Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Waco, TX

Beacon Pointe is a Waco based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Waco 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 Waco office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

Meet the Waco Financial Advisor Team

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Allen Ferguson, CFP®

Partner, Senior Wealth Advisor

Allen Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. With over a decade of experience in the financial services industry, Allen’s knowledge and expertise are only matched by his passion for providing a total solution to his clients’ financial needs. Prior to joining Beacon Pointe, Allen was an Associate Partner and Client Advisor at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Allen received his bachelor’s degree from the University of Texas and his MBA from Baylor University with a concentration in Finance. Additionally, he is a Certified Financial Planning™ (CFP®) professional. Allen resides in Dallas with his wife and children, and is an active member of his local community.

Carolyn Obenchain

Client Service Associate

Carolyn (Clare) is an Associate within Beacon Pointe’s Client Service Department. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Clare’s duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Clare was the office administrative manager at Kangaroo Cases. Clare received her bachelor’s degree from the University of Arkansas where she earned her degree in communications. She currently resides in her hometown of Dallas and outside the office, she enjoys spending time with her family and friends, cooking, and reading.

Jamie Montgomery

Senior Relationship Manager

Jamie 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 provide an elevated service experience for clients. Her duties include but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Jamie has honed her expertise in client service and operations for more than 15 years. Prior to joining Beacon Pointe, she was a Client Liaison at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Jamie received her bachelor’s degree from Tarleton State University. Jamie lives with her husband and children in Lorena, Texas where they are active in their church and community.

Jared Tomsu, CFP®

Senior Associate Wealth Advisor

Jared is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Jared worked for other Registered Investment Advisors in the Dallas-Fort Worth metroplex, building and developing custom financial plans for clients. Jared graduated from Texas Tech University with a bachelor’s degree in Personal Financial Planning and also holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jared enjoys spending time with friends and family, doing anything outdoors, and trying new coffee shops.

Keith Ferguson

Partner, Senior Wealth Advisor

Keith Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide clients customized solutions to meet their unique financial goals. With over four decades of experience in wealth management, Keith has built a career on establishing and fostering client relationships based on integrity and trust. Prior to joining Beacon Pointe, Keith was a partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Before joining Benchmark, Keith was Managing Principal of Ferguson Wealth Management Group in Waco, Texas. He graduated from Baylor University with a degree in Business Administration. Keith and his wife reside in Waco where he is a member of St. Mark Lutheran Church, the Rotary Club of Waco, and the Waco Business League. Outside of the office, he enjoys spending time with his children and grandchildren.

Rawles F. Bell, CIMA®

Partner, Managing Director

Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their investment and income objectives. With over a decade in the financial services industry, Rawles began his career as a financial advisor at RBC Wealth Management before moving to a client advisory role and Associate Partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Rawles graduated from Texas A&M University with a degree in Finance and Economics and is a Certified Investment Management Analyst® (CIMA®) professional. A native of the Park Cities, Rawles currently resides with his wife and two daughters in Dallas and in his spare time enjoys golf, fishing, and flying.

Wayne C. McCullough, CFP®

Partner, Managing Director

Wayne McCullough is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. A veteran of the financial services industry, Wayne taps into his vast experience, industry acclaim and relationship-based partnerships with clients to provide top of the line service and expertise. Prior to joining Beacon Pointe, Wayne served as the President and Managing Partner for Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). A sixth generation Texan, Wayne received his bachelor’s degree from the University of Texas and holds the Certified Financial Planner™ (CFP®) designation. Wayne resides in Dallas with his wife and children, and is actively involved with many non-profit organizations, including the Salesmanship Club of Dallas.

Meet the Waco Financial Advisor Team

Filter By

Allen Ferguson, CFP®

Partner, Senior Wealth Advisor

Allen Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. With over a decade of experience in the financial services industry, Allen’s knowledge and expertise are only matched by his passion for providing a total solution to his clients’ financial needs. Prior to joining Beacon Pointe, Allen was an Associate Partner and Client Advisor at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Allen received his bachelor’s degree from the University of Texas and his MBA from Baylor University with a concentration in Finance. Additionally, he is a Certified Financial Planning™ (CFP®) professional. Allen resides in Dallas with his wife and children, and is an active member of his local community.

Carolyn Obenchain

Client Service Associate

Carolyn (Clare) is an Associate within Beacon Pointe’s Client Service Department. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Clare’s duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Clare was the office administrative manager at Kangaroo Cases. Clare received her bachelor’s degree from the University of Arkansas where she earned her degree in communications. She currently resides in her hometown of Dallas and outside the office, she enjoys spending time with her family and friends, cooking, and reading.

Jamie Montgomery

Senior Relationship Manager

Jamie 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 provide an elevated service experience for clients. Her duties include but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Jamie has honed her expertise in client service and operations for more than 15 years. Prior to joining Beacon Pointe, she was a Client Liaison at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Jamie received her bachelor’s degree from Tarleton State University. Jamie lives with her husband and children in Lorena, Texas where they are active in their church and community.

Jared Tomsu, CFP®

Senior Associate Wealth Advisor

Jared is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Jared worked for other Registered Investment Advisors in the Dallas-Fort Worth metroplex, building and developing custom financial plans for clients. Jared graduated from Texas Tech University with a bachelor’s degree in Personal Financial Planning and also holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jared enjoys spending time with friends and family, doing anything outdoors, and trying new coffee shops.

Keith Ferguson

Partner, Senior Wealth Advisor

Keith Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide clients customized solutions to meet their unique financial goals. With over four decades of experience in wealth management, Keith has built a career on establishing and fostering client relationships based on integrity and trust. Prior to joining Beacon Pointe, Keith was a partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Before joining Benchmark, Keith was Managing Principal of Ferguson Wealth Management Group in Waco, Texas. He graduated from Baylor University with a degree in Business Administration. Keith and his wife reside in Waco where he is a member of St. Mark Lutheran Church, the Rotary Club of Waco, and the Waco Business League. Outside of the office, he enjoys spending time with his children and grandchildren.

Rawles F. Bell, CIMA®

Partner, Managing Director

Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their investment and income objectives. With over a decade in the financial services industry, Rawles began his career as a financial advisor at RBC Wealth Management before moving to a client advisory role and Associate Partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Rawles graduated from Texas A&M University with a degree in Finance and Economics and is a Certified Investment Management Analyst® (CIMA®) professional. A native of the Park Cities, Rawles currently resides with his wife and two daughters in Dallas and in his spare time enjoys golf, fishing, and flying.

Wayne C. McCullough, CFP®

Partner, Managing Director

Wayne McCullough is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. A veteran of the financial services industry, Wayne taps into his vast experience, industry acclaim and relationship-based partnerships with clients to provide top of the line service and expertise. Prior to joining Beacon Pointe, Wayne served as the President and Managing Partner for Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). A sixth generation Texan, Wayne received his bachelor’s degree from the University of Texas and holds the Certified Financial Planner™ (CFP®) designation. Wayne resides in Dallas with his wife and children, and is actively involved with many non-profit organizations, including the Salesmanship Club of Dallas.

Meet the Waco Financial Advisor Team

Filter By

Allen Ferguson, CFP®

Partner, Senior Wealth Advisor

Allen Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. With over a decade of experience in the financial services industry, Allen’s knowledge and expertise are only matched by his passion for providing a total solution to his clients’ financial needs. Prior to joining Beacon Pointe, Allen was an Associate Partner and Client Advisor at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Allen received his bachelor’s degree from the University of Texas and his MBA from Baylor University with a concentration in Finance. Additionally, he is a Certified Financial Planning™ (CFP®) professional. Allen resides in Dallas with his wife and children, and is an active member of his local community.

Carolyn Obenchain

Client Service Associate

Carolyn (Clare) is an Associate within Beacon Pointe’s Client Service Department. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Clare’s duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Clare was the office administrative manager at Kangaroo Cases. Clare received her bachelor’s degree from the University of Arkansas where she earned her degree in communications. She currently resides in her hometown of Dallas and outside the office, she enjoys spending time with her family and friends, cooking, and reading.

Jamie Montgomery

Senior Relationship Manager

Jamie 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 provide an elevated service experience for clients. Her duties include but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Jamie has honed her expertise in client service and operations for more than 15 years. Prior to joining Beacon Pointe, she was a Client Liaison at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Jamie received her bachelor’s degree from Tarleton State University. Jamie lives with her husband and children in Lorena, Texas where they are active in their church and community.

Jared Tomsu, CFP®

Senior Associate Wealth Advisor

Jared is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Jared worked for other Registered Investment Advisors in the Dallas-Fort Worth metroplex, building and developing custom financial plans for clients. Jared graduated from Texas Tech University with a bachelor’s degree in Personal Financial Planning and also holds the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jared enjoys spending time with friends and family, doing anything outdoors, and trying new coffee shops.

Keith Ferguson

Partner, Senior Wealth Advisor

Keith Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide clients customized solutions to meet their unique financial goals. With over four decades of experience in wealth management, Keith has built a career on establishing and fostering client relationships based on integrity and trust. Prior to joining Beacon Pointe, Keith was a partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Before joining Benchmark, Keith was Managing Principal of Ferguson Wealth Management Group in Waco, Texas. He graduated from Baylor University with a degree in Business Administration. Keith and his wife reside in Waco where he is a member of St. Mark Lutheran Church, the Rotary Club of Waco, and the Waco Business League. Outside of the office, he enjoys spending time with his children and grandchildren.

Rawles F. Bell, CIMA®

Partner, Managing Director

Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their investment and income objectives. With over a decade in the financial services industry, Rawles began his career as a financial advisor at RBC Wealth Management before moving to a client advisory role and Associate Partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Rawles graduated from Texas A&M University with a degree in Finance and Economics and is a Certified Investment Management Analyst® (CIMA®) professional. A native of the Park Cities, Rawles currently resides with his wife and two daughters in Dallas and in his spare time enjoys golf, fishing, and flying.

Wayne C. McCullough, CFP®

Partner, Managing Director

Wayne McCullough is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. A veteran of the financial services industry, Wayne taps into his vast experience, industry acclaim and relationship-based partnerships with clients to provide top of the line service and expertise. Prior to joining Beacon Pointe, Wayne served as the President and Managing Partner for Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). A sixth generation Texan, Wayne received his bachelor’s degree from the University of Texas and holds the Certified Financial Planner™ (CFP®) designation. Wayne resides in Dallas with his wife and children, and is actively involved with many non-profit organizations, including the Salesmanship Club of Dallas.

Dallas & Waco Team Photo

Connect with one of our trusted Financial Advisors in Waco, TX.

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