Dallas
Address

5810 Tennyson Parkway
Suite 525

Plano, TX 75024

Contact

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

Dallas Team

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Andy Hunt, CFP®

Wealth Advisor

With over 20 years of experience in the financial services industry, Andy has extensive knowledge of financial markets and financial planning. Prior to joining Beacon Pointe, Andy spent 10 years at Fidelity Investments in a variety of roles within the retail and 401(k) divisions. He also previously worked for Merrill Lynch, Charles Schwab, and McElhenny Sheffield Capital Management. He received his BA and MBA degrees from Southern Methodist University and holds the Certified Financial Planner™ (CFP®) designation.  He and his wife have a beautiful little girl, and in his spare time, he is active at his church as well as being an avid reader and runner.

Bo Ward, CFP®

Managing Director, Partner

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.

Brady West, CFP

Wealth Advisor

Brady’s expertise is in wealth management, portfolio management, tax efficient investing and estate planning for high net worth individuals. Prior to Beacon Pointe, Brady spent the majority of his career at Fidelity Investments as a Vice President, Financial Consultant and Regional Vice President for Wealth Advisory Services. Brady West holds an MBA in Finance from UNT College of Business and the Certified Financial Planner (TM – CFP) designation. Brady enjoys combining family (wife and three children), friends and helping others with his Foundation “WGL Sports”.

Eric Witte, CFP®

Managing Director, Partner

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®

Associate 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.

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.

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

Manager, 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.

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

Andy Hunt, CFP®

Wealth Advisor

With over 20 years of experience in the financial services industry, Andy has extensive knowledge of financial markets and financial planning. Prior to joining Beacon Pointe, Andy spent 10 years at Fidelity Investments in a variety of roles within the retail and 401(k) divisions. He also previously worked for Merrill Lynch, Charles Schwab, and McElhenny Sheffield Capital Management. He received his BA and MBA degrees from Southern Methodist University and holds the Certified Financial Planner™ (CFP®) designation.  He and his wife have a beautiful little girl, and in his spare time, he is active at his church as well as being an avid reader and runner.

Bo Ward, CFP®

Managing Director, Partner

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.

Brady West, CFP

Wealth Advisor

Brady’s expertise is in wealth management, portfolio management, tax efficient investing and estate planning for high net worth individuals. Prior to Beacon Pointe, Brady spent the majority of his career at Fidelity Investments as a Vice President, Financial Consultant and Regional Vice President for Wealth Advisory Services. Brady West holds an MBA in Finance from UNT College of Business and the Certified Financial Planner (TM – CFP) designation. Brady enjoys combining family (wife and three children), friends and helping others with his Foundation “WGL Sports”.

Eric Witte, CFP®

Managing Director, Partner

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®

Associate 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.

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.

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

Manager, 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.

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

Andy Hunt, CFP®

Wealth Advisor

With over 20 years of experience in the financial services industry, Andy has extensive knowledge of financial markets and financial planning. Prior to joining Beacon Pointe, Andy spent 10 years at Fidelity Investments in a variety of roles within the retail and 401(k) divisions. He also previously worked for Merrill Lynch, Charles Schwab, and McElhenny Sheffield Capital Management. He received his BA and MBA degrees from Southern Methodist University and holds the Certified Financial Planner™ (CFP®) designation.  He and his wife have a beautiful little girl, and in his spare time, he is active at his church as well as being an avid reader and runner.

Bo Ward, CFP®

Managing Director, Partner

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.

Brady West, CFP

Wealth Advisor

Brady’s expertise is in wealth management, portfolio management, tax efficient investing and estate planning for high net worth individuals. Prior to Beacon Pointe, Brady spent the majority of his career at Fidelity Investments as a Vice President, Financial Consultant and Regional Vice President for Wealth Advisory Services. Brady West holds an MBA in Finance from UNT College of Business and the Certified Financial Planner (TM – CFP) designation. Brady enjoys combining family (wife and three children), friends and helping others with his Foundation “WGL Sports”.

Eric Witte, CFP®

Managing Director, Partner

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®

Associate 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.

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.

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

Manager, 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.

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.