Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Plano, TX
Beacon Pointe is a Plano 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 Plano 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 Plano office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Plano Financial Advisor Team
Alex Carlson
Associate Wealth Advisor
Alex 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, Alex served high net-worth clients as a Financial Consultant at E*TRADE from Morgan Stanley. Alex graduated from Texas A&M University with a bachelor’s degree in Economics and a minor in History. While attending Texas A&M, he was a part of the Judo team and has a lifelong background in Brazilian Jiu-Jitsu and wrestling. In his free time, Alex enjoys playing chess, watching football, and leading an active lifestyle.
Alexis Fullenkamp
Regional Operations Specialist
Alexis is a Regional Operations Specialist and is responsible for the coordination of operational activity and projects in key systems, as well as working directly with our local advisory teams in servicing individuals and families. Her duties include preparation and maintenance of reporting dashboards to support advisory needs, and support for local advisory teams in general operational inquiries. Alexis graduated from Iowa State University with a Bachelor’s and Master’s degree in Finance. In her free time, Alexis enjoys traveling, sporting events, and spending time with friends and family.
Bo Ward, CFP®
Partner, Managing Director
Bo Ward is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.
Daniel Saur
Senior Wealth Advisor
Daniel (Dan) is a Senior Wealth Advisor and through comprehensive planning and investment management, Dan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe Advisors, Dan launched D.R. Saur Financial in 1993, helping individuals and families pursue their ideal retirement dream. Dan obtained a Bachelor of Applied Arts and Science from Stephen F. Austin State University and a Master of Theology from Dallas Theological Seminary. During his second year of college Dan earned his commercial pilot’s certificate and became a Certified Flight Instructor, giving flight lessons and working as an airline transport pilot before ultimately choosing a career in investments and financial planning. When Dan is not working he loves hanging out with his wife Lisa, reading, and playing racquetball, cycling, and water sports.
David Suess, CFP®
Senior Wealth Advisor
David Suess is a Senior Wealth Advisor with Beacon Pointe. With 18 years of experience in financial services, David brings a robust understanding of financial planning and investment management. Prior to joining Beacon Pointe, David was with Spectrum Financial Group and Prudential Advisors working with clients to build a roadmap to security and safety. He holds the Certified Financial Planner™ (CFP®) certification, and David is a graduate of Texas Christian University with Bachelor’s and Master’s of Liberal Arts degrees. He and his wife have two daughters. David enjoys time with his family as well playing and coaching soccer, running, and triathlons.
Elizabeth Erickson
Relationship Manager
Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys. She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.
Eric Witte, CFP®
Partner, Managing Director
Eric is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.
Gail Glasgow
Senior Office Management Associate
Gail is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs. Prior to joining Beacon Pointe, Gail spent over 14 years in customer service and regulatory affairs roles in the deregulated energy sector. She is a native Dallasite and enjoys classical music, trying new restaurants and spending time with her family and friends in her free time.
Gigi Yip
Senior Associate Wealth Advisor
Gigi Yip is a Senior Associate Wealth Advisor with Beacon Pointe with over 18 years of experience in financial services. Gigi is responsible for partnering with advisors to help clients meet their financial goals, ensuring a personalized wealth management experience. Prior to joining Beacon Pointe, Gigi was a Financial Planner at TD Wealth, providing financial plans for high-net-worth clients. Outside the office, Gigi loves spending time with her three daughters, traveling, and is a food enthusiast.
Haley Rodriques, CFP®
Wealth Advisor
Haley is a Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors in the Plano office to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Haley joined D.R. Saur Financial as the Director of Practice Operations, and before that, she served as a Deposit Operations Clerk at Vista Bank and as a junior Financial Advisor and Client Services Manager at Efficient Wealth Management. Haley graduated from Texas Tech University with her bachelor’s and master’s degrees in personal financial planning and holds the Certified Financial Planner™ (CFP®) designation. Haley lives in Wylie, Texas with her husband and two young boys. In her free time, she and her husband like to golf, cheer on the Dallas Stars, and take on home renovation projects.
Kaitlyn Simmons
Relationship Manager
Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.
Lori Casper
Senior Client Service Associate
Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.
Michael Welch, CFP®, MBA
Senior Wealth Advisor
Michael (Mike) is a Senior Wealth Advisor and through comprehensive planning and investment management, Michael develops customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Michael began his career serving as a Senior Product Planner at Fujitsu before transitioning into the wealth management space where he served as Vice President and Senior Financial Advisor at D.R. Saur Financial. Michael received his bachelor’s degree from Baylor University where he was captain of the football team for three years and was named a two-time Academic All-American. He also received his MBA from the University of North Texas and holds his Certified Financial Planner™ (CFP®) designation. He currently resides in Dallas with his wife and three sons.
Nick English, MBA
Senior Wealth Advisor
Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in McKinney, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.
Samuel Mitchell, CFP®, MBA
Senior Wealth Advisor
Samuel (Sam) has spent over 20 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a bachelor’s in business administration and his MBA. During his time at Midwestern, he played on the men’s collegiate soccer team and captained the team to its first ever Lone Star Conference title. Sam and his wife, Jennifer, have two children. In his spare time he coaches his daughter’s soccer team and leads their Bible study each Wednesday. In addition, the family enjoys camping, fishing and are always ready for an outdoor adventure.
TJ Hoffman, MBA
Regional Director
As a Beacon Pointe Regional Director, Timothy (TJ) coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 20 years of industry experience, TJ has worked in various roles at Fidelity Investments, Fisher Investments, and Personal Capital. TJ has his MBA from the University of North Texas, and outside of the office, he enjoys traveling, coaching youth sports, and spending time with family.
Meet the Plano Financial Advisor Team
Alex Carlson
Associate Wealth Advisor
Alex 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, Alex served high net-worth clients as a Financial Consultant at E*TRADE from Morgan Stanley. Alex graduated from Texas A&M University with a bachelor’s degree in Economics and a minor in History. While attending Texas A&M, he was a part of the Judo team and has a lifelong background in Brazilian Jiu-Jitsu and wrestling. In his free time, Alex enjoys playing chess, watching football, and leading an active lifestyle.
Alexis Fullenkamp
Regional Operations Specialist
Alexis is a Regional Operations Specialist and is responsible for the coordination of operational activity and projects in key systems, as well as working directly with our local advisory teams in servicing individuals and families. Her duties include preparation and maintenance of reporting dashboards to support advisory needs, and support for local advisory teams in general operational inquiries. Alexis graduated from Iowa State University with a Bachelor’s and Master’s degree in Finance. In her free time, Alexis enjoys traveling, sporting events, and spending time with friends and family.
Bo Ward, CFP®
Partner, Managing Director
Bo Ward is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.
Daniel Saur
Senior Wealth Advisor
Daniel (Dan) is a Senior Wealth Advisor and through comprehensive planning and investment management, Dan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe Advisors, Dan launched D.R. Saur Financial in 1993, helping individuals and families pursue their ideal retirement dream. Dan obtained a Bachelor of Applied Arts and Science from Stephen F. Austin State University and a Master of Theology from Dallas Theological Seminary. During his second year of college Dan earned his commercial pilot’s certificate and became a Certified Flight Instructor, giving flight lessons and working as an airline transport pilot before ultimately choosing a career in investments and financial planning. When Dan is not working he loves hanging out with his wife Lisa, reading, and playing racquetball, cycling, and water sports.
David Suess, CFP®
Senior Wealth Advisor
David Suess is a Senior Wealth Advisor with Beacon Pointe. With 18 years of experience in financial services, David brings a robust understanding of financial planning and investment management. Prior to joining Beacon Pointe, David was with Spectrum Financial Group and Prudential Advisors working with clients to build a roadmap to security and safety. He holds the Certified Financial Planner™ (CFP®) certification, and David is a graduate of Texas Christian University with Bachelor’s and Master’s of Liberal Arts degrees. He and his wife have two daughters. David enjoys time with his family as well playing and coaching soccer, running, and triathlons.
Elizabeth Erickson
Relationship Manager
Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys. She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.
Eric Witte, CFP®
Partner, Managing Director
Eric is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.
Gail Glasgow
Senior Office Management Associate
Gail is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs. Prior to joining Beacon Pointe, Gail spent over 14 years in customer service and regulatory affairs roles in the deregulated energy sector. She is a native Dallasite and enjoys classical music, trying new restaurants and spending time with her family and friends in her free time.
Gigi Yip
Senior Associate Wealth Advisor
Gigi Yip is a Senior Associate Wealth Advisor with Beacon Pointe with over 18 years of experience in financial services. Gigi is responsible for partnering with advisors to help clients meet their financial goals, ensuring a personalized wealth management experience. Prior to joining Beacon Pointe, Gigi was a Financial Planner at TD Wealth, providing financial plans for high-net-worth clients. Outside the office, Gigi loves spending time with her three daughters, traveling, and is a food enthusiast.
Haley Rodriques, CFP®
Wealth Advisor
Haley is a Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors in the Plano office to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Haley joined D.R. Saur Financial as the Director of Practice Operations, and before that, she served as a Deposit Operations Clerk at Vista Bank and as a junior Financial Advisor and Client Services Manager at Efficient Wealth Management. Haley graduated from Texas Tech University with her bachelor’s and master’s degrees in personal financial planning and holds the Certified Financial Planner™ (CFP®) designation. Haley lives in Wylie, Texas with her husband and two young boys. In her free time, she and her husband like to golf, cheer on the Dallas Stars, and take on home renovation projects.
Kaitlyn Simmons
Relationship Manager
Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.
Lori Casper
Senior Client Service Associate
Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.
Michael Welch, CFP®, MBA
Senior Wealth Advisor
Michael (Mike) is a Senior Wealth Advisor and through comprehensive planning and investment management, Michael develops customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Michael began his career serving as a Senior Product Planner at Fujitsu before transitioning into the wealth management space where he served as Vice President and Senior Financial Advisor at D.R. Saur Financial. Michael received his bachelor’s degree from Baylor University where he was captain of the football team for three years and was named a two-time Academic All-American. He also received his MBA from the University of North Texas and holds his Certified Financial Planner™ (CFP®) designation. He currently resides in Dallas with his wife and three sons.
Nick English, MBA
Senior Wealth Advisor
Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in McKinney, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.
Samuel Mitchell, CFP®, MBA
Senior Wealth Advisor
Samuel (Sam) has spent over 20 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a bachelor’s in business administration and his MBA. During his time at Midwestern, he played on the men’s collegiate soccer team and captained the team to its first ever Lone Star Conference title. Sam and his wife, Jennifer, have two children. In his spare time he coaches his daughter’s soccer team and leads their Bible study each Wednesday. In addition, the family enjoys camping, fishing and are always ready for an outdoor adventure.
TJ Hoffman, MBA
Regional Director
As a Beacon Pointe Regional Director, Timothy (TJ) coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 20 years of industry experience, TJ has worked in various roles at Fidelity Investments, Fisher Investments, and Personal Capital. TJ has his MBA from the University of North Texas, and outside of the office, he enjoys traveling, coaching youth sports, and spending time with family.
Meet the Plano Financial Advisor Team
Alex Carlson
Associate Wealth Advisor
Alex 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, Alex served high net-worth clients as a Financial Consultant at E*TRADE from Morgan Stanley. Alex graduated from Texas A&M University with a bachelor’s degree in Economics and a minor in History. While attending Texas A&M, he was a part of the Judo team and has a lifelong background in Brazilian Jiu-Jitsu and wrestling. In his free time, Alex enjoys playing chess, watching football, and leading an active lifestyle.
Alexis Fullenkamp
Regional Operations Specialist
Alexis is a Regional Operations Specialist and is responsible for the coordination of operational activity and projects in key systems, as well as working directly with our local advisory teams in servicing individuals and families. Her duties include preparation and maintenance of reporting dashboards to support advisory needs, and support for local advisory teams in general operational inquiries. Alexis graduated from Iowa State University with a Bachelor’s and Master’s degree in Finance. In her free time, Alexis enjoys traveling, sporting events, and spending time with friends and family.
Bo Ward, CFP®
Partner, Managing Director
Bo Ward is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.
Daniel Saur
Senior Wealth Advisor
Daniel (Dan) is a Senior Wealth Advisor and through comprehensive planning and investment management, Dan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe Advisors, Dan launched D.R. Saur Financial in 1993, helping individuals and families pursue their ideal retirement dream. Dan obtained a Bachelor of Applied Arts and Science from Stephen F. Austin State University and a Master of Theology from Dallas Theological Seminary. During his second year of college Dan earned his commercial pilot’s certificate and became a Certified Flight Instructor, giving flight lessons and working as an airline transport pilot before ultimately choosing a career in investments and financial planning. When Dan is not working he loves hanging out with his wife Lisa, reading, and playing racquetball, cycling, and water sports.
David Suess, CFP®
Senior Wealth Advisor
David Suess is a Senior Wealth Advisor with Beacon Pointe. With 18 years of experience in financial services, David brings a robust understanding of financial planning and investment management. Prior to joining Beacon Pointe, David was with Spectrum Financial Group and Prudential Advisors working with clients to build a roadmap to security and safety. He holds the Certified Financial Planner™ (CFP®) certification, and David is a graduate of Texas Christian University with Bachelor’s and Master’s of Liberal Arts degrees. He and his wife have two daughters. David enjoys time with his family as well playing and coaching soccer, running, and triathlons.
Elizabeth Erickson
Relationship Manager
Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys. She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.
Eric Witte, CFP®
Partner, Managing Director
Eric is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.
Gail Glasgow
Senior Office Management Associate
Gail is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs. Prior to joining Beacon Pointe, Gail spent over 14 years in customer service and regulatory affairs roles in the deregulated energy sector. She is a native Dallasite and enjoys classical music, trying new restaurants and spending time with her family and friends in her free time.
Gigi Yip
Senior Associate Wealth Advisor
Gigi Yip is a Senior Associate Wealth Advisor with Beacon Pointe with over 18 years of experience in financial services. Gigi is responsible for partnering with advisors to help clients meet their financial goals, ensuring a personalized wealth management experience. Prior to joining Beacon Pointe, Gigi was a Financial Planner at TD Wealth, providing financial plans for high-net-worth clients. Outside the office, Gigi loves spending time with her three daughters, traveling, and is a food enthusiast.
Haley Rodriques, CFP®
Wealth Advisor
Haley is a Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors in the Plano office to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Haley joined D.R. Saur Financial as the Director of Practice Operations, and before that, she served as a Deposit Operations Clerk at Vista Bank and as a junior Financial Advisor and Client Services Manager at Efficient Wealth Management. Haley graduated from Texas Tech University with her bachelor’s and master’s degrees in personal financial planning and holds the Certified Financial Planner™ (CFP®) designation. Haley lives in Wylie, Texas with her husband and two young boys. In her free time, she and her husband like to golf, cheer on the Dallas Stars, and take on home renovation projects.
Kaitlyn Simmons
Relationship Manager
Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.
Lori Casper
Senior Client Service Associate
Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.
Michael Welch, CFP®, MBA
Senior Wealth Advisor
Michael (Mike) is a Senior Wealth Advisor and through comprehensive planning and investment management, Michael develops customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Michael began his career serving as a Senior Product Planner at Fujitsu before transitioning into the wealth management space where he served as Vice President and Senior Financial Advisor at D.R. Saur Financial. Michael received his bachelor’s degree from Baylor University where he was captain of the football team for three years and was named a two-time Academic All-American. He also received his MBA from the University of North Texas and holds his Certified Financial Planner™ (CFP®) designation. He currently resides in Dallas with his wife and three sons.
Nick English, MBA
Senior Wealth Advisor
Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in McKinney, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.
Samuel Mitchell, CFP®, MBA
Senior Wealth Advisor
Samuel (Sam) has spent over 20 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a bachelor’s in business administration and his MBA. During his time at Midwestern, he played on the men’s collegiate soccer team and captained the team to its first ever Lone Star Conference title. Sam and his wife, Jennifer, have two children. In his spare time he coaches his daughter’s soccer team and leads their Bible study each Wednesday. In addition, the family enjoys camping, fishing and are always ready for an outdoor adventure.
TJ Hoffman, MBA
Regional Director
As a Beacon Pointe Regional Director, Timothy (TJ) coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 20 years of industry experience, TJ has worked in various roles at Fidelity Investments, Fisher Investments, and Personal Capital. TJ has his MBA from the University of North Texas, and outside of the office, he enjoys traveling, coaching youth sports, and spending time with family.
Connect with one of our trusted Financial Advisors in Plano, TX.
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