Financial Planners
in Dallas, Texas

Based in the Dallas area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

8350 N. Central Expressway, Suite 925, Dallas, TX 75206

(214) 691-4451

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Connect with One of Our Trusted Financial Planners in Dallas, TX

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

8350 N. Central Expressway, Suite 925, Dallas, TX 75206

(214) 691-4451

Get Directions

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Dallas Financial Planners & Advisors

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Briana Gonzales

Client Service Associate

Briana Gonzales is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to deliver exceptional client service. She works closely with clients to handle everything from scheduling meetings to managing account changes, always prioritizing clear communication and trust, and believes in going above and beyond for clients, fostering strong, long-term relationships built on reliability and transparency. Briana holds a bachelor’s degree in marketing and advertising and a master’s in business administration, bringing a well-rounded business perspective to her role. A lifelong learner, Briana is driven by the philosophy that growth happens when you challenge yourself and surround yourself with those who inspire you. Outside of the office, she enjoys staying active through fitness, exploring new destinations through travel, and experimenting with new recipes in the kitchen.

David Gurun

David Gurun, CFA®, CFP®, CPA

Senior Wealth Advisor

David Gurun is a Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of wealth management experience. When David is not meeting with clients, he is analyzing various market trends and cycles across market variables and has an uncanny ability to dissect numbers and build data models during his research.  Early in his career, David worked for other financial institutes before joining WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) to assist his father and founder, John, with leading the company. David earned a BA in accounting from Baylor University and holds the Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER® (CFP®), and Certified Public Accountant designations. Outside of the office, David is an avid runner, loves reading, traveling abroad, and donating his time to various charities throughout the metroplex.

Kevin Tehan

Kevin Tehan

Partner, Senior Wealth Advisor

Kevin Tehan is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of experience, and he takes a holistic approach when developing investment portfolios and wealth plans for his clients. Prior to joining Beacon Pointe, Kevin oversaw the day-to-day operations of WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) and led the firm’s business development, marketing, logistics, and SEC compliance. Kevin earned his Bachelor of Arts in Economics from the University of Texas at Dallas. Outside of the office, he enjoys spending time with his wife and three girls, playing golf, and watching Dallas sports.

Matthew Thompson

Matthew Thompson

Principal, Wealth Advisor

Matthew Thompson is a Wealth Advisor at Beacon Pointe Advisors and 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 becoming a Wealth Advisor, Matt spent 17 years in real estate, helping business owners make pivotal decisions for their companies. Through this lens, Matt discovered his passion for helping individuals reach their financial goals, and his real estate career taught him the importance of diversifying investments. Matt earned his BA in Real Estate Finance with a minor in Economics from Southern Methodist University. Outside of the office, Matt is an avid reader, is a black belt in Tae Kwon Do, and enjoys cooking and spending time with his three children.

Meet Our Dallas Financial Planners & Advisors

Filter By

Briana Gonzales

Client Service Associate

Briana Gonzales is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to deliver exceptional client service. She works closely with clients to handle everything from scheduling meetings to managing account changes, always prioritizing clear communication and trust, and believes in going above and beyond for clients, fostering strong, long-term relationships built on reliability and transparency. Briana holds a bachelor’s degree in marketing and advertising and a master’s in business administration, bringing a well-rounded business perspective to her role. A lifelong learner, Briana is driven by the philosophy that growth happens when you challenge yourself and surround yourself with those who inspire you. Outside of the office, she enjoys staying active through fitness, exploring new destinations through travel, and experimenting with new recipes in the kitchen.

David Gurun

David Gurun, CFA®, CFP®, CPA

Senior Wealth Advisor

David Gurun is a Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of wealth management experience. When David is not meeting with clients, he is analyzing various market trends and cycles across market variables and has an uncanny ability to dissect numbers and build data models during his research.  Early in his career, David worked for other financial institutes before joining WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) to assist his father and founder, John, with leading the company. David earned a BA in accounting from Baylor University and holds the Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER® (CFP®), and Certified Public Accountant designations. Outside of the office, David is an avid runner, loves reading, traveling abroad, and donating his time to various charities throughout the metroplex.

Kevin Tehan

Kevin Tehan

Partner, Senior Wealth Advisor

Kevin Tehan is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of experience, and he takes a holistic approach when developing investment portfolios and wealth plans for his clients. Prior to joining Beacon Pointe, Kevin oversaw the day-to-day operations of WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) and led the firm’s business development, marketing, logistics, and SEC compliance. Kevin earned his Bachelor of Arts in Economics from the University of Texas at Dallas. Outside of the office, he enjoys spending time with his wife and three girls, playing golf, and watching Dallas sports.

Matthew Thompson

Matthew Thompson

Principal, Wealth Advisor

Matthew Thompson is a Wealth Advisor at Beacon Pointe Advisors and 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 becoming a Wealth Advisor, Matt spent 17 years in real estate, helping business owners make pivotal decisions for their companies. Through this lens, Matt discovered his passion for helping individuals reach their financial goals, and his real estate career taught him the importance of diversifying investments. Matt earned his BA in Real Estate Finance with a minor in Economics from Southern Methodist University. Outside of the office, Matt is an avid reader, is a black belt in Tae Kwon Do, and enjoys cooking and spending time with his three children.

Meet Our Dallas Financial Planners & Advisors

Filter By

Briana Gonzales

Client Service Associate

Briana Gonzales is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to deliver exceptional client service. She works closely with clients to handle everything from scheduling meetings to managing account changes, always prioritizing clear communication and trust, and believes in going above and beyond for clients, fostering strong, long-term relationships built on reliability and transparency. Briana holds a bachelor’s degree in marketing and advertising and a master’s in business administration, bringing a well-rounded business perspective to her role. A lifelong learner, Briana is driven by the philosophy that growth happens when you challenge yourself and surround yourself with those who inspire you. Outside of the office, she enjoys staying active through fitness, exploring new destinations through travel, and experimenting with new recipes in the kitchen.

David Gurun

David Gurun, CFA®, CFP®, CPA

Senior Wealth Advisor

David Gurun is a Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of wealth management experience. When David is not meeting with clients, he is analyzing various market trends and cycles across market variables and has an uncanny ability to dissect numbers and build data models during his research.  Early in his career, David worked for other financial institutes before joining WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) to assist his father and founder, John, with leading the company. David earned a BA in accounting from Baylor University and holds the Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER® (CFP®), and Certified Public Accountant designations. Outside of the office, David is an avid runner, loves reading, traveling abroad, and donating his time to various charities throughout the metroplex.

Kevin Tehan

Kevin Tehan

Partner, Senior Wealth Advisor

Kevin Tehan is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of experience, and he takes a holistic approach when developing investment portfolios and wealth plans for his clients. Prior to joining Beacon Pointe, Kevin oversaw the day-to-day operations of WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) and led the firm’s business development, marketing, logistics, and SEC compliance. Kevin earned his Bachelor of Arts in Economics from the University of Texas at Dallas. Outside of the office, he enjoys spending time with his wife and three girls, playing golf, and watching Dallas sports.

Matthew Thompson

Matthew Thompson

Principal, Wealth Advisor

Matthew Thompson is a Wealth Advisor at Beacon Pointe Advisors and 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 becoming a Wealth Advisor, Matt spent 17 years in real estate, helping business owners make pivotal decisions for their companies. Through this lens, Matt discovered his passion for helping individuals reach their financial goals, and his real estate career taught him the importance of diversifying investments. Matt earned his BA in Real Estate Finance with a minor in Economics from Southern Methodist University. Outside of the office, Matt is an avid reader, is a black belt in Tae Kwon Do, and enjoys cooking and spending time with his three children.

Connect with one of our trusted Financial Advisors in the Dallas area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Dallas, TX team if we can be of service.

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