Orange County and volunteered for WomenSage. Kelly spends her free time chasing her three children and resides with her husband in South Orange County, California.

Lance Allende

Associate, Institutional Consulting

Lance is an associate analyst within the Institutional Consulting Services team at Beacon Pointe. His duties range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Lance interned for the firm and earned his B.S. in Business Administration with a focus in Finance (FRL) from California Polytechnic University, Pomona. In his free time, he enjoys playing basketball, running, and spending time with friends and family.

Liliana Sobaszek

Senior Client Service Associate

Liliana is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Liliana graduated with a B.A. in Business Administration from California State University, Fullerton with an emphasis on Finance and Marketing. Outside of the office, she enjoys spending time with family and friends, traveling, and staying active.

Mac McCall

Wealth Advisor

Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies.  Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.

Matthew B. Cooper

Partner, President

Matthew (Matt) is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications, regularly speaking on a host of wealth management and industry-related topics. Matt’s passion is continuous lifetime learning, and at a time when the RIA industry is changing more rapidly than any other point in history, Matt’s focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals for themselves, their teams and their businesses. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys traveling, running and exercise, and spending time with his family.

Matthew Henn, CFP®, RICP®

Wealth Advisor

Matthew (Matt) is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and two kids and enjoys surfing and traveling.

Mauricio Ibarra

Director, Information Technology

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

Metro Malasavage IV, CFP®

Wealth Advisor

Metro is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values, and goals. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was the first graduate from the university’s Personal and Family Financial Planning (PFFP) major and currently holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael Dow Jr.

Investment Specialist

Michael Dow Jr. is an Investment Specialist at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Before moving to serving our private wealth clients, Michael spent 2 years in our Beacon Pointe headquarter office for the Institutional Consulting Service team, preparing client performance reports and conducting asset allocation reporting and investment research. Michael earned his B.S. in Economics from Michigan State University and is currently enrolled in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program with a projected completion in Spring 2024. In his free time, he enjoys golfing, playing guitar, and spending time at the beach.

Michael G. Dow, CAIA, CFA®

Chief Investment Officer

Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group.  He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago.  Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst® (CFA®), received his certificate to practice as a CPA (inactive) and is a member of the CFA® and CAIA Societies of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

*CPA license is inactive

Michael Hamilton

Client Service Associate

Michael is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Michael graduated from the University of Virginia with a B.S. in Foreign Affairs and currently resides in Newport Beach, CA. Outside of the office, he enjoys playing golf, traveling, and spending time with friends and family.

Mike Breller

Managing Director, Institutional Consulting

Mike is a managing director for Beacon Pointe’s Institutional Consulting team and possesses over 25 years of institutional investment experience. As a consultant, Mike advises institutional clients on policy development, strategic planning, asset allocation, and portfolio construction. He is a member of Beacon Pointe’s Investment Committees including Beacon Pointe Alternatives and the Macro-Economic Sub-Committee, and has been with Beacon Pointe since 2010. Prior to joining Beacon Pointe, he worked for 11 years as a Financial Analyst and Investment Specialist for the institutional services group of Capital Research and Management Company, the investment advisor to the American Funds. In these roles, he represented the investment management team to large institutional clients and research groups for major financial intermediary firms. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. Outside of the office, Mike stays involved in his community as an Irvine Public Schools Foundation Board member, Finance Committee member, and former Chair over the last 8 years. He also enjoys traveling internationally with his wife and daughters and playing the occasional round of golf. 

Mitchell Hughes

Senior Consultant, Institutional Consulting

Mitchell (Mitch) is responsible for consulting Beacon Pointe’s institutional clients and handling new client development. He serves large foundations, endowments, non-profits, high net worth family offices as well as corporate 401(k) plans and institutional 403(b) plans. Mitch is a member of Beacon Pointe’s 401(k) committee and helps the firm maintain fiduciary standards and mandates issued by the regulatory authorities. Prior to joining Beacon Pointe, Mitch worked at Merrill Lynch with the Global Institutional Consulting Group and at J.W. Cole Financial as a financial analyst. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch obtained his Master of Business Administration (MBA) from the University of California, Irvine. He serves on the board of Upon this Rock Ministries and is an active member of Mariners Church in Irvine, CA.  Mitch is married and resides in Orange County, and in his spare time he enjoys golfing, surfing and mountain activities.

Monika Wahlen

Executive Assistant

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

Neil Livingston

Director of Operations

Neil is a Director within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors –  Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.

Nick Colletta, CAIA, CFA

Senior Associate, Investment Research

Nick Colletta is a Senior Associate, Investment Research at Beacon Pointe Advisors, and a member of the Beacon Pointe Investment Committee. In his role as a member of the Beacon Pointe Investment Research Department, Nick conducts due diligence on investment opportunities, performs macroeconomic research, and focuses on risk management for the portfolios. Prior to joining Beacon Pointe Advisors, Nick was the Chief Investment Officer for Bridge Advisory (which was acquired by Beacon Pointe in 2024), where he spearheaded the firm’s investment process, conducted in-depth economic research and provided comprehensive market analyses for clients. Nick is a seasoned investment professional, holding both the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA) designations. He earned a bachelor’s degree in finance with a minor in Economics and a master’s degree in Information Systems with a concentration in Data Science. Outside of the office, Nick enjoys reading, working out, watching Netflix, and spending time with friends and family.

Oskar Guerrero

Client Service Associate

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

Rebecca Gallo

Manager, Information Technology -Strategic Partnership

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

Rebekah Blake

Insurance Support Specialist

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

Robyn Marotta

Senior Associate, Institutional Consulting

Robyn serves as an associate for Beacon Pointe’s Institutional Consulting Services Group. She is tasked with supporting Beacon Pointe’s institutional consultants’ business development efforts including completing requests for proposals, coordinating conferences and events, managing databases and other administrative duties. She possesses a strong eye for detail and phenomenal writing and communication skills. As a graduate of California State University, Long Beach, Robyn brings 15 years of experience within both non-profit and for-profit sectors. Prior to joining Beacon Pointe, Robyn’s background includes the areas of education, real estate and property management, and business development. Outside of the office, Robyn has a passion for international travel, cooking, spending time with friends and family, and finding the adventure in every day.

Ronald Araracap

Senior Associate, Information Technology

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

Scott Ayers

Senior Wealth Advisor

Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group.  Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College.  Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991.  Scott is married and has two daughters.  He enjoys sports, travel, and spending time with his family. CA Insurance License #0833283

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, 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 Banc of California, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor 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.

Sophie Chapman

Wealth Planning Associate

Sophie is a Wealth Planning Associate specializing in helping our advisors provide custom healthcare planning services to clients. Prior to joining Beacon Pointe, Sophie completed two medical internships that provided her the opportunity to shadow an ophthalmologist and neurosurgeon. Her internships and prior volunteer experience in assisting pre-op patients and their families ignited her passion to understand and advocate for a better patient healthcare experience, as well as leading her to pursue an undergraduate degree in Public Health Policy at the University of California, Irvine. In her free time, Sophie enjoys cooking, hot yoga, and traveling.

Stephen Marshall

Director of Asset Allocation

Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.  In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models.  Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe.  Stephen graduated from the University of New Orleans with a B.S. in Mathematics.  He speaks frequently on asset allocation and risk-related topics at industry conferences.  Stephen lives with his two sons in Orange, California.

Todd Reinhart, CRPC®

Regional Director, Senior Wealth Advisor

Todd is a Regional Director and Senior Wealth Advisor at Beacon Pointe, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Todd has more than fifteen years of industry experience. Prior to Beacon Pointe, he worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including V.P. Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor – CRPC®. He earned his Bachelor of Science in Business Administration, with a minor in Economics from California Polytechnic State University in San Luis Obispo, and a Master of Education from the University of Georgia. Todd has one son and two daughters. Outside of work, he enjoys coaching and all things baseball related, working out, running, watching sports.

Tom O’Connor, CFA®, CFP®

Senior Financial Planner

Tom O’Connor is a Senior Financial Planner at Beacon Pointe Advisors. With over thirty years of experience, Tom is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Tom advised high-net-worth clients including Fortune 500 executives, entrepreneurs, and business owners. Tom earned a BS in Computer Science from Purdue University, his MBA in Finance and Statistics from the University of Chicago Booth School of Business, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA®) designations. Tom resides in Laguna Niguel, CA. Outside the office, he enjoys reading, staying active outdoors, and spending time with family and friends.

Tommy Derrick

Director, Insurance Services

As Director of Insurance Services, Tommy is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. With nearly 30 years of experience in the financial services industry, Tommy has consulted with hundreds of advisors and clients around risk management issues involving Estate Planning, Business Continuity and Succession Planning, Wealth Transfer, and Personal Protection. Tommy began his career in the Financial Services industry at Prudential, where he served as the Manager of Financial Services. In 2001, Tommy worked for the Royal Bank of Canada where he built an insurance program inside a regional bank, eventually taking their proprietary insurance product portfolio to independent brokerage. Prior to joining Beacon Pointe, he held the Regional Director role at First Protective (now Concourse Financial Group), where he worked to develop business with Independent Advisors, Wealth Managers, and Private Bankers. Tommy graduated from Clemson University in 1989, where he earned a B.S. in Financial Management with an emphasis in Insurance. Tommy is a past qualifying member of the Million Dollar Round Table® and holds the designations of CLTC® and LUTCF®. Tommy currently resides in Greenville, South Carolina with his wife of 32 years, Cathy and their son Clark. In his free time, Tommy enjoys coaching a U11 travel baseball team, playing golf, tailgating Clemson games with friends and family, and taking long Jeep rides with his wife.

Wanda Ho

Director of Trading

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

William (Bill) Thompson

Director, Institutional Consulting

Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. He advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization. Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill resides in the San Francisco Bay Area with his wife and three children.

William Chiang

Associate Data Engineer, Information Technology

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

William Draper

Associate, Institutional Consulting

William (Will) is an associate analyst within the Institutional Consulting Services Team at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Will earned his Bachelor of Science degree in Business Administration, concentrating in Finance from Cal Poly San Luis Obispo, and his master’s in finance and management from the University of St Andrews in Scotland. In his free time, he enjoys playing competitive golf, hiking, running, and enjoying time with family and friends.

Zach Congelliere

Associate Wealth Advisor

Zach is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.

Meet Our Newport Beach Headquarters Team of Financial Planners & Advisors

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Alex Kassouf

Senior Wealth Advisor

Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.

Andrew Hoang, CFP®, CDFA®

Senior Financial Planner

Andrew Hoang, CFP®, is a Senior Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.

Andrew Howard

Senior Associate, Institutional Consulting

Andrew is an associate within the Institutional Consulting Service Group at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Andrew earned his B.S. in Business Administration from California Baptist University. In his free time, he enjoys playing basketball and golf, and spending time with family.

Austin Kastenberg, MBA

Senior Associate Analyst, Institutional Consulting

Austin is a Senior Associate Analyst within the Institutional Consulting Group at Beacon Pointe Advisors. His duties range from preparing performance reports to conducting asset allocation studies to providing investment research and due diligence. Prior to joining Beacon Pointe, Austin worked as a commercial insurance broker and was also a graduate student researcher in Economics and Management. Austin earned his bachelor’s degree from the University of California, Los Angeles, and received his MBA in Finance from the Fowler College of Business at San Diego State University. Outside of the office, Austin enjoys spending time with family and friends, traveling, being outdoors, and staying active.

Austin Rouk, CFP®

Wealth Advisor

Austin is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) 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, he still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Ben Blokdyk

Associate Wealth Advisor

Ben is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Ben graduated from The University of Southern California with a B.S. in Business Administration with an emphasis in Finance and currently resides in Huntington Beach, CA. Outside of the office, Ben likes to play golf with his friends and surf with his brothers.

Brandon Baker, CFA®, CFP®

Senior Wealth Advisor

Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER® (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.

Brendon Sloan

Client Service Associate

Brendon is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Brendon graduated from Texas Christian University with a B.S. in Economics and currently lives in Costa Mesa, CA. He is originally from Lake Oswego, Oregon, and likes to play golf, snowboard, and spend time with friends and family in his free time. He is also a devout fan of TCU Horned Frogs athletics.

Brittany Mangrum

Brittany Mangrum, CFP®

Senior Financial Planner

Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from California State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She also earned her Master of Science in Taxation (MST) degree from California State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.

Caden Campbell

Client Service Associate

Caden is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Caden graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in Communication and currently resides in Newport Beach, CA. Outside of the office, he enjoys surfing, snowboarding, and spending time with friends and family. He is also a devout fan of Angels baseball, the Los Angeles Rams, and the Utah Jazz.

Cameron Wright

Senior Client Service Associate, Institutional Consulting

Cameron is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Cameron graduated from California State University, San Bernardino and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.

Carolyn Sheu, CFP®

Regional Director, Wealth Advisor

Carolyn is a Regional Director, Wealth Advisor for Beacon Pointe, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.

Casey Stewart

Estate Strategist

As an Estate Strategist, Casey works nationwide with clients and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Casey practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning, and the administration of trusts and estates. Casey advised individuals and families on overall wealth and estate planning, including gifting strategies, gift tax compliance, and assisting individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Casey earned his B.S. in Legal Studies with a minor in Business from the University of Central Florida and his J.D. from Ave Maria School of Law, with concentration on Estate Planning, Business Planning, Tax, and Real Estate. Casey is a member of the Florida Bar Association and is a frequent speaker at local group meetings on the topic of Probate Administrations. Outside of the office, Casey enjoys spending time with his wife and three children in the beautiful Florida weather, coaching youth sports, and fishing.

Christopher Nguyen

Senior Associate, Information Technology - Infrastructure

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

Cindy Randolph, CPA

Associate Financial Planner

Cindy Randolph is an Associate Financial Planner at Beacon Pointe Advisors and is responsible for providing ongoing comprehensive financial planning to aid clients in accomplishing their life and legacy goals. Prior to joining Beacon Pointe, Cindy held accounting roles in business management and public accounting, where she assisted high-net-worth clients by analyzing their bookkeeping, personal budgeting, and tax needs. Cindy earned her Bachelor of Science degree in Business Administration with a concentration in Accounting from California State University Long Beach. Cindy received her CPA designation in 2020 and has an active license in California. In her free time, Cindy enjoys spending time with her husband and daughter, listening to audiobooks, and staying up to date on current events.

Commie Stevens

Commie Stevens, JD

Chief Practice Officer

Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

Connor McGuire

Associate Wealth Advisor

Connor is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Connor graduated from The University of California, Irvine with a B.S. in Business Administration with an emphasis in Economics and currently resides in Los Angeles, CA. Outside of the office, Connor likes to play golf, fish, hike, and spend time with family.

Cristopher Zavala

Associate, Institutional Consulting

Cristopher Zavala is an associate analyst within the Institutional Consulting Services team at Beacon Pointe. His duties range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Cristopher interned for a family office wealth management firm and for Constellation Brand’s revenue management team. He earned his bachelor’s degree in business administration with an emphasis on finance from California State Polytechnic University, Pomona. In his free time, he enjoys staying active by working out, playing golf, and playing tennis.

Daniel Costigan, CFA®, CFP®, MBA

Senior Associate Wealth Advisor

Daniel is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Daniel served as a financial advisor for retirement plan advisor, SageView Advisory Group. He also brings experience in mutual fund sales and private equity capital raising. Daniel graduated from Boston College with a bachelor’s degree in Psychology and earned an MBA from the UC Irvine Paul Merage School of Business. Daniel also has his Series 65 license and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) the Chartered Financial Analyst® (CFA®) designation. In his free time, Dan enjoys golf, surfing, music and traveling with his wife.

David Hopkins

Senior Wealth Advisor

David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. In 2021, David was named Chief Technology Officer of the Year  for individual RIA firm leaders by Wealthmanagement.com.  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, CAIA, CFA®

Director, Investment Research

Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. Derek currently serves as the Chair of the Investment Committee at the Goodwill of Orange County. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA® charterholder and a member of the CFA® Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).

Dylan Brooks, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.

Dylan Macdonald, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.

Felix Lin, CFA®

Senior Advisor, Institutional Consulting

Felix has been with the firm since its inception and is a founding partner.  Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He previously served as the Investment Chair for the Goodwill of Orange County, was a member of the Human Society of Silicon Valley Finance Committee, and serves as an Ambassador for Free Wheelchair Mission. Felix has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles.

Gabriel Kennan

Senior Associate, Investment Research

Gabriel is a senior associate within the Investment Research Group at Beacon Pointe Advisors, with a focus on alternative investment strategies. His responsibilities include conducting due diligence of investment opportunities, maintaining ongoing diligence and monitoring of investment managers, and developing alternative investment programs for institutional clients. Gabriel earned his B.A. in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.

Graham Pierce

Partner, Managing Director

Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.

Hagen Grantham

Associate Wealth Advisor

Hagen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Hagen worked in the licensed apparel manufacturing industry where he managed the NASCAR, Automotive, Power Sports and Character divisions for an international clothing company. He earned a B.S. in Business Administration from the University of Southern California, where he was a four-year letterman on the Trojans water polo team.  Hagen resides in Newport Beach with his wife, three daughters, son, and father. Outside of the office, he enjoys spending time with his family and friends and watching his kids play sports.

Ike Egwuonwu, CFP®

Financial Planner

Ike Egwuonwu is a Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan to achieve their personal and financial goals. Before joining Beacon Pointe, Ike worked at Ayco Goldman Sachs as a financial planner and coach having previously transitioned from a role at Deloitte as an engagement financial advisor. Ike earned his Bachelor of Science degree in Business Administration with a concentration in Finance from Pepperdine University as a Posse Foundation Scholar, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Ike currently resides in Santa Ana, CA with his wife, and outside of the office he enjoys spending time with family and friends, playing basketball, jamming with other musicians, and catching up on his favorite shows.

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.

Jesse Crane

Business Development Manager, Institutional Consulting

Jesse Crane serves as the business development manager for Beacon Pointe’s Institutional Consulting Services Group and is responsible for new client development. With over 10 years of experience in the investment management industry, Jesse joins Beacon Pointe after a lengthy career with PIMCO Investments and Morgan Stanley. Jesse earned his Master of Business Administration from Syracuse University’s Whitman School of Management and his undergraduate degree in Economics from the State University of New York (SUNY) College at Cortland. Outside of the office, Jesse stays busy serving on the board of directors and as vice-chair of the finance committee for the SUNY Cortland College Foundation.

Jonathan Acosta, JD, MBA

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 Moy

Associate, Investment Research

Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.

Julie Johnson

Julie Johnson, CDFA®

Senior Wealth Advisor

Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories.  Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

Julien Frazzo

Deputy Chief Investment Officer

Julien is the Deputy Chief Investment Officer of Beacon Pointe Advisors and a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at The Bahnsen Group. Julien is a seasoned investment professional with twenty-four years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking, and five years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a Master’s degree in Accounting and Finance and a Postgraduate degree in Corporate Finance, Financial Engineering, and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives in Long Beach, California. Having worked in Paris, Amsterdam, London, Chicago, Monaco, and Newport Beach, Julien is a student of many cultures and brings a global understanding of investments to the table.

Justin Nelson, CFP®

Financial Planner

Justin Nelson is a Financial Planner at Beacon Pointe Advisors and is responsible for guiding clients through the financial planning process to determine the best strategies to meet their financial goals. Justin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Science degree in Economics from The University of Utah. Prior to joining Beacon Pointe, Justin owned his own wealth management practice for over 10 years before selling his business to focus on his true passion: financial planning. He was also a combat veteran who deployed with the Army in Iraq as a Hum-V driver and UAV pilot. During his military service, he was an artillery cannon crew member and later switched to interrogator and was sent to the Defense Language Institute in Monterey, CA to learn Chinese. Outside of work, Justin enjoys woodworking and BBQ. Justin currently lives in Wichita, KS with his wife and 5 kids that keep him very busy outside of work.

Karen (Sarten) Reifel

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 PLANNER® (CFP®) designation. Beginning with a college internship, she 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. She serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance. Karen resides in Southern California with her husband and two sons.

Karina C. Melancon

Salesforce Manager, Information Technology

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

Kathy 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

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for leading the firm’s financial planning and tax planning services as well as helping private clients determine and meet their financial and tax planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER® (CFP®)Kelly is very passionate about financial education. She currently serves on the Women’s Initiative Council (WIN) at the CFP® Board Center for Financial Planning. The WIN Council advises the Center on creating initiatives and supports efforts to increase the number of women entering the financial planning profession, including the number of women CFP® professionals. Kelly 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. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Stewart Weddings, Worth Magazine, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a past board member of the Financial Planning Association of Orange County and volunteered for WomenSage. Kelly spends her free time chasing her three children and resides with her husband in South Orange County, California.

Lance Allende

Associate, Institutional Consulting

Lance is an associate analyst within the Institutional Consulting Services team at Beacon Pointe. His duties range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Lance interned for the firm and earned his B.S. in Business Administration with a focus in Finance (FRL) from California Polytechnic University, Pomona. In his free time, he enjoys playing basketball, running, and spending time with friends and family.

Liliana Sobaszek

Senior Client Service Associate

Liliana is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Liliana graduated with a B.A. in Business Administration from California State University, Fullerton with an emphasis on Finance and Marketing. Outside of the office, she enjoys spending time with family and friends, traveling, and staying active.

Mac McCall

Wealth Advisor

Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies.  Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.

Matthew B. Cooper

Partner, President

Matthew (Matt) is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications, regularly speaking on a host of wealth management and industry-related topics. Matt’s passion is continuous lifetime learning, and at a time when the RIA industry is changing more rapidly than any other point in history, Matt’s focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals for themselves, their teams and their businesses. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys traveling, running and exercise, and spending time with his family.

Matthew Henn, CFP®, RICP®

Wealth Advisor

Matthew (Matt) is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and two kids and enjoys surfing and traveling.

Mauricio Ibarra

Director, Information Technology

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

Metro Malasavage IV, CFP®

Wealth Advisor

Metro is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values, and goals. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was the first graduate from the university’s Personal and Family Financial Planning (PFFP) major and currently holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael Dow Jr.

Investment Specialist

Michael Dow Jr. is an Investment Specialist at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Before moving to serving our private wealth clients, Michael spent 2 years in our Beacon Pointe headquarter office for the Institutional Consulting Service team, preparing client performance reports and conducting asset allocation reporting and investment research. Michael earned his B.S. in Economics from Michigan State University and is currently enrolled in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program with a projected completion in Spring 2024. In his free time, he enjoys golfing, playing guitar, and spending time at the beach.

Michael G. Dow, CAIA, CFA®

Chief Investment Officer

Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group.  He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago.  Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst® (CFA®), received his certificate to practice as a CPA (inactive) and is a member of the CFA® and CAIA Societies of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

*CPA license is inactive

Michael Hamilton

Client Service Associate

Michael is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Michael graduated from the University of Virginia with a B.S. in Foreign Affairs and currently resides in Newport Beach, CA. Outside of the office, he enjoys playing golf, traveling, and spending time with friends and family.

Mike Breller

Managing Director, Institutional Consulting

Mike is a managing director for Beacon Pointe’s Institutional Consulting team and possesses over 25 years of institutional investment experience. As a consultant, Mike advises institutional clients on policy development, strategic planning, asset allocation, and portfolio construction. He is a member of Beacon Pointe’s Investment Committees including Beacon Pointe Alternatives and the Macro-Economic Sub-Committee, and has been with Beacon Pointe since 2010. Prior to joining Beacon Pointe, he worked for 11 years as a Financial Analyst and Investment Specialist for the institutional services group of Capital Research and Management Company, the investment advisor to the American Funds. In these roles, he represented the investment management team to large institutional clients and research groups for major financial intermediary firms. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. Outside of the office, Mike stays involved in his community as an Irvine Public Schools Foundation Board member, Finance Committee member, and former Chair over the last 8 years. He also enjoys traveling internationally with his wife and daughters and playing the occasional round of golf. 

Mitchell Hughes

Senior Consultant, Institutional Consulting

Mitchell (Mitch) is responsible for consulting Beacon Pointe’s institutional clients and handling new client development. He serves large foundations, endowments, non-profits, high net worth family offices as well as corporate 401(k) plans and institutional 403(b) plans. Mitch is a member of Beacon Pointe’s 401(k) committee and helps the firm maintain fiduciary standards and mandates issued by the regulatory authorities. Prior to joining Beacon Pointe, Mitch worked at Merrill Lynch with the Global Institutional Consulting Group and at J.W. Cole Financial as a financial analyst. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch obtained his Master of Business Administration (MBA) from the University of California, Irvine. He serves on the board of Upon this Rock Ministries and is an active member of Mariners Church in Irvine, CA.  Mitch is married and resides in Orange County, and in his spare time he enjoys golfing, surfing and mountain activities.

Monika Wahlen

Executive Assistant

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

Neil Livingston

Director of Operations

Neil is a Director within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors –  Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.

Nick Colletta, CAIA, CFA

Senior Associate, Investment Research

Nick Colletta is a Senior Associate, Investment Research at Beacon Pointe Advisors, and a member of the Beacon Pointe Investment Committee. In his role as a member of the Beacon Pointe Investment Research Department, Nick conducts due diligence on investment opportunities, performs macroeconomic research, and focuses on risk management for the portfolios. Prior to joining Beacon Pointe Advisors, Nick was the Chief Investment Officer for Bridge Advisory (which was acquired by Beacon Pointe in 2024), where he spearheaded the firm’s investment process, conducted in-depth economic research and provided comprehensive market analyses for clients. Nick is a seasoned investment professional, holding both the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA) designations. He earned a bachelor’s degree in finance with a minor in Economics and a master’s degree in Information Systems with a concentration in Data Science. Outside of the office, Nick enjoys reading, working out, watching Netflix, and spending time with friends and family.

Oskar Guerrero

Client Service Associate

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

Rebecca Gallo

Manager, Information Technology -Strategic Partnership

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

Rebekah Blake

Insurance Support Specialist

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

Robyn Marotta

Senior Associate, Institutional Consulting

Robyn serves as an associate for Beacon Pointe’s Institutional Consulting Services Group. She is tasked with supporting Beacon Pointe’s institutional consultants’ business development efforts including completing requests for proposals, coordinating conferences and events, managing databases and other administrative duties. She possesses a strong eye for detail and phenomenal writing and communication skills. As a graduate of California State University, Long Beach, Robyn brings 15 years of experience within both non-profit and for-profit sectors. Prior to joining Beacon Pointe, Robyn’s background includes the areas of education, real estate and property management, and business development. Outside of the office, Robyn has a passion for international travel, cooking, spending time with friends and family, and finding the adventure in every day.

Ronald Araracap

Senior Associate, Information Technology

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

Scott Ayers

Senior Wealth Advisor

Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group.  Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College.  Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991.  Scott is married and has two daughters.  He enjoys sports, travel, and spending time with his family. CA Insurance License #0833283

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, 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 Banc of California, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor 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.

Sophie Chapman

Wealth Planning Associate

Sophie is a Wealth Planning Associate specializing in helping our advisors provide custom healthcare planning services to clients. Prior to joining Beacon Pointe, Sophie completed two medical internships that provided her the opportunity to shadow an ophthalmologist and neurosurgeon. Her internships and prior volunteer experience in assisting pre-op patients and their families ignited her passion to understand and advocate for a better patient healthcare experience, as well as leading her to pursue an undergraduate degree in Public Health Policy at the University of California, Irvine. In her free time, Sophie enjoys cooking, hot yoga, and traveling.

Stephen Marshall

Director of Asset Allocation

Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.  In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models.  Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe.  Stephen graduated from the University of New Orleans with a B.S. in Mathematics.  He speaks frequently on asset allocation and risk-related topics at industry conferences.  Stephen lives with his two sons in Orange, California.

Todd Reinhart, CRPC®

Regional Director, Senior Wealth Advisor

Todd is a Regional Director and Senior Wealth Advisor at Beacon Pointe, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Todd has more than fifteen years of industry experience. Prior to Beacon Pointe, he worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including V.P. Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor – CRPC®. He earned his Bachelor of Science in Business Administration, with a minor in Economics from California Polytechnic State University in San Luis Obispo, and a Master of Education from the University of Georgia. Todd has one son and two daughters. Outside of work, he enjoys coaching and all things baseball related, working out, running, watching sports.

Tom O’Connor, CFA®, CFP®

Senior Financial Planner

Tom O’Connor is a Senior Financial Planner at Beacon Pointe Advisors. With over thirty years of experience, Tom is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Prior to joining Beacon Pointe, Tom advised high-net-worth clients including Fortune 500 executives, entrepreneurs, and business owners. Tom earned a BS in Computer Science from Purdue University, his MBA in Finance and Statistics from the University of Chicago Booth School of Business, and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA®) designations. Tom resides in Laguna Niguel, CA. Outside the office, he enjoys reading, staying active outdoors, and spending time with family and friends.

Tommy Derrick

Director, Insurance Services

As Director of Insurance Services, Tommy is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. With nearly 30 years of experience in the financial services industry, Tommy has consulted with hundreds of advisors and clients around risk management issues involving Estate Planning, Business Continuity and Succession Planning, Wealth Transfer, and Personal Protection. Tommy began his career in the Financial Services industry at Prudential, where he served as the Manager of Financial Services. In 2001, Tommy worked for the Royal Bank of Canada where he built an insurance program inside a regional bank, eventually taking their proprietary insurance product portfolio to independent brokerage. Prior to joining Beacon Pointe, he held the Regional Director role at First Protective (now Concourse Financial Group), where he worked to develop business with Independent Advisors, Wealth Managers, and Private Bankers. Tommy graduated from Clemson University in 1989, where he earned a B.S. in Financial Management with an emphasis in Insurance. Tommy is a past qualifying member of the Million Dollar Round Table® and holds the designations of CLTC® and LUTCF®. Tommy currently resides in Greenville, South Carolina with his wife of 32 years, Cathy and their son Clark. In his free time, Tommy enjoys coaching a U11 travel baseball team, playing golf, tailgating Clemson games with friends and family, and taking long Jeep rides with his wife.

Wanda Ho

Director of Trading

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

William (Bill) Thompson

Director, Institutional Consulting

Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. He advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization. Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill resides in the San Francisco Bay Area with his wife and three children.

William Chiang

Associate Data Engineer, Information Technology

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

William Draper

Associate, Institutional Consulting

William (Will) is an associate analyst within the Institutional Consulting Services Team at Beacon Pointe. His responsibilities range from preparing client performance reports and conducting asset allocation studies to investment research. Prior to joining Beacon Pointe, Will earned his Bachelor of Science degree in Business Administration, concentrating in Finance from Cal Poly San Luis Obispo, and his master’s in finance and management from the University of St Andrews in Scotland. In his free time, he enjoys playing competitive golf, hiking, running, and enjoying time with family and friends.

Zach Congelliere

Associate Wealth Advisor

Zach is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.

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