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 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.

Contact Information

info@beaconpointe.com
(480) 428-5528

Meet the Scottsdale Financial Advisor Team

Filter By

Amanda Noxon

Relationship Manager

Amanda is a Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda spent almost six years working in client services and operations at Financial Insight Center in Utah and then CAPTRUST (formerly MRA Associates) in Phoenix. In her free time, she enjoys traveling, watching sports (especially basketball), and spending time with family, friends, and her rescue dog.

Andrew B. Saltzman, CFP®

Managing Director

Andrew is responsible for working with Beacon Pointe Wealth Advisors Private Client Services Group. Prior to joining Beacon Pointe Wealth Advisors, he worked as an Investment Advisory Representative for 11 years. Andrew also oversees the implementation of Strategic Operations. He earned his BA from the State University of New York and is a Certified Financial Planner™ (CFP®). Andrew also earned his LUTCF certification from The American College. Andrew works as a mentor for the Arizona Quest for Kids program and enjoys spending time with his wife and two children.

Andrew R. Reinhardt, CFP®

Partner, Managing Director

Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a Certified Financial Planner™ (CFP®) and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab. He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.

Andrew Wood

Operations Manager

Andrew is the Manager of Service and Operations for the Beacon Pointe Scottsdale offices. He is responsible for overseeing day-to-day firm operations, implementing policy and procedures while working closely with the client service and operations teams. Prior to joining Beacon Pointe, Andrew worked at Charles Schwab for 9 years managing an institutional service team for the Southern California region. In his free time, Andrew enjoys spending time with his wife and dog, hiking, and exploring new restaurants around town.

Ann Pickrell

Relationship Manager

Ann is a Relationship Manager and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Ann worked at Versant Capital Management and Barnes Investment Advisory. She graduated from Northern Arizona University with a bachelor’s degree in public administration. Ann currently resides in Phoenix, AZ and enjoys hiking and traveling around the Southwest.

Azita Jalali

Senior Relationship Manager

Azita is a Senior Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling and client servicing. Azita has over 18 years of client service experience within the wealth management industry in the areas of financial planning, trust and estate administration and onboarding. Azita earned her B.S. and M.S. degrees in Economics from University of Utah in Salt Lake City, UT. She has also received a certificate of completion for the CFP program from the College for Financial Planning. In her free time, Azita enjoys hiking, traveling and spending time with her family and friends.

Brian L. Coughlan, MSIM

Partner, Managing Director

Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona. In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.

Brian Plowman, CFP®

Associate Wealth Planner

Brian Plowman is an Associate Wealth Planner at Beacon Pointe Advisors Arizona and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the Certified Financial Planner™ (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.

Bruce Meyer, JD, LL.M.

Partner, Senior Managing Director

Bruce is the Senior Managing Director of BPWA AZ and is responsible for the BPWA AZ office. Prior to joining BPWA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally, Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time, he enjoys golf, skiing, and relaxing with friends and family.

Cassandra Thornock, CDFA®, CFP®

Wealth Advisor

Cassandra (Cass) is a Wealth Advisor at Beacon Pointe and is a Certified Financial Planner™ (CFP®) professional. She is responsible for providing clients with a comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management. Cass is passionate about building relationships with her clients and works to help them achieve their life goals and develop a successful long-term financial plan. Cass has been in the financial services industry for over a decade, and has previously worked for Stoker Ostler Wealth Advisors, Edelman Financial Services, and Vanguard. She holds a bachelor’s degree in Finance, alongside an International Business Certificate from Arizona State University’s W.P. Carey School of Business, and also holds the Certified Financial Divorce Analyst designation. In her free time, she enjoys volunteering in the community and being active with her husband, son, and chocolate lab.

Christopher F. Palermo, CFA, CFP®

Partner, Managing Director

Chris Palermo, CFA, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Chris brings over 15 years of investment experience. As a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst (CFA®) professional, Chris specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning, and focuses on providing investment solutions that are tailored to each client’s specific goals. Prior to joining Beacon Pointe Wealth Advisors, Chris was at Capital Investment Counsel, and prior to that, a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where his various roles included asset management, derivative trading, and conducting investment seminars across the United States. Chris graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration with a major in Finance. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.

Coby D. Cress, CFP®

Wealth Advisor

Coby D. Cress, CFP® is a Wealth Advisor at Beacon Pointe Advisors Arizona. He is responsible for providing clients with a comprehensive financial planning experience including estate planning, retirement income planning, tax planning, risk management planning, and investment management. Coby specializes in helping clients recognize their long-term goals and formulating a plan to achieve them. In addition to his role as a wealth advisor, Coby is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance.  Prior to joining Beacon Pointe, Coby worked as a Relationship Specialist with Charles Schwab & Co. He has a BA in Business and Economics from Westmont College in Santa Barbara, CA, and played college baseball at both Arizona State University and Westmont College. Coby is a Certified Financial Planner™ (CFP®), and in his free time he enjoys fitness, reading extensively, writing both fiction and non-fiction, and any activity that gets him outdoors.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby, Certified Financial Planner™ (CFP®), is a Senior Wealth Advisor at Beacon Pointe Advisors with over 15 years of wealth management experience counseling high-net-worth individuals and families. Responsible for new client development, Eric utilizes his comprehensive wealth management expertise to provide his clients retirement analysis, investment management, and insurance, tax, and estate planning.  Eric fosters deep relationships with his clients while assisting them in achieving their long-term goals, providing them the peace of mind necessary to enjoy life on their terms.  Eric attended Colorado State University Pueblo where he played collegiate baseball while earning his Bachelor of Science degree in Economics and Finance.  When he isn’t working, Eric adores spending time with his wife Maggie and their three children, golfing, and visiting his hometown of Soldotna, Alaska.

Grant Lyon, CFP®

Wealth Advisor

Grant is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. As a Certified Financial Planner™ (CFP®), Grant enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client. Prior to joining Beacon Pointe Advisors, Grant was a wealth advisor at Brighton Jones. Grant graduated from Grand Valley State University with a Bachelor of Business Administration in Finance and Management. Outside of work, Grant enjoys spending time with his wife Jessica, daughter Kendall and French Bulldog, Oliver. Grant also plays and coaches ice hockey and is always attempting to improve his golf game.

Jack Thomas, CFP®

Senior Associate Wealth Advisor

Jack is a Senior Associate Wealth Advisor in Beacon Pointe’s Scottsdale office. With an emphasis on portfolio management, Jack is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the Division I tennis team. Jack holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jake Heisler, CFP®

Wealth Advisor

Jake is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Prior to joining Beacon Pointe, Jake worked at Versant Capital Management and Barnes Investment Advisory, two Registered Investment Advisory firms in the Phoenix area. He graduated from Grand Canyon University with a Bachelor of Science in Finance and Economics. He holds the Certified Financial Planner™ (CFP®) certification. Jake and his wife live with their dog in Scottsdale, AZ and enjoy going to concerts, exploring the Valley, and traveling in their free time.

Kelsey Hudson

Senior Relationship Manager

Kelsey brings over nine years of experience in financial services and wealth management. Prior to joining BPWA, she worked for a RIA in Dallas, TX, Charles Schwab and Wells Fargo Bank. Her previous roles included day-to-day operations such as account maintenance, money movement, and trading. Kelsey received her Bachelor’s degree from Arizona State University. She currently lives in Mesa, AZ with her family and their two border collie Aussies. In her free time, she loves to shop, travel and explore new places/ restaurants in the Valley with her family.

Kenneth B. Kann, MBA

Regional Director, Wealth Advisor

Kenneth Kann is a Regional Director and Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Wealth Advisors, Ken was a VP and Sr. Portfolio Manager with Windsor Capital Management. Before that, Ken was a National Director of Advisor Services at Financial Engines where he had the unique opportunity to work for Nobel prize winner, William Sharpe. Ken also spent 15 years at Charles Schwab as Vice President and Director in various enterprises within the firm. Ken holds a BA in Psychology from the University of South Florida, an MBA, as well as a Post Baccalaureate degree in Accounting from Arizona State W.P. Carey School of Business. In his free time, Ken enjoys working out, traveling, and spending time with family.

Landen L. Lunsway, CFP®

Partner, Managing Director

Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  With over 14 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning.  Prior to joining Beacon Pointe Wealth Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services.  Landen graduated magna cum laude from Northern Arizona University with a B.S. in Finance.  He is a member of the Financial Planning Association (FPA) and holds the Certified Financial Planner™ (CFP®) certification. He is an active champion of the Chris Freeman Scholarship through the NAU Foundation benefiting students whose lives have been impacted by cancer.  In his free time, Landen enjoys skiing, soccer, traveling and spending time with his wife and two daughters.

Liam Mann

Senior Trading Associate

Liam is a Trading Associate for Beacon Pointe Advisors and is responsible for executing trades for retail and institutional accounts. Liam graduated from Grand Canyon University with a degree in Finance. Outside of the office, Liam enjoys lifting, hiking 14ers in Colorado, spending time with family, and playing basketball with friends.

Logan Robertson

Associate Wealth Advisor

Logan is an Associate Wealth Advisor in Beacon Pointe’s Scottsdale office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Prior to joining Beacon Pointe, Logan worked at Versant Capital Management, where he was responsible for managing client portfolios, fund due diligence, and investment data analysis. While earning his bachelor’s degree in Finance at Arizona State University, Logan was an analyst for the business school’s student-managed investment fund. Outside of the office, Logan enjoys sharpening his programming skills, skiing, and backpacking in the desert.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for managing client relationships and coordinating all areas of investment and finance to create and implement cohesive life plans for his clients. Prior to joining Beacon Pointe, he founded and managed Camelback Wealth Management, a Scottsdale-based advisory firm.  Matt is a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst®.  Before Camelback Wealth, he traded futures for his own and institutional accounts after spending nearly nine years at Intel Corporation.  Matt earned his MS and BS in Industrial Engineering at Stanford, where he also played football.  When he is not enjoying time with his four boys and wife, Melissa, he can be found doing CrossFit.

Rebecca M. Smith

Wealth Advisor

Rebecca (Beckie) Smith is a 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. Prior to joining Beacon Pointe Advisors, Beckie gained experience in brokerage services and retirement planning at Charles Schwab, financial and insurance planning at USAA Investment Co. and most recently client service management at UBS Financial Services. Beckie graduated from Weber State University with a Bachelor of Science in Business Administration and Marketing. In her free time, Beckie enjoys hiking, yoga, traveling and spending time with her husband and their boys.

Robyn M. Gerke, CFP®

Senior Wealth Advisor

Robyn Gerke, CFP® is a Senior Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Robyn worked for 14 years at Stoker Ostler Wealth Advisors. Robyn is a Certified Financial Planner™ (CFP®) and she received a BA degree in Finance and a Certificate of International Business from the University of Northern Iowa. She also received a Master of Science degree in Personal Financial Planning from the College for Financial Planning. Robyn serves on the Board of Directors for the Financial Planning Association of Greater Phoenix and is a member of FPA NexGen. In her free time, Robyn enjoys hiking, triathlons and traveling, in addition to providing financial literacy for women.

Ryan Quigley, CFP® CRPC®

Wealth Advisor

Ryan is a Wealth Advisor in Beacon Pointe’s Scottsdale 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. Ryan assists his clients align their life and their wealth by getting a deep understanding of their goals and creating a comprehensive financial plan to visualize how their investments, insurance and protection needs, estate plan, taxes, income and expenses all work together. Prior to joining Beacon Pointe, Ryan was a lead advisor with a nationally recognized Registered Investment Advisor and a wealth advisor with USAA. Ryan is a Marine Corps veteran and a graduate of The W.P. Carey School of Business at Arizona State University with a Bachelor of Science in Business Management. Ryan is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Outside of work, Ryan is usually found spending time with his wife and their three young kids or trying to squeeze in a round of golf.

Taylor Bordman

Senior Client Service Associate

Taylor is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Taylor worked for D. Bordman CPA and Cohen Financial Services. Taylor graduated from the University of Kansas with a B.S. in Business Administration. Originally from Overland Park, KS Taylor now resides in Phoenix, AZ and in his free time, enjoys snowboarding, weightlifting, golfing, and cooking.

Taylor McMain, CFP®

Associate Wealth Advisor

Taylor is an Associate Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors to help clients achieve their financial goals. Prior to joining Beacon Pointe, Taylor worked at Charles Schwab in various roles managing relationships with high-net-worth RIAs, and preventing and investigating financial crimes; acquiring 10 years of experience in the finance industry. Taylor graduated from the University of Wisconsin with a bachelor of business administration degree in marketing and is a Certified Financial Planner™ (CFP®) professional. Outside of the office, Taylor enjoys spending time with his wife and son, weightlifting, and hiking throughout the Southwest.

Wendy Rodriguez

Senior Relationship Manager

Wendy’s primary responsibility is customer relations for Beacon Pointe Wealth Advisors, Arizona. Wendy is a Phoenix native and graduated from Phoenix Country Day School. She received her Bachelor of Arts degree in Philosophy from Scripps College in Claremont California. Wendy’s past work experience ranges from hotel management, wholesale manufacturing, retail/merchandising, and most recently worked as customer service manager at a property inspection company in Scottsdale, Arizona. She has also been an active member of Daughters of the Nile since 1994. Wendy has two children, her son has a PhD in Bio Chemistry and she currently lives in Mesa, Arizona with her daughter.

Zac Guffy

Associate Wealth Advisor

Zac 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, Zac worked for the J.P. Morgan Private Bank in Houston, Texas. Zac received his Bachelor’s degree from Northern Arizona University and he currently lives in North Phoenix. In his free time, he enjoys hiking, trying new restaurants, and spending time with his chocolate Labrador.

Meet the Scottsdale Financial Advisor Team

Filter By

Amanda Noxon

Relationship Manager

Amanda is a Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda spent almost six years working in client services and operations at Financial Insight Center in Utah and then CAPTRUST (formerly MRA Associates) in Phoenix. In her free time, she enjoys traveling, watching sports (especially basketball), and spending time with family, friends, and her rescue dog.

Andrew B. Saltzman, CFP®

Managing Director

Andrew is responsible for working with Beacon Pointe Wealth Advisors Private Client Services Group. Prior to joining Beacon Pointe Wealth Advisors, he worked as an Investment Advisory Representative for 11 years. Andrew also oversees the implementation of Strategic Operations. He earned his BA from the State University of New York and is a Certified Financial Planner™ (CFP®). Andrew also earned his LUTCF certification from The American College. Andrew works as a mentor for the Arizona Quest for Kids program and enjoys spending time with his wife and two children.

Andrew R. Reinhardt, CFP®

Partner, Managing Director

Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a Certified Financial Planner™ (CFP®) and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab. He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.

Andrew Wood

Operations Manager

Andrew is the Manager of Service and Operations for the Beacon Pointe Scottsdale offices. He is responsible for overseeing day-to-day firm operations, implementing policy and procedures while working closely with the client service and operations teams. Prior to joining Beacon Pointe, Andrew worked at Charles Schwab for 9 years managing an institutional service team for the Southern California region. In his free time, Andrew enjoys spending time with his wife and dog, hiking, and exploring new restaurants around town.

Ann Pickrell

Relationship Manager

Ann is a Relationship Manager and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Ann worked at Versant Capital Management and Barnes Investment Advisory. She graduated from Northern Arizona University with a bachelor’s degree in public administration. Ann currently resides in Phoenix, AZ and enjoys hiking and traveling around the Southwest.

Azita Jalali

Senior Relationship Manager

Azita is a Senior Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling and client servicing. Azita has over 18 years of client service experience within the wealth management industry in the areas of financial planning, trust and estate administration and onboarding. Azita earned her B.S. and M.S. degrees in Economics from University of Utah in Salt Lake City, UT. She has also received a certificate of completion for the CFP program from the College for Financial Planning. In her free time, Azita enjoys hiking, traveling and spending time with her family and friends.

Brian L. Coughlan, MSIM

Partner, Managing Director

Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona. In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.

Brian Plowman, CFP®

Associate Wealth Planner

Brian Plowman is an Associate Wealth Planner at Beacon Pointe Advisors Arizona and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the Certified Financial Planner™ (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.

Bruce Meyer, JD, LL.M.

Partner, Senior Managing Director

Bruce is the Senior Managing Director of BPWA AZ and is responsible for the BPWA AZ office. Prior to joining BPWA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally, Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time, he enjoys golf, skiing, and relaxing with friends and family.

Cassandra Thornock, CDFA®, CFP®

Wealth Advisor

Cassandra (Cass) is a Wealth Advisor at Beacon Pointe and is a Certified Financial Planner™ (CFP®) professional. She is responsible for providing clients with a comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management. Cass is passionate about building relationships with her clients and works to help them achieve their life goals and develop a successful long-term financial plan. Cass has been in the financial services industry for over a decade, and has previously worked for Stoker Ostler Wealth Advisors, Edelman Financial Services, and Vanguard. She holds a bachelor’s degree in Finance, alongside an International Business Certificate from Arizona State University’s W.P. Carey School of Business, and also holds the Certified Financial Divorce Analyst designation. In her free time, she enjoys volunteering in the community and being active with her husband, son, and chocolate lab.

Christopher F. Palermo, CFA, CFP®

Partner, Managing Director

Chris Palermo, CFA, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Chris brings over 15 years of investment experience. As a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst (CFA®) professional, Chris specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning, and focuses on providing investment solutions that are tailored to each client’s specific goals. Prior to joining Beacon Pointe Wealth Advisors, Chris was at Capital Investment Counsel, and prior to that, a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where his various roles included asset management, derivative trading, and conducting investment seminars across the United States. Chris graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration with a major in Finance. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.

Coby D. Cress, CFP®

Wealth Advisor

Coby D. Cress, CFP® is a Wealth Advisor at Beacon Pointe Advisors Arizona. He is responsible for providing clients with a comprehensive financial planning experience including estate planning, retirement income planning, tax planning, risk management planning, and investment management. Coby specializes in helping clients recognize their long-term goals and formulating a plan to achieve them. In addition to his role as a wealth advisor, Coby is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance.  Prior to joining Beacon Pointe, Coby worked as a Relationship Specialist with Charles Schwab & Co. He has a BA in Business and Economics from Westmont College in Santa Barbara, CA, and played college baseball at both Arizona State University and Westmont College. Coby is a Certified Financial Planner™ (CFP®), and in his free time he enjoys fitness, reading extensively, writing both fiction and non-fiction, and any activity that gets him outdoors.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby, Certified Financial Planner™ (CFP®), is a Senior Wealth Advisor at Beacon Pointe Advisors with over 15 years of wealth management experience counseling high-net-worth individuals and families. Responsible for new client development, Eric utilizes his comprehensive wealth management expertise to provide his clients retirement analysis, investment management, and insurance, tax, and estate planning.  Eric fosters deep relationships with his clients while assisting them in achieving their long-term goals, providing them the peace of mind necessary to enjoy life on their terms.  Eric attended Colorado State University Pueblo where he played collegiate baseball while earning his Bachelor of Science degree in Economics and Finance.  When he isn’t working, Eric adores spending time with his wife Maggie and their three children, golfing, and visiting his hometown of Soldotna, Alaska.

Grant Lyon, CFP®

Wealth Advisor

Grant is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. As a Certified Financial Planner™ (CFP®), Grant enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client. Prior to joining Beacon Pointe Advisors, Grant was a wealth advisor at Brighton Jones. Grant graduated from Grand Valley State University with a Bachelor of Business Administration in Finance and Management. Outside of work, Grant enjoys spending time with his wife Jessica, daughter Kendall and French Bulldog, Oliver. Grant also plays and coaches ice hockey and is always attempting to improve his golf game.

Jack Thomas, CFP®

Senior Associate Wealth Advisor

Jack is a Senior Associate Wealth Advisor in Beacon Pointe’s Scottsdale office. With an emphasis on portfolio management, Jack is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the Division I tennis team. Jack holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jake Heisler, CFP®

Wealth Advisor

Jake is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Prior to joining Beacon Pointe, Jake worked at Versant Capital Management and Barnes Investment Advisory, two Registered Investment Advisory firms in the Phoenix area. He graduated from Grand Canyon University with a Bachelor of Science in Finance and Economics. He holds the Certified Financial Planner™ (CFP®) certification. Jake and his wife live with their dog in Scottsdale, AZ and enjoy going to concerts, exploring the Valley, and traveling in their free time.

Kelsey Hudson

Senior Relationship Manager

Kelsey brings over nine years of experience in financial services and wealth management. Prior to joining BPWA, she worked for a RIA in Dallas, TX, Charles Schwab and Wells Fargo Bank. Her previous roles included day-to-day operations such as account maintenance, money movement, and trading. Kelsey received her Bachelor’s degree from Arizona State University. She currently lives in Mesa, AZ with her family and their two border collie Aussies. In her free time, she loves to shop, travel and explore new places/ restaurants in the Valley with her family.

Kenneth B. Kann, MBA

Regional Director, Wealth Advisor

Kenneth Kann is a Regional Director and Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Wealth Advisors, Ken was a VP and Sr. Portfolio Manager with Windsor Capital Management. Before that, Ken was a National Director of Advisor Services at Financial Engines where he had the unique opportunity to work for Nobel prize winner, William Sharpe. Ken also spent 15 years at Charles Schwab as Vice President and Director in various enterprises within the firm. Ken holds a BA in Psychology from the University of South Florida, an MBA, as well as a Post Baccalaureate degree in Accounting from Arizona State W.P. Carey School of Business. In his free time, Ken enjoys working out, traveling, and spending time with family.

Landen L. Lunsway, CFP®

Partner, Managing Director

Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  With over 14 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning.  Prior to joining Beacon Pointe Wealth Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services.  Landen graduated magna cum laude from Northern Arizona University with a B.S. in Finance.  He is a member of the Financial Planning Association (FPA) and holds the Certified Financial Planner™ (CFP®) certification. He is an active champion of the Chris Freeman Scholarship through the NAU Foundation benefiting students whose lives have been impacted by cancer.  In his free time, Landen enjoys skiing, soccer, traveling and spending time with his wife and two daughters.

Liam Mann

Senior Trading Associate

Liam is a Trading Associate for Beacon Pointe Advisors and is responsible for executing trades for retail and institutional accounts. Liam graduated from Grand Canyon University with a degree in Finance. Outside of the office, Liam enjoys lifting, hiking 14ers in Colorado, spending time with family, and playing basketball with friends.

Logan Robertson

Associate Wealth Advisor

Logan is an Associate Wealth Advisor in Beacon Pointe’s Scottsdale office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Prior to joining Beacon Pointe, Logan worked at Versant Capital Management, where he was responsible for managing client portfolios, fund due diligence, and investment data analysis. While earning his bachelor’s degree in Finance at Arizona State University, Logan was an analyst for the business school’s student-managed investment fund. Outside of the office, Logan enjoys sharpening his programming skills, skiing, and backpacking in the desert.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for managing client relationships and coordinating all areas of investment and finance to create and implement cohesive life plans for his clients. Prior to joining Beacon Pointe, he founded and managed Camelback Wealth Management, a Scottsdale-based advisory firm.  Matt is a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst®.  Before Camelback Wealth, he traded futures for his own and institutional accounts after spending nearly nine years at Intel Corporation.  Matt earned his MS and BS in Industrial Engineering at Stanford, where he also played football.  When he is not enjoying time with his four boys and wife, Melissa, he can be found doing CrossFit.

Rebecca M. Smith

Wealth Advisor

Rebecca (Beckie) Smith is a 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. Prior to joining Beacon Pointe Advisors, Beckie gained experience in brokerage services and retirement planning at Charles Schwab, financial and insurance planning at USAA Investment Co. and most recently client service management at UBS Financial Services. Beckie graduated from Weber State University with a Bachelor of Science in Business Administration and Marketing. In her free time, Beckie enjoys hiking, yoga, traveling and spending time with her husband and their boys.

Robyn M. Gerke, CFP®

Senior Wealth Advisor

Robyn Gerke, CFP® is a Senior Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Robyn worked for 14 years at Stoker Ostler Wealth Advisors. Robyn is a Certified Financial Planner™ (CFP®) and she received a BA degree in Finance and a Certificate of International Business from the University of Northern Iowa. She also received a Master of Science degree in Personal Financial Planning from the College for Financial Planning. Robyn serves on the Board of Directors for the Financial Planning Association of Greater Phoenix and is a member of FPA NexGen. In her free time, Robyn enjoys hiking, triathlons and traveling, in addition to providing financial literacy for women.

Ryan Quigley, CFP® CRPC®

Wealth Advisor

Ryan is a Wealth Advisor in Beacon Pointe’s Scottsdale 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. Ryan assists his clients align their life and their wealth by getting a deep understanding of their goals and creating a comprehensive financial plan to visualize how their investments, insurance and protection needs, estate plan, taxes, income and expenses all work together. Prior to joining Beacon Pointe, Ryan was a lead advisor with a nationally recognized Registered Investment Advisor and a wealth advisor with USAA. Ryan is a Marine Corps veteran and a graduate of The W.P. Carey School of Business at Arizona State University with a Bachelor of Science in Business Management. Ryan is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Outside of work, Ryan is usually found spending time with his wife and their three young kids or trying to squeeze in a round of golf.

Taylor Bordman

Senior Client Service Associate

Taylor is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Taylor worked for D. Bordman CPA and Cohen Financial Services. Taylor graduated from the University of Kansas with a B.S. in Business Administration. Originally from Overland Park, KS Taylor now resides in Phoenix, AZ and in his free time, enjoys snowboarding, weightlifting, golfing, and cooking.

Taylor McMain, CFP®

Associate Wealth Advisor

Taylor is an Associate Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors to help clients achieve their financial goals. Prior to joining Beacon Pointe, Taylor worked at Charles Schwab in various roles managing relationships with high-net-worth RIAs, and preventing and investigating financial crimes; acquiring 10 years of experience in the finance industry. Taylor graduated from the University of Wisconsin with a bachelor of business administration degree in marketing and is a Certified Financial Planner™ (CFP®) professional. Outside of the office, Taylor enjoys spending time with his wife and son, weightlifting, and hiking throughout the Southwest.

Wendy Rodriguez

Senior Relationship Manager

Wendy’s primary responsibility is customer relations for Beacon Pointe Wealth Advisors, Arizona. Wendy is a Phoenix native and graduated from Phoenix Country Day School. She received her Bachelor of Arts degree in Philosophy from Scripps College in Claremont California. Wendy’s past work experience ranges from hotel management, wholesale manufacturing, retail/merchandising, and most recently worked as customer service manager at a property inspection company in Scottsdale, Arizona. She has also been an active member of Daughters of the Nile since 1994. Wendy has two children, her son has a PhD in Bio Chemistry and she currently lives in Mesa, Arizona with her daughter.

Zac Guffy

Associate Wealth Advisor

Zac 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, Zac worked for the J.P. Morgan Private Bank in Houston, Texas. Zac received his Bachelor’s degree from Northern Arizona University and he currently lives in North Phoenix. In his free time, he enjoys hiking, trying new restaurants, and spending time with his chocolate Labrador.

Meet the Scottsdale Financial Advisor Team

Filter By

Amanda Noxon

Relationship Manager

Amanda is a Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Amanda spent almost six years working in client services and operations at Financial Insight Center in Utah and then CAPTRUST (formerly MRA Associates) in Phoenix. In her free time, she enjoys traveling, watching sports (especially basketball), and spending time with family, friends, and her rescue dog.

Andrew B. Saltzman, CFP®

Managing Director

Andrew is responsible for working with Beacon Pointe Wealth Advisors Private Client Services Group. Prior to joining Beacon Pointe Wealth Advisors, he worked as an Investment Advisory Representative for 11 years. Andrew also oversees the implementation of Strategic Operations. He earned his BA from the State University of New York and is a Certified Financial Planner™ (CFP®). Andrew also earned his LUTCF certification from The American College. Andrew works as a mentor for the Arizona Quest for Kids program and enjoys spending time with his wife and two children.

Andrew R. Reinhardt, CFP®

Partner, Managing Director

Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a Certified Financial Planner™ (CFP®) and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab. He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.

Andrew Wood

Operations Manager

Andrew is the Manager of Service and Operations for the Beacon Pointe Scottsdale offices. He is responsible for overseeing day-to-day firm operations, implementing policy and procedures while working closely with the client service and operations teams. Prior to joining Beacon Pointe, Andrew worked at Charles Schwab for 9 years managing an institutional service team for the Southern California region. In his free time, Andrew enjoys spending time with his wife and dog, hiking, and exploring new restaurants around town.

Ann Pickrell

Relationship Manager

Ann is a Relationship Manager and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Ann worked at Versant Capital Management and Barnes Investment Advisory. She graduated from Northern Arizona University with a bachelor’s degree in public administration. Ann currently resides in Phoenix, AZ and enjoys hiking and traveling around the Southwest.

Azita Jalali

Senior Relationship Manager

Azita is a Senior Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling and client servicing. Azita has over 18 years of client service experience within the wealth management industry in the areas of financial planning, trust and estate administration and onboarding. Azita earned her B.S. and M.S. degrees in Economics from University of Utah in Salt Lake City, UT. She has also received a certificate of completion for the CFP program from the College for Financial Planning. In her free time, Azita enjoys hiking, traveling and spending time with her family and friends.

Brian L. Coughlan, MSIM

Partner, Managing Director

Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona. In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.

Brian Plowman, CFP®

Associate Wealth Planner

Brian Plowman is an Associate Wealth Planner at Beacon Pointe Advisors Arizona and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the Certified Financial Planner™ (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.

Bruce Meyer, JD, LL.M.

Partner, Senior Managing Director

Bruce is the Senior Managing Director of BPWA AZ and is responsible for the BPWA AZ office. Prior to joining BPWA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally, Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time, he enjoys golf, skiing, and relaxing with friends and family.

Cassandra Thornock, CDFA®, CFP®

Wealth Advisor

Cassandra (Cass) is a Wealth Advisor at Beacon Pointe and is a Certified Financial Planner™ (CFP®) professional. She is responsible for providing clients with a comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management. Cass is passionate about building relationships with her clients and works to help them achieve their life goals and develop a successful long-term financial plan. Cass has been in the financial services industry for over a decade, and has previously worked for Stoker Ostler Wealth Advisors, Edelman Financial Services, and Vanguard. She holds a bachelor’s degree in Finance, alongside an International Business Certificate from Arizona State University’s W.P. Carey School of Business, and also holds the Certified Financial Divorce Analyst designation. In her free time, she enjoys volunteering in the community and being active with her husband, son, and chocolate lab.

Christopher F. Palermo, CFA, CFP®

Partner, Managing Director

Chris Palermo, CFA, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Chris brings over 15 years of investment experience. As a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst (CFA®) professional, Chris specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning, and focuses on providing investment solutions that are tailored to each client’s specific goals. Prior to joining Beacon Pointe Wealth Advisors, Chris was at Capital Investment Counsel, and prior to that, a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where his various roles included asset management, derivative trading, and conducting investment seminars across the United States. Chris graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration with a major in Finance. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.

Coby D. Cress, CFP®

Wealth Advisor

Coby D. Cress, CFP® is a Wealth Advisor at Beacon Pointe Advisors Arizona. He is responsible for providing clients with a comprehensive financial planning experience including estate planning, retirement income planning, tax planning, risk management planning, and investment management. Coby specializes in helping clients recognize their long-term goals and formulating a plan to achieve them. In addition to his role as a wealth advisor, Coby is also the co-host of Beacon Pointe’s financial planning podcast Dollars & Sense, helping listeners navigate various life moments and major life events through the lens of personal finance.  Prior to joining Beacon Pointe, Coby worked as a Relationship Specialist with Charles Schwab & Co. He has a BA in Business and Economics from Westmont College in Santa Barbara, CA, and played college baseball at both Arizona State University and Westmont College. Coby is a Certified Financial Planner™ (CFP®), and in his free time he enjoys fitness, reading extensively, writing both fiction and non-fiction, and any activity that gets him outdoors.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby, Certified Financial Planner™ (CFP®), is a Senior Wealth Advisor at Beacon Pointe Advisors with over 15 years of wealth management experience counseling high-net-worth individuals and families. Responsible for new client development, Eric utilizes his comprehensive wealth management expertise to provide his clients retirement analysis, investment management, and insurance, tax, and estate planning.  Eric fosters deep relationships with his clients while assisting them in achieving their long-term goals, providing them the peace of mind necessary to enjoy life on their terms.  Eric attended Colorado State University Pueblo where he played collegiate baseball while earning his Bachelor of Science degree in Economics and Finance.  When he isn’t working, Eric adores spending time with his wife Maggie and their three children, golfing, and visiting his hometown of Soldotna, Alaska.

Grant Lyon, CFP®

Wealth Advisor

Grant is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assisting with new client development. As a Certified Financial Planner™ (CFP®), Grant enjoys creating fully comprehensive financial plans that achieve the goals and objectives of each unique client. Prior to joining Beacon Pointe Advisors, Grant was a wealth advisor at Brighton Jones. Grant graduated from Grand Valley State University with a Bachelor of Business Administration in Finance and Management. Outside of work, Grant enjoys spending time with his wife Jessica, daughter Kendall and French Bulldog, Oliver. Grant also plays and coaches ice hockey and is always attempting to improve his golf game.

Jack Thomas, CFP®

Senior Associate Wealth Advisor

Jack is a Senior Associate Wealth Advisor in Beacon Pointe’s Scottsdale office. With an emphasis on portfolio management, Jack is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the Division I tennis team. Jack holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jake Heisler, CFP®

Wealth Advisor

Jake is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Prior to joining Beacon Pointe, Jake worked at Versant Capital Management and Barnes Investment Advisory, two Registered Investment Advisory firms in the Phoenix area. He graduated from Grand Canyon University with a Bachelor of Science in Finance and Economics. He holds the Certified Financial Planner™ (CFP®) certification. Jake and his wife live with their dog in Scottsdale, AZ and enjoy going to concerts, exploring the Valley, and traveling in their free time.

Kelsey Hudson

Senior Relationship Manager

Kelsey brings over nine years of experience in financial services and wealth management. Prior to joining BPWA, she worked for a RIA in Dallas, TX, Charles Schwab and Wells Fargo Bank. Her previous roles included day-to-day operations such as account maintenance, money movement, and trading. Kelsey received her Bachelor’s degree from Arizona State University. She currently lives in Mesa, AZ with her family and their two border collie Aussies. In her free time, she loves to shop, travel and explore new places/ restaurants in the Valley with her family.

Kenneth B. Kann, MBA

Regional Director, Wealth Advisor

Kenneth Kann is a Regional Director and Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Wealth Advisors, Ken was a VP and Sr. Portfolio Manager with Windsor Capital Management. Before that, Ken was a National Director of Advisor Services at Financial Engines where he had the unique opportunity to work for Nobel prize winner, William Sharpe. Ken also spent 15 years at Charles Schwab as Vice President and Director in various enterprises within the firm. Ken holds a BA in Psychology from the University of South Florida, an MBA, as well as a Post Baccalaureate degree in Accounting from Arizona State W.P. Carey School of Business. In his free time, Ken enjoys working out, traveling, and spending time with family.

Landen L. Lunsway, CFP®

Partner, Managing Director

Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  With over 14 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning.  Prior to joining Beacon Pointe Wealth Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services.  Landen graduated magna cum laude from Northern Arizona University with a B.S. in Finance.  He is a member of the Financial Planning Association (FPA) and holds the Certified Financial Planner™ (CFP®) certification. He is an active champion of the Chris Freeman Scholarship through the NAU Foundation benefiting students whose lives have been impacted by cancer.  In his free time, Landen enjoys skiing, soccer, traveling and spending time with his wife and two daughters.

Liam Mann

Senior Trading Associate

Liam is a Trading Associate for Beacon Pointe Advisors and is responsible for executing trades for retail and institutional accounts. Liam graduated from Grand Canyon University with a degree in Finance. Outside of the office, Liam enjoys lifting, hiking 14ers in Colorado, spending time with family, and playing basketball with friends.

Logan Robertson

Associate Wealth Advisor

Logan is an Associate Wealth Advisor in Beacon Pointe’s Scottsdale office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Prior to joining Beacon Pointe, Logan worked at Versant Capital Management, where he was responsible for managing client portfolios, fund due diligence, and investment data analysis. While earning his bachelor’s degree in Finance at Arizona State University, Logan was an analyst for the business school’s student-managed investment fund. Outside of the office, Logan enjoys sharpening his programming skills, skiing, and backpacking in the desert.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for managing client relationships and coordinating all areas of investment and finance to create and implement cohesive life plans for his clients. Prior to joining Beacon Pointe, he founded and managed Camelback Wealth Management, a Scottsdale-based advisory firm.  Matt is a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst®.  Before Camelback Wealth, he traded futures for his own and institutional accounts after spending nearly nine years at Intel Corporation.  Matt earned his MS and BS in Industrial Engineering at Stanford, where he also played football.  When he is not enjoying time with his four boys and wife, Melissa, he can be found doing CrossFit.

Rebecca M. Smith

Wealth Advisor

Rebecca (Beckie) Smith is a 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. Prior to joining Beacon Pointe Advisors, Beckie gained experience in brokerage services and retirement planning at Charles Schwab, financial and insurance planning at USAA Investment Co. and most recently client service management at UBS Financial Services. Beckie graduated from Weber State University with a Bachelor of Science in Business Administration and Marketing. In her free time, Beckie enjoys hiking, yoga, traveling and spending time with her husband and their boys.

Robyn M. Gerke, CFP®

Senior Wealth Advisor

Robyn Gerke, CFP® is a Senior Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Robyn worked for 14 years at Stoker Ostler Wealth Advisors. Robyn is a Certified Financial Planner™ (CFP®) and she received a BA degree in Finance and a Certificate of International Business from the University of Northern Iowa. She also received a Master of Science degree in Personal Financial Planning from the College for Financial Planning. Robyn serves on the Board of Directors for the Financial Planning Association of Greater Phoenix and is a member of FPA NexGen. In her free time, Robyn enjoys hiking, triathlons and traveling, in addition to providing financial literacy for women.

Ryan Quigley, CFP® CRPC®

Wealth Advisor

Ryan is a Wealth Advisor in Beacon Pointe’s Scottsdale 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. Ryan assists his clients align their life and their wealth by getting a deep understanding of their goals and creating a comprehensive financial plan to visualize how their investments, insurance and protection needs, estate plan, taxes, income and expenses all work together. Prior to joining Beacon Pointe, Ryan was a lead advisor with a nationally recognized Registered Investment Advisor and a wealth advisor with USAA. Ryan is a Marine Corps veteran and a graduate of The W.P. Carey School of Business at Arizona State University with a Bachelor of Science in Business Management. Ryan is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Outside of work, Ryan is usually found spending time with his wife and their three young kids or trying to squeeze in a round of golf.

Taylor Bordman

Senior Client Service Associate

Taylor is a Senior Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Taylor worked for D. Bordman CPA and Cohen Financial Services. Taylor graduated from the University of Kansas with a B.S. in Business Administration. Originally from Overland Park, KS Taylor now resides in Phoenix, AZ and in his free time, enjoys snowboarding, weightlifting, golfing, and cooking.

Taylor McMain, CFP®

Associate Wealth Advisor

Taylor is an Associate Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors to help clients achieve their financial goals. Prior to joining Beacon Pointe, Taylor worked at Charles Schwab in various roles managing relationships with high-net-worth RIAs, and preventing and investigating financial crimes; acquiring 10 years of experience in the finance industry. Taylor graduated from the University of Wisconsin with a bachelor of business administration degree in marketing and is a Certified Financial Planner™ (CFP®) professional. Outside of the office, Taylor enjoys spending time with his wife and son, weightlifting, and hiking throughout the Southwest.

Wendy Rodriguez

Senior Relationship Manager

Wendy’s primary responsibility is customer relations for Beacon Pointe Wealth Advisors, Arizona. Wendy is a Phoenix native and graduated from Phoenix Country Day School. She received her Bachelor of Arts degree in Philosophy from Scripps College in Claremont California. Wendy’s past work experience ranges from hotel management, wholesale manufacturing, retail/merchandising, and most recently worked as customer service manager at a property inspection company in Scottsdale, Arizona. She has also been an active member of Daughters of the Nile since 1994. Wendy has two children, her son has a PhD in Bio Chemistry and she currently lives in Mesa, Arizona with her daughter.

Zac Guffy

Associate Wealth Advisor

Zac 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, Zac worked for the J.P. Morgan Private Bank in Houston, Texas. Zac received his Bachelor’s degree from Northern Arizona University and he currently lives in North Phoenix. In his free time, he enjoys hiking, trying new restaurants, and spending time with his chocolate Labrador.

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.

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...