Financial Planners
in Asheville, North Carolina

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

4 Vanderbilt Park Drive, Suite 310, Asheville, NC 28803

(828) 684-2600

Connect with Us

Connect with One of Our Trusted Financial Planners in Asheville, NC

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

Financial Advisory Services Tailored to Your Needs

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

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

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

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

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

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

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

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

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

Meet Our Asheville Financial Planners & Advisors

Managing Directors

Kyle R. Boyd

Partner, Managing Director

Kyle Boyd is a Partner and Managing Director at Beacon Pointe Advisors 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. Kyle has over three decades of experience in the financial services industry and previously was Principal with the investment counseling firm of Boys, Arnold and Co., where he served as a senior investment counselor and on the firm’s Investment Committee, handling many of the firm’s largest and most complicated portfolios. He also served as President of Boys, Arnold Trust Company and was responsible for Trust Company planning, formation and management. As Senior Vice President and Chief Trust Officer for Merrill Lynch Trust Company, Kyle was on the Investment Committee. He supervised all trust company administration and management in its Greensboro, Chicago, Bloomfield Hills, Columbus, and Washington, D.C., offices overseeing $1.7 billion in trust assets. Prior to joining Merrill, he served as Vice President and Regional Manager for Wachovia Bank of North Carolina’s Trust Division in the Piedmont Triad Region. Prior to joining Beacon Pointe, Kyle was a Managing Principal and Wealth Advisor at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Kyle is an attorney and member of the Alabama, Georgia, and North Carolina State Bar Associations. He is a graduate of the University of Alabama, holds a law degree from Samford University’s Cumberland School of Law and is a graduate of the American Bankers Association National Trust School. He has served as a member of the Vestry of Trinity Episcopal Church in Asheville, North Carolina, and is on the board of directors of the Asheville Catholic School, Cradle of Forestry and National Independent Trust Company. Kyle lives in Asheville, North Carolina with his wife and two daughters.

L. Daniel Akers, Jr., CFP®, CPA

Partner, Managing Director

Daniel (Dan) Akers, Jr., is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. With over 30 years of experience in the financial services industry, Dan spends his days serving high-net-worth individual and institutional clients and is known for going the extra mile, not just in helping to manage their finances but also walking with them through lifestyle concerns and transitions. Dan began his career in wealth management working as a Trust Officer of Wachovia Trust Services and has previously served as Vice President for Merrill Lynch Trust Company of North Carolina. Prior to joining Beacon Pointe, Dan served as a Wealth Advisor and Founding Principal of Altavista Wealth Management, which merged with Beacon Pointe in 2022. Dan graduated with a bachelor’s degree from the University of Virginia and earned his MBA from Wake Forest University. Dan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Certified Public Accountant. He currently serves on the Professional Advisory Committee of the Community Foundation of Western North Carolina and is Chairman of the Blue Ridge Community Health Services Foundation, Inc. Outside of the office, Dan loves spending time with his wife and three sons, volunteering, practicing his semi-fluent Spanish, playing golf, and learning to fly fish.

Wealth Advisors

Andrew Hall, CPA

Associate Wealth Advisor

Andrew is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive customized wealth management experience. Additionally, he serves on the Asheville office Investment Committee. Prior to joining Beacon Pointe, Andrew spent two years with FORVIS (formerly Dixon Hughes Goodman) as an auditor and served several years as the Program Manager at a summer camp in western North Carolina. Andrew earned a bachelor’s degree in accounting from Appalachian State University and his Master of Accountancy from Western Carolina University. Andrew is a Certified Public Accountant (CPA), is actively studying for the CERTIFIED FINANCIAL PLANNER® (CFP®) exam, and is an active member of the North Carolina Association of Certified Public Accountants (NCACPA). When he is not studying for the CFP® exam or at work helping clients, you can find Andrew and his wife, Sidney, mountain biking, road cycling, or trail running with their dog, Winnie.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Jacqui Friedrich

Jacqui Friedrich, CFP®

Principal, Senior Wealth Advisor

Jacqui Friedrich is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, 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. Jacqui has been in the financial services industry for over three decades and excels at serving high-net-worth individuals with personalized advice, comprehensive strategies, and goals-based planning. She is also known for the care she shows her clients and her dedication to building strong, lasting relationships. Jacqui graduated from the University of North Carolina Asheville with a bachelor’s degree in Accounting and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Jacqui was the co-founder of the Financial Planning Association of Western North Carolina and served at the national level of the Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the Southeast. Jacqui is passionate about educating women so they can learn how to manage their finances and make empowered decisions and is an active member of the Beacon Pointe Women’s Advisory Institute. She is also active in her community and has served locally on many nonprofit boards, including OnTrack Financial Education & Counseling, YWCA, Leadership Asheville Forum, and many local animal welfare organizations. She is currently the chair of the Asheville Humane Society, Chair of the Investment Committee for Pisgah Legal Services, and Treasurer of Heart of Horse Sense, and serves on the Safe Haven Committee for Helpmate. Outside of the office, Jacqui loves to ride her horse, hike, bike, and spend time with family and friends.

Jeff Howden, MBA

Senior Wealth Advisor

Jeff Howden is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals.  Jeff is deeply engaged in educating his clients about the investment strategies and opportunities their wealth can afford them. His focus is on developing highly personalized investment strategies and the appropriate asset allocation given the overall estate and financial plan to help best achieve the clients’ goals. Jeff began his career in 2000, working for Waldron Private Wealth in their Pennsylvania and North Carolina offices in a variety of roles including Wealth Counselor, Director of Investments, Chief Investment Officer, Chief Investment Strategist, and member of the Executive Team. Prior to joining Beacon Pointe, Jeff served as Chief Investment Strategist and Director of Family Office Services at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Jeff graduated with a bachelor’s degree from Furman University, master’s degree from the University of North Carolina Chapel-Hill, and a MBA from the University of Pittsburgh. Jeff and his wife have twin sons and in his free time he is an avid golfer and enjoys exercising and traveling.

Jonathan Shumate, CFP®

Principal, Senior Wealth Advisor

Jonathan (Jon) Shumate is a Senior Wealth Advisor within the Charlotte, North Carolina Beacon Pointe office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. With over 20 years of experience in the financial services industry, Jon provides a variety of wealth and investment management services to clients and is known for his attention to detail and commitment to helping his clients build a secure, long-term plan for their future. Jon earned his bachelor’s degree in Business Administration from James Madison University and is a CERTIFIED FINANCIAL PLANNER® (CFP®). He also completed the Philanthropic Solutions in Financial Planning certificate program offered in partnership between Financial Planning Association (FPA) and the American Heart Association. Jon is a member of the FPA Charlotte chapter and serves on the board as President (’23-’24). In 2019, Jon was selected to be a member and serve a three-year term on the Foundation for the Carolinas Cabinet of Professional Advisors. He is also a member of the Charlotte Estate Planning Council. In addition to his various board memberships, Jon is actively involved in supporting local charities in Charlotte, including A Roof Above and Room in the Inn through his church, Myers Park United Methodist, the Charlotte Rescue Mission, and the Charlotte Ronald McDonald House. In his spare time, you can find Jon golfing, skiing, mountain biking or spending time with his wife and two children.

Logan Bolick, CFA®, CFP®

Principal, Senior Wealth Advisor

Logan is a Senior Wealth Advisor for the Beacon Pointe Asheville, North Carolina office, 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, Logan served as a Financial Advisor and Director of Research at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Logan is a CERTIFIED FINANCIAL PLANNER® (CFP®), a CFA® charter holder and a member of the CFA® Society of North Carolina. He graduated from the University of North Carolina Chapel Hill with a bachelor’s degree in Business Administration with a concentration in Finance. As a student, Logan served as president of Kenan-Flagler’s Undergraduate Finance Club.  He is also an Eagle Scout.  Logan and his wife Sarah have two daughters.  Together, they enjoy traveling, cooking, and waking up early on Saturday mornings for Premier League football (soccer) matches.

Mary Margaret Kiser

Mary Margaret Kiser, CFP®

Wealth Advisor

Mary Margaret is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Mary Margaret serves as a liaison to firm professionals and client service associates to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Additionally, she serves as the marketing liaison for the Beacon Pointe Asheville and Charlotte offices and is an active member of the Beacon Pointe Women’s Advisory Institute. Prior to joining Beacon Pointe, Mary Margaret was the Marketing Director and Client Service Administrator for Altavista Wealth Management, which merged with Beacon Pointe in 2022. She graduated from the University of the South: Sewanee where she earned a bachelor’s degree in Political Science. A native of western North Carolina, Mary Margaret enjoys exploring trails with her husband and two dogs, however, most of her free time is spent chasing after her young daughter.

Client Service & Operations

Christine Nelson, IACCP®

Principal, Director of Operations

Christine serves as Director of Operations for the Beacon Pointe Asheville, North Carolina office and is responsible for managing the operational and financial functions of the office. As an active member of the Beacon Pointe Women’s Advisory Institute, she is passionate about educating women so they can learn how to manage their finances and make empowered decisions. Prior to joining Beacon Pointe, Christine was the Chief Compliance and Operating Officer at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Christine graduated from the University of North Carolina Asheville with a degree in Economics and holds the Investment Adviser Certified Compliance Professional (IACCP®) credential. She is married and lives with her husband in the Fairview community where they raised their two children. Outside of the office, Christine enjoys spending time with her family and friends, practicing yoga, and riding her horse Gustav (Goose).

Jennifer Billings, FPQP®

Senior Associate, Client Services

Jennifer is a member of the Beacon Pointe Client Service team and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe, Jennifer spent nearly a decade with the Buncombe County Sheriff’s Office where she most recently worked as a Master Deputy within the School Resource Division and served as a six-year member of the county’s Crisis Negotiation Team. Before her time in law enforcement, Jennifer worked in the financial services industry for fifteen years in various roles at Parsec Financial, Wachovia Bank and Wells Fargo. Jennifer graduated from Mars Hill College with a bachelor’s degree in Management and currently resides in the Chandler community with her husband of 20 years, their daughter and beloved French Bulldog, Truffles. Outside of the office, you will find Jennifer “glamping”, traveling, or Jeep-ing.

Mari Panzenhagen

Relationship Manager

Mari is a Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. With more than 20 years in the financial industry, she is most passionate about providing personalized service and helping clients navigate through the Wealth Management process. After gaining years of experience in the banking industry, she continued her career as a Private Bank Trust Associate with Wachovia/Wells Fargo working on administration of trust & investment management relationships. Prior to joining Beacon Pointe, Mari was a Client Services Manager for Altavista Wealth Management, which merged with Beacon Pointe in 2022. Outside the office, she enjoys spending time with her husband and anything that involves exploring outdoors with their Aussie.

Stephen Ford

Client Service Associate

Stephen is a member of the Beacon Pointe Client Service team in Charlotte, NC and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated experience for our clients. Prior to joining Beacon Pointe, Stephen worked in mortgage banking at Wyndham Capital and SoFi in Charlotte. He brings a personalized approach and is passionate about providing excellent service to clients for all their financial needs. Stephen earned his bachelor’s degree in political science from the University of South Carolina. Outside of the office, Stephen enjoys playing golf and tennis and spending time with family and friends.

Connect with one of our trusted Financial Advisors in the Asheville area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Asheville, NC team if we can be of service.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...