Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Newport Beach, CA

Beacon Pointe is a Newport Beach based wealth advisor and is one of the largest independent Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Newport Beach focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

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

Meet the Newport Beach Headquarters Team

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Aidan Kastenberg

Senior Associate, Institutional Consulting Services

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

Alex Kassouf

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.

Alex Mansfield

Senior Associate, Client Service

Alex is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Alex recently graduated from Liberty University and earned his B.S. in Business Administration with a concentration in Financial Planning. He currently resides in Mission Viejo, CA and enjoys surfing and playing pickleball.

Allison Hillgren Warner, MCM

Chief Marketing Officer

Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC.  Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.

Andrew Hoang, CFP®

Financial Planner

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

Ariana Ivins

Senior Associate, Billing

Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Becca Safford, SHRM-CP®

Human Resources Generalist

Becca is a Generalist within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs and day-to-day human resource operations. Previously, Becca worked as a People and Culture Recruiter at an aerospace company where she was responsible for the launch of the recruiting and hiring department. Prior to that, Becca worked as an Implementation Specialist at a human resources software and payroll system provider and she also has prior experience working at a real estate investment firm, having served as an HR Administrator supporting multi-state operations. Becca graduated from the State University of New York at Cortland with a Bachelors in Communications and a minor in Business Management, holds a Talent Acquisition Certificate from Cornell University and is a SHRM CERTIFIED PROFESSIONAL (SHRM-CP). She is an upstate New York native and moved to Southern California a few years ago with her family. Outside of the office, Becca volunteers as a mentor for Big Brothers Big Sisters of Orange County and fosters animals at the local shelter. In her spare time she enjoys  going to the beach, hiking, and photography.

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.

Catherine Prentice, IACCP®

Director of Compliance

Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi has received the Investment Advisor Certified Compliance Professional® (IACCP®) designation.  Cathi attended Texas Women’s University and lives with her family in Irvine, California.

Chelsea Cantillo

Associate Wealth Advisor

Chelsea 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. Prior to Beacon Pointe, Chelsea served as a registered client service associate with Morgan Stanley and Stifel Investments. Most recently she worked at E*TRADE as an Associate Financial Consultant. She was born and raised in Southern California and holds a BA in Sociology from the University of Georgia, an MEd from Utah State University and an MBA in Finance from Governors State University. Outside of the office, she enjoys spending time with her family, watching sports (especially Georgia football and softball) and traveling.

Chris Jerin

Wealth Planner

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

Christopher Nguyen

Senior Associate, Information Technology

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

Christopher Yang

Senior Associate, Institutional Consulting Services

Christopher Yang is a Senior Associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing client performance reports, conducting asset allocation studies, to providing investment manager research. Christopher earned his B.S. in Business Finance and B.A. in Economics from Sonoma State University. Outside of work he enjoys to golfing, spending time with family and friends, and being outdoors.

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.

David Hopkins

Senior Wealth Advisor

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

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the Certified Financial Planner™ (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

Derek Newcomer, CFA, CAIA

Director, Investment Research

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

Douglas T. Allison, CFA

Partner, Managing Director

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

Dylan Brooks

Wealth Advisor

Dylan 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, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, he was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Senior Associate, Client Service

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

Dylan Macdonald, CFP®

Wealth Advisor

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

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

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

Gabriel Kennan

Senior Associate, Research

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He 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.

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

Jack Cooper

Senior Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jacob Vick, CFA

Senior M&A Business Associate

As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.

Jade Goodman, MBA, JD, LLM

Director, Strategic and Legacy Planning

Jade helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. She works with advisors and clients to provide and coordinate customized strategies to preserve and transfer wealth through charitable, business, financial, tax, and estate planning solutions. Jade has been featured on CNBC and presents on various tax planning topics at industry and partner events. Prior to Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning and administration. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, and counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration.  Before private practice, Jade served as a Trust Officer/Administrator at U.S. Trust/Bank of America Private Bank and City National Bank, providing a coordinated approach to trust and estate administration and investment management. Jade obtained her Master in Laws degree (LL.M.) in Taxation, with an emphasis in High Net Worth/Private Client, from Loyola Law School in Los Angeles. She previously earned her J.D. from Loyola Law School, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, a dual concentration in Accounting, and a minor in Financial Planning. Jade is a member of Beacon Pointe’s Women’s Advisory Institute (“WAI”). She resides in Scottsdale, Arizona, with her husband and son.

Janet Hathaway

General Counsel

Janet Hathaway is the General Counsel at Beacon Pointe.  She started her career in private practice at Gibson, Dunn & Crutcher.  Since then, she has served as corporate in-house counsel, first at Crain Communications Inc, a global media company, and most recently at Pathway Capital Management, a private equity investment firm. Janet received her Bachelor of Arts degree from the University of Notre Dame, magna cum laude, and her J.D. from the University of Virginia School of Law. Outside of work, Janet enjoys jogging with her girlfriends, practicing yoga, and watching her children’s sporting events. She lives with her husband and four children in Newport Beach, California.

Jason Overholtzer, CFA

Director, Investment Research

Jason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason currently serves on the Investment Committee of the Goodwill of Orange County. Jason lives in Ladera Ranch, California with his wife and three children.

Jaynie Hexberg

Executive Administrative Assistant

Jaynie is an Executive Administrative Assistant at Beacon Pointe Advisors. She is responsible for maintaining files and updating records, making travel arrangements, conducting research, assisting with project management and handling correspondence. She is from Orange County and currently lives in Laguna Beach, California. In her free time, Jaynie enjoys hiking, going to the beach with friends and spending time with her two nephews.

Jeanne Juricka

Senior Associate, Client Service

Jeanne is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Before joining Beacon Pointe Advisors, Jeanne worked at Smith Barney. She started her finance career working at the Chicago Board of Trade on the trading floor and worked for TD Ameritrade thereafter. Jeanne attended Columbia College and graduated with an Arts degree. Jeanne lives in Mission Viejo, California and in her spare time she loves to hike and go fishing with her husband. She is originally from Chicago and is a big Bears and Cubs fan!

Jennifer Holmes

HR Payroll Specialist

Jennifer is the Human Resources Payroll Specialist for Beacon Pointe Advisors. Prior to joining Beacon Pointe, Jennifer has had over a decade of diverse payroll experience. Her areas of expertise include multi-state payroll, payroll taxes, and certified payrolls. Jennifer resides in Peoria, AZ with her four children, and in her free time she enjoys family activities, playing pool competitively, going to concerts and sporting events, and relaxing at home watching football games with family.

John Gray

Chief Financial Officer

John is the Chief Financial Officer for Beacon Pointe Advisors and is responsible for leading Accounting and Finance for the firm. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019.  John has also led the accounting team for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting.  Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran. He is married with two children and in his free time, John enjoys camping, hiking, snow skiing, fishing and frequent trips to Maui with his family.

Jonathan Acosta, JD

Partner, Managing Director

Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee.  He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.

Julie Johnson, CDFA®

Senior Wealth Advisor

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

Julien Frazzo, MBA

Director, Risk Management and Securities Research

Julien is the Director of Risk Management and Securities Research at Beacon Pointe Advisors and is a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at the Bahnsen Group. Julien is a seasoned investment professional with twenty-one years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking and two 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 on the Pacific coast with his wife and daughter. Having worked in Paris, Amsterdam, London, Chicago, Monaco and Newport Beach, Julien is a student of other cultures. Outside of the office, he enjoys outdoor sports such as sailing, kitesurfing and snowboarding.

Juna Chiang, CFP®

Manager, Trading Operations

Juna is a Manager in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.

Karen (Sarten) Reifel, CFP®

Senior Wealth Advisor

Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation.  Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011.  As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group.  Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients.   Karen serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen resides in Southern California with her husband and son.

Karina C. Melancon

Salesforce Program Manager

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

Karisa Diephouse

Chief Operating Officer

Karisa Diephouse is responsible for partnership integration, operations and strategy execution across all Beacon Pointe offices located throughout the country. Karisa brings over 15 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.

Kathy Sharp

Office Manager

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

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER™.  Kelly is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Sewart Weddings, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly spends her free time chasing her toddler daughter and resides with her husband in South Orange County, California.

Kevin DiSano, CIMA®, CPWA®

Chief Growth Officer

Kevin is an accomplished sales and management professional with expertise developed over 28 in business. Most recently he was Senior Managing Director and Head of ETF sales at Nuveen. Prior to that he was one of the senior executives at IndexIQ, a leading alternative investment manager that was sold to New York Life Insurance Company. Kevin was instrumental in the growth of the business from the initial launch in 2009 until the sale.  Kevin has a wealth of experience in sales and executive management roles and specializes in building and leading successful teams from the ground up. He has hands-on experience helping startup businesses establish themselves through both individual contributor and executive management roles with a focus on the development of effective sales and marketing strategies. Over the course of his career, Kevin has been asked to share insights and expertise through appearances on CNBC, Bloomberg Radio and has been interviewed for various print and online media publications. Kevin holds a B.S. Degree in Speech Communications, Psychology and Business Industry Education from the University of Minnesota and also holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) Designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.

Liz Mitchell

Manager, Operations

Liz is a Manager in the Operations Department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics.  She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.

Mac McCall

Wealth Advisor

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

Madison Minner

Associate, Marketing & Communications

Madi is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Madi worked as a consultant with PIMCO and before that she spent four years in legal marketing. Madi earned her Bachelor of Science from the University of California, San Diego. Outside of the office, she enjoys exploring National Parks with her corgi Hamilton, hiking, international travel and cooking.

Matthew B. Cooper

Partner, President, Beacon Pointe Advisors

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

Matthew Henn, CFP®, RICP®

Wealth Advisor

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

Mauricio Ibarra

Senior Associate, Information Technology

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

McKenzie Gill

Client Service Associate

Mckenzie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Mckenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.

Megan Farley

Senior Associate, Strategic Integration

Megan is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.

Megan Palmer

Strategic Integration Manager

Megan Palmer is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Megan brings over a decade of experience in the securities industry from financial services to the practice of law. She has worked within the securities industry as an Associate Counsel in addition to various roles in sales and planning within several advisory firms. Megan earned her Juris Doctor from Whittier Law School and a Bachelor of Science degree in Finance from Oakland University. Megan is married and lives with her husband and two sons in Folsom, California. In her free time, she enjoys golfing, being active outside and spending time with her family and friends.

Metro Malasavage IV

Associate Wealth Advisor

Metro Malasavage IV
Associate Wealth Advisor

Metro is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was a member of the first graduating class] from the university’s Personal and Family Financial Planning (PFFP) major. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael G. Dow, CAIA, CFA, CPA

Chief Investment Officer

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

*CPA license is inactive

Michael Ho

Senior Associate, Institutional Consulting Services

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

Mike Breller

Managing Director, Senior Investment Consultant

Mike is responsible for the Institutional Group’s business development and servicing of Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups.  Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. Mike currently Serves as a Trustee for the Irvine Public Schools Foundation and resides in Irvine, California with his wife and two daughters.

Mitchell Hughes

Institutional Consultant

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

Mollie Rosing, CFA

Partner, Director of Human Resources

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

Neil Livingston

Associate Wealth Advisor

Neil an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. 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.

Nickie Hughes

Client Service Associate

Nickie 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 processing new and existing account paperwork, constructing and rebalancing account information and executing effective communication with clients to provide the highest levels of quality service. Nickie graduated from Concordia University Irvine with a B.A. in Business Administration where she served as a caption for their Division 1 Beach Volleyball program. She currently resides in Dana Point, CA where she enjoys spending time reading, being with family, and playing in beach volleyball tournaments.

Robert C. Kuchar

Controller

Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting and finance functions of the firm.  Prior to joining Beacon Pointe, Bob led accounting teams for various companies across industries such as cybersecurity, service, solar, for-profit education, and manufacturing.  He earned his Bachelor of Science in Accounting from Northern Illinois University.  Bob and his wife reside in New River, AZ and share two adult children. In his free time, he enjoys playing basketball, traveling, sporting events, and attending rock concerts.

Robyn Marotta

Associate, Institutional Consulting Services

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

Ryan McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

Sara Alfaro

Associate, Institutional Consulting Services

Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo. In her free time, Sara enjoys spending time with friends and family, going to the beach, and exercising.

Sara Drake

Associate, Marketing & Communications

Sara is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

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

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

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

Shannon Eaves, PHRca®

Director, Human Capital

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories.  Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Sunwest Bank Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC’s Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.  As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

Sloane Skinner

Senior Associate, Information Technology

Sloane joins Beacon Pointe’s Scottsdale office as a Senior Information Technology Associate with a focus on financial reporting. Prior to joining the firm, she studied economics and classical languages at the University of Michigan and then spent several years as a senior analyst at a litigation-based consulting firm where she specialized in finance and accounting matters. Sloane enjoys spending her free time exploring with her dog Minnie, trying new restaurants, and solving crossword puzzles.

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.

Wanda Ho

Director, Operations

Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. 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.

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Aidan Kastenberg

Senior Associate, Institutional Consulting Services

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

Alex Kassouf

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.

Alex Mansfield

Senior Associate, Client Service

Alex is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Alex recently graduated from Liberty University and earned his B.S. in Business Administration with a concentration in Financial Planning. He currently resides in Mission Viejo, CA and enjoys surfing and playing pickleball.

Allison Hillgren Warner, MCM

Chief Marketing Officer

Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC.  Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.

Andrew Hoang, CFP®

Financial Planner

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

Ariana Ivins

Senior Associate, Billing

Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Becca Safford, SHRM-CP®

Human Resources Generalist

Becca is a Generalist within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs and day-to-day human resource operations. Previously, Becca worked as a People and Culture Recruiter at an aerospace company where she was responsible for the launch of the recruiting and hiring department. Prior to that, Becca worked as an Implementation Specialist at a human resources software and payroll system provider and she also has prior experience working at a real estate investment firm, having served as an HR Administrator supporting multi-state operations. Becca graduated from the State University of New York at Cortland with a Bachelors in Communications and a minor in Business Management, holds a Talent Acquisition Certificate from Cornell University and is a SHRM CERTIFIED PROFESSIONAL (SHRM-CP). She is an upstate New York native and moved to Southern California a few years ago with her family. Outside of the office, Becca volunteers as a mentor for Big Brothers Big Sisters of Orange County and fosters animals at the local shelter. In her spare time she enjoys  going to the beach, hiking, and photography.

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.

Catherine Prentice, IACCP®

Director of Compliance

Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi has received the Investment Advisor Certified Compliance Professional® (IACCP®) designation.  Cathi attended Texas Women’s University and lives with her family in Irvine, California.

Chelsea Cantillo

Associate Wealth Advisor

Chelsea 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. Prior to Beacon Pointe, Chelsea served as a registered client service associate with Morgan Stanley and Stifel Investments. Most recently she worked at E*TRADE as an Associate Financial Consultant. She was born and raised in Southern California and holds a BA in Sociology from the University of Georgia, an MEd from Utah State University and an MBA in Finance from Governors State University. Outside of the office, she enjoys spending time with her family, watching sports (especially Georgia football and softball) and traveling.

Chris Jerin

Wealth Planner

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

Christopher Nguyen

Senior Associate, Information Technology

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

Christopher Yang

Senior Associate, Institutional Consulting Services

Christopher Yang is a Senior Associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing client performance reports, conducting asset allocation studies, to providing investment manager research. Christopher earned his B.S. in Business Finance and B.A. in Economics from Sonoma State University. Outside of work he enjoys to golfing, spending time with family and friends, and being outdoors.

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.

David Hopkins

Senior Wealth Advisor

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

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the Certified Financial Planner™ (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

Derek Newcomer, CFA, CAIA

Director, Investment Research

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

Douglas T. Allison, CFA

Partner, Managing Director

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

Dylan Brooks

Wealth Advisor

Dylan 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, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, he was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Senior Associate, Client Service

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

Dylan Macdonald, CFP®

Wealth Advisor

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

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

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

Gabriel Kennan

Senior Associate, Research

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He 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.

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

Jack Cooper

Senior Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jacob Vick, CFA

Senior M&A Business Associate

As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.

Jade Goodman, MBA, JD, LLM

Director, Strategic and Legacy Planning

Jade helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. She works with advisors and clients to provide and coordinate customized strategies to preserve and transfer wealth through charitable, business, financial, tax, and estate planning solutions. Jade has been featured on CNBC and presents on various tax planning topics at industry and partner events. Prior to Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning and administration. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, and counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration.  Before private practice, Jade served as a Trust Officer/Administrator at U.S. Trust/Bank of America Private Bank and City National Bank, providing a coordinated approach to trust and estate administration and investment management. Jade obtained her Master in Laws degree (LL.M.) in Taxation, with an emphasis in High Net Worth/Private Client, from Loyola Law School in Los Angeles. She previously earned her J.D. from Loyola Law School, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, a dual concentration in Accounting, and a minor in Financial Planning. Jade is a member of Beacon Pointe’s Women’s Advisory Institute (“WAI”). She resides in Scottsdale, Arizona, with her husband and son.

Janet Hathaway

General Counsel

Janet Hathaway is the General Counsel at Beacon Pointe.  She started her career in private practice at Gibson, Dunn & Crutcher.  Since then, she has served as corporate in-house counsel, first at Crain Communications Inc, a global media company, and most recently at Pathway Capital Management, a private equity investment firm. Janet received her Bachelor of Arts degree from the University of Notre Dame, magna cum laude, and her J.D. from the University of Virginia School of Law. Outside of work, Janet enjoys jogging with her girlfriends, practicing yoga, and watching her children’s sporting events. She lives with her husband and four children in Newport Beach, California.

Jason Overholtzer, CFA

Director, Investment Research

Jason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason currently serves on the Investment Committee of the Goodwill of Orange County. Jason lives in Ladera Ranch, California with his wife and three children.

Jaynie Hexberg

Executive Administrative Assistant

Jaynie is an Executive Administrative Assistant at Beacon Pointe Advisors. She is responsible for maintaining files and updating records, making travel arrangements, conducting research, assisting with project management and handling correspondence. She is from Orange County and currently lives in Laguna Beach, California. In her free time, Jaynie enjoys hiking, going to the beach with friends and spending time with her two nephews.

Jeanne Juricka

Senior Associate, Client Service

Jeanne is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Before joining Beacon Pointe Advisors, Jeanne worked at Smith Barney. She started her finance career working at the Chicago Board of Trade on the trading floor and worked for TD Ameritrade thereafter. Jeanne attended Columbia College and graduated with an Arts degree. Jeanne lives in Mission Viejo, California and in her spare time she loves to hike and go fishing with her husband. She is originally from Chicago and is a big Bears and Cubs fan!

Jennifer Holmes

HR Payroll Specialist

Jennifer is the Human Resources Payroll Specialist for Beacon Pointe Advisors. Prior to joining Beacon Pointe, Jennifer has had over a decade of diverse payroll experience. Her areas of expertise include multi-state payroll, payroll taxes, and certified payrolls. Jennifer resides in Peoria, AZ with her four children, and in her free time she enjoys family activities, playing pool competitively, going to concerts and sporting events, and relaxing at home watching football games with family.

John Gray

Chief Financial Officer

John is the Chief Financial Officer for Beacon Pointe Advisors and is responsible for leading Accounting and Finance for the firm. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019.  John has also led the accounting team for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting.  Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran. He is married with two children and in his free time, John enjoys camping, hiking, snow skiing, fishing and frequent trips to Maui with his family.

Jonathan Acosta, JD

Partner, Managing Director

Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee.  He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.

Julie Johnson, CDFA®

Senior Wealth Advisor

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

Julien Frazzo, MBA

Director, Risk Management and Securities Research

Julien is the Director of Risk Management and Securities Research at Beacon Pointe Advisors and is a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at the Bahnsen Group. Julien is a seasoned investment professional with twenty-one years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking and two 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 on the Pacific coast with his wife and daughter. Having worked in Paris, Amsterdam, London, Chicago, Monaco and Newport Beach, Julien is a student of other cultures. Outside of the office, he enjoys outdoor sports such as sailing, kitesurfing and snowboarding.

Juna Chiang, CFP®

Manager, Trading Operations

Juna is a Manager in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.

Karen (Sarten) Reifel, CFP®

Senior Wealth Advisor

Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation.  Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011.  As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group.  Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients.   Karen serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen resides in Southern California with her husband and son.

Karina C. Melancon

Salesforce Program Manager

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

Karisa Diephouse

Chief Operating Officer

Karisa Diephouse is responsible for partnership integration, operations and strategy execution across all Beacon Pointe offices located throughout the country. Karisa brings over 15 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.

Kathy Sharp

Office Manager

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

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER™.  Kelly is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Sewart Weddings, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly spends her free time chasing her toddler daughter and resides with her husband in South Orange County, California.

Kevin DiSano, CIMA®, CPWA®

Chief Growth Officer

Kevin is an accomplished sales and management professional with expertise developed over 28 in business. Most recently he was Senior Managing Director and Head of ETF sales at Nuveen. Prior to that he was one of the senior executives at IndexIQ, a leading alternative investment manager that was sold to New York Life Insurance Company. Kevin was instrumental in the growth of the business from the initial launch in 2009 until the sale.  Kevin has a wealth of experience in sales and executive management roles and specializes in building and leading successful teams from the ground up. He has hands-on experience helping startup businesses establish themselves through both individual contributor and executive management roles with a focus on the development of effective sales and marketing strategies. Over the course of his career, Kevin has been asked to share insights and expertise through appearances on CNBC, Bloomberg Radio and has been interviewed for various print and online media publications. Kevin holds a B.S. Degree in Speech Communications, Psychology and Business Industry Education from the University of Minnesota and also holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) Designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.

Liz Mitchell

Manager, Operations

Liz is a Manager in the Operations Department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics.  She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.

Mac McCall

Wealth Advisor

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

Madison Minner

Associate, Marketing & Communications

Madi is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Madi worked as a consultant with PIMCO and before that she spent four years in legal marketing. Madi earned her Bachelor of Science from the University of California, San Diego. Outside of the office, she enjoys exploring National Parks with her corgi Hamilton, hiking, international travel and cooking.

Matthew B. Cooper

Partner, President, Beacon Pointe Advisors

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

Matthew Henn, CFP®, RICP®

Wealth Advisor

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

Mauricio Ibarra

Senior Associate, Information Technology

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

McKenzie Gill

Client Service Associate

Mckenzie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Mckenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.

Megan Farley

Senior Associate, Strategic Integration

Megan is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.

Megan Palmer

Strategic Integration Manager

Megan Palmer is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Megan brings over a decade of experience in the securities industry from financial services to the practice of law. She has worked within the securities industry as an Associate Counsel in addition to various roles in sales and planning within several advisory firms. Megan earned her Juris Doctor from Whittier Law School and a Bachelor of Science degree in Finance from Oakland University. Megan is married and lives with her husband and two sons in Folsom, California. In her free time, she enjoys golfing, being active outside and spending time with her family and friends.

Metro Malasavage IV

Associate Wealth Advisor

Metro Malasavage IV
Associate Wealth Advisor

Metro is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was a member of the first graduating class] from the university’s Personal and Family Financial Planning (PFFP) major. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael G. Dow, CAIA, CFA, CPA

Chief Investment Officer

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

*CPA license is inactive

Michael Ho

Senior Associate, Institutional Consulting Services

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

Mike Breller

Managing Director, Senior Investment Consultant

Mike is responsible for the Institutional Group’s business development and servicing of Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups.  Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. Mike currently Serves as a Trustee for the Irvine Public Schools Foundation and resides in Irvine, California with his wife and two daughters.

Mitchell Hughes

Institutional Consultant

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

Mollie Rosing, CFA

Partner, Director of Human Resources

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

Neil Livingston

Associate Wealth Advisor

Neil an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. 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.

Nickie Hughes

Client Service Associate

Nickie 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 processing new and existing account paperwork, constructing and rebalancing account information and executing effective communication with clients to provide the highest levels of quality service. Nickie graduated from Concordia University Irvine with a B.A. in Business Administration where she served as a caption for their Division 1 Beach Volleyball program. She currently resides in Dana Point, CA where she enjoys spending time reading, being with family, and playing in beach volleyball tournaments.

Robert C. Kuchar

Controller

Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting and finance functions of the firm.  Prior to joining Beacon Pointe, Bob led accounting teams for various companies across industries such as cybersecurity, service, solar, for-profit education, and manufacturing.  He earned his Bachelor of Science in Accounting from Northern Illinois University.  Bob and his wife reside in New River, AZ and share two adult children. In his free time, he enjoys playing basketball, traveling, sporting events, and attending rock concerts.

Robyn Marotta

Associate, Institutional Consulting Services

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

Ryan McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

Sara Alfaro

Associate, Institutional Consulting Services

Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo. In her free time, Sara enjoys spending time with friends and family, going to the beach, and exercising.

Sara Drake

Associate, Marketing & Communications

Sara is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

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

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

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

Shannon Eaves, PHRca®

Director, Human Capital

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories.  Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Sunwest Bank Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC’s Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.  As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

Sloane Skinner

Senior Associate, Information Technology

Sloane joins Beacon Pointe’s Scottsdale office as a Senior Information Technology Associate with a focus on financial reporting. Prior to joining the firm, she studied economics and classical languages at the University of Michigan and then spent several years as a senior analyst at a litigation-based consulting firm where she specialized in finance and accounting matters. Sloane enjoys spending her free time exploring with her dog Minnie, trying new restaurants, and solving crossword puzzles.

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.

Wanda Ho

Director, Operations

Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. 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.

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Aidan Kastenberg

Senior Associate, Institutional Consulting Services

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

Alex Kassouf

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.

Alex Mansfield

Senior Associate, Client Service

Alex is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Alex recently graduated from Liberty University and earned his B.S. in Business Administration with a concentration in Financial Planning. He currently resides in Mission Viejo, CA and enjoys surfing and playing pickleball.

Allison Hillgren Warner, MCM

Chief Marketing Officer

Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC.  Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.

Andrew Hoang, CFP®

Financial Planner

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

Ariana Ivins

Senior Associate, Billing

Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Becca Safford, SHRM-CP®

Human Resources Generalist

Becca is a Generalist within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs and day-to-day human resource operations. Previously, Becca worked as a People and Culture Recruiter at an aerospace company where she was responsible for the launch of the recruiting and hiring department. Prior to that, Becca worked as an Implementation Specialist at a human resources software and payroll system provider and she also has prior experience working at a real estate investment firm, having served as an HR Administrator supporting multi-state operations. Becca graduated from the State University of New York at Cortland with a Bachelors in Communications and a minor in Business Management, holds a Talent Acquisition Certificate from Cornell University and is a SHRM CERTIFIED PROFESSIONAL (SHRM-CP). She is an upstate New York native and moved to Southern California a few years ago with her family. Outside of the office, Becca volunteers as a mentor for Big Brothers Big Sisters of Orange County and fosters animals at the local shelter. In her spare time she enjoys  going to the beach, hiking, and photography.

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.

Catherine Prentice, IACCP®

Director of Compliance

Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi has received the Investment Advisor Certified Compliance Professional® (IACCP®) designation.  Cathi attended Texas Women’s University and lives with her family in Irvine, California.

Chelsea Cantillo

Associate Wealth Advisor

Chelsea 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. Prior to Beacon Pointe, Chelsea served as a registered client service associate with Morgan Stanley and Stifel Investments. Most recently she worked at E*TRADE as an Associate Financial Consultant. She was born and raised in Southern California and holds a BA in Sociology from the University of Georgia, an MEd from Utah State University and an MBA in Finance from Governors State University. Outside of the office, she enjoys spending time with her family, watching sports (especially Georgia football and softball) and traveling.

Chris Jerin

Wealth Planner

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

Christopher Nguyen

Senior Associate, Information Technology

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

Christopher Yang

Senior Associate, Institutional Consulting Services

Christopher Yang is a Senior Associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing client performance reports, conducting asset allocation studies, to providing investment manager research. Christopher earned his B.S. in Business Finance and B.A. in Economics from Sonoma State University. Outside of work he enjoys to golfing, spending time with family and friends, and being outdoors.

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.

David Hopkins

Senior Wealth Advisor

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

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the Certified Financial Planner™ (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

Derek Newcomer, CFA, CAIA

Director, Investment Research

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

Douglas T. Allison, CFA

Partner, Managing Director

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

Dylan Brooks

Wealth Advisor

Dylan 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, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, he was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Senior Associate, Client Service

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

Dylan Macdonald, CFP®

Wealth Advisor

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

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

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

Gabriel Kennan

Senior Associate, Research

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He 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.

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

Jack Cooper

Senior Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jacob Vick, CFA

Senior M&A Business Associate

As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.

Jade Goodman, MBA, JD, LLM

Director, Strategic and Legacy Planning

Jade helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. She works with advisors and clients to provide and coordinate customized strategies to preserve and transfer wealth through charitable, business, financial, tax, and estate planning solutions. Jade has been featured on CNBC and presents on various tax planning topics at industry and partner events. Prior to Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning and administration. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, and counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration.  Before private practice, Jade served as a Trust Officer/Administrator at U.S. Trust/Bank of America Private Bank and City National Bank, providing a coordinated approach to trust and estate administration and investment management. Jade obtained her Master in Laws degree (LL.M.) in Taxation, with an emphasis in High Net Worth/Private Client, from Loyola Law School in Los Angeles. She previously earned her J.D. from Loyola Law School, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, a dual concentration in Accounting, and a minor in Financial Planning. Jade is a member of Beacon Pointe’s Women’s Advisory Institute (“WAI”). She resides in Scottsdale, Arizona, with her husband and son.

Janet Hathaway

General Counsel

Janet Hathaway is the General Counsel at Beacon Pointe.  She started her career in private practice at Gibson, Dunn & Crutcher.  Since then, she has served as corporate in-house counsel, first at Crain Communications Inc, a global media company, and most recently at Pathway Capital Management, a private equity investment firm. Janet received her Bachelor of Arts degree from the University of Notre Dame, magna cum laude, and her J.D. from the University of Virginia School of Law. Outside of work, Janet enjoys jogging with her girlfriends, practicing yoga, and watching her children’s sporting events. She lives with her husband and four children in Newport Beach, California.

Jason Overholtzer, CFA

Director, Investment Research

Jason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason currently serves on the Investment Committee of the Goodwill of Orange County. Jason lives in Ladera Ranch, California with his wife and three children.

Jaynie Hexberg

Executive Administrative Assistant

Jaynie is an Executive Administrative Assistant at Beacon Pointe Advisors. She is responsible for maintaining files and updating records, making travel arrangements, conducting research, assisting with project management and handling correspondence. She is from Orange County and currently lives in Laguna Beach, California. In her free time, Jaynie enjoys hiking, going to the beach with friends and spending time with her two nephews.

Jeanne Juricka

Senior Associate, Client Service

Jeanne is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Before joining Beacon Pointe Advisors, Jeanne worked at Smith Barney. She started her finance career working at the Chicago Board of Trade on the trading floor and worked for TD Ameritrade thereafter. Jeanne attended Columbia College and graduated with an Arts degree. Jeanne lives in Mission Viejo, California and in her spare time she loves to hike and go fishing with her husband. She is originally from Chicago and is a big Bears and Cubs fan!

Jennifer Holmes

HR Payroll Specialist

Jennifer is the Human Resources Payroll Specialist for Beacon Pointe Advisors. Prior to joining Beacon Pointe, Jennifer has had over a decade of diverse payroll experience. Her areas of expertise include multi-state payroll, payroll taxes, and certified payrolls. Jennifer resides in Peoria, AZ with her four children, and in her free time she enjoys family activities, playing pool competitively, going to concerts and sporting events, and relaxing at home watching football games with family.

John Gray

Chief Financial Officer

John is the Chief Financial Officer for Beacon Pointe Advisors and is responsible for leading Accounting and Finance for the firm. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019.  John has also led the accounting team for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting.  Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran. He is married with two children and in his free time, John enjoys camping, hiking, snow skiing, fishing and frequent trips to Maui with his family.

Jonathan Acosta, JD

Partner, Managing Director

Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee.  He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.

Julie Johnson, CDFA®

Senior Wealth Advisor

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

Julien Frazzo, MBA

Director, Risk Management and Securities Research

Julien is the Director of Risk Management and Securities Research at Beacon Pointe Advisors and is a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at the Bahnsen Group. Julien is a seasoned investment professional with twenty-one years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking and two 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 on the Pacific coast with his wife and daughter. Having worked in Paris, Amsterdam, London, Chicago, Monaco and Newport Beach, Julien is a student of other cultures. Outside of the office, he enjoys outdoor sports such as sailing, kitesurfing and snowboarding.

Juna Chiang, CFP®

Manager, Trading Operations

Juna is a Manager in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.

Karen (Sarten) Reifel, CFP®

Senior Wealth Advisor

Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation.  Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011.  As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group.  Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients.   Karen serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen resides in Southern California with her husband and son.

Karina C. Melancon

Salesforce Program Manager

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

Karisa Diephouse

Chief Operating Officer

Karisa Diephouse is responsible for partnership integration, operations and strategy execution across all Beacon Pointe offices located throughout the country. Karisa brings over 15 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.

Kathy Sharp

Office Manager

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

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER™.  Kelly is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Sewart Weddings, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly spends her free time chasing her toddler daughter and resides with her husband in South Orange County, California.

Kevin DiSano, CIMA®, CPWA®

Chief Growth Officer

Kevin is an accomplished sales and management professional with expertise developed over 28 in business. Most recently he was Senior Managing Director and Head of ETF sales at Nuveen. Prior to that he was one of the senior executives at IndexIQ, a leading alternative investment manager that was sold to New York Life Insurance Company. Kevin was instrumental in the growth of the business from the initial launch in 2009 until the sale.  Kevin has a wealth of experience in sales and executive management roles and specializes in building and leading successful teams from the ground up. He has hands-on experience helping startup businesses establish themselves through both individual contributor and executive management roles with a focus on the development of effective sales and marketing strategies. Over the course of his career, Kevin has been asked to share insights and expertise through appearances on CNBC, Bloomberg Radio and has been interviewed for various print and online media publications. Kevin holds a B.S. Degree in Speech Communications, Psychology and Business Industry Education from the University of Minnesota and also holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) Designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.

Liz Mitchell

Manager, Operations

Liz is a Manager in the Operations Department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics.  She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.

Mac McCall

Wealth Advisor

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

Madison Minner

Associate, Marketing & Communications

Madi is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Madi worked as a consultant with PIMCO and before that she spent four years in legal marketing. Madi earned her Bachelor of Science from the University of California, San Diego. Outside of the office, she enjoys exploring National Parks with her corgi Hamilton, hiking, international travel and cooking.

Matthew B. Cooper

Partner, President, Beacon Pointe Advisors

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

Matthew Henn, CFP®, RICP®

Wealth Advisor

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

Mauricio Ibarra

Senior Associate, Information Technology

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

McKenzie Gill

Client Service Associate

Mckenzie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Mckenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.

Megan Farley

Senior Associate, Strategic Integration

Megan is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.

Megan Palmer

Strategic Integration Manager

Megan Palmer is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Megan brings over a decade of experience in the securities industry from financial services to the practice of law. She has worked within the securities industry as an Associate Counsel in addition to various roles in sales and planning within several advisory firms. Megan earned her Juris Doctor from Whittier Law School and a Bachelor of Science degree in Finance from Oakland University. Megan is married and lives with her husband and two sons in Folsom, California. In her free time, she enjoys golfing, being active outside and spending time with her family and friends.

Metro Malasavage IV

Associate Wealth Advisor

Metro Malasavage IV
Associate Wealth Advisor

Metro is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was a member of the first graduating class] from the university’s Personal and Family Financial Planning (PFFP) major. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael G. Dow, CAIA, CFA, CPA

Chief Investment Officer

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

*CPA license is inactive

Michael Ho

Senior Associate, Institutional Consulting Services

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

Mike Breller

Managing Director, Senior Investment Consultant

Mike is responsible for the Institutional Group’s business development and servicing of Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups.  Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. Mike currently Serves as a Trustee for the Irvine Public Schools Foundation and resides in Irvine, California with his wife and two daughters.

Mitchell Hughes

Institutional Consultant

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

Mollie Rosing, CFA

Partner, Director of Human Resources

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

Neil Livingston

Associate Wealth Advisor

Neil an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. 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.

Nickie Hughes

Client Service Associate

Nickie 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 processing new and existing account paperwork, constructing and rebalancing account information and executing effective communication with clients to provide the highest levels of quality service. Nickie graduated from Concordia University Irvine with a B.A. in Business Administration where she served as a caption for their Division 1 Beach Volleyball program. She currently resides in Dana Point, CA where she enjoys spending time reading, being with family, and playing in beach volleyball tournaments.

Robert C. Kuchar

Controller

Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting and finance functions of the firm.  Prior to joining Beacon Pointe, Bob led accounting teams for various companies across industries such as cybersecurity, service, solar, for-profit education, and manufacturing.  He earned his Bachelor of Science in Accounting from Northern Illinois University.  Bob and his wife reside in New River, AZ and share two adult children. In his free time, he enjoys playing basketball, traveling, sporting events, and attending rock concerts.

Robyn Marotta

Associate, Institutional Consulting Services

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

Ryan McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

Sara Alfaro

Associate, Institutional Consulting Services

Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo. In her free time, Sara enjoys spending time with friends and family, going to the beach, and exercising.

Sara Drake

Associate, Marketing & Communications

Sara is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

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

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

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

Shannon Eaves, PHRca®

Director, Human Capital

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories.  Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Sunwest Bank Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC’s Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.  As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

Sloane Skinner

Senior Associate, Information Technology

Sloane joins Beacon Pointe’s Scottsdale office as a Senior Information Technology Associate with a focus on financial reporting. Prior to joining the firm, she studied economics and classical languages at the University of Michigan and then spent several years as a senior analyst at a litigation-based consulting firm where she specialized in finance and accounting matters. Sloane enjoys spending her free time exploring with her dog Minnie, trying new restaurants, and solving crossword puzzles.

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.

Wanda Ho

Director, Operations

Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. 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.

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