Financial Planner in Scottsdale, AZ
At Beacon Pointe, our team of wealth advisors in Scottsdale, AZ is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.
In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.
Connect with one of our trusted Financial Advisors in Scottsdale, AZ.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
Meet the Scottsdale Financial Advisor Team
Jacob Lucchese
Associate Wealth Advisor
Jacob is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Jacob worked for Northrop Grumman, Boeing, First International Bank and Trust, BMO Harris, and Wells Fargo. Jacob graduated from Grand Canyon University with a Bachelor of Science degree in Business Finance and Economics. Outside of the office, he enjoys spending time with his family, cycling, and volunteering at his church.
Jameson Van Houten, CFP®
Partner, Managing Director
Jameson Van Houten, CFP®, is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With over 20 years of industry experience, Jameson specializes in sophisticated business and tax planning, asset protection and estate planning for business owners, families and individuals. He discovered his passion for investing at the early age of 16 where he began trading stocks and just a few years later. Jameson graduated summa cum laude from Barrett, The Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business. Jameson also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College for his work both professionally and personally. Jameson is an active member in the local Phoenix Valley community, including past Governing Board member of Make-A-Wish Arizona and is an Esteemed Member with Gift for Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.
Joshua Lustbader
Associate Wealth Advisor
Joshua (Josh) is an Associate Wealth Advisor and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and other day-to-day operations. Prior to joining Beacon Pointe, Josh was an associate at Stonegate Capital Advisors, and worked for a variety of firms in the investment advisory industry at the onset of his career. Josh graduated from the University of Arizona with a bachelor’s in economics and received his Master of Science in Financial Planning from Texas Tech University. Outside of the office, Josh enjoys watching sports, playing golf and hiking.
Liam Powell, CFP®, CRPS®
Wealth Advisor
Liam Powell is a Wealth Advisor with over a decade of experience helping clients create and preserve wealth for themselves, their families, and their businesses. After serving in the United States Marine Corps, Liam began his career in the financial services industry at an Ameriprise Private Wealth Advisory franchise, where he advanced from a financial advisor to junior partner. Prior to joining Beacon Pointe, he worked as a wealth advisor at Stonegate Capital Advisors and has developed expertise in qualified retirement plans. Liam attended Virginia Tech University where he earned his bachelor’s degree in applied economic management and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).
Pat Lundquist
Senior Office Management
Pat is responsible for a variety of tasks that ensure the smooth operation of the South Scottsdale office. Her responsibilities include, but are not limited to client service, insurance business maintenance, and general office management duties. A former music teacher, Pat began her career in financial services in 2001 working with All Star Financial in Minneapolis, Minnesota before spending a combined ten years at Sequoia Financial Advisors and Capital Insight Partners in the Phoenix and Scottsdale area. Prior to joining Beacon Pointe, Pat was the Administrative Coordinator for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, and taking road trips.
Robert Quintero
Senior Client Service Associate
Robert is responsible for partnering with Beacon Pointe’s investment and wealth management teams to enhance the client service experience. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Robert worked for American Express as an Account Protection Lead Specialist, and other financial institutions like BBVA Compass (now PNC Bank) as an Assistant Branch Manager. Outside of the office, Robert enjoys playing board/card games, doing puzzles and online gaming via PC.
Sean Mahoney, MBA
Wealth Advisor
Sean Mahoney is a Wealth Advisor with over 13 years of experience. Through comprehensive planning and investment management, Sean and his team develop customized strategies to help businesses, individuals and families meet their financial goals. Sean began his career in the banking industry, working for JP Morgan Chase, BBVA Compass and Bank of Montreal and ranking as a top 5% nationally ranked Manager and Client Manager in the industry. Prior to joining Beacon Pointe, Sean was a wealth advisor at Stonegate Capital Advisors. He graduated with his bachelor’s in business administration and management from Worcester State University and received his MBA from the University of Massachusetts. Sean and his family are committed to several causes in their local community and frequently support the Arizona Humane Society and various Cancer Associations. Sean lives in Mesa, Arizona with his wife and four dogs and in his free time he can be found playing hockey, driving fast cars, and spending time with his family.
Todd Ruble
Wealth Advisor
Todd Ruble is a Senior Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. As a 17-year veteran in the financial industry, Todd began his career as an analyst for Pacwest Financial Management in Phoenix, Arizona eventually transitioning from the role of an analyst to a portfolio manager and trader. After spending eight years on the buy side of the industry, Todd went on to spend six years as a sales trader covering some of the largest hedge funds on Wall Street. Prior to Joining Beacon Pointe, he was a portfolio manager and senior analyst for Stonegate Capital Advisors. Todd graduated from the University of St. Thomas in St. Paul, Minnesota where he earned his bachelor’s degree in finance. Outside of the office, Todd enjoys skiing, surfing, playing soccer and golf, and spending time with his wife and twin boys.
Meet the Scottsdale Financial Advisor Team
Jacob Lucchese
Associate Wealth Advisor
Jacob is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Jacob worked for Northrop Grumman, Boeing, First International Bank and Trust, BMO Harris, and Wells Fargo. Jacob graduated from Grand Canyon University with a Bachelor of Science degree in Business Finance and Economics. Outside of the office, he enjoys spending time with his family, cycling, and volunteering at his church.
Jameson Van Houten, CFP®
Partner, Managing Director
Jameson Van Houten, CFP®, is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With over 20 years of industry experience, Jameson specializes in sophisticated business and tax planning, asset protection and estate planning for business owners, families and individuals. He discovered his passion for investing at the early age of 16 where he began trading stocks and just a few years later. Jameson graduated summa cum laude from Barrett, The Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business. Jameson also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College for his work both professionally and personally. Jameson is an active member in the local Phoenix Valley community, including past Governing Board member of Make-A-Wish Arizona and is an Esteemed Member with Gift for Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.
Joshua Lustbader
Associate Wealth Advisor
Joshua (Josh) is an Associate Wealth Advisor and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and other day-to-day operations. Prior to joining Beacon Pointe, Josh was an associate at Stonegate Capital Advisors, and worked for a variety of firms in the investment advisory industry at the onset of his career. Josh graduated from the University of Arizona with a bachelor’s in economics and received his Master of Science in Financial Planning from Texas Tech University. Outside of the office, Josh enjoys watching sports, playing golf and hiking.
Liam Powell, CFP®, CRPS®
Wealth Advisor
Liam Powell is a Wealth Advisor with over a decade of experience helping clients create and preserve wealth for themselves, their families, and their businesses. After serving in the United States Marine Corps, Liam began his career in the financial services industry at an Ameriprise Private Wealth Advisory franchise, where he advanced from a financial advisor to junior partner. Prior to joining Beacon Pointe, he worked as a wealth advisor at Stonegate Capital Advisors and has developed expertise in qualified retirement plans. Liam attended Virginia Tech University where he earned his bachelor’s degree in applied economic management and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).
Pat Lundquist
Senior Office Management
Pat is responsible for a variety of tasks that ensure the smooth operation of the South Scottsdale office. Her responsibilities include, but are not limited to client service, insurance business maintenance, and general office management duties. A former music teacher, Pat began her career in financial services in 2001 working with All Star Financial in Minneapolis, Minnesota before spending a combined ten years at Sequoia Financial Advisors and Capital Insight Partners in the Phoenix and Scottsdale area. Prior to joining Beacon Pointe, Pat was the Administrative Coordinator for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, and taking road trips.
Robert Quintero
Senior Client Service Associate
Robert is responsible for partnering with Beacon Pointe’s investment and wealth management teams to enhance the client service experience. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Robert worked for American Express as an Account Protection Lead Specialist, and other financial institutions like BBVA Compass (now PNC Bank) as an Assistant Branch Manager. Outside of the office, Robert enjoys playing board/card games, doing puzzles and online gaming via PC.
Sean Mahoney, MBA
Wealth Advisor
Sean Mahoney is a Wealth Advisor with over 13 years of experience. Through comprehensive planning and investment management, Sean and his team develop customized strategies to help businesses, individuals and families meet their financial goals. Sean began his career in the banking industry, working for JP Morgan Chase, BBVA Compass and Bank of Montreal and ranking as a top 5% nationally ranked Manager and Client Manager in the industry. Prior to joining Beacon Pointe, Sean was a wealth advisor at Stonegate Capital Advisors. He graduated with his bachelor’s in business administration and management from Worcester State University and received his MBA from the University of Massachusetts. Sean and his family are committed to several causes in their local community and frequently support the Arizona Humane Society and various Cancer Associations. Sean lives in Mesa, Arizona with his wife and four dogs and in his free time he can be found playing hockey, driving fast cars, and spending time with his family.
Todd Ruble
Wealth Advisor
Todd Ruble is a Senior Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. As a 17-year veteran in the financial industry, Todd began his career as an analyst for Pacwest Financial Management in Phoenix, Arizona eventually transitioning from the role of an analyst to a portfolio manager and trader. After spending eight years on the buy side of the industry, Todd went on to spend six years as a sales trader covering some of the largest hedge funds on Wall Street. Prior to Joining Beacon Pointe, he was a portfolio manager and senior analyst for Stonegate Capital Advisors. Todd graduated from the University of St. Thomas in St. Paul, Minnesota where he earned his bachelor’s degree in finance. Outside of the office, Todd enjoys skiing, surfing, playing soccer and golf, and spending time with his wife and twin boys.
Meet the Scottsdale Financial Advisor Team
Jacob Lucchese
Associate Wealth Advisor
Jacob is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Jacob worked for Northrop Grumman, Boeing, First International Bank and Trust, BMO Harris, and Wells Fargo. Jacob graduated from Grand Canyon University with a Bachelor of Science degree in Business Finance and Economics. Outside of the office, he enjoys spending time with his family, cycling, and volunteering at his church.
Jameson Van Houten, CFP®
Partner, Managing Director
Jameson Van Houten, CFP®, is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With over 20 years of industry experience, Jameson specializes in sophisticated business and tax planning, asset protection and estate planning for business owners, families and individuals. He discovered his passion for investing at the early age of 16 where he began trading stocks and just a few years later. Jameson graduated summa cum laude from Barrett, The Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business. Jameson also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College for his work both professionally and personally. Jameson is an active member in the local Phoenix Valley community, including past Governing Board member of Make-A-Wish Arizona and is an Esteemed Member with Gift for Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.
Joshua Lustbader
Associate Wealth Advisor
Joshua (Josh) is an Associate Wealth Advisor and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and other day-to-day operations. Prior to joining Beacon Pointe, Josh was an associate at Stonegate Capital Advisors, and worked for a variety of firms in the investment advisory industry at the onset of his career. Josh graduated from the University of Arizona with a bachelor’s in economics and received his Master of Science in Financial Planning from Texas Tech University. Outside of the office, Josh enjoys watching sports, playing golf and hiking.
Liam Powell, CFP®, CRPS®
Wealth Advisor
Liam Powell is a Wealth Advisor with over a decade of experience helping clients create and preserve wealth for themselves, their families, and their businesses. After serving in the United States Marine Corps, Liam began his career in the financial services industry at an Ameriprise Private Wealth Advisory franchise, where he advanced from a financial advisor to junior partner. Prior to joining Beacon Pointe, he worked as a wealth advisor at Stonegate Capital Advisors and has developed expertise in qualified retirement plans. Liam attended Virginia Tech University where he earned his bachelor’s degree in applied economic management and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).
Pat Lundquist
Senior Office Management
Pat is responsible for a variety of tasks that ensure the smooth operation of the South Scottsdale office. Her responsibilities include, but are not limited to client service, insurance business maintenance, and general office management duties. A former music teacher, Pat began her career in financial services in 2001 working with All Star Financial in Minneapolis, Minnesota before spending a combined ten years at Sequoia Financial Advisors and Capital Insight Partners in the Phoenix and Scottsdale area. Prior to joining Beacon Pointe, Pat was the Administrative Coordinator for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, and taking road trips.
Robert Quintero
Senior Client Service Associate
Robert is responsible for partnering with Beacon Pointe’s investment and wealth management teams to enhance the client service experience. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Robert worked for American Express as an Account Protection Lead Specialist, and other financial institutions like BBVA Compass (now PNC Bank) as an Assistant Branch Manager. Outside of the office, Robert enjoys playing board/card games, doing puzzles and online gaming via PC.
Sean Mahoney, MBA
Wealth Advisor
Sean Mahoney is a Wealth Advisor with over 13 years of experience. Through comprehensive planning and investment management, Sean and his team develop customized strategies to help businesses, individuals and families meet their financial goals. Sean began his career in the banking industry, working for JP Morgan Chase, BBVA Compass and Bank of Montreal and ranking as a top 5% nationally ranked Manager and Client Manager in the industry. Prior to joining Beacon Pointe, Sean was a wealth advisor at Stonegate Capital Advisors. He graduated with his bachelor’s in business administration and management from Worcester State University and received his MBA from the University of Massachusetts. Sean and his family are committed to several causes in their local community and frequently support the Arizona Humane Society and various Cancer Associations. Sean lives in Mesa, Arizona with his wife and four dogs and in his free time he can be found playing hockey, driving fast cars, and spending time with his family.
Todd Ruble
Wealth Advisor
Todd Ruble is a Senior Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. As a 17-year veteran in the financial industry, Todd began his career as an analyst for Pacwest Financial Management in Phoenix, Arizona eventually transitioning from the role of an analyst to a portfolio manager and trader. After spending eight years on the buy side of the industry, Todd went on to spend six years as a sales trader covering some of the largest hedge funds on Wall Street. Prior to Joining Beacon Pointe, he was a portfolio manager and senior analyst for Stonegate Capital Advisors. Todd graduated from the University of St. Thomas in St. Paul, Minnesota where he earned his bachelor’s degree in finance. Outside of the office, Todd enjoys skiing, surfing, playing soccer and golf, and spending time with his wife and twin boys.
