Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Scottsdale, AZ

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

Meet the Scottsdale Team

Filter By

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 investment and income objectives. Jameson has nearly twenty years of experience in the financial services industry and discovered his passion for investing at the early age of 16. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business and holds the Certified Financial Planner™ (CFP®) designation. Jameson is an active member in the local Scottsdale community, 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. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.

Joshua Lustbader

Senior Associate, Client Services

Joshua (Josh) is a Senior Client Service Associate 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 an 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 a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Scottsdale office. Her responsibilities include but are not limited to client service, database organization, 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 ten years at Capital Insight Partners (formerly known as Sequoia Financial Advisors) in Phoenix, Arizona. Prior to joining Beacon Pointe Advisors, Pat was the office manager for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, taking road trips and caring for 15 community cats.

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 Team

Filter By

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 investment and income objectives. Jameson has nearly twenty years of experience in the financial services industry and discovered his passion for investing at the early age of 16. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business and holds the Certified Financial Planner™ (CFP®) designation. Jameson is an active member in the local Scottsdale community, 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. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.

Joshua Lustbader

Senior Associate, Client Services

Joshua (Josh) is a Senior Client Service Associate 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 an 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 a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Scottsdale office. Her responsibilities include but are not limited to client service, database organization, 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 ten years at Capital Insight Partners (formerly known as Sequoia Financial Advisors) in Phoenix, Arizona. Prior to joining Beacon Pointe Advisors, Pat was the office manager for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, taking road trips and caring for 15 community cats.

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 Team

Filter By

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 investment and income objectives. Jameson has nearly twenty years of experience in the financial services industry and discovered his passion for investing at the early age of 16. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business and holds the Certified Financial Planner™ (CFP®) designation. Jameson is an active member in the local Scottsdale community, 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. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business and holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.

Joshua Lustbader

Senior Associate, Client Services

Joshua (Josh) is a Senior Client Service Associate 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 an 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 a Senior Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Scottsdale office. Her responsibilities include but are not limited to client service, database organization, 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 ten years at Capital Insight Partners (formerly known as Sequoia Financial Advisors) in Phoenix, Arizona. Prior to joining Beacon Pointe Advisors, Pat was the office manager for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, taking road trips and caring for 15 community cats.

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.

Stonegate Team Photo

Connect with one of our trusted Advisors.

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

    IMPORTANT NOTICE:

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

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