Financial Planners
in Waco, Texas
Based in Central Texas, 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.
Connect with Us
Connect with One of Our Trusted Financial Planners in Waco, TX
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
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.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Waco Financial Planners & Advisors
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 PLANNER® (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 Our Waco Financial Planners & Advisors
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 PLANNER® (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 Our Waco Financial Planners & Advisors
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 PLANNER® (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.
Connect with one of our trusted Financial Advisors in Central Texas.
We are here to be a partner with you on your personal wealth journey. Please contact our Waco, TX team if we can be of service.
