Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Dallas, Texas
Address

5810 Tennyson Parkway
Suite 525

Plano, TX 75024

Contact

info-tx@beaconpointe.com
(844) 366-2525

Dallas Team

Beacon Pointe is a Dallas based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Dallas focus on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers 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, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our Dallas office to see how best we can assist you with your investment portfolio and financial planning needs.

Filter By

Bo Ward, CFP®

Partner, Managing Director

Bo is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.

David Suess, CFP®

Senior Wealth Advisor

David Suess is a Senior Wealth Advisor with Beacon Pointe. With 18 years of experience in financial services, David brings a robust understanding of financial planning and investment management.  Prior to joining Beacon Pointe, David was with Spectrum Financial Group and Prudential Advisors working with clients to build a roadmap to security and safety.  He holds the Certified Financial Planner™ (CFP®) certification, and David is a graduate of Texas Christian University with Bachelor’s and Master’s of Liberal Arts degrees.  He and his wife have two daughters. David enjoys time with his family as well playing and coaching soccer, running, and triathlons.

Elizabeth Erikson

Manager, Client Service

Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys.  She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.

Eric Witte, CFP®

Partner, Managing Director

Eric is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.

Ethan Richardson

Associate Wealth Advisor

Ethan Richardson is responsible for assisting both the front and back office with client development and client services. Prior to joining Beacon Pointe, Ethan worked at TD Ameritrade Institutional as a relationship manager. Ethan graduated from the University of Oklahoma, majoring in Finance. He enjoys spending his free time at local sporting events, camping, and spending time with his family.

Henry Lande, CFP®

Wealth Advisor

Henry Lande is responsible for assisting both the front and back office with client development and client services. Prior to joining Beacon Pointe, Henry worked for BBVA Compass as a Commercial Real Estate Underwriter. Henry holds the Certified Financial Planner™ (CFP®) certification. He graduated from Texas A&M University, majoring in Finance/Real Estate and minoring in Financial Planning. In his free time, he enjoys playing basketball, hunting, reading and spending time with his family and friends.

Jessica Matthews, CFP®

Wealth Advisor

Jessica is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Jessica worked for TD Ameritrade as a Senior Financial Consultant, where she helped High Net Worth Individuals with financial planning, asset protection and investment management. Prior to TD Ameritrade, Jessica began her career at Fidelity Investments and during her time there was responsible for client and associate advocacy and investment solutions. Jessica holds the Certified Financial Planner™ (CFP®) certification. She graduated from Hofstra University with a bachelor’s in business administration with a focus in international business.  Jessica and her husband have two kids, and in her spare time she loves to experience diverse cultures, soaking in the history and appreciating the world’s natural beauty.

Kaitlyn Simmons

Associate Wealth Advisor

Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.

Kris Sabo

Manager, Client Service

Kris is primarily responsible for client relations and day-to-day operations. She brings a strong set of organization and problem solving skills to our firm. Prior to joining Beacon Pointe, Kris worked for Ironmark Advisors. Before Ironmark Advisors, Kris spent five years at TD Ameritrade Institutional as a Relationship Manager after beginning her career at Washington Mutual. She enjoys spending her free time taking photos and scrapbooking, and traveling with her husband.

Lenin Bravo

Senior Associate, Financial Planning

Lenin is responsible for assisting with the oversight of investment operations for Beacon Pointe Wealth Advisors. Prior to joining Beacon Pointe, Lenin worked for the Province of Ontario, Canada, Debt Capital Markets Operations as an analyst responsible for bond origination and for creating and negotiating funding programs and investment management accounts for public sector entities. Lenin holds an International MBA in Finance from the Instituto de Empresa Business School in Madrid, Spain and the Manchester University Business School in Manchester, England. Lenin and his wife have a son and in his spare time, he enjoys spending time with family and friends.

Lori Casper

Senior Associate, Client Service

Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.

Malinda Top

Senior Associate, Operations

Malinda is primarily responsible for client relations and day-to-day operations. Prior to joining Beacon Pointe, Malinda with WFG Investments for over eight years where she worked in customer service providing support for clients and financial advisors in many different areas. She graduated from the University of Phoenix with a Bachelors of Science in Business Concentration Administration. Malinda is married with two children, and during her free time, she enjoys cooking with her husband, spending quality time with her family in the outdoors, and exploring new adventures.

Nathaniel Brown

Director, Operations

Nathaniel is responsible for oversight of client services and investment operations for Beacon Pointe Wealth Advisors, bringing a solid analytical and process-oriented mindset to our team. Prior to joining Beacon Pointe, Nathaniel worked for Ironmark Advisors overseeing trading operations and investment due diligence. He graduated from Texas A&M University with a BA in Mathematics. Upon completion of a Masters of Theology from Dallas Theological Seminary, Nathaniel spent five years in the nonprofit world in roles of finance, operations, and program administration. Nathaniel and his wife have three children, and he is passionate about helping children in foster care and enjoys coaching sports teams for his kids.

Nick English, MBA

Senior Wealth Advisor

Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning.  Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in McKinney, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.

Samuel Mitchell, CFP®

Senior Wealth Advisor

Samuel (Sam) has spent over 15 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a Bachelors in Business Administration and an MBA while playing on the men’s collegiate soccer team. Sam and his wife have two kids, and in his spare time, he loves to fish and is always ready for an outdoor adventure.

Dallas Team

Filter By

Bo Ward, CFP®

Partner, Managing Director

Bo is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.

David Suess, CFP®

Senior Wealth Advisor

David Suess is a Senior Wealth Advisor with Beacon Pointe. With 18 years of experience in financial services, David brings a robust understanding of financial planning and investment management.  Prior to joining Beacon Pointe, David was with Spectrum Financial Group and Prudential Advisors working with clients to build a roadmap to security and safety.  He holds the Certified Financial Planner™ (CFP®) certification, and David is a graduate of Texas Christian University with Bachelor’s and Master’s of Liberal Arts degrees.  He and his wife have two daughters. David enjoys time with his family as well playing and coaching soccer, running, and triathlons.

Elizabeth Erikson

Manager, Client Service

Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys.  She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.

Eric Witte, CFP®

Partner, Managing Director

Eric is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.

Ethan Richardson

Associate Wealth Advisor

Ethan Richardson is responsible for assisting both the front and back office with client development and client services. Prior to joining Beacon Pointe, Ethan worked at TD Ameritrade Institutional as a relationship manager. Ethan graduated from the University of Oklahoma, majoring in Finance. He enjoys spending his free time at local sporting events, camping, and spending time with his family.

Henry Lande, CFP®

Wealth Advisor

Henry Lande is responsible for assisting both the front and back office with client development and client services. Prior to joining Beacon Pointe, Henry worked for BBVA Compass as a Commercial Real Estate Underwriter. Henry holds the Certified Financial Planner™ (CFP®) certification. He graduated from Texas A&M University, majoring in Finance/Real Estate and minoring in Financial Planning. In his free time, he enjoys playing basketball, hunting, reading and spending time with his family and friends.

Jessica Matthews, CFP®

Wealth Advisor

Jessica is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Jessica worked for TD Ameritrade as a Senior Financial Consultant, where she helped High Net Worth Individuals with financial planning, asset protection and investment management. Prior to TD Ameritrade, Jessica began her career at Fidelity Investments and during her time there was responsible for client and associate advocacy and investment solutions. Jessica holds the Certified Financial Planner™ (CFP®) certification. She graduated from Hofstra University with a bachelor’s in business administration with a focus in international business.  Jessica and her husband have two kids, and in her spare time she loves to experience diverse cultures, soaking in the history and appreciating the world’s natural beauty.

Kaitlyn Simmons

Associate Wealth Advisor

Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.

Kris Sabo

Manager, Client Service

Kris is primarily responsible for client relations and day-to-day operations. She brings a strong set of organization and problem solving skills to our firm. Prior to joining Beacon Pointe, Kris worked for Ironmark Advisors. Before Ironmark Advisors, Kris spent five years at TD Ameritrade Institutional as a Relationship Manager after beginning her career at Washington Mutual. She enjoys spending her free time taking photos and scrapbooking, and traveling with her husband.

Lenin Bravo

Senior Associate, Financial Planning

Lenin is responsible for assisting with the oversight of investment operations for Beacon Pointe Wealth Advisors. Prior to joining Beacon Pointe, Lenin worked for the Province of Ontario, Canada, Debt Capital Markets Operations as an analyst responsible for bond origination and for creating and negotiating funding programs and investment management accounts for public sector entities. Lenin holds an International MBA in Finance from the Instituto de Empresa Business School in Madrid, Spain and the Manchester University Business School in Manchester, England. Lenin and his wife have a son and in his spare time, he enjoys spending time with family and friends.

Lori Casper

Senior Associate, Client Service

Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.

Malinda Top

Senior Associate, Operations

Malinda is primarily responsible for client relations and day-to-day operations. Prior to joining Beacon Pointe, Malinda with WFG Investments for over eight years where she worked in customer service providing support for clients and financial advisors in many different areas. She graduated from the University of Phoenix with a Bachelors of Science in Business Concentration Administration. Malinda is married with two children, and during her free time, she enjoys cooking with her husband, spending quality time with her family in the outdoors, and exploring new adventures.

Nathaniel Brown

Director, Operations

Nathaniel is responsible for oversight of client services and investment operations for Beacon Pointe Wealth Advisors, bringing a solid analytical and process-oriented mindset to our team. Prior to joining Beacon Pointe, Nathaniel worked for Ironmark Advisors overseeing trading operations and investment due diligence. He graduated from Texas A&M University with a BA in Mathematics. Upon completion of a Masters of Theology from Dallas Theological Seminary, Nathaniel spent five years in the nonprofit world in roles of finance, operations, and program administration. Nathaniel and his wife have three children, and he is passionate about helping children in foster care and enjoys coaching sports teams for his kids.

Nick English, MBA

Senior Wealth Advisor

Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning.  Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in McKinney, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.

Samuel Mitchell, CFP®

Senior Wealth Advisor

Samuel (Sam) has spent over 15 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a Bachelors in Business Administration and an MBA while playing on the men’s collegiate soccer team. Sam and his wife have two kids, and in his spare time, he loves to fish and is always ready for an outdoor adventure.

Dallas Team

Filter By

Bo Ward, CFP®

Partner, Managing Director

Bo is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.

David Suess, CFP®

Senior Wealth Advisor

David Suess is a Senior Wealth Advisor with Beacon Pointe. With 18 years of experience in financial services, David brings a robust understanding of financial planning and investment management.  Prior to joining Beacon Pointe, David was with Spectrum Financial Group and Prudential Advisors working with clients to build a roadmap to security and safety.  He holds the Certified Financial Planner™ (CFP®) certification, and David is a graduate of Texas Christian University with Bachelor’s and Master’s of Liberal Arts degrees.  He and his wife have two daughters. David enjoys time with his family as well playing and coaching soccer, running, and triathlons.

Elizabeth Erikson

Manager, Client Service

Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys.  She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.

Eric Witte, CFP®

Partner, Managing Director

Eric is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.

Ethan Richardson

Associate Wealth Advisor

Ethan Richardson is responsible for assisting both the front and back office with client development and client services. Prior to joining Beacon Pointe, Ethan worked at TD Ameritrade Institutional as a relationship manager. Ethan graduated from the University of Oklahoma, majoring in Finance. He enjoys spending his free time at local sporting events, camping, and spending time with his family.

Henry Lande, CFP®

Wealth Advisor

Henry Lande is responsible for assisting both the front and back office with client development and client services. Prior to joining Beacon Pointe, Henry worked for BBVA Compass as a Commercial Real Estate Underwriter. Henry holds the Certified Financial Planner™ (CFP®) certification. He graduated from Texas A&M University, majoring in Finance/Real Estate and minoring in Financial Planning. In his free time, he enjoys playing basketball, hunting, reading and spending time with his family and friends.

Jessica Matthews, CFP®

Wealth Advisor

Jessica is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Jessica worked for TD Ameritrade as a Senior Financial Consultant, where she helped High Net Worth Individuals with financial planning, asset protection and investment management. Prior to TD Ameritrade, Jessica began her career at Fidelity Investments and during her time there was responsible for client and associate advocacy and investment solutions. Jessica holds the Certified Financial Planner™ (CFP®) certification. She graduated from Hofstra University with a bachelor’s in business administration with a focus in international business.  Jessica and her husband have two kids, and in her spare time she loves to experience diverse cultures, soaking in the history and appreciating the world’s natural beauty.

Kaitlyn Simmons

Associate Wealth Advisor

Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.

Kris Sabo

Manager, Client Service

Kris is primarily responsible for client relations and day-to-day operations. She brings a strong set of organization and problem solving skills to our firm. Prior to joining Beacon Pointe, Kris worked for Ironmark Advisors. Before Ironmark Advisors, Kris spent five years at TD Ameritrade Institutional as a Relationship Manager after beginning her career at Washington Mutual. She enjoys spending her free time taking photos and scrapbooking, and traveling with her husband.

Lenin Bravo

Senior Associate, Financial Planning

Lenin is responsible for assisting with the oversight of investment operations for Beacon Pointe Wealth Advisors. Prior to joining Beacon Pointe, Lenin worked for the Province of Ontario, Canada, Debt Capital Markets Operations as an analyst responsible for bond origination and for creating and negotiating funding programs and investment management accounts for public sector entities. Lenin holds an International MBA in Finance from the Instituto de Empresa Business School in Madrid, Spain and the Manchester University Business School in Manchester, England. Lenin and his wife have a son and in his spare time, he enjoys spending time with family and friends.

Lori Casper

Senior Associate, Client Service

Lori is primarily responsible for client relations and day-to-day operations. With over nine years of financial services experience, Lori brings a strong knowledge base to Beacon Pointe clients in helping with all their operational needs. Prior to joining Beacon Pointe, Lori worked for an independent wealth management office in Dallas as a Registered Account Associate. She loves the outdoors, riding motorcycles, and spending time with her family.

Malinda Top

Senior Associate, Operations

Malinda is primarily responsible for client relations and day-to-day operations. Prior to joining Beacon Pointe, Malinda with WFG Investments for over eight years where she worked in customer service providing support for clients and financial advisors in many different areas. She graduated from the University of Phoenix with a Bachelors of Science in Business Concentration Administration. Malinda is married with two children, and during her free time, she enjoys cooking with her husband, spending quality time with her family in the outdoors, and exploring new adventures.

Nathaniel Brown

Director, Operations

Nathaniel is responsible for oversight of client services and investment operations for Beacon Pointe Wealth Advisors, bringing a solid analytical and process-oriented mindset to our team. Prior to joining Beacon Pointe, Nathaniel worked for Ironmark Advisors overseeing trading operations and investment due diligence. He graduated from Texas A&M University with a BA in Mathematics. Upon completion of a Masters of Theology from Dallas Theological Seminary, Nathaniel spent five years in the nonprofit world in roles of finance, operations, and program administration. Nathaniel and his wife have three children, and he is passionate about helping children in foster care and enjoys coaching sports teams for his kids.

Nick English, MBA

Senior Wealth Advisor

Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning.  Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in McKinney, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.

Samuel Mitchell, CFP®

Senior Wealth Advisor

Samuel (Sam) has spent over 15 years in facilitating growth and asset protection strategies for high net worth individuals and families. Prior to joining Beacon Pointe, Sam worked for Ironmark Advisors where he served clients and held the role of Chief Compliance Officer. Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status. Sam holds the Certified Financial Planner™ (CFP®) certification. He graduated from Midwestern State University with a Bachelors in Business Administration and an MBA while playing on the men’s collegiate soccer team. Sam and his wife have two kids, and in his spare time, he loves to fish and is always ready for an outdoor adventure.

Connect with one of our trusted Advisors.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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