Meet Our Advisory Teams
Connect with one of our trusted Financial Advisors in Orange County. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Newport Beach, CA advisory team if we can be of service.
Connect with Us
Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.
I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long. When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success. I asked the same questions at least five different ways. By the time I came to a decision, I felt totally confident that we left no rock un-turned. You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back. If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!
I have been with Alex Kassouf for some time, and I just wanted to share how impressed and satisfied I am with his service. He is personable, courteous, prompt, professional, and knowledgeable. I thank my advisor and Beacon Pointe for taking care of my financial needs.
We have been very happy and impressed with the service we get from Matt Henn at Beacon Pointe! We could not be happier! Thanks Matt and Beacon Pointe!
Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.
I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long. When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success. I asked the same questions at least five different ways. By the time I came to a decision, I felt totally confident that we left no rock un-turned. You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back. If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!
I have been with Alex Kassouf for some time, and I just wanted to share how impressed and satisfied I am with his service. He is personable, courteous, prompt, professional, and knowledgeable. I thank my advisor and Beacon Pointe for taking care of my financial needs.
We have been very happy and impressed with the service we get from Matt Henn at Beacon Pointe! We could not be happier! Thanks Matt and Beacon Pointe!
Our Newport Beach Advisory Teams
Managing Directors
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.
Jonathan Acosta, JD, MBA
Partner, Managing Director
Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee. He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.
Mike Breller
Managing Director, Institutional Consulting
Mike is a Managing Director for Beacon Pointe’s Institutional Consulting team and possesses over 25 years of institutional investment experience. As a consultant, Mike advises institutional clients on policy development, strategic planning, asset allocation, and portfolio construction. He is a member of Beacon Pointe’s Investment Committees including Beacon Pointe Alternatives and the Macro-Economic Sub-Committee, and has been with Beacon Pointe since 2010. Prior to joining Beacon Pointe, he worked for 11 years as a Financial Analyst and Investment Specialist for the institutional services group of Capital Research and Management Company, the investment advisor to the American Funds. In these roles, he represented the investment management team to large institutional clients and research groups for major financial intermediary firms. Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. Outside of the office, Mike stays involved in his community as an Irvine Public Schools Foundation Board member, Finance Committee member, and former Chair over the last 8 years. He also enjoys traveling internationally with his wife and daughters and playing the occasional round of golf.
Mike Skillman
Managing Director, Institutional Consulting Services
Mike Skillman is a Managing Director on Beacon Pointe’s Institutional Consulting team, bringing over 30 years of investment management experience across public and private markets. He advises mission-driven nonprofit organizations, foundations, health systems, and other institutional clients on investment policy, strategic planning, asset allocation, manager selection, and enterprise risk oversight.
Prior to joining Beacon Pointe, Mike served as CEO of Faith Investor Services, where he led the launch of a faith-based ETF platform in partnership with top-tier asset managers. Previously, he was CEO of Cadence Capital Management for nearly three decades, where he advised many of the nation’s leading pension funds, endowments, and foundations. His leadership culminated in the firm’s successful acquisition by Pacific Life.
Mike serves as Vice Chair of the Board at MemorialCare Health System, where he chairs both the Investment Committee and the Enterprise Risk Management Committee, overseeing a $4 billion portfolio. He is also a board member of the Saddleback Medical Center Foundation and serves on the Executive Board of the Cox School of Business at Southern Methodist University. He earned a BS in Finance from California State University, Chico. Outside the office, Mike enjoys time with his family, playing pickleball, and serving as a Shepherding Elder at Mariners Church.
William Thompson
Managing Director, Institutional Consulting
Bill Thompson possesses over 20 years of institutional portfolio, risk management, and leadership experience. He advises institutional clients on strategic investment planning and portfolio construction including asset allocation, manager selection, investment program evaluation, performance measurement, and governance. Bill has extensive experience working with board members, senior executives, and investment committee members to understand an institution’s investment and financial goals to thoughtfully construct an investment strategy that is synergistic to the respective mission of each organization. Prior to joining Beacon Pointe, Bill led the institutional business practice as Director of the Endowments and Foundations Group at Litman Gregory Asset Management, and prior to that served as Managing Director at Cambridge Associates. Bill earned his BA from Denison University and his MBA from the University of Chicago Booth School of Business. Bill serves on the Board of Directors for Lucile Packard Children’s Hospital at Stanford, where he chairs the Audit, Compliance, and Enterprise Risk Committee. Bill resides in the San Francisco Bay Area with his wife and three children.
Wealth Advisors
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.
Austin Rouk, CFP®
Wealth Advisor
Austin is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, he still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.
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.
Carolyn Sheu, CFP®
Regional Director, Wealth Advisor
Carolyn is a Regional Director, Wealth Advisor for Beacon Pointe, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Carolyn has over two decades of expertise advising global private clients, holding roles previously at Merrill Lynch, Morgan Stanley, Charles Schwab, and J.P. Morgan. Carolyn is passionate about helping families navigate cross-border complexities, especially at the multinational level. Outside of the office, Carolyn enjoys walking her dogs, hiking, working out at the gym, and trying new hobbies.
Connor McGuire
Associate Wealth Advisor
Connor is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Connor graduated from The University of California, Irvine with a B.S. in Business Administration with an emphasis in Economics and currently resides in Los Angeles, CA. Outside of the office, Connor likes to play golf, fish, hike, and spend time with family.
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®
Chief Technology Officer, Wealth Advisor
David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. In 2021, David was named Chief Technology Officer of the Year for individual RIA firm leaders by Wealthmanagement.com. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.
Dylan Brooks, CFP®
Wealth Advisor
Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.
Dylan Macdonald, CFP®
Wealth Advisor
Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.
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.
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. In recognition of her commitment to clients and excellence in wealth management, Julie was named to the Forbes Top Best-In-State Women Wealth Advisors list in 2024 and again in 2025. 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.
Karen (Sarten) Reifel, CFP®
Senior Wealth Advisor
Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Beginning with a college internship, she has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011. As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group. Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients. She serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance. Karen resides in Southern California with her husband and two sons.
Liliana Sobaszek
Associate Wealth Advisor
Liliana 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. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Liliana graduated with a B.A. in Business Administration from California State University, Fullerton with an emphasis on Finance and Marketing. Outside of the office, she enjoys spending time with family and friends, traveling, and staying active.
Mac McCall
Wealth Advisor
Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies. Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.
Matthew Henn, CFP®, RICP®
Wealth Advisor
Matthew (Matt) is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and two kids and enjoys surfing and traveling.
Scott Ayers
Senior Wealth Advisor
Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.
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 twenty years of industry experience and has worked at Beacon Pointe since 2018. Prior to Beacon Pointe, Todd worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including holding the roles of VP Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor (CRPC®) and 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. Outside of the office, he enjoys all things baseball-related, staying active, and watching sports.
Zach Congelliere
Associate Wealth Advisor
Zach is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Zach was a Financial Representative at Fidelity Investments. Zach attended California State University, Fullerton, where he received a B.A. in Advertising. Zach is married and lives with his wife and newborn daughter. Outside of the office, he enjoys spending time with family and friends, playing golf, traveling, trying new restaurants, and watching sports.
Client Service & Operations
Ben Lim, CPA, EA, MST
Senior Tax Manager
Ben is a Senior Tax Manager and is responsible for partnering with Beacon Pointe’s wealth advisors to provide effective tax planning strategies to help clients meet their current and long-term tax and financial goals. Prior to joining Beacon Pointe Advisors, Ben spent more than 10 years doing tax compliance and planning work focusing on ultra-high net-worth individuals, business entities, and trust and estates. Ben received his Master of Science in Taxation degree from Golden Gate University and is a member of the AICPA & CalCPA. Outside of the office, Ben enjoys spending time with his family and loves outdoor activities.
Brendon Sloan
Senior Client Service Associate
Brendon is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Brendon graduated from Texas Christian University with a B.S. in Economics and currently lives in Costa Mesa, CA. He is originally from Lake Oswego, Oregon, and likes to play golf, snowboard, and spend time with friends and family in his free time. He is also a devout fan of TCU Horned Frogs athletics.
Caden Campbell
Client Service Associate
Caden is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Caden graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in Communication and currently resides in Newport Beach, CA. Outside of the office, he enjoys surfing, snowboarding, and spending time with friends and family. He is also a devout fan of Angels baseball, the Los Angeles Rams, and the Utah Jazz.
Cameron Thomas
Information Technology - Strategic Partnerships Manager
Cameron Thomas is the Strategic Partnerships Manager for Beacon Pointe Advisors and is responsible for overseeing partner relationships as well as cross-functional technical initiatives. Prior to joining Beacon Pointe, Cameron was a Customer Success leader at several SaaS FinTech providers where he was responsible for driving customer utilization, retention, and growth. He earned his Bachelor of Arts in Political Science from the University of North Carolina at Chapel Hill. Cameron resides in Raleigh, North Carolina, with his wife and two daughters, where he likes to spend his free time golfing, volunteering at his church, trying new local restaurants, and spending as much time as possible supporting his girls in their various activities.
Cameron Wright
Senior Client Service Associate, Institutional Consulting
Cameron is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Cameron graduated from California State University, San Bernardino and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.
Christopher Nguyen
Senior Associate, Information Technology - Infrastructure
Christopher (Chris) is a senior associate in the Information Technology Department at Beacon Pointe Advisors. Chris is responsible for overseeing all of the firm’s servers and networks and cyber security practices, managing IT projects, testing new features and providing training and support to the nationwide professional team. Prior to joining Beacon Pointe, Chris was an accounting assistant at Carney Direct Marketing where he was responsible for supporting the accounts payable and receivable process and providing technical support on the firm’s media system platform. Chris earned his bachelor’s degree in Computer Science at California State University, Fullerton. Outside of the office, Chris enjoys spending time with family and traveling internationally.
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.
Mauricio Ibarra
Director, Information Technology
Mauricio is the Director of Information Technology for Beacon Pointe Advisors, responsible for the architect and support of technology infrastructure for all company office locations in addition to overseeing the different application platforms and the firm’s IT Infrastructure Cloud presence. Mauricio spent the last 15 years at Maui Jim Sunglasses, holding different roles from Network Administrator to IT Infrastructure Manager; supporting their worldwide IT operations, using his multi-language skills (Spanish, French, and English). Mauricio holds a bachelor’s degree in Computer Science combining studies between the University Jose Simeon Canas UCA in El Salvador and Rosemont College in Canada; he also holds multiple IT certifications from Cisco, Microsoft, IBM, Amazon AWS, and CompTIA. Outside the office, Mauricio really enjoys family time, travel, food, dance, and exercise.
Michael Hamilton
Senior Client Service Associate
Michael is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Michael graduated from the University of Virginia with a B.S. in Foreign Affairs and currently resides in Newport Beach, CA. Outside of the office, he enjoys playing golf, traveling, and spending time with friends and family.
Monika Wahlen
Executive Assistant
Monika is the Executive Assistant to the CEO and is passionate about optimizing executive workflows and daily operations. Monika brings over 20 years of experience in residential and commercial real estate as well as office administration, supporting top-level executives. Prior to joining Beacon Pointe, Monika spent eight years serving as Senior VP of Operations and Executive Assistant to the CEO of Watson & Associates, a commercial land development company based in Orange County. Monika is originally from Poland and fell in love with Southern California when she moved here as a young adult, she is newly married and is a proud mom of two adult children. Outside of the office, she enjoys traveling with her husband, daily walks, exercising, and spending time with family and friends.
Neil Livingston
Director of Operations
Neil is a Director within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors – Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.
Oskar Guerrero
Client Service Associate
Oskar is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Oskar graduated from the University of California, Riverside (UCR), where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. During his time at UCR, he was a part of the university’s Hylander Student Investment Fund and represented the school in the Intercollegiate Business Strategy Competition. Outside of the office, Oskar enjoys watching ancient and medieval history documentaries, as well as spending time with friends and family.
Ronald Araracap
Senior Associate, Information Technology
Ronald is a Senior Information Technology Associate within the Infrastructure Team at Beacon Pointe. Prior to joining Beacon Pointe, Ronald was a Senior IT Specialist at Green Street for five years and held the roles of Cloud Administrator, Vendor Manager, and IT Support. Experienced with acquisitions and divestitures, Ronald earned his bachelor’s degree in Business Administration at California State University, San Marcos. He holds IT certifications in both CompTIA and Microsoft Azure. Outside the office when he is not studying, Ronald enjoys spending time with his wife, daughter, and closing his Apple Watch rings.
Taylor Gill
Client Service Associate
Taylor 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. She earned her Bachelor of Science in Business Administration with a concentration in Finance from the University of Miami and now resides in Newport Beach, CA. Outside of the office, she enjoys spending time with friends and family, being on the water, and playing competitive games of pickleball.
Thomas Chapman
Associate
Thomas Chapman is an Associate for the General Counsel and Chief Practice Officer at Beacon Pointe Advisors. He is a Johnson Scholar at Washington and Lee University, where he plans to double major in Economics and Politics and earn a minor in Law, Justice, and Society. In his free time, he likes to read and also competes for his school’s mock trial team as an attorney.
Wanda Ho
Director of Trading
Wanda is a Director in the Trading Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury Consulting where she was responsible for client servicing and portfolio administration. Wanda graduated from University of California, Irvine with a BS in Biology. She currently serves on the Board of Directors for Word Alive Church.
William Chiang
Associate Data Engineer, Information Technology
William is an Associate Data Engineer within the Information Technology Department at Beacon Pointe. He is responsible for designing, building, and maintaining the firm’s data architecture. He earned his bachelor’s degree in Data Science at University of California, Irvine. Outside of the office, William enjoys spending time with family and friends, as well as traveling internationally.
