Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Asheville, NC

Beacon Pointe is an Asheville based wealth advisor and is one of the largest 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 Asheville 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 Asheville office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(828) 684-2600

Meet the Asheville Financial Advisor Team

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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).

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.

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.

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 Vice President of Wachovia Trust Services and has previously served as Vice President for Merrill Lynch Trust Company of North Carolina and Pierce, Fenner & Smith Incorporated. 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.

Logan Bolick, CFA, CFP®

Principal, Senior Wealth Advisor

Logan is a Senor 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.

Mari Panzenhagen

Senior Associate, Client Services

Mari 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, onboarding new client relationships, money transfers, and acting as the primary liaison with the firm’s custodial partners & trust company. 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.

Mary Margaret Kiser, CFP®

Associate Wealth Advisor

Mary Margaret is an Associate Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER™ professional. Mary Margaret serves as 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.

Meet the Asheville Financial Advisor Team

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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).

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.

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.

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 Vice President of Wachovia Trust Services and has previously served as Vice President for Merrill Lynch Trust Company of North Carolina and Pierce, Fenner & Smith Incorporated. 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.

Logan Bolick, CFA, CFP®

Principal, Senior Wealth Advisor

Logan is a Senor 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.

Mari Panzenhagen

Senior Associate, Client Services

Mari 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, onboarding new client relationships, money transfers, and acting as the primary liaison with the firm’s custodial partners & trust company. 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.

Mary Margaret Kiser, CFP®

Associate Wealth Advisor

Mary Margaret is an Associate Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER™ professional. Mary Margaret serves as 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.

Meet the Asheville Financial Advisor Team

Filter By

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).

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.

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.

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 Vice President of Wachovia Trust Services and has previously served as Vice President for Merrill Lynch Trust Company of North Carolina and Pierce, Fenner & Smith Incorporated. 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.

Logan Bolick, CFA, CFP®

Principal, Senior Wealth Advisor

Logan is a Senor 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.

Mari Panzenhagen

Senior Associate, Client Services

Mari 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, onboarding new client relationships, money transfers, and acting as the primary liaison with the firm’s custodial partners & trust company. 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.

Mary Margaret Kiser, CFP®

Associate Wealth Advisor

Mary Margaret is an Associate Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER™ professional. Mary Margaret serves as 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.

Connect with one of our trusted Financial Advisors in Asheville, NC.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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