Scottsdale
Address

14350 N. 87th St.
Suite 185

Scottsdale, AZ 85260

Contact

info-az@beaconpointe.com
(480) 428-5528

Scottsdale Team

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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®

Managing Director, Partner

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.

Brian L. Coughlan, MSIM

Managing Director, Partner

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.

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.

Senior Managing Director, Partner

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

Senior Associate, Client Service

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®

Managing Director, Partner

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

Associate 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®

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.

Kelsey Hudson

Senior Associate, Client Service

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

Wealth Advisor

Kenneth Kann is a 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®

Managing Director, Partner

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.

Rebecca M. Smith

Financial Planning Associate

Rebecca (Beckie) Smith is a Financial Planning Associate at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for helping private clients determine and achieve their financial goals. Prior to joining Beacon Pointe Wealth 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.

Samuel A. Lawson, CFP®

Associate Wealth Advisor

Sam Lawson is primarily responsible for trading, while he also prepares client meeting materials and assists in portfolio constructions. Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in Finance. Sam holds the Certified Financial Planner™ (CFP®) certification. In his free time, he enjoys spending time with his family and friends.

Stacy J. Shimp

Office Manager

Stacy Shimp is primarily responsible for office management and customer relations. Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents. Stacy is a Native of Michigan and is trained in Public Speaking. She has spoken at women’s conferences and charity events. Stacy enjoys creating art of many forms and volunteers her time designing props for plays as well as writing and directing dramas for youth. She is married and has six adult children. She and her husband Todd live in Phoenix, AZ.

Wendy Rodriguez

Senior Associate, Client Service

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.

Scottsdale Team

Filter By

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®

Managing Director, Partner

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.

Brian L. Coughlan, MSIM

Managing Director, Partner

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.

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.

Senior Managing Director, Partner

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

Senior Associate, Client Service

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®

Managing Director, Partner

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

Associate 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®

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.

Kelsey Hudson

Senior Associate, Client Service

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

Wealth Advisor

Kenneth Kann is a 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®

Managing Director, Partner

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.

Rebecca M. Smith

Financial Planning Associate

Rebecca (Beckie) Smith is a Financial Planning Associate at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for helping private clients determine and achieve their financial goals. Prior to joining Beacon Pointe Wealth 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.

Samuel A. Lawson, CFP®

Associate Wealth Advisor

Sam Lawson is primarily responsible for trading, while he also prepares client meeting materials and assists in portfolio constructions. Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in Finance. Sam holds the Certified Financial Planner™ (CFP®) certification. In his free time, he enjoys spending time with his family and friends.

Stacy J. Shimp

Office Manager

Stacy Shimp is primarily responsible for office management and customer relations. Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents. Stacy is a Native of Michigan and is trained in Public Speaking. She has spoken at women’s conferences and charity events. Stacy enjoys creating art of many forms and volunteers her time designing props for plays as well as writing and directing dramas for youth. She is married and has six adult children. She and her husband Todd live in Phoenix, AZ.

Wendy Rodriguez

Senior Associate, Client Service

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.

Scottsdale Team

Filter By

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®

Managing Director, Partner

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.

Brian L. Coughlan, MSIM

Managing Director, Partner

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.

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.

Senior Managing Director, Partner

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

Senior Associate, Client Service

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®

Managing Director, Partner

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

Associate 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®

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.

Kelsey Hudson

Senior Associate, Client Service

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

Wealth Advisor

Kenneth Kann is a 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®

Managing Director, Partner

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.

Rebecca M. Smith

Financial Planning Associate

Rebecca (Beckie) Smith is a Financial Planning Associate at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for helping private clients determine and achieve their financial goals. Prior to joining Beacon Pointe Wealth 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.

Samuel A. Lawson, CFP®

Associate Wealth Advisor

Sam Lawson is primarily responsible for trading, while he also prepares client meeting materials and assists in portfolio constructions. Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in Finance. Sam holds the Certified Financial Planner™ (CFP®) certification. In his free time, he enjoys spending time with his family and friends.

Stacy J. Shimp

Office Manager

Stacy Shimp is primarily responsible for office management and customer relations. Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents. Stacy is a Native of Michigan and is trained in Public Speaking. She has spoken at women’s conferences and charity events. Stacy enjoys creating art of many forms and volunteers her time designing props for plays as well as writing and directing dramas for youth. She is married and has six adult children. She and her husband Todd live in Phoenix, AZ.

Wendy Rodriguez

Senior Associate, Client Service

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.