Riverside
Address

3610 Central Avenue
Floor 4, Suite 6

Riverside, CA 92506

 

Contact

info-ie@beaconpointe.com
(951) 328-0894

Riverside Team

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James Davenport

Managing Director, Partner

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.

Josh Rummonds, JD

Wealth Advisor

Josh is a Wealth Advisor representing Beacon Pointe Wealth Advisors in the Central Valley of California. Prior to joining Beacon Pointe, Josh was a financial advisor for the Principal Financial Group where he advised and assisted his clients in establishing sound financial plans which included both investment and insurance advice. With a background in the legal profession Josh has always been required to adhere to the fiduciary standard of placing the interests of the client above his own and the firm he represents. Josh received his Juris Doctorate (J.D.) from Thomas Jefferson School of Law and his Bachelor’s Degree from the University of Southern California. While at USC, Josh played on the baseball team and signed with the Chicago Cubs organization thereafter. Outside of work, Josh enjoys traveling, running with one or both of his dogs and spending time with his wife and son.

Lauren Meixel

Manager, Operations

Lauren Meixel is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Wealth Advisors office in Newport Beach.  She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.

Nichole Diaz

Senior Associate, Client Service

Nichole is primarily responsible for client servicing, portfolio administration and operations to support the Beacon Pointe Wealth Advisors (BPWA) Inland Empire office.  Nichole holds an MBA from the A. Gary Anderson Graduate School of Management at the University of California, Riverside, where she also earned her Bachelor’s Degree in Financial Economics.  Prior to joining BPWA, Nichole worked in Real Estate as a Broker dealing exclusively with investment properties.  Nichole is married and lives with her husband in the Inland Empire. In her free time, she enjoys hiking, swimming, traveling, and spending time with her family and friends. 

 

Riverside Team

Filter By

James Davenport

Managing Director, Partner

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.

Josh Rummonds, JD

Wealth Advisor

Josh is a Wealth Advisor representing Beacon Pointe Wealth Advisors in the Central Valley of California. Prior to joining Beacon Pointe, Josh was a financial advisor for the Principal Financial Group where he advised and assisted his clients in establishing sound financial plans which included both investment and insurance advice. With a background in the legal profession Josh has always been required to adhere to the fiduciary standard of placing the interests of the client above his own and the firm he represents. Josh received his Juris Doctorate (J.D.) from Thomas Jefferson School of Law and his Bachelor’s Degree from the University of Southern California. While at USC, Josh played on the baseball team and signed with the Chicago Cubs organization thereafter. Outside of work, Josh enjoys traveling, running with one or both of his dogs and spending time with his wife and son.

Lauren Meixel

Manager, Operations

Lauren Meixel is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Wealth Advisors office in Newport Beach.  She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.

Nichole Diaz

Senior Associate, Client Service

Nichole is primarily responsible for client servicing, portfolio administration and operations to support the Beacon Pointe Wealth Advisors (BPWA) Inland Empire office.  Nichole holds an MBA from the A. Gary Anderson Graduate School of Management at the University of California, Riverside, where she also earned her Bachelor’s Degree in Financial Economics.  Prior to joining BPWA, Nichole worked in Real Estate as a Broker dealing exclusively with investment properties.  Nichole is married and lives with her husband in the Inland Empire. In her free time, she enjoys hiking, swimming, traveling, and spending time with her family and friends. 

 

Riverside Team

Filter By

James Davenport

Managing Director, Partner

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.

Josh Rummonds, JD

Wealth Advisor

Josh is a Wealth Advisor representing Beacon Pointe Wealth Advisors in the Central Valley of California. Prior to joining Beacon Pointe, Josh was a financial advisor for the Principal Financial Group where he advised and assisted his clients in establishing sound financial plans which included both investment and insurance advice. With a background in the legal profession Josh has always been required to adhere to the fiduciary standard of placing the interests of the client above his own and the firm he represents. Josh received his Juris Doctorate (J.D.) from Thomas Jefferson School of Law and his Bachelor’s Degree from the University of Southern California. While at USC, Josh played on the baseball team and signed with the Chicago Cubs organization thereafter. Outside of work, Josh enjoys traveling, running with one or both of his dogs and spending time with his wife and son.

Lauren Meixel

Manager, Operations

Lauren Meixel is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Wealth Advisors office in Newport Beach.  She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.

Nichole Diaz

Senior Associate, Client Service

Nichole is primarily responsible for client servicing, portfolio administration and operations to support the Beacon Pointe Wealth Advisors (BPWA) Inland Empire office.  Nichole holds an MBA from the A. Gary Anderson Graduate School of Management at the University of California, Riverside, where she also earned her Bachelor’s Degree in Financial Economics.  Prior to joining BPWA, Nichole worked in Real Estate as a Broker dealing exclusively with investment properties.  Nichole is married and lives with her husband in the Inland Empire. In her free time, she enjoys hiking, swimming, traveling, and spending time with her family and friends.