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

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Amanda Noxon

Senior Associate, Central Operations

Amanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. 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.

Ann Pickrell

Associate Wealth Advisor

Ann is an Associate Wealth Advisor 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.

Aracely Kurdziel

Senior Associate, Central Operations

Aracely is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Aracely graduated from Western Michigan University with a major in Business Administration. In her free time, she enjoys cooking, traveling, and spending time with family.

Ashley Smith

Senior Associate, Central Operations

Ashley is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Ashley spent six years working in brokerage and advisory operations a Voya Financial Advisors in the Des Moines, IA office. In her free time, she enjoys traveling, baking, and socializing with family and friends.

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 Wealth 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.

Brooke H. Jess, CFP®

Director of Operations

Brooke Jess is the Director of Client Services at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for oversight of client services and investment operations. Brooke brings over 14 years of experience in financial services and wealth management and holds the Certified Financial Planner™ (CFP®) certification. Prior to joining BPWA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc. Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development. Brooke received her Bachelor’s degree from Arizona State University. She is married and lives with her husband and three dogs in Phoenix, AZ. She enjoys cooking, traveling, and spending time with her family and friends.

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.

Carlin Lawlor

Relationship Manager

Carlin Lawlor is primarily responsible for customer relations and day-to-day operations. Carlin is currently working towards her degree in Finance from Arizona State University. In her free time, she enjoys traveling as well as spending time with her family and friends.

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 Cress is primarily responsible for customer relations and day-to-day operations and account management.  Before 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 he is currently a candidate in the Chartered Financial Analyst Program. In his free time, he enjoys spending time in the outdoors, fitness and playing golf.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Eric holds the Certified Financial Planner™ (CFP®) certification and brings over 12 years of advisory experience working with both high net worth individuals and families.  Eric has expertise in the financial planning areas of retirement analysis, investment management, insurance, tax and estate planning.  Prior to joining Beacon Pointe Wealth Advisors, Eric spent six years with TD Ameritrade in Scottsdale.  Eric graduated from Colorado State University-Pueblo with his Bachelor of Science degree in Economics and Finance, and also played baseball in college.  In his spare time, he enjoys spending time with his wife Maggie and their 2 children, golfing, and visiting his hometown of Soldotna, Alaska in the summers.

Jack Thomas

Associate Wealth Advisor

Jack 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, Jack worked at Silvercrest Asset Management Group where his responsibilities included portfolio performance reporting, asset allocation modeling and trading. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the varsity tennis team. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jake Heisler, CFP®

Associate 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.

Jordan Moy

Associate, Alternatives

Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.

Joshua Krawczyk

Associate, Central Operations

Joshua is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Joshua graduated from Benedictine University with a major in Mathematics. In his free time, he enjoys running, reading, and traveling.

Kasia (Katarzyna) Quiroz

Senior Associate, Central Operations

Kasia is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kasia spent over three years working in client services and operations at Edelman Financial Engines. In her free time, she enjoys traveling and spending time with family and friends.

Kaylynn Cogil

Senior Associate, Office Management

As a Senior Associate, Office Management, Kaylynn provides multi-faceted operational support to Beacon Pointe’s Arizona team through a range of administrative, financial and organizational tasks. Prior to joining Beacon Pointe, she attended the University of Arizona. In her free time, Kaylynn volunteers with Court Appointed Special Advocates (CASA) and is a founding member of their 11 Summits Event. She also enjoys hiking, cooking and spending time with friends and family.

Kelsey Hudson

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.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Prior to joining BPWA, 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.

Michael Loewen

Senior Associate, Central Operations

Michael is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Michael worked as a client service specialist at Stifel Financial in Chicago and most recently as a trader at Voya Financial in Arizona. Michael earned his bachelor’s degree in Entrepreneurship and Small Business Management from Central Michigan University. In his free time, Michael enjoys getting together with friends and family, traveling with his girlfriend, and is an avid runner.

Patrick Park

Senior Trading Associate

Patrick Park

Senior Trading Associate

Patrick is a  Senior Trading Associate within the Beacon Pointe Advisors Arizona office and is responsible for executing trades for retail and institutional accounts. Prior to making his way out west and joining Beacon Pointe, Patrick began at Northwestern Mutual as an Associate Financial Advisor in New York City. He graduated from Arizona State University with a Bachelor of Science in Business Communication in addition to being a student-athlete competing on the Division I Men’s Swim Team. In his four years at ASU, Patrick became an NCAA All-American, school record holder, and an Olympic Trials Qualifier. In his free time, Patrick enjoys visiting family in Princeton, New Jersey where he was born and raised. Patrick is training for the upcoming 2020 Olympic Trials this summer.

 

Peyton Steigerwald

Associate Wealth Advisor

Peyton is an Associate Wealth Advisor is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning, as well as a minor in Accounting. In his free time, he enjoys playing golf and learning how to cook.

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®

Wealth Advisor

Robyn Gerke, CFP® is a 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 McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

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.

Shaina Marcotte

Senior Associate, Central Operations

Shaina is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Shaina spent two years at Charles Schwab. In her free time, she enjoys cooking and spending time outdoors.

Wendy Rodriguez

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 Team

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Amanda Noxon

Senior Associate, Central Operations

Amanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. 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.

Ann Pickrell

Associate Wealth Advisor

Ann is an Associate Wealth Advisor 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.

Aracely Kurdziel

Senior Associate, Central Operations

Aracely is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Aracely graduated from Western Michigan University with a major in Business Administration. In her free time, she enjoys cooking, traveling, and spending time with family.

Ashley Smith

Senior Associate, Central Operations

Ashley is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Ashley spent six years working in brokerage and advisory operations a Voya Financial Advisors in the Des Moines, IA office. In her free time, she enjoys traveling, baking, and socializing with family and friends.

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 Wealth 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.

Brooke H. Jess, CFP®

Director of Operations

Brooke Jess is the Director of Client Services at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for oversight of client services and investment operations. Brooke brings over 14 years of experience in financial services and wealth management and holds the Certified Financial Planner™ (CFP®) certification. Prior to joining BPWA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc. Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development. Brooke received her Bachelor’s degree from Arizona State University. She is married and lives with her husband and three dogs in Phoenix, AZ. She enjoys cooking, traveling, and spending time with her family and friends.

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.

Carlin Lawlor

Relationship Manager

Carlin Lawlor is primarily responsible for customer relations and day-to-day operations. Carlin is currently working towards her degree in Finance from Arizona State University. In her free time, she enjoys traveling as well as spending time with her family and friends.

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 Cress is primarily responsible for customer relations and day-to-day operations and account management.  Before 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 he is currently a candidate in the Chartered Financial Analyst Program. In his free time, he enjoys spending time in the outdoors, fitness and playing golf.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Eric holds the Certified Financial Planner™ (CFP®) certification and brings over 12 years of advisory experience working with both high net worth individuals and families.  Eric has expertise in the financial planning areas of retirement analysis, investment management, insurance, tax and estate planning.  Prior to joining Beacon Pointe Wealth Advisors, Eric spent six years with TD Ameritrade in Scottsdale.  Eric graduated from Colorado State University-Pueblo with his Bachelor of Science degree in Economics and Finance, and also played baseball in college.  In his spare time, he enjoys spending time with his wife Maggie and their 2 children, golfing, and visiting his hometown of Soldotna, Alaska in the summers.

Jack Thomas

Associate Wealth Advisor

Jack 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, Jack worked at Silvercrest Asset Management Group where his responsibilities included portfolio performance reporting, asset allocation modeling and trading. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the varsity tennis team. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jake Heisler, CFP®

Associate 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.

Jordan Moy

Associate, Alternatives

Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.

Joshua Krawczyk

Associate, Central Operations

Joshua is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Joshua graduated from Benedictine University with a major in Mathematics. In his free time, he enjoys running, reading, and traveling.

Kasia (Katarzyna) Quiroz

Senior Associate, Central Operations

Kasia is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kasia spent over three years working in client services and operations at Edelman Financial Engines. In her free time, she enjoys traveling and spending time with family and friends.

Kaylynn Cogil

Senior Associate, Office Management

As a Senior Associate, Office Management, Kaylynn provides multi-faceted operational support to Beacon Pointe’s Arizona team through a range of administrative, financial and organizational tasks. Prior to joining Beacon Pointe, she attended the University of Arizona. In her free time, Kaylynn volunteers with Court Appointed Special Advocates (CASA) and is a founding member of their 11 Summits Event. She also enjoys hiking, cooking and spending time with friends and family.

Kelsey Hudson

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.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Prior to joining BPWA, 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.

Michael Loewen

Senior Associate, Central Operations

Michael is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Michael worked as a client service specialist at Stifel Financial in Chicago and most recently as a trader at Voya Financial in Arizona. Michael earned his bachelor’s degree in Entrepreneurship and Small Business Management from Central Michigan University. In his free time, Michael enjoys getting together with friends and family, traveling with his girlfriend, and is an avid runner.

Patrick Park

Senior Trading Associate

Patrick Park

Senior Trading Associate

Patrick is a  Senior Trading Associate within the Beacon Pointe Advisors Arizona office and is responsible for executing trades for retail and institutional accounts. Prior to making his way out west and joining Beacon Pointe, Patrick began at Northwestern Mutual as an Associate Financial Advisor in New York City. He graduated from Arizona State University with a Bachelor of Science in Business Communication in addition to being a student-athlete competing on the Division I Men’s Swim Team. In his four years at ASU, Patrick became an NCAA All-American, school record holder, and an Olympic Trials Qualifier. In his free time, Patrick enjoys visiting family in Princeton, New Jersey where he was born and raised. Patrick is training for the upcoming 2020 Olympic Trials this summer.

 

Peyton Steigerwald

Associate Wealth Advisor

Peyton is an Associate Wealth Advisor is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning, as well as a minor in Accounting. In his free time, he enjoys playing golf and learning how to cook.

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®

Wealth Advisor

Robyn Gerke, CFP® is a 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 McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

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.

Shaina Marcotte

Senior Associate, Central Operations

Shaina is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Shaina spent two years at Charles Schwab. In her free time, she enjoys cooking and spending time outdoors.

Wendy Rodriguez

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 Team

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Amanda Noxon

Senior Associate, Central Operations

Amanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. 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.

Ann Pickrell

Associate Wealth Advisor

Ann is an Associate Wealth Advisor 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.

Aracely Kurdziel

Senior Associate, Central Operations

Aracely is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Aracely graduated from Western Michigan University with a major in Business Administration. In her free time, she enjoys cooking, traveling, and spending time with family.

Ashley Smith

Senior Associate, Central Operations

Ashley is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Ashley spent six years working in brokerage and advisory operations a Voya Financial Advisors in the Des Moines, IA office. In her free time, she enjoys traveling, baking, and socializing with family and friends.

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 Wealth 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.

Brooke H. Jess, CFP®

Director of Operations

Brooke Jess is the Director of Client Services at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for oversight of client services and investment operations. Brooke brings over 14 years of experience in financial services and wealth management and holds the Certified Financial Planner™ (CFP®) certification. Prior to joining BPWA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc. Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development. Brooke received her Bachelor’s degree from Arizona State University. She is married and lives with her husband and three dogs in Phoenix, AZ. She enjoys cooking, traveling, and spending time with her family and friends.

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.

Carlin Lawlor

Relationship Manager

Carlin Lawlor is primarily responsible for customer relations and day-to-day operations. Carlin is currently working towards her degree in Finance from Arizona State University. In her free time, she enjoys traveling as well as spending time with her family and friends.

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 Cress is primarily responsible for customer relations and day-to-day operations and account management.  Before 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 he is currently a candidate in the Chartered Financial Analyst Program. In his free time, he enjoys spending time in the outdoors, fitness and playing golf.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Eric holds the Certified Financial Planner™ (CFP®) certification and brings over 12 years of advisory experience working with both high net worth individuals and families.  Eric has expertise in the financial planning areas of retirement analysis, investment management, insurance, tax and estate planning.  Prior to joining Beacon Pointe Wealth Advisors, Eric spent six years with TD Ameritrade in Scottsdale.  Eric graduated from Colorado State University-Pueblo with his Bachelor of Science degree in Economics and Finance, and also played baseball in college.  In his spare time, he enjoys spending time with his wife Maggie and their 2 children, golfing, and visiting his hometown of Soldotna, Alaska in the summers.

Jack Thomas

Associate Wealth Advisor

Jack 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, Jack worked at Silvercrest Asset Management Group where his responsibilities included portfolio performance reporting, asset allocation modeling and trading. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the varsity tennis team. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jake Heisler, CFP®

Associate 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.

Jordan Moy

Associate, Alternatives

Jordan is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. His duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jordan was an Investment Alternatives Analyst at Mercer Alternatives in Sacramento, California. He focused on fund accounting and monitoring, research due diligence, risk management diligence, and portfolio reporting. Jordan earned his B.S. in Business Management from William Jessup University in Rocklin, California. Outside of the office, Jordan has a passion for reading, playing competitive sports, spending time with family and friends, and playing with his Boston Terrier Jimmy.

Joshua Krawczyk

Associate, Central Operations

Joshua is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Joshua graduated from Benedictine University with a major in Mathematics. In his free time, he enjoys running, reading, and traveling.

Kasia (Katarzyna) Quiroz

Senior Associate, Central Operations

Kasia is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kasia spent over three years working in client services and operations at Edelman Financial Engines. In her free time, she enjoys traveling and spending time with family and friends.

Kaylynn Cogil

Senior Associate, Office Management

As a Senior Associate, Office Management, Kaylynn provides multi-faceted operational support to Beacon Pointe’s Arizona team through a range of administrative, financial and organizational tasks. Prior to joining Beacon Pointe, she attended the University of Arizona. In her free time, Kaylynn volunteers with Court Appointed Special Advocates (CASA) and is a founding member of their 11 Summits Event. She also enjoys hiking, cooking and spending time with friends and family.

Kelsey Hudson

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.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Prior to joining BPWA, 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.

Michael Loewen

Senior Associate, Central Operations

Michael is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Michael worked as a client service specialist at Stifel Financial in Chicago and most recently as a trader at Voya Financial in Arizona. Michael earned his bachelor’s degree in Entrepreneurship and Small Business Management from Central Michigan University. In his free time, Michael enjoys getting together with friends and family, traveling with his girlfriend, and is an avid runner.

Patrick Park

Senior Trading Associate

Patrick Park

Senior Trading Associate

Patrick is a  Senior Trading Associate within the Beacon Pointe Advisors Arizona office and is responsible for executing trades for retail and institutional accounts. Prior to making his way out west and joining Beacon Pointe, Patrick began at Northwestern Mutual as an Associate Financial Advisor in New York City. He graduated from Arizona State University with a Bachelor of Science in Business Communication in addition to being a student-athlete competing on the Division I Men’s Swim Team. In his four years at ASU, Patrick became an NCAA All-American, school record holder, and an Olympic Trials Qualifier. In his free time, Patrick enjoys visiting family in Princeton, New Jersey where he was born and raised. Patrick is training for the upcoming 2020 Olympic Trials this summer.

 

Peyton Steigerwald

Associate Wealth Advisor

Peyton is an Associate Wealth Advisor is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning, as well as a minor in Accounting. In his free time, he enjoys playing golf and learning how to cook.

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®

Wealth Advisor

Robyn Gerke, CFP® is a 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 McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

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.

Shaina Marcotte

Senior Associate, Central Operations

Shaina is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Shaina spent two years at Charles Schwab. In her free time, she enjoys cooking and spending time outdoors.

Wendy Rodriguez

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.

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