Employee Directory

Beacon Pointe 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 focus on full service financial planning and research driven investments.

As financial advisors and wealth managers, our fiduciary responsibility to clients and our holistic approach to financial planning covers all aspects of our clients’ 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, transitional support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We have investment and wealth advisory teams located throughout the country and we look forward to connecting with you to see how best we can assist you or your organization.

Filter By

Aidan Kastenberg

Senior Associate, Institutional Consulting Services

Aidan is a senior associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Aidan earned his BS in Business from the University of Oregon with a concentration in Finance and Sports Business. Outside of work, Aidan spends his time surfing, watching sports, and enjoying the outdoors.

Aidan King

Associate Wealth Advisor

Aidan is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Aidan worked in a client services role at State Street Corporation in Boston, Massachusetts. Aidan earned a Bachelor of Science from Bentley University, with a major in Finance and a minor in Computer Information Systems. Aidan currently resides in Morristown, New Jersey and enjoys spending time with his friends and family.

Alex Kassouf

Senior Wealth Advisor

Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.

Alex Mansfield

Senior Associate, Client Service

Alex 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. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Alex recently graduated from Liberty University and earned his B.S. in Business Administration with a concentration in Financial Planning. He currently resides in Mission Viejo, CA and enjoys surfing and playing pickleball.

Alex Nunes, CFP®

Wealth Advisor

Alex is responsible for working with Beacon Pointe’s Private Client Services Group in San Diego. Alex assists individuals and families, businesses and private foundations with meeting their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Alex worked as Wealth Advisor for seven years, and prior to that was a Public Safety Technology Analyst for six years. Alex earned is BA in Psychology from the University of California at Santa Barbara and received a Master’s in Homeland Security from San Diego State University. He is also a CERTIFIED FINANCIAL PLANNER™.  Alex continues to be an active community volunteer, serving as the 2018-2019 Point Loma Rotary President. Alex is married with two daughters and lives with his family in San Diego, California.

Alexa Zavlek

Associate, Client Service

Alexa 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 account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Alexa graduated Summa Cum Laude from Ramapo College with a B.A. in Literature. Prior to Beacon Pointe, she handled client service and operations for a technology company in Northern New Jersey.  Alexa was born and raised in Passaic County, but now resides in Morris Plains, where she enjoys hiking, yoga, creative writing, and spending time with her family and friends.

Alisa Garnek, CFP®, CDFA®, MSTFP

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ designation as well as the Certified Divorce Financial Analyst (CDFA®) designation. and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.

Allie Hines

Business Development Associate

Allie is a Business Development Associate for the Beacon Pointe National Sales Team. She is responsible for coordinating firmwide initiatives with the business development, operations, and marketing departments to support firm growth initiatives through strategic planning and implementation. She has a background in event management, marketing program development, staff development, and project management for various software platforms. Allie graduated from the University of Kansas with a bachelor’s degree in Marketing. She currently resides in Phoenix, Arizona with her dog, and in her free time, Allie enjoys sporting events, hiking, traveling and spending time with family.

Allison Hillgren Warner, MCM

Chief Marketing Officer

Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC.  Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.

Alyson Barboza

Senior Associate, Client Service

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Amanda Henderson

Operations Manager

Amanda is the Operations Manager for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Amanda Noxon

Senior Associate, Central Operations

Amanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Amanda spent almost six years working in client services and operations at Financial Insight Center in Utah and then CAPTRUST (formerly MRA Associates) in Phoenix. In her free time, she enjoys traveling, watching sports (especially basketball), and spending time with family, friends, and her rescue dog.

Amber Gresham

Regional Director, Wealth Advisor

Amber Gresham is a Regional Director and Wealth Advisor based out of the Beacon Pointe Bay Area office, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Prior to joining Beacon Pointe Advisors, Amber worked as a financial advisor at an independent wealth management firm in Southern California where she advised and assisted clients in establishing sound financial plans with both investment and insurance advice. Amber also has a background in compliance, a role that has shaped her experience as an advisor and the importance of adhering to the fiduciary standards of placing the interests of her clients above her own and the firm she represents. Outside of the office, Amber enjoys traveling, hiking with her dog, playing tennis and splitting her time between Southern California’s beaches and Northern California’s wine country.

Amber Lembo

Manager, Operations

Amber supports the Retirement Plan Services team within the Beacon Pointe Wealth Advisors Palm Desert office. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business.  Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank.  Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.

Amy Pounds

Associate Wealth Advisor

Amy Walley

Associate, Operations

Amy is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the regional investment and financial planning teams in Texas to provide clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Amy worked for D.R. Saur Financial as a Senior Financial Planning Associate. Amy received her Bachelor of Business Administration in Finance from Stephen F. Austin State University. Outside of the office, Amy enjoys reading, creating in the kitchen and spending time outdoors with her husband and son.

Andre’ Boudreaux

Associate, Client Service

Andre’ Boudreaux is a Client Service Associate within Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted ongoing operational support for clients, in addition to assisting with the onboarding of new client relationships. Prior to joining Beacon Pointe Advisors, Andre’ was an Assistant Development Manager at a life and health insurance firm in Baton Rouge, LA. A native of Ascension Parish, Andre’ is a graduate of East Ascension High School and a graduate of Louisiana State University where he earned a Bachelor of Science in Finance. In his time away from the office, he enjoys reading and playing a round of golf with friends.

Andrew B. Saltzman, CFP®

Managing Director

Andrew is responsible for working with Beacon Pointe Wealth Advisors Private Client Services Group. Prior to joining Beacon Pointe Wealth Advisors, he worked as an Investment Advisory Representative for 11 years. Andrew also oversees the implementation of Strategic Operations. He earned his BA from the State University of New York and is a Certified Financial Planner™ (CFP®). Andrew also earned his LUTCF certification from The American College. Andrew works as a mentor for the Arizona Quest for Kids program and enjoys spending time with his wife and two children.

Andrew Hoang, CFP®

Financial Planner

Andrew Hoang, CFP®, is a Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER™ designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.

Andrew Maroon

Associate Wealth Advisor

Andrew Miller

Senior Operations and Trading Associate

Andrew is a Trading Associate for Beacon Pointe Advisors and is responsible for executing trades for retail and institutional accounts. Prior to joining Beacon Pointe, Andrew began at Bank of America as a Relationship Manager in Chapel Hill, NC. He then transitioned to the Financial Advisor Development Program at Chase before pivoting career paths to the back office. Andrew graduated from Oklahoma State University with a Bachelor of Science in Business Administration. Andrew is working on his MBA, with a concentration in Data Analytics, from LSU. During his time at Oklahoma State, Andrew was a member of the Phi Kappa Tau fraternity and served as the president of the Men’s Lacrosse Club Team for three years. In his free time, Andrew loves to watch and play sports, namely lacrosse, hockey, and soccer, and spend time with his Australian Shepherd.

Andrew R. Reinhardt, CFP®

Partner, Managing Director

Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a Certified Financial Planner™ (CFP®) and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab. He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.

Andrew Scanlon

Senior Associate Wealth Advisor

Andrew is a Senior Associate Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.

Ann Pickrell

Associate Wealth Advisor

Ann is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Ann worked at Versant Capital Management and Barnes Investment Advisory. She graduated from Northern Arizona University with a bachelor’s degree in public administration. Ann currently resides in Phoenix, AZ and enjoys hiking and traveling around the Southwest.

Anna Wolford

Associate Wealth Advisor

Anna is an Associate Wealth Advisor for Beacon Pointe’s South Carolina office. She is responsible for helping private clients determine and achieve their financial goals. She graduated with a B.A. in Foreign Languages from George Mason University’s Honors College, concentrating in Mandarin Chinese and French. Prior to joining Beacon Pointe Advisors, Anna worked as the Operations Manager for Hanover Advisors of Atlanta, GA and then as the Paraplanner for CDA Group of Greenville, SC. She and her husband enjoy volunteering in the Greenville community and completing DIY projects in their historic mid-century modern home.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Relationship Manager

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Aracely Kurdziel

Senior Associate, Central Operations

Aracely is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Aracely graduated from Western Michigan University with a major in Business Administration. In her free time, she enjoys cooking, traveling, and spending time with family.

Ariana Ivins

Senior Associate, Billing

Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Azita Jalali

Senior Relationship Manager

Azita is a Senior Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling and client servicing. Azita has over 18 years of client service experience within the wealth management industry in the areas of financial planning, trust and estate administration and onboarding. Azita earned her B.S. and M.S. degrees in Economics from University of Utah in Salt Lake City, UT. She has also received a certificate of completion for the CFP program from the College for Financial Planning. In her free time, Azita enjoys hiking, traveling and spending time with her family and friends.

Becca Safford, SHRM-CP®

Human Resources Generalist

Becca is a Generalist within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs and day-to-day human resource operations. Previously, Becca worked as a People and Culture Recruiter at an aerospace company where she was responsible for the launch of the recruiting and hiring department. Prior to that, Becca worked as an Implementation Specialist at a human resources software and payroll system provider and she also has prior experience working at a real estate investment firm, having served as an HR Administrator supporting multi-state operations. Becca graduated from the State University of New York at Cortland with a Bachelors in Communications and a minor in Business Management, holds a Talent Acquisition Certificate from Cornell University and is a SHRM CERTIFIED PROFESSIONAL (SHRM-CP). She is an upstate New York native and moved to Southern California a few years ago with her family. Outside of the office, Becca volunteers as a mentor for Big Brothers Big Sisters of Orange County and fosters animals at the local shelter. In her spare time she enjoys  going to the beach, hiking, and photography.

Ben Bailey, CFP®

Financial Planner

Ben Bailey is a Financial Planner is responsible for developing financial plans that allow clients to reach their long-term financial goals. Prior to joining Beacon Pointe Advisors, he worked at Genworth Financial, Edward Jones Investments, and DMJ Wealth Advisors. Ben graduated with a Bachelor of Science from Liberty University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, along with a Certificate in Financial Planning from Northwestern University. Ben currently resides in central North Carolina with his wife and two children and in his free time, enjoys running, spending time with family and friends, and travelling.

Ben Hess

Client Service Associate

Ben Hess is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service. Prior to joining Beacon Pointe, Ben was an intern and then full-time member of the CBD Wealth Management team. As a New Orleans native, Ben is a third-generation graduate of Jesuit High School, where he achieved Class 5A All-State Honors in baseball and is a graduate of LSU earning a B.S. in Finance. In his free time, you will find Ben with family, friends, or his high school sweetheart. He loves the people and the environment of the New Orleans community, and his glass half-full personality fits in perfectly with our team.

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.

Bobby Comeaux, JD, AIF©

Partner, Managing Director

Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.

Brad Mann, J.D., QPFC

Senior Wealth Advisor, Retirement Plan Services

As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.

Brandon Baker, CFA, CFP®

Senior Wealth Advisor

Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.

Brandt Kuhn, CFP®

Partner, Managing Director

Brandt Kuhn, CFP® is a financial planning focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.  In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt holds the Certified Financial Planner™ (CFP®) certification.  He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council.  Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Brian L. Coughlan, MSIM

Partner, Managing Director

Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona. In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.

Brian Plowman, CFP®

Associate Wealth Planner

Brian Plowman is an Associate Wealth Planner at Beacon Pointe Wealth Advisors Arizona and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the Certified Financial Planner™ (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.

Brooke H. Jess, CFP®

Director of Operations

Brooke Jess is the Director of Client Services at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for oversight of client services and investment operations. Brooke brings over 14 years of experience in financial services and wealth management and holds the Certified Financial Planner™ (CFP®) certification. Prior to joining BPWA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc. Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development. Brooke received her Bachelor’s degree from Arizona State University. She is married and lives with her husband and three dogs in Phoenix, AZ. She enjoys cooking, traveling, and spending time with her family and friends.

Bruce Meyer, JD, LL.M.

Partner, Senior Managing Director

Bruce is the Senior Managing Director of BPWA AZ and is responsible for the BPWA AZ office. Prior to joining BPWA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally, Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time, he enjoys golf, skiing, and relaxing with friends and family.

Bryan A. Moylan, CFP®

Senior Wealth Advisor

Bryan is responsible for client servicing and new client development within the Beacon Pointe Wealth Advisors Philadelphia Office. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and holds the Certified Financial Planner™ (CFP®) certification. He graduated magna cum laude from Indiana University of Pennsylvania with a B.S. in Finance and a Minor in Applied Statistics.

Callie Renner, CFP®

Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

Cara Barr, MBA

Senior Wealth Advisor

Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors.  With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. Cara is an active member of Beacon Pointe’s Women’s Advisory Institute and is passionate about empowering women with their wealth, guiding clients through transitions and delivering custom investment solutions aligned with clients’ deepest goals.  Prior to joining Beacon Pointe,  Cara was a Managing Director at a national RIA, and earlier was a Director at BlackRock, with a focus on ESG and impact investing solutions.  Cara holds a B.A., M.B.A and is on course to complete the CERTIFIED FINANCIAL PLANNING™ designation. She lives in Marin, California, where she enjoys surfing, cycling and trail running, though none of which are more active than chasing her young daughter.

Carlin Lawlor

Senior Associate, Client Service

Carlin Lawlor is primarily responsible for customer relations and day-to-day operations. Carlin is currently working towards her degree in Finance from Arizona State University. In her free time, she enjoys traveling as well as spending time with her family and friends.

Carolyn Smith

Manager, Client Service

Carolyn Smith is responsible for client servicing and operations at Beacon Pointe Wealth Advisors Newport Beach. Prior to joining Beacon Pointe, Carolyn worked at the Wealth Management Network. Carolyn is married and has two sons. She enjoys going to the beach, running

Catherine Prentice, IACCP®

Director of Compliance

Cathi oversees the firm’s compliance operations. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi has received the Investment Advisor Certified Compliance Professional® (IACCP®) designation.  Cathi attended Texas Women’s University and lives with her family in Irvine, California.

Chad Weatherman, CFP®

Financial Planner

Chad Weatherman is a Financial Planner who specializes in serving healthcare professionals and corporate executives who have tax complexity associated with business partnerships and stock ownership. Chad has over a decade of experience collaborating with clients to help them determine their financial goals and align them with their life and their wealth. Chad graduated from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chad is married to his college sweetheart and they have two sons who eat their budget away (literally!). In his free time, Chad enjoys chasing his boys on hiking trails, building sandcastles at the beach, and jamming out on concert date nights.

Charles E. Carrick, CFP®, ChFC

Partner, Managing Director

Charles (Chuck) Carrick is a Partner and Senior Wealth Advisor in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves.  Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA).  While at DMJWA, Chuck worked hard alongside industry professionals to develop a deep, substantive planning approach, which considered each client’s unique needs.  He was also a Partner at Advanced Planning Concepts , prior to a merger with DMJWA where he worked with small business owners to develop and executive benefit plans to reward, retain and recruit key staff. Chuck graduated with honors from Guilford College and holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC) designations.  Chuck previously participated in Leadership North Carolina, an initiative aimed at integrating economic development, education, environment, government, and health programs throughout the state. Although he resides in Greensboro, North Carolina, Chuck is originally from Baltimore, Maryland and still is an avid Orioles fan.

Chelsea Cantillo

Associate Wealth Advisor

Chelsea is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Prior to Beacon Pointe, Chelsea served as a registered client service associate with Morgan Stanley and Stifel Investments. Most recently she worked at E*TRADE as an Associate Financial Consultant. She was born and raised in Southern California and holds a BA in Sociology from the University of Georgia, an MEd from Utah State University and an MBA in Finance from Governors State University. Outside of the office, she enjoys spending time with her family, watching sports (especially Georgia football and softball) and traveling.

Chitra R. Staley, CFA, CFP®

Managing Director

Chitra Staley brings over 30 years of experience in financial advisory and portfolio management. Prior to joining Beacon Pointe Wealth Advisors, Chitra founded TPW Financial, and was the CIO of Mintz Levin Financial Advisors and President of Staley Advisors. In these roles, she managed portfolios, created investment policies and oversaw asset allocation. Prior to establishing Staley Advisors, Chitra served as CIO for Crosby Advisors, the family office of the founder of Fidelity Investments. At Crosby, Chitra managed the family’s personal investment portfolios and evaluated global investment opportunities, particularly contrarian and non-traditional investments. Prior to her work at Crosby, Chitra was a portfolio manager at State Street Bank & Trust Co. and developed expertise in valuing illiquid assets, such as family businesses, real estate investments and private equity.  Chitra has deep expertise in impact investing. She was a Portfolio Manager at Boston-based Trillium Asset Management, the oldest and largest independent investment management firm in the U.S. solely devoted to sustainable and responsible investing. In addition, she served as Board Chair of the Jessie Smith Noyes Foundation, a New York foundation working to protect communities from toxic waste dumping and to promote sustainable agriculture. Chitra is passionate about empowering women both personally and professionally, is an active member of Beacon Pointe’s Women’s Advisory Institute, and has been a board member of the Boston Estate Planning Council and AASRA, an organization that helps South Asian women in need. She received her BA from Smith College and her MS from the University of Massachusetts. Chitra received her MBA from Simmons School of Management, and later earned the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner™ (CFP®) certification.

Chris Jerin

Wealth Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Chris works in collaboration with Beacon Pointe advisors and senior planning partners to help define and ensure private client financial and estate planning goals are met. Prior to joining Beacon Pointe, he worked for 10 years with Calamos Asset Management, specifically seven years in institutional distribution and three years on the wealth management team. During his tenure, Chris worked closely with high net worth individuals, business owners and professional athletes to educate and provide financial planning and investment counsel with the best interest of the client in mind. Before Calamos, Chris held roles at Citigroup and Northwestern Mutual. Chris earned a Bachelor of Arts in Political Science and Communications from DePaul University Chicago where he also completed coursework for the Certified Financial Planner (CFP) certification.  In his spare time, he actively participates in youth leadership training and various civic organizations, most recent, the Schaumburg Jaycees.  Chris resides in Ladera Ranch, California and enjoys spending his time with family and friends, competing in triathlons, reading and traveling.

Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Christopher Budny, CFP®

Senior Associate Wealth Advisor

Chris is a Senior Associate Wealth Advisor in Beacon Pointe’s Philadelphia office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.

Christopher F. Palermo, CFA, CFP®

Partner, Managing Director

Chris Palermo, CFA, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Chris brings over 15 years of investment experience. As a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst (CFA®) professional, Chris specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning, and focuses on providing investment solutions that are tailored to each client’s specific goals. Prior to joining Beacon Pointe Wealth Advisors, Chris was at Capital Investment Counsel, and prior to that, a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where his various roles included asset management, derivative trading, and conducting investment seminars across the United States. Chris graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration with a major in Finance. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.

Christopher Nguyen

Senior Associate, Information Technology

Christopher (Chris) is a senior associate in the Information Technology Department at Beacon Pointe Advisors. Chris is responsible for overseeing all of the firm’s servers and networks and cyber security practices, managing IT projects, testing new features and providing training and support to the nationwide professional team. Prior to joining Beacon Pointe, Chris was an accounting assistant at Carney Direct Marketing where he was responsible for supporting the accounts payable and receivable process and providing technical support on the firm’s media system platform. Chris earned his bachelor’s degree in Computer Science at California State University, Fullerton.  Outside of the office, Chris enjoys spending time with family and traveling internationally.

Christopher Yang

Senior Associate, Institutional Consulting Services

Christopher Yang is a Senior Associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing client performance reports, conducting asset allocation studies, to providing investment manager research. Christopher earned his B.S. in Business Finance and B.A. in Economics from Sonoma State University. Outside of work he enjoys to golfing, spending time with family and friends, and being outdoors.

Coby D. Cress, CFP®

Wealth Advisor

Coby Cress is primarily responsible for customer relations and day-to-day operations and account management.  Before joining Beacon Pointe, Coby worked as a Relationship Specialist with Charles Schwab & Co. He has a BA in Business and Economics from Westmont College in Santa Barbara, CA, and he is currently a candidate in the Chartered Financial Analyst Program. In his free time, he enjoys spending time in the outdoors, fitness and playing golf.

Commie Stevens, JD

Chief Practice Officer

Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Commie has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

Courtney Sheilds

Associate, Compliance

Courtney is a member of the Compliance Department and is responsible for the implementation and execution of compliance processes. Prior to joining Beacon Pointe Advisors, Courtney worked in federal regulatory compliance in the banking sector as a consultant, as an intelligence analyst at Amazon’s Global Security Operations Center, and for the Federal Bureau of Investigation. In her free time, Courtney enjoys traveling, cooking, and reading.

Craig Crespo

Reporting and Trading Manager

Craig serves as the Reporting and Trading Manager for the Beacon Pointe New Orleans office.  Craig is responsible for asset allocation implementation and executing trades for retail and institutional clients.   Prior to joining Beacon Pointe, he spent 20 years as an institutional sales trader at Capital One SouthCoast, Iberia Capital Partners and Coker Palmer.  Craig graduated from Jesuit High School and earned a MA in Economics with a Finance concentration from the University of New Orleans.  He is an active member of St. Pius X parish and Mt. Carmel Academy communities.  Craig enjoys spending time with his family, cooking and watching sports.

Crystal Garner

Principal, Senior Wealth Advisor

Cyndi Shackelford

Senior Associate, Client Service

Cyndi is a member of the client service and operations department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include onboarding of new client relationships, money transfers, and handling of routine to moderately complex client inquiries. Cyndi has over 25 years of experience in the investment industry. Prior to joining Beacon Pointe Advisors, she spent over 20 years as an operations associate at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Prior to that, she held similar positions in the operations department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities. In her spare time, Cyndi enjoys spending time in her garden.

Daniel Saur

Senior Wealth Advisor

Daniel (Dan) is a Senior Wealth Advisor and through comprehensive planning and investment management, Dan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe Advisors, Dan launched D.R. Saur Financial in 1993, helping individuals and families pursue their ideal retirement dream. Dan obtained a Bachelor of Applied Arts and Science from Stephen F. Austin State University and a Master of Theology from Dallas Theological Seminary. During his second year of college Dan earned his commercial pilot’s certificate and became a Certified Flight Instructor, giving flight lessons and working as an airline transport pilot before ultimately choosing a career in investments and financial planning. When Dan is not working he loves hanging out with his wife Lisa, reading, and playing racquetball, cycling, and water sports.

David Dattanasio

Associate Wealth Advisor

David is an Associate Wealth Advisor in the Beacon Pointe Boston office and is responsible for supporting the wealth management and operations teams.  His duties include cash management, strategy implementation and portfolio maintenance.  Prior to joining Beacon Pointe, David worked as a research analyst and portfolio constructor for BNP Paribas Asset Management.  David graduated from the University of Massachusetts, Amherst with a BA in Economics and earned his MBA from Suffolk University.  Outside of the office, David enjoys traveling with his family, cooking and playing golf.

David Hopkins

Senior Wealth Advisor

David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

David Le, CFP®

CTO, Wealth Advisor

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. Prior to joining Beacon Pointe, he worked at the Irvine Ranch Water District, where he spent 7 years in various technical and management roles overseeing their Enterprise Resource & Planning (ERP) and Geographic Information System (GIS) systems. Concurrent to his role, David is also a Wealth Advisor in Beacon Pointe’s Private Client Services Group and is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He holds the Certified Financial Planner™ (CFP®) designation. David earned his Masters in Business Administration from the University of California, Irvine and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

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.

Derek Newcomer, CFA, CAIA

Director, Investment Research

Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. Derek currently serves as the Chair of the Investment Committee at the Goodwill of Orange County. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management. He is a CFA charterholder and a member of the CFA Society of Orange County and holds the designation of Chartered Alternative Investment Analyst (CAIA).

Donald J. Hertling, CFP®, MST

Partner, Managing Director

Don has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.

Doug Tillman

Wealth Advisor

Doug A. Tillman is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe and CBD Wealth Management, Doug has served in a number of positions in the financial and banking industries holding the position of Vice‐President of Asset Acquisitions and Risk Management for Crescent Bank & Trust and its affiliated companies, a founding member and Executive Director for ReMark Capital Group, LLC, a Goldman Sachs & Co. company, and running a consulting firm focused on multi-industry businesses, banks, credit unions, and finance companies where he performed corporate advisory work, strategic planning and financial analysis for his clients. Throughout his career, Doug has helped a wide variety of companies achieve their goals and made the decision to transition to CBD Wealth Management to advise individual investors and business owners on their financial planning, business consulting, and investment needs prior to joining Beacon Pointe Advisors. Doug earned his MBA in 2001, and his Bachelor of Science in Accounting in 1997 from the University of New Orleans. Doug is an active volunteer with many local schools and charities, and currently serves as President of the Christian Brothers Foundation Board, Founder and Past President of the New Orleans Catholic Men’s Club Association, Past President of the Archbishop Rummel High School Alumni Association, and Past President of St. Matthew Men’s Club. He is an avid hunter and fisherman and enjoys spending time with his family.

Douglas T. Allison, CFA

Partner, Managing Director

Doug has been with Beacon Pointe since its inception and is a founding partner. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS in Genetics and has earned the Chartered Financial Analyst designation. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

Drew Saia, CFP®, CPA

Financial Planner

Drew Saia is a Financial Planner and is responsible for working with private clients to develop and maintain their comprehensive financial plans in order to achieve their personal and financial goals. Prior to joining Beacon Pointe Advisors, Drew worked as a financial planner at DMJ Wealth Advisors, and in public accounting at DMJ & Co. PLLC. Drew graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in Economics and holds a Master of Science in Accountancy from the University of North Carolina at Greensboro. He holds the CERTIFIED FINANCIAL PLANNER TM (CFP®) designation, along with an active North Carolina Certified Public Accountant (CPA) license. Drew and his family currently reside in Greensboro, NC and outside of work, he enjoys golfing and spending time with his wife and two children.

Dylan Brooks

Wealth Advisor

Dylan a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, he was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Dylan Hauer

Senior Associate, Client Service

Dylan is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s Institutional Consulting Services Group to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Arizona State University with a major in Economics and a minor in Real Estate. During his time at ASU, Dylan interned at multiple finance firms and was also a member of the ASU Real Estate Club. Dylan is originally from Scottsdale, AZ and outside of the office he enjoys golfing, snowboarding, fishing and all things outdoors.

Dylan Macdonald, CFP®

Wealth Advisor

Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a Certified Financial Planner (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.

Elaine Kirchner

Senior Associate, Office Management

Elizabeth Erickson

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.

Elizabeth Zimmer, CFP®

Wealth Advisor

Elizabeth is a Wealth Advisor at Beacon Pointe and is committed to helping clients pursue the goals that matter most to them. She works closely with clients to identify their life priorities and commits herself to developing strategies that are customized to fit each client’s personal circumstances and unique feeling and attitudes towards investing.  Her relationships are collaborations with full transparency and a sense of purpose.  Prior to joining Beacon Pointe, Elizabeth spent two years at RBC Wealth Management and over five years at Merrill Lynch. Elizabeth is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a bachelor’s degree from the University of Southern California’s Annenberg School for Communication. She currently resides in Sherman Oaks, CA and in her spare time, she enjoys the outdoors, spending time with her family, and studying new material related to financial planning.

Ellen O’Reilly

Office Manager

Ellen B. O’Reilly brings years of experience and commitment as a volunteer for various community organizations to her role in serving the needs of clients and team members in the Beacon Pointe New Orleans office. She puts her strong people skills to work answering client inquiries, scheduling appointments, and overseeing multiple office operations. Prior to Beacon Ponte, Ellen joined CBD Wealth Management in 2004 as a client service associate. She is a member of the Junior League of New Orleans and the St. Francis of Assisi Parish Council. Ellen’s strong organization skills and ability to multitask are due in part to raising four children – two boys and twin girls – and she is also a devoted grandmother to four.

Eric Faber, MBA

Principal, Regional Director, Senior Wealth Advisor

Eric is a Regional Director and Senior Wealth Advisor in the Beacon Pointe Florida office responsible for assisting clients with setting and achieving their long-term financial goals along with coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded.  Eric is a native of Orlando, Florida and a graduate of Rollins College where he obtained a bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida and is currently a Certified Financial Planner™ (CFP®) candidate. Prior to joining the Ferrell Wealth Management team, Eric worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Orlando branch of After-School All-Stars and loves to spend time with his wife and their two children.  In his spare time, he loves to play golf and remain actively involved in the game of basketball.

Eric L. Newby, CFP®

Senior Wealth Advisor

Eric Newby is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Eric holds the Certified Financial Planner™ (CFP®) certification and brings over 12 years of advisory experience working with both high net worth individuals and families.  Eric has expertise in the financial planning areas of retirement analysis, investment management, insurance, tax and estate planning.  Prior to joining Beacon Pointe Wealth Advisors, Eric spent six years with TD Ameritrade in Scottsdale.  Eric graduated from Colorado State University-Pueblo with his Bachelor of Science degree in Economics and Finance, and also played baseball in college.  In his spare time, he enjoys spending time with his wife Maggie and their 2 children, golfing, and visiting his hometown of Soldotna, Alaska in the summers.

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.

Erica Wu

Senior Wealth Advisor

Erica Wu is responsible for advising and providing customized wealth management solutions for clients.  Prior to joining Beacon Pointe Wealth Advisors, Erica worked for JP Morgan, TD Ameritrade, and HSBC Bank. Erica graduated from the University of Miami, Florida where she earned a bachelor’s degree in business administration. Erica continued her education and graduated from Fairleigh Dickinson University, with a master’s degree in business administration.  Erica resides in San Jose, California where she enjoys traveling and spending time with her three dogs.

Erin Fowlkes

Manager, Operations

Erin is the Operations Manager for Beacon Pointe’s North Carolina office. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and works closely with the client service team to provide an exceptional client experience. Prior to joining Beacon Pointe, Erin worked at DMJ Wealth Advisors, LLC for over 13 years. Her experience in the banking and financial services industry began in 2001 and she has since worked in client service, operations and compliance roles.  In her free time, Erin values spending time with her husband, three children and two dogs.  They all love to be outdoors, garden, cook and are huge fans of Georgia Bulldog football, ‘Go Dawgs!’

Felix Lin, CFA

Partner, Managing Director of Institutional Consulting Services

Felix has been with the firm since its inception and is a founding partner.  Felix is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He previously served as the Investment Chair for the Goodwill of Orange County, was a member of the Human Society of Silicon Valley Finance Committee, and serves as an Ambassador for Free Wheelchair Mission. Felix has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles.

Flynn McDonnell, JD

Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

Gabriel Kennan

Senior Associate, Research

Gabriel is a senior associate within the Institutional Consulting Services Group at Beacon Pointe Advisors. His responsibilities range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Gabriel earned his BA in Business Administration with a specialization in finance from the University of California, Irvine. Gabriel has a passion for film-making and enjoys watching, writing, and making movies in his spare time.

Garth K. Flint

Partner, Founder

Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.

Gene Ka, CPWA®

Partner, Managing Director

Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He  cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.

 

Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

Graham Pierce

Partner, Managing Director

Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.

Greg Carrick, CFP®, CIMA®

Senior Wealth Advisor

Greg Carrick is a planning and relationship-oriented wealth advisor in Beacon Pointe’s North Carolina office.  He has spent over a decade working closely with individuals, families, and business entities across a range of planning matters. Greg leverages the experience he has gained in navigating the idiosyncrasies tied to each client relationship by consistently refining the quality of advice he provides, improving  plan outcomes for clients and ensuring their financial lives are positively impacted. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he co-managed their Investment Committee.  Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Certified Financial Analyst (CFA) candidate.  Greg graduated from UNC-Greensboro with a B.S. in Business Administration.  Outside of the office, Greg enjoys golf, live music, and travelling this great planet with his wife, son, and Newfoundland.

Gregory Taylor, CFA, CFP®

Senior Wealth Advisor

Gregory Taylor, CFA, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients.  He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital.  Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences.  He holds both the Chartered Financial Analyst (CFA) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.

Hagen Grantham

Associate Wealth Advisor

Hagen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Hagen worked in the licensed apparel manufacturing industry where he managed the NASCAR, Automotive, Power Sports and Character divisions for an international clothing company. He earned a B.S. in Business Administration from the University of Southern California, where he was a four-year letterman on the Trojans water polo team.  Hagen resides in Newport Beach with his wife, three daughters, son, and father. Outside of the office, he enjoys spending time with his family and friends and watching his kids play sports.

Haley Rodriques, CFP®

Relationship Manager

Haley is a Relationship Manager at Beacon Pointe and is responsible for partnering with advisors in the Plano office to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Haley joined D.R. Saur Financial as the Director of Practice Operations, and before that, she served as a Deposit Operations Clerk at Vista Bank and as a junior Financial Advisor and Client Services Manager at Efficient Wealth Management. Haley graduated from Texas Tech University with her bachelor’s and master’s degrees in personal financial planning and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Haley lives in Wylie, Texas with her husband and two young boys. In her free time, she and her husband like to golf, cheer on the Dallas Stars, and take on home renovation projects.

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.

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

Ian Blanchard, AIF©

Wealth Advisor

Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Ian joined CBD Wealth Management in 2011 as a wealth advisor and focused on implementing financial research into portfolios tailored for each client’s specific needs. He plays an integral role in the financial planning process, interacting with clients and financial advisors in the development and monitoring of individual investment strategies and decisions. He is responsible for conducting research and analysis on current and future portfolio holdings, evaluating and monitoring portfolio risk and recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as helping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian attended Louisiana State University where he obtained a Bachelor of Arts and Sciences in Economics with a double minor in Latin and Sociology. He is also a magna cum laude graduate from Jesuit High School in New Orleans. Ian lives with his wife and their two children in Lakeview, and in his free time he enjoys duck hunting, fishing and tennis.

Indya M. Yuill

Partner, Managing Director

Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York.  Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high net worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing and chasing his two boys around.

J.L. Hurt IV, MBA

Principal, Senior Wealth Advisor

Jack Cooper

Senior Associate, Partnership Integration & Strategy

Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe Wealth Advisors partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining BPWA. Jack is also involved in the marketing and recruiting of additional BPWA partner offices as well as adding professionals and advisors to existing BPWA offices. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.

Jack Thomas

Associate Wealth Advisor

Jack is an Associate Wealth Advisor in Beacon Pointe’s Scottsdale office, and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group where his responsibilities included portfolio performance reporting, asset allocation modeling and trading. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the varsity tennis team. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification. Outside of the office, he enjoys golfing, playing tennis, and traveling.

Jacob Vick, CFA

Senior M&A Business Associate

As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. Outside of the office, he enjoys traveling to new countries, finding the latest podcast, and playing basketball.

Jacqueline Ngo

Senior Associate, Alternatives

Jacqueline (Jackie) is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience.  Her duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jackie spent over 15 years in the financial services industry, specifically working in client services, back office support and trade operations at American Funds, Assetmark Investment Services, Inc. and Broadridge Financial Services.  She earned her bachelor’s degree in Business Administration at California State University, Northridge and now resides in Phoenix, AZ. In her free time, she enjoys spending time with family, reading and taking road trips with her husband.

Jade Goodman, MBA, JD, LLM

Director, Strategic and Legacy Planning

Jade helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. She works with advisors and clients to provide and coordinate customized strategies to preserve and transfer wealth through charitable, business, financial, tax, and estate planning solutions. Jade has been featured on CNBC and presents on various tax planning topics at industry and partner events. Prior to Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing on all aspects of estate planning and administration. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, and counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration.  Before private practice, Jade served as a Trust Officer/Administrator at U.S. Trust/Bank of America Private Bank and City National Bank, providing a coordinated approach to trust and estate administration and investment management. Jade obtained her Master in Laws degree (LL.M.) in Taxation, with an emphasis in High Net Worth/Private Client, from Loyola Law School in Los Angeles. She previously earned her J.D. from Loyola Law School, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, a dual concentration in Accounting, and a minor in Financial Planning. Jade is a member of Beacon Pointe’s Women’s Advisory Institute (“WAI”). She resides in Scottsdale, Arizona, with her husband and son.

Jake Heisler, CFP®

Associate Wealth Advisor

Jake is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Prior to joining Beacon Pointe, Jake worked at Versant Capital Management and Barnes Investment Advisory, two Registered Investment Advisory firms in the Phoenix area. He graduated from Grand Canyon University with a Bachelor of Science in Finance and Economics. He holds the Certified Financial Planner™ (CFP®) certification. Jake and his wife live with their dog in Scottsdale, AZ and enjoy going to concerts, exploring the Valley, and traveling in their free time.

James Davenport

Partner, Managing Director

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC

Partner, Managing Director

Janet Hathaway

General Counsel

Janet Hathaway is the General Counsel at Beacon Pointe.  She started her career in private practice at Gibson, Dunn & Crutcher.  Since then, she has served as corporate in-house counsel, first at Crain Communications Inc, a global media company, and most recently at Pathway Capital Management, a private equity investment firm. Janet received her Bachelor of Arts degree from the University of Notre Dame, magna cum laude, and her J.D. from the University of Virginia School of Law. Outside of work, Janet enjoys jogging with her girlfriends, practicing yoga, and watching her children’s sporting events. She lives with her husband and four children in Newport Beach, California.

Jason Overholtzer, CFA

Director, Investment Research

Jason is primarily responsible for manager research and due diligence. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to rejoining Beacon Pointe in 2014, he spent approximately three years overseeing equity manager research for a $7 billion Los Angeles based investment advisory firm. Prior to this, Jason was with Beacon Pointe for nine years where he was responsible for conducting research and due diligence on investment managers and working with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Prior to originally joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years. Jason received a BA in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles. Jason currently serves on the Investment Committee of the Goodwill of Orange County. Jason lives in Ladera Ranch, California with his wife and three children.

Jaynie Hexberg

Executive Administrative Assistant

Jaynie is an Executive Administrative Assistant at Beacon Pointe Advisors. She is responsible for maintaining files and updating records, making travel arrangements, conducting research, assisting with project management and handling correspondence. She is from Orange County and currently lives in Laguna Beach, California. In her free time, Jaynie enjoys hiking, going to the beach with friends and spending time with her two nephews.

Jeanne Juricka

Senior Associate, Client Service

Jeanne is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Before joining Beacon Pointe Advisors, Jeanne worked at Smith Barney. She started her finance career working at the Chicago Board of Trade on the trading floor and worked for TD Ameritrade thereafter. Jeanne attended Columbia College and graduated with an Arts degree. Jeanne lives in Mission Viejo, California and in her spare time she loves to hike and go fishing with her husband. She is originally from Chicago and is a big Bears and Cubs fan!

Jeff Hwang, CFP®, CRPC

Partner, Managing Director

Jeff Hwang is a Partner and Managing Director of Beacon Pointe’s North Carolina office with over 15 years of experience delivering authentic planning and investment solutions to his clients. Jeff leads a team of like-minded professionals serving private business owners, corporate executives and health care professionals with their unique planning and investment needs.  Prior to joining Beacon Pointe, Jeff was a partner at DMJ Wealth Advisors, a firm focused on collaborating with industry professionals to deliver personalized solutions to clients with complex needs. Jeff began his career in financial services at Merrill Lynch where he served as a Financial Advisor.  Jeff holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, is a Chartered Retirement Planning Specialist (CRPC) and graduated from Davidson College.  He and his wife have three sons and are actively involved in the community through their church and the local Young Life chapter. In his spare time, Jeff enjoys spending time cheering his boys on the soccer field, playing guitar and staying active.

Jessica Matthews, CFP®, CDFA®

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 as well as the Certified Divorce Financial Analyst (CDFA®) designation. She graduated from Hofstra University with a bachelor’s in business administration with a focus in international business.  Jessica has two daughters and in their spare time love to experience diverse cultures, soak in the history and appreciating the world’s natural beauty.

Jill B. Steinberg, MBA, CDFA®

Partner, Managing Director

Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner.  Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania and holds Certified Divorce Financial Analyst (CDFA®) designation.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

John Gray

Chief Financial Officer

John is the Chief Financial Officer for Beacon Pointe Advisors and is responsible for leading Accounting and Finance for the firm. Prior to joining Beacon Pointe, John led the accounting team for United Capital Financial Advisors, which was successfully sold to Goldman Sachs in 2019.  John has also led the accounting team for firms in sports broadcasting and photography. He graduated from California State University San Marcos, with a B.S. degree in Accounting.  Before starting his career in accounting, John served in the United States Marine Corps as a Military Police Officer and is a Gulf War Veteran. He is married with two children and in his free time, John enjoys camping, hiking, snow skiing, fishing and frequent trips to Maui with his family.

John Zhang, AAMS®

Associate Wealth Advisor

John is an Associate Wealth Advisor in Beacon Pointe’s Northern California office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, John spent over a decade in an operations role at Charles Schwab where his managerial responsibilities included recruiting, training and managing financial consultants. In addition to earning his B.A. in Business Management Economics at University of California, Santa Cruz, John holds the Accredited Asset Management Specialist (AAMS®) designation. Outside of the office, John is a nature lover and enjoys outdoor activities such as hiking and camping.

Jonathan Acosta, JD

Partner, Managing Director

Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee.  He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.

Jonathan Savorgiannakis

Associate Wealth Advisor

Jon is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Jon worked as a financial consultant at Equitable Advisors in Morristown, New Jersey. Jon earned a Bachelor of Science with a major in Finance and a minor in Economics from Fordham University’s Gabelli School of Business. He currently resides in Westfield, New Jersey and enjoys spending time with friends and family, snowboarding, and watching the New York Mets and Liverpool Football Club.

Jordan Heller, CFA, CFP®, CPA

Partner, Managing Director

Joseph H. Ray, J.D.

Partner, Managing Director

Joseph (Joe) Ray combines the analytical skills developed in his legal practice with a common-sense approach to investing. He focuses on creating portfolios consistent with the client’s desires and comfort level in order to help them reach their financial goals. He believes that communication is the most important issue in modern investing. As stewards of our client’s assets, it is imperative that that such communication and understanding drive an investment process that is attune to a client’s long-term plans and objectives. Joe has over 30 years of experience in equity and fixed income analysis and portfolio management. He practiced corporate and securities law prior to beginning his career as an investment advisor at Gerald L. Ray and Associates, Ltd. and Wealthstreet Investment Advisors, LLC. He earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University. Joe is married to Alyson and together they have three beautiful daughters.

Joseph Pecoraro

Wealth Advisor

Joseph Pecoraro serves as a Wealth Advisor with Beacon Pointe. With nearly a decade of experience, Joseph helps clients achieve their personal financial goals by custom tailoring financial solutions.  Joseph specializes in creating a comprehensive financial plan to help clients visualize how their investments, insurance, estate plan, taxes, income and expenses all play a part to financial success. Prior to joining Beacon Pointe, Joseph worked for a nationally recognized Registered Investment Advisor.  Joseph graduated from Seton Hall University.  When not at work, Joseph and his wife can be found trying new restaurants, traveling, relaxing on the beach or cheering on the Seton Hall basketball team.

Josh Rummonds, JD

Wealth Advisor

Josh is a Wealth Advisor representing Beacon Pointe Wealth Advisors in the Central Valley of California. Prior to joining Beacon Pointe, Josh was a financial advisor for the Principal Financial Group where he advised and assisted his clients in establishing sound financial plans which included both investment and insurance advice. With a background in the legal profession Josh has always been required to adhere to the fiduciary standard of placing the interests of the client above his own and the firm he represents. Josh received his Juris Doctorate (J.D.) from Thomas Jefferson School of Law and his Bachelor’s Degree from the University of Southern California. While at USC, Josh played on the baseball team and signed with the Chicago Cubs organization thereafter. Outside of work, Josh enjoys traveling, running with one or both of his dogs and spending time with his wife and son.

Joshua Krawczyk

Associate, Central Operations

Joshua is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Joshua graduated from Benedictine University with a major in Mathematics. In his free time, he enjoys running, reading, and traveling.

Julia Cummings

Senior Wealth Advisor

Julia is a Senior Wealth Advisor at Beacon Pointe and is responsible for client service and new client development.  Julia began her career at Bernstein Wealth Management and then JP Morgan, before transitioning into the independent RIA space. Most recently, Julia worked as an advisor with ultra-affluent clientele at Advice Period, a boutique financial planning firm in the Los Angeles area. Julia has extensive knowledge of investments, financial planning and estate planning.  Julia is a Los Angeles native and graduated from Amherst College in Massachusetts where she was a dual-sport athlete playing varsity soccer and softball.

Julie Johnson, CDFA®

Senior Wealth Advisor

Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories.  Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

Julien Frazzo, MBA

Director, Risk Management and Securities Research

Julien is the Director of Risk Management and Securities Research at Beacon Pointe Advisors and is a member of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Julien served as Director of Equity Research at the Bahnsen Group. Julien is a seasoned investment professional with twenty-one years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking and two years in private wealth management. He began his career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers analyst and associate programs. Julien transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy. Julien subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating his family to Southern California and transitioning to private wealth management in 2019. Julien earned a master’s degree in Accounting and Finance and a postgraduate degree in Corporate Finance, Financial Engineering and Securities Law from the University of Paris Dauphine in Paris, France. A French native, Julien holds American and British citizenships and lives on the Pacific coast with his wife and daughter. Having worked in Paris, Amsterdam, London, Chicago, Monaco and Newport Beach, Julien is a student of other cultures. Outside of the office, he enjoys outdoor sports such as sailing, kitesurfing and snowboarding.

Juna Chiang, CFP®

Manager, Trading Operations

Juna is a Manager in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.

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.

Karen (Sarten) Reifel, CFP®

Senior Wealth Advisor

Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation.  Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011.  As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group.  Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients.   Karen serves as Board Director for the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karen resides in Southern California with her husband and son.

Karina C. Melancon

Salesforce Program Manager

Karina is a Salesforce Program Manager within our firm Operations group at Beacon Pointe Advisors. Karina brings more than 20 years of experience in various sectors within the financial services industry. Her career started with Munich Re America, in Princeton New Jersey and 15 years ago she relocated to Arizona. Karina’s passion for Salesforce started while being part of the Schwab Intelligent Integration project (SII) at Charles Schwab where she worked for over 5 years. Karina holds a bachelor’s degree in Civil Engineering, is a Certified SAFe Agile Product Manager and a certified Scrum Master. Karina lives in Scottsdale with her husband, and as a retired destination marathon runner, during her free time Karina enjoys hiking with her husband, walking their three four legged kids along the greenbelt, spending time with friends and family.

Karisa Diephouse

Chief Operating Officer

Karisa Diephouse is responsible for partnership integration, operations and strategy execution across all Beacon Pointe offices located throughout the country. Karisa brings over 15 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.

Kasia (Katarzyna) Quiroz

Senior Associate, Central Operations

Kasia is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kasia spent over three years working in client services and operations at Edelman Financial Engines. In her free time, she enjoys traveling and spending time with family and friends.

Kate Pettee, CFP®

Wealth Advisor

Kate is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in new client development for J.P. Morgan Global Alternatives. Kate is a CERTIFIED FINANCIAL PLANNER™ and she earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.

Kathy Sharp

Office Manager

Kathy is Office Manager in the Client Service department at Beacon Pointe Advisors. She is responsible for client communications, database organization, oversight of internal processes and general office management duties. She is originally from San Diego and attended San Diego State University before graduating from South Western College with a degree in Liberal Arts. In her free time, Kathy is an avid runner, enjoys playing golf and working out. She currently lives in Newport Beach, California, and loves to spend quality time with both her son and daughter.

Kaylynn Cogil

Senior Associate, Office Management

As a Senior Associate, Office Management, Kaylynn provides multi-faceted operational support to Beacon Pointe’s Arizona team through a range of administrative, financial and organizational tasks. Prior to joining Beacon Pointe, she attended the University of Arizona. In her free time, Kaylynn volunteers with Court Appointed Special Advocates (CASA) and is a founding member of their 11 Summits Event. She also enjoys hiking, cooking and spending time with friends and family.

Kelly DiGonzini, CFP®, MST

Director of Financial Planning

Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. She graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a CERTIFIED FINANCIAL PLANNER™.  Kelly is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including CNBC, Martha Sewart Weddings, Financial Planning Association, MainStreet!, and Financial Advisor IQ. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly spends her free time chasing her toddler daughter and resides with her husband in South Orange County, California.

Kelsey Hudson

Associate Wealth Advisor

Kelsey brings over nine years of experience in financial services and wealth management. Prior to joining BPWA, she worked for a RIA in Dallas, TX, Charles Schwab and Wells Fargo Bank. Her previous roles included day-to-day operations such as account maintenance, money movement, and trading. Kelsey received her Bachelor’s degree from Arizona State University. She currently lives in Mesa, AZ with her family and their two border collie Aussies. In her free time, she loves to shop, travel and explore new places/ restaurants in the Valley with her family.

Kenneth B. Kann, MBA

Regional Director, Wealth Advisor

Kenneth Kann is a Regional Director and Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Wealth Advisors, Ken was a VP and Sr. Portfolio Manager with Windsor Capital Management. Before that, Ken was a National Director of Advisor Services at Financial Engines where he had the unique opportunity to work for Nobel prize winner, William Sharpe. Ken also spent 15 years at Charles Schwab as Vice President and Director in various enterprises within the firm. Ken holds a BA in Psychology from the University of South Florida, an MBA, as well as a Post Baccalaureate degree in Accounting from Arizona State W.P. Carey School of Business. In his free time, Ken enjoys working out, traveling, and spending time with family.

Kerstin M. Murphy

Partner, Senior Relationship Manager

Kerstin Murphy is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office.  With over twenty years of experience, she has earned a reputation for her broad level of expertise as well as for the exceptional level of care and guidance she provides her clients.  Prior to joining Beacon Pointe, Kerstin was a Managing Partner, Chief Compliance and Operating Officer at Essex Asset Management, LLC.   She is a graduate of Bucknell University, with her studies focused on economics and political science.  Prior to joining Essex Asset Management, Kerstin was a Portfolio Manager at the Bank of New York Mellon.  Kerstin began her career as an analyst at a hedge fund in New York City.

Kevin DiSano, CIMA®, CPWA®

Chief Growth Officer

Kevin is an accomplished sales and management professional with expertise developed over 28 in business. Most recently he was Senior Managing Director and Head of ETF sales at Nuveen. Prior to that he was one of the senior executives at IndexIQ, a leading alternative investment manager that was sold to New York Life Insurance Company. Kevin was instrumental in the growth of the business from the initial launch in 2009 until the sale.  Kevin has a wealth of experience in sales and executive management roles and specializes in building and leading successful teams from the ground up. He has hands-on experience helping startup businesses establish themselves through both individual contributor and executive management roles with a focus on the development of effective sales and marketing strategies. Over the course of his career, Kevin has been asked to share insights and expertise through appearances on CNBC, Bloomberg Radio and has been interviewed for various print and online media publications. Kevin holds a B.S. Degree in Speech Communications, Psychology and Business Industry Education from the University of Minnesota and also holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) Designations from the Investment Management Consultants Association in conjunction with the Wharton School of Management at the University of Pennsylvania and the University of Chicago, respectively.

Kimberly Crawford

Manager, Operations

Kimberly is the Manager of Operations for the Beacon Pointe New Orleans office. She is responsible for overseeing day-to-day firm operations, implementing policy and procedures, and works closely with the client service team to provide an exceptional client experience. Prior to joining Beacon Pointe, Kimberly worked at Personal Financial Advisors for over 12 years as the Director of Operations. In her free time, Kimberly enjoys spending time with her husband and two sons. They are very active in the community, love attending sporting events and being outdoors.

Kimberly Pham

Associate Wealth Advisor

Kimberly is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kimberly worked in the contract electronic manufacturing industry in the heart of Silicon Valley. She graduated from Cal Poly San Luis Obispo with a major in Political Science. Outside of the office, she enjoys cooking and spending time with family and friends.

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.

Laine Ainsworth, CFP®

Partner, Managing Director

Laine holds the Certified Financial Planner™ (CFP®) certification and has been an investment professional for over 25 years. Prior to joining Beacon Pointe Wealth Advisors, Laine was a Founding Principal of Wealth Management Network, LLC. Laine is a member of the Dean’s Leadership Circle for the University of California at Irvine Paul Merage School of Business and is a Founding Executive Committee Member of the Center for Investment and Wealth Management at UC Irvine. Mr. Ainsworth is a member of the Hoag Hospital Diplomat Society and was a Charter Member of the PIMCO RIA Advisory Board. He is presently a member of the Chartered Financial Analysts Society of Orange County and has served on the Board of Directors of CASA Orange County. A California native, Laine earned a Bachelor’s Degree in Economics from the University of California at Los Angeles. He and his wife Lisa have a daughter who resides and works in New York City.

Landen L. Lunsway, CFP®

Partner, Managing Director

Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  With over 14 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning.  Prior to joining Beacon Pointe Wealth Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services.  Landen graduated magna cum laude from Northern Arizona University with a B.S. in Finance.  He is a member of the Financial Planning Association (FPA) and holds the Certified Financial Planner™ (CFP®) certification. He is an active champion of the Chris Freeman Scholarship through the NAU Foundation benefiting students whose lives have been impacted by cancer.  In his free time, Landen enjoys skiing, soccer, traveling and spending time with his wife and two daughters.

Laura Powell

Senior Associate, Client Service, Team Lead

Laura is a member of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include the onboarding of new client relationships, assisting with money movement functions, and handling of routine client inquiries. Laura has over a decade of experience in the financial services industry. Prior to joining Beacon Pointe, Laura worked for DMJ Wealth Advisors Laura is a graduate of the University of North Carolina Wilmington with a B.A. in Communication Studies and a minor in Journalism. Outside the office, she enjoys spending time with her husband and their dog, hiking and traveling.

Laura Romero

Client Service Associate

Laura Romero is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service.  Prior to Beacon Pointe, Laura was part of the CBD Wealth Management team and prior to that she has several years’ experience in several different fields.  She worked for 14 years in the healthcare industry as an Executive Assistant, Project Coordinator and Specialist in the Pharmacy Department, was an Executive Assistant for United Way for three years and also worked for a management consulting firm for 11 years.   In her time away from the office, she enjoys cooking for her husband and son.  She also likes spending time with extended family and friends and having Saints parties during football season.  She and her husband are big supporters and volunteers of their son’s school, Laura is involved with PTO and her husband is the middle and high school swim team coach.

Lauren Meixel

Manager, Operations

Lauren Meixel is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Wealth Advisors office in Newport Beach.  She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.

LeEric Daye

Senior Wealth Advisor

LeEric is responsible for new client development and client advisory services within the Beacon Pointe Advisors Boston Office. He has spent the last 20 years helping individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning and charitable giving. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those that serve in the medical, educational and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. He earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. LeEric is also a 2020 Level II candidate in the CFA Program. In his spare time, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.

Leslie J. Reynoso

Partner, Senior Wealth Advisor

Leslie Reynoso is a partner and a senior wealth advisor for the Beacon Pointe Dallas office. Leslie develops customized strategies to help individuals and families meet their financial goals.  She is also an advisor for the Dallas retirement plan clients and serves as the liaison between the company plan sponsors, third-party administrators and Beacon Pointe, to provide a seamless service experience. Prior to joining Beacon Pointe, Leslie spent the last 10 years as a wealth management advisor for Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Leslie graduated with honors from Southern Methodist University, earning both a B.B.A. in Finance and B.A. in Spanish. She is a level II Certified Financial Analyst (CFA) candidate. In her free time, Leslie enjoys hiking, running, traveling, home projects, and spending time with her friends and family.

Lindsay Thornhill

Associate, Operations

Lindsay is a member of the Beacon Pointe Client Service Department and is responsible for partnering with Beacon Pointe’s investment and financial planning teams in Texas to provide clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Lindsay was a member of the D.R. Saur Financial team as an administrative assistant. Lindsay graduated from California Polytechnic State University. Outside of the office, Lindsay enjoys reading, watercolor painting, hiking with her husband and spending quality time with friends.

Liz Mitchell

Manager, Operations

Liz is a Manager in the Operations Department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics.  She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.

London B. Kearns

Senior Associate, Client Service

London is a member of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management, retirement plan services and financial planning teams to provide the firm’s clients with a personalized service experience. She works closely with the members of her team to provide client account administration, monitor day-to-day transactions, and maintain the high client service standards set by the firm.  London attended the University of North Carolina at Greensboro and was an accomplished residential real estate professional from 2004-2012. She also earned her Retirement Plan Fundamentals (RPF) Certificate from the American Society of Pension Professionals and Actuaries. London is active in her church and frequently volunteers in her local community. In her spare time, she enjoys painting, playing with her dog and 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.

Lynette L. Heil, CPA

Partner, Finance Director

Lynette brings an extensive financial and compliance background and oversees operations for Beacon Pointe’s Dallas office. Prior to joining Beacon Pointe, she was a partner with Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd., where she served as CFO and CCO for 10 years and was active in all aspects of strategic leadership. Prior to joining Wealthstreet, Lynette was a director in both the Sarbanes-Oxley and financial consulting practice of Tatum, LLC. There, she worked with private equity firms, providing project leadership for large scale projects and serving as interim CFO for firms in transition. Prior to that she served as CFO for several quickly growing start-up firms in the Dallas area. She earned a B.B.A. in Accounting from Texas State University, started her career with KPMG, and is a Certified Public Accountant. Lynette is an avid reader, enjoys traveling, socializing, and spending time with her husband Mark and their four adult children.

Mac McCall

Wealth Advisor

Mac is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe, Mac worked for Oppenheimer & Co as the Director of Asset Management for the West Coast. At Oppenheimer, he worked with advisors and their clients to create stable portfolios through the use of non-traditional investment strategies.  Prior to Oppenheimer, Mac worked for Rochdale Investment Management in San Francisco. He graduated from Trinity University where he was a member of the swim and track teams. Outside of work, he is a competitive golfer and enjoys cooking and gardening. Mac resides in Newport Beach, California.

Madison Minner

Associate, Marketing & Communications

Madi is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Prior to joining Beacon Pointe, Madi worked as a consultant with PIMCO and before that she spent four years in legal marketing. Madi earned her Bachelor of Science from the University of California, San Diego. Outside of the office, she enjoys exploring National Parks with her corgi Hamilton, hiking, international travel and cooking.

Mariah Back

Senior Associate, Client Service

Mariah is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience and daily duties include account administration, processing new and existing client paperwork and assisting clients with day-to-day service requests. Prior to working at Beacon Pointe, Mariah worked for CBRE, Inc. as a Senior Business Operations Coordinator and earned a Bachelor of Science at Pennsylvania State University. Outside of the office, Mariah enjoys picnics, going on walks and cooking new recipes.

Marissa Salese

Senior Associate, Client Service

Marissa is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork and money transfers. Previously, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Marissa was born and raised in Essex County and enjoys spending time with her family and friends.

Mark Flint, CFA

Senior Wealth Advisor

Mark is responsible for working with Beacon Pointe’s Private Client Services Group. Mark assists individuals, businesses, and private foundations meet their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Mark worked as a portfolio manager at Brandes Investment Partners and was an adjunct professor of finance at the University of San Diego. Mark graduated from the University of San Diego with a BA in international relations. He also received his MBA from the University of San Diego and holds the Chartered Financial Analyst designation. Mark is married with two sons, and lives with his family in San Diego, California.

Mark Moehlman

Partner, Managing Director

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.

 

Mark V. Mathers, CFP®

Partner, Managing Director

Mark Mathers has over 20 years of experience in the financial services industry, primarily in financial planning, relationship management, and business development.  He most recently served as Managing Director of Boston Private Wealth, was a Senior Client Advisor with Silver Bridge and a Senior Financial Planning Consultant for the Bostonian Group.  Mark holds an honors degree in Business Studies from University of Ulster, a Certificate in Export Marketing from University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and holds the Certified Financial Planner™ (CFP®) certification.  Mark values collaboration, collegiality and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. He enjoys soccer, Gaelic football and golf.

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Prior to joining BPWA, he founded and managed Camelback Wealth Management, a Scottsdale-based advisory firm.  Matt is a Certified Financial Planner™ (CFP®) and a Certified Investment Management Analyst®.  Before Camelback Wealth, he traded futures for his own and institutional accounts after spending nearly nine years at Intel Corporation.   Matt earned his MS and BS in Industrial Engineering at Stanford, where he also played football.  When he is not enjoying time with his four boys and wife, Melissa, he can be found doing CrossFit.

Matthew B. Cooper

Partner, President, Beacon Pointe Advisors

Matthew (Matt) is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications, regularly speaking on a host of wealth management and industry-related topics. Matt’s passion is continuous lifetime learning, and at a time when the RIA industry is changing more rapidly than any other point in history, Matt’s focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals for themselves, their teams and their businesses. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys traveling, running and exercise, and spending time with his family.

Matthew Henn, CFP®, RICP®

Wealth Advisor

Matthew (Matt) is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Before joining Beacon Pointe, Matt spent nine years as a consultant to financial advisors as a Retirement Income and Protection Specialist. He was born and raised in Southern California and holds a Bachelors degree in Finance from the University of Utah. Matt is a Certified Financial Planner (CFP®) and a Retirement Income Certified Professional (RICP®). Outside of work, Matt loves family time with his wife and daughter and enjoys surfing and traveling.

Matthew Murphy, CFP®

Regional Director, Wealth Advisor

Matthew (Matt) is a Regional Director and Wealth Advisor in the Beacon Pointe Texas office, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Prior to joining Beacon Pointe, Matt worked for Ivy Distributors, Inc. as a Regional Vice President consulting financial advisors in the Dallas Fort-Worth area. Prior to Ivy, Matt worked at American Century Investments as an Investment Consultant in Kansas City, Missouri. Matt graduated from Kansas State University with a Bachelor of Science degree in Finance and holds the Certified Financial Planning Designation (CFP®). Matt enjoys traveling, golfing, playing sports, and spending time with his family.

Mauricio Ibarra

Senior Associate, Information Technology

Mauricio is a Senior IT Associate for Beacon Pointe Advisors, responsible for the architect and support of technology infrastructure for all company office locations in addition to overseeing the different application platforms and the firm’s IT Infrastructure Cloud presence. Mauricio spent the last 15 years at Maui Jim Sunglasses, holding different roles from Network Administrator to IT Infrastructure Manager; supporting their worldwide IT operations, using his multi-language skills (Spanish, French, and English). Mauricio holds a bachelor’s degree in Computer Science combining studies between the University Jose Simeon Canas UCA in El Salvador and Rosemont College in Canada; he also holds multiple IT certifications from Cisco, Microsoft, IBM, Amazon AWS, and CompTIA. Outside the office, Mauricio really enjoys family time, travel, food, dance, and exercise.

McKenzie Gill

Client Service Associate

Mckenzie 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 account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Mckenzie graduated from Santa Clara University with a B.S. in Finance and currently resides in Newport Beach, CA. She is originally from Minneapolis, Minnesota and likes to play tennis, golf and spend time with family in her free time.

Medha Nadgir

Manager, Client Service

As a Client Service Manager at Beacon Pointe, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to financial planning in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CFP® certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Megan Cochran

Director of Operations

Megan Cochran serves as Director of Operations for the Beacon Pointe New Orleans office, in addition to her role serving alongside Rocky Daigle as the client service manager for the team’s corporate retirement plan division. Megan’s initial interest in the financial industry came at an early age when her parents exposed her to the financial intricacies of running a small business. Through this, her interest grew into a passion for finance. After high school, Megan decided to turn her passion into a career and attend Loyola University’s School of Business. After obtaining her B.S. in Finance and Economics from LSU, Megan joined a national bank to begin her professional career. After several years and various roles within the bank, Megan came to realize she wanted to utilize her skills at a more local, family-oriented and client-focused business. Megan found what she was searching for when she joined the CBD Wealth Management (CBD) team in 2013 and continued with this sentiment when CBD merged with Beacon Pointe Advisors. Megan is also a New Orleans area native and an active member in the John Curtis Christian School community. When Megan is not at the office, she spends most of her time with her husband chasing after their young daughter. Traveling to visit the famous mouse has become the family’s favorite annual vacation destination!

Megan Farley

Senior Associate, Strategic Integration

Megan is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.

Megan Palmer

Strategic Integration Manager

Megan Palmer is a member of the Strategic Integration Department and is primarily responsible for new office integration and operational and strategic project implementations across Beacon Pointe offices located throughout the country. Megan brings over a decade of experience in the securities industry from financial services to the practice of law. She has worked within the securities industry as an Associate Counsel in addition to various roles in sales and planning within several advisory firms. Megan earned her Juris Doctor from Whittier Law School and a Bachelor of Science degree in Finance from Oakland University. Megan is married and lives with her husband and two sons in Folsom, California. In her free time, she enjoys golfing, being active outside and spending time with her family and friends.

Melisa Dobraca

Associate Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Melissa Gerckens, CFP®

Wealth Advisor

Mel brings over six years of experience in the financial services industry and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ and holds her NJ Life and Accident & Health licenses. She earned a B.S. in Business Administration from the Sigmund Weis School of Business at Susquehanna University. Mel currently resides in Cranford, NJ with her wife and son, and their Shiba Inu, Nala. She enjoys hosting events at their home, hiking, cooking, and taking trips to her family’s lake house in the Pocono Mountains.

Melissa Ochoa

Relationship Manager

Melissa is a relationship manager at Beacon Pointe and is responsible for partnering advisors to provide customized solutions that help clients meet their financial goals and have a personalized service experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Melissa graduated from San Jose State University with a bachelor’s degree in Business Management. She currently resides in downtown San Jose with her boyfriend and Siberian Husky. Outside of the office, Melissa is an avid concert goer and loves to spend her weekends going on road trips to discover small towns, hiking spots, and swimming holes.

Metro Malasavage IV

Associate Wealth Advisor

Metro Malasavage IV
Associate Wealth Advisor

Metro is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Metro graduated from the University of Arizona and was a member of the first graduating class] from the university’s Personal and Family Financial Planning (PFFP) major. He was born in California but moved around the world throughout his life. He and his family ultimately ended up back in Southern California and Metro currently resides in Rancho Santa Margarita, CA. Outside of work, Metro loves mountain biking, watching and playing sports, and any other outdoor activity.

Michael Bakos

Regional Director

As a Beacon Pointe Regional Director, Michael (Mike) coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners. With over twenty-two years of industry experience, Mike has worked in various wealth management and financial advisory roles at First American Trust, Alpha Cubed Investments, Fidelity and TD Ameritrade. Mike earned his Bachelor of Arts in Business Administration with a concentration in Finance from Governors State University near Chicago, IL. He currently resides in San Diego, CA and outside of work, Mike enjoys traveling, working out, watching sports, and spending time with family and friends.

Michael G. Dow, CAIA, CFA, CPA

Chief Investment Officer

Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. Prior to joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bonds, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. Prior to joining UBS, Michael was enrolled at the University of Chicago and studied in several post-graduate programs including Economics and in the School of Public Policy and had begun the core coursework in the PhD Finance program at the Chicago Booth School before returning to the capital markets in early 2008. He remains affiliated with the University of Chicago and has taught the undergraduate Intermediate Accounting course at Lake Forest College as an adjunct professor, and as a guest lecturer taught the fixed income and interest rate course sections of undergraduate finance and graduate quantitative finance programs at the University of Illinois, Northwestern University and Notre Dame University. Prior to academia Michael was an Investment Grade Corporate Bond Portfolio Manager at PIMCO and was the PIMCO Funds National Sales Manager, as well as a senior member of the Consultant Relations Group.  He started his career at Salomon Brothers as a fixed income salesman in the Private Investment Department. He received a BS in Accountancy from the University of Illinois Urbana-Champaign, where he played intercollegiate water polo, and his MBA in Finance from the University of Chicago.  Michael is a Chartered Alternative Investment Analyst, Chartered Financial Analyst, received his certificate to practice as a CPA (inactive) and is a member of the CFA and CAIA Societies of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

*CPA license is inactive

Michael Gonzalez

Associate Wealth Advisor

Michael is an Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is involved in all aspects of client service, financial planning and account management. Prior to joining Beacon Pointe, Michael worked with SEI Investments as an account manager in their Private Wealth Management department. He earned his Bachelor of Economics from Penn State University and was a member of the men’s varsity soccer team. He currently resides in Philadelphia, PA.

Michael H. Kane, CFA®

Partner, Managing Director

Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation.  Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots.  He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation.  Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.

Michael Himmel, CFP®

Partner, Senior Wealth Advisor

Michael Himmel is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals.  Prior to joining Beacon Pointe, Michael committed to a broad array of financial management endeavors throughout his thirty-five-year career most recently in the role of founding Partner and Portfolio Manager for Essex Asset Management, as well as Portfolio Manager for BNY-Mellon, Hedge Fund Manager with Lambeth Master Fund, Ltd., Derivatives, Options and Physical Commodity Trader for Sinochem International London, and NYMEX futures broker for Shearson Lehman American Express. Michael received bachelor’s degrees in economics and financial management from the Catholic University of America. In addition to his degrees, Michael holds the Certified Financial Planner™ (CFP®) designation and has received certificates for Financial Options Trading, Artificial Neural Networks Applications, Data Science Specialization, R-Programming, and Computational Finance. Michael enjoys helping families and clients to align their lives and their wealth.

Michael Ho

Senior Associate, Institutional Consulting Services

Michael is a senior associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Prior to joining Beacon Pointe, Michael graduated from University of California, Irvine with a major in Business Economics. While attending UCI, Michael was on the UCI Dragon Boat team and served as a board member of the Real Estate Association. Michael spends his free time playing golf, hiking, watching sports, and in photography.

Michael Loewen

Senior Associate, Central Operations

Michael is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Michael worked as a client service specialist at Stifel Financial in Chicago and most recently as a trader at Voya Financial in Arizona. Michael earned his bachelor’s degree in Entrepreneurship and Small Business Management from Central Michigan University. In his free time, Michael enjoys getting together with friends and family, traveling with his girlfriend, and is an avid runner.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Michael Welch, CFP®

Senior Wealth Advisor

Michael (Mike) is a Senior Wealth Advisor and through comprehensive planning and investment management, Michael develops customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Michael began his career serving as a Senior Product Planner at Fujitsu before transitioning into the wealth management space where he served as Vice President and Senior Financial Advisor at D.R. Saur Financial. Michael received his bachelor’s degree from Baylor University where he was captain of the football team for three years and was named a two-time Academic All-American. He also received his MBA from the University of North Texas. He currently resides in Dallas with his wife and three sons.

Michael Whittemore, CFA

Senior Strategic Investment Advisor

Michael brings over 18 years of industry experience and provides customized investment solutions that help clients meet their financial goals.  Previously, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA Charterholder designation. Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Michele T. Sarna, AIF®, AWMA®, CFP®

Partner, Managing Director

Michele Sarna, AIF®, AWMA® is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, leverage tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Michele took a hiatus from the financial industry when she moved to the desert to help her husband run and manage a construction business. However, a few years later, she decided to go back to her passion in financial services. She is also passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. She holds a Master of Science degree in Finance from Walden University and a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach.  Michele also holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is a Notary Public. She is married and has four children. During her free time, she likes to spend time with her family, read, exercise and participate in races benefiting non-profit organizations.

Mike Breller

Managing Director, Senior Investment Consultant

Mike is responsible for the Institutional Group’s business development and servicing of Beacon Pointe’s institutional clients. In addition, he is a member of Beacon Pointe’s Investment Committee. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Prior to joining Beacon Pointe Advisors, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups.  Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. Mike currently Serves as a Trustee for the Irvine Public Schools Foundation and resides in Irvine, California with his wife and two daughters.

Miriam Santiago, RP®

Associate Wealth Advisor

Miriam Santiago is a Registered Paraplanner and primarily responsible for supporting the advisors, assisting clients before and after their meetings, and assisting with account set up in the BPWA Northern California office.  Prior to joining Beacon Pointe Wealth Advisors Miriam was an office manager for a local construction company.  She earned her bachelors degree in Mathematics from Ave Maria University in Southwest Florida and enjoys spending time with family and friends in her free time.

Mitchell Hughes

Institutional Consultant

Mitchell (Mitch) is responsible for consulting Beacon Pointe’s institutional clients and handling new client development. He serves large foundations, endowments, non-profits, high net worth family offices as well as corporate 401(k) plans and institutional 403(b) plans. Mitch is a member of Beacon Pointe’s 401(k) committee and helps the firm maintain fiduciary standards and mandates issued by the regulatory authorities. Prior to joining Beacon Pointe, Mitch worked at Merrill Lynch with the Global Institutional Consulting Group and at J.W. Cole Financial as a financial analyst. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch obtained his Master of Business Administration (MBA) from the University of California, Irvine. He serves on the board of Upon this Rock Ministries and is an active member of Mariners Church in Irvine, CA.  Mitch is married and resides in Orange County, and in his spare time he enjoys golfing, surfing and mountain activities.

Mollie Rosing, CFA

Partner, Director of Human Resources

Mollie has been with the firm since its inception, is a founding partner, and is the company’s Directory of Human Resources. Prior to Beacon Pointe Advisors, Mollie worked as a finance and accounting consultant to various Registered Investment Advisors in Southern California. Mollie spent two years with Ocean Fund Advisors in Santa Monica as Director of Finance and Accounting. Mollie began her accounting career with KPMG in Orange County. At KPMG, she was a member of the Assurance and Advisory Services team and her clients included companies and institutions across a diverse range of industries, such as manufacturing, healthcare, technology, not-for-profit, and others. Mollie graduated Valedictorian from St. Mary’s College of California, where she received a BS in Accounting with a minor in Spanish. Mollie received her CPA (inactive), is a member of the California Society of CPAs as well as the American Institute of Certified Public Accountants, and has served on the Audit Committee of Pretend City Children’s Museum. Mollie is married, has four children, and lives in Newport Beach, California.

Mollie Taylor

Associate Wealth Advisor

Mollie is an associate wealth advisor in Beacon Pointe’s New Orleans office and has worked in the financial industry for nearly a decade. Born in the New Orleans area and raised by a local high school administrator and a local high school guidance counselor, she learned at an early age the importance of financial stability and independence.  It was during an internship with a local financial firm that Mollie took an interest in helping people toward retirement and realized this was the career path for her.  Mollie holds a B.S. in Economics with a minor in Accounting from Loyola University New Orleans and is an active member of Archbishop Chapelle High School Alumnae.  She is a supporter of the Women’s New Life Center, and a member of the Old Metairie Garden Club.  In her spare time, she enjoys traveling with her husband, and running around Pontiff Playground with their golden doodle. Mollie and her husband welcomed their first child in January 2020.

Natalie Trainor

Senior Relationship Manager

Natalie Hand Trainor is a senior relationship manager within the Beacon Pointe New Orleans office, overseeing account management and processes, and client service. Natalie earned her Bachelor of Arts degree and worked for several years in the financial services industry. She left the field to obtain her Associates Degree in nursing, which would play a pivotal role in her later career decisions. After leaving the nursing profession, Natalie sought a firm that truly cared for their clients. She was inspired by the strong family values she found at the firm, which emphasize caring for clients as family and ensuring that their financial health is the primary goal in every decision made. Natalie applies this same philosophy to her role whether she is opening or maintaining client accounts, responding to client inquiries, or preparing materials for client review. Natalie and her husband live in the New Orleans area with their two children. Outside of the office, she likes to spend time with her family and friends.

Nathaniel Brown

Director, Service 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.

Neil Livingston

Associate Wealth Advisor

Neil an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors –  Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.

Nichole Diaz

Relationship Manager

Nichole is primarily responsible for client servicing, portfolio administration and operations to support the Beacon Pointe Wealth Advisors (BPWA) Inland Empire office.  Nichole holds an MBA from the A. Gary Anderson Graduate School of Management at the University of California, Riverside, where she also earned her Bachelor’s Degree in Financial Economics.  Prior to joining BPWA, Nichole worked in Real Estate as a Broker dealing exclusively with investment properties.  Nichole is married and lives with her husband in the Inland Empire. In her free time, she enjoys hiking, swimming, traveling, and spending time with her family and friends. 

 

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.

Nicole E. LaRocca

Manager, Client Service

Nicole partners with our wealth advisors to provide the firm’s clients with a personalized service experience.  She is responsible for daily client service, assisting with client meetings, onboarding new clients, document preparation, and creating deeper client relationships.  Prior to joining Beacon Pointe, Nicole spent eight years working in the wealth management industry where she held roles with increasing responsibilities in client service, operations and sales. She received her Bachelor of Science degree in Business Administration, with a dual major in Marketing and Finance, from La Salle University in Philadelphia, PA.

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Pascal Menut

Associate Wealth Advisor

Pascal is primarily responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.

Patrick Park

Senior Trading Associate

Patrick Park

Senior Trading Associate

Patrick is a  Senior Trading Associate within the Beacon Pointe Advisors Arizona office and is responsible for executing trades for retail and institutional accounts. Prior to making his way out west and joining Beacon Pointe, Patrick began at Northwestern Mutual as an Associate Financial Advisor in New York City. He graduated from Arizona State University with a Bachelor of Science in Business Communication in addition to being a student-athlete competing on the Division I Men’s Swim Team. In his four years at ASU, Patrick became an NCAA All-American, school record holder, and an Olympic Trials Qualifier. In his free time, Patrick enjoys visiting family in Princeton, New Jersey where he was born and raised. Patrick is training for the upcoming 2020 Olympic Trials this summer.

 

Paul Valdes

Regional Director

As a Beacon Pointe Regional Director, Paul coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Tri-State and New England areas.  With over twenty-five years of industry experience, Paul has worked in various wealth management and financial advisory roles at firms that include Nuveen Investments, Principal Financial Group, Pacific Life and Evergreen Investments.  Paul earned his Bachelor of Science degree in Business Administration at Fordham University.  He currently resides in Westchester County, NY with his wife and three children.

Peyton Steigerwald

Senior Associate, Central Operations

Peyton is a member of the Client Service Department at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning, as well as a minor in Accounting. In his free time, he enjoys playing golf and learning how to cook.

Rebecca M. Smith

Wealth Advisor

Rebecca (Beckie) Smith is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe Advisors, Beckie gained experience in brokerage services and retirement planning at Charles Schwab, financial and insurance planning at USAA Investment Co. and most recently client service management at UBS Financial Services. Beckie graduated from Weber State University with a Bachelor of Science in Business Administration and Marketing. In her free time, Beckie enjoys hiking, yoga, traveling and spending time with her husband and their boys.

Rebekah Blake

Insurance Support Specialist

Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.

Rick Wetmore, CFA

Senior Wealth Advisor

Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Wealth Advisors. He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealth planning services.  Prior to joining Beacon Pointe, Rick served as Deputy Chief Investment Officer and Senior Portfolio Manager at BNP Paribas Asset Management (BNP), where he was responsible for managing Global Emerging Markets and Frontier Markets Equities investment portfolios.  Prior to joining BNP, Rick was a Portfolio Manager at Turner Investments, where he managed US and International Equity long-only and long-short strategies. His areas of investment research interest include impact investing, the analysis of global financial institutions and global macroeconomics.  Rick holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Boston. He received a B.S. in Economics from the Wharton School of the University of Pennsylvania, with concentrations in Finance and Management. Rick resides in Chestnut Hill, Massachusetts with his wife and two sons.

Robert C. Kuchar

Controller

Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting and finance functions of the firm.  Prior to joining Beacon Pointe, Bob led accounting teams for various companies across industries such as cybersecurity, service, solar, for-profit education, and manufacturing.  He earned his Bachelor of Science in Accounting from Northern Illinois University.  Bob and his wife reside in New River, AZ and share two adult children. In his free time, he enjoys playing basketball, traveling, sporting events, and attending rock concerts.

Robyn M. Gerke, CFP®

Wealth Advisor

Robyn Gerke, CFP® is a Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs. Prior to joining Beacon Pointe, Robyn worked for 14 years at Stoker Ostler Wealth Advisors. Robyn is a Certified Financial Planner™ (CFP®) and she received a BA degree in Finance and a Certificate of International Business from the University of Northern Iowa. She also received a Master of Science degree in Personal Financial Planning from the College for Financial Planning. Robyn serves on the Board of Directors for the Financial Planning Association of Greater Phoenix and is a member of FPA NexGen. In her free time, Robyn enjoys hiking, triathlons and traveling, in addition to providing financial literacy for women.

Robyn Marotta

Associate, Institutional Consulting Services

Robyn serves as an associate for Beacon Pointe’s Institutional Consulting Services Group. She is tasked with supporting Beacon Pointe’s institutional consultants’ business development efforts including completing requests for proposals, coordinating conferences and events, managing databases and other administrative duties. She possesses a strong eye for detail and phenomenal writing and communication skills. As a graduate of California State University, Long Beach, Robyn brings 15 years of experience within both non-profit and for-profit sectors. Prior to joining Beacon Pointe, Robyn’s background includes the areas of education, real estate and property management, and business development. Outside of the office, Robyn has a passion for international travel, cooking, spending time with friends and family, and finding the adventure in every day.

Rocky Daigle, JD, AIF©

Partner, Managing Director

Rocky Daigle is a partner and managing director of Beacon Pointe’s New Orleans office handling select client relationships and the corporate retirement plan division. Prior to joining Beacon Pointe Advisors, and after several years as a practicing attorney, Rocky founded CBD Wealth Management in 2004, partnering up with high school classmates and fraternity brothers Walt Bond and Bobby Comeaux to build a financial planning business from scratch to help hard-working families meet their retirement dreams. In 2019, he was recognized as one of the Best-in-State Wealth Advisors by Forbes Magazine. Rocky is a New Orleans native, and alumnus of Jesuit High School, he received a B.S. in Finance from LSU and received his Juris Doctorate from LSU Law School. He is an active member of the community, having served in leadership roles on numerous boards and committees of civic, professional and charitable organizations, including Jesuit High School, Christian Brothers School, Dominican High School and Boys and Girls Clubs of Southeast Louisiana. When he’s not at the office, Rocky tries to find time to get his golf handicap to a manageable number, play tennis, travel with his wife and his three young adult children, and follow the New Orleans Saints.

Rocky Lin, CFA

Partner, Managing Director

Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.

 

Ryan McEnerney

Director, Central Operations

Ryan is responsible for the central operations team tasked with delivering a consistent and improved client and advisor experience. He brings over a decade of experience in financial services in operations and understands the components required to build an efficient, evolving, and high-quality customer experience. Prior to joining Beacon Pointe, he spent ten years at Voya Financial Advisors where he held various roles within operations including leading multiple operations teams, partnering with sales and the platform development team, and delivering a streamlined customer and advisor experience. Ryan earned his bachelor’s degree in Finance and Investment Banking from the University of Wisconsin. Ryan is married and lives with his wife, two young daughters and golden retriever in Peoria, AZ. He enjoys golfing, running, grilling, and spending time with his family.

Ryan Quigley, CFP® CRPC®

Wealth Advisor

Ryan is a Wealth Advisor in Beacon Pointe’s Scottsdale office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Ryan assists his clients align their life and their wealth by getting a deep understanding of their goals and creating a comprehensive financial plan to visualize how their investments, insurance and protection needs, estate plan, taxes, income and expenses all work together. Prior to joining Beacon Pointe, Ryan was a lead advisor with a nationally recognized Registered Investment Advisor and a wealth advisor with USAA. Ryan is a Marine Corps veteran and a graduate of The W.P. Carey School of Business at Arizona State University with a Bachelor of Science in Business Management. Ryan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC®). Outside of work, Ryan is usually found spending time with his wife and their three young kids or trying to squeeze in a round of golf.

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.

Sara Alfaro

Associate, Institutional Consulting Services

Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo. In her free time, Sara enjoys spending time with friends and family, going to the beach, and exercising.

Sara Drake

Associate, Marketing & Communications

Sara is an Associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include digital marketing and social media management, public relations coordination, event management, marketing material oversight and content development, among other marketing-related responsibilities. Before Beacon Pointe, Sara conducted a fellowship at Innovia Foundation and prior to that she interned at Synergy Properties and Oakwood Worldwide.  Sara graduated from Gonzaga University where she double majored in Public Relations and Spanish. Outside of the office, Sara enjoys international travel and visiting her parents in Hong Kong, cooking and going to the beach.

Scott Ayers

Wealth Advisor, Director of Client Service

Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group.  Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.

Scott J. Drown, CIMA®, CAIA, AAMS

Director, Operations

Scott brings over two decades of financial services experience and is primarily responsible for overseeing the Beacon Pointe New Jersey office day-to-day operations and client relationship management.  Scott consistently looks to find ways to optimize the client experience through technology, customer service and by overseeing the office’s new client onboarding process. In a prior role with the firm, Scott was a Portfolio Manager overseeing trading and investment operations. Previously, he spent six years at American Economic Planning Group, where he held the position of Assistant Portfolio Manager and headed the company’s equity research effort. Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.  He is also a member of the Investment Management Consultants Association.  Scott currently resides in Long Valley, NJ with his wife and three sons. Scott enjoys volunteering his time coaching youth sports (football, basketball, and baseball) and in his free time enjoys mountain biking and running.

Scott Plamondon, CLU®, ChFC®

Vice President, Beacon Pointe Insurance Services

Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College.  Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991.  Scott is married and has two daughters.  He enjoys sports, travel, and spending time with his family. CA Insurance License #0833283

Seth Guenther, CIMA®, ChFC®, CLU®, CEBS®, CRPS®

Wealth Advisor

Seth is a Wealth Advisor at Beacon Pointe serving the Scottsdale, AZ and Denver, CO regions and is responsible for client service and new client development.  He brings over 15 years of investment experience.  As a Certified Investment Management Analyst, and a Chartered Financial Consultant, Seth specializes in portfolio construction, portfolio management and all phases of a financial plan to provide customized solutions for client goals. Prior to joining Beacon Pointe, Seth was with Oppenheimer Funds where he worked as a consultant to Registered Investment Advisors (RIA).  His previous role included portfolio analysis, business coaching, and finding ways to make RIA’s more efficient.  Prior to Oppenheimer Funds, he worked with Mutual of America where he focused on non-profit organizations and foundations assisting with investment solutions and employee benefits.  Seth graduated from Metropolitan State University of Denver with a Bachelor’s of Science degree in Finance. Seth holds five industry designations CIMA®, ChFC®, CLU®, CEBS®, CRPS®.  Seth enjoys anything sports related, coaching and traveling with his wife and five children.

Shaina Marcotte

Senior Associate, Central Operations

Shaina is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Shaina spent two years at Charles Schwab. In her free time, she enjoys cooking and spending time outdoors.

Shanna Murphy

Associate, Accounting

Shanna is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. She has a strong background in accounting and office management and strong interpersonal skills. Shanna graduated from Arizona State University with a major in Business Administration. Shanna is married with two adult children and lives in Scottsdale, Arizona. She enjoys traveling and exploring Arizona hiking trails.

Shannon Eaves, PHRca®

Director, Human Capital

Shannon Eusey

Shannon Eusey

Chief Executive Officer

Shannon is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories.  Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Sunwest Bank Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC’s Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.  As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

Shannon McKinnon

Associate Wealth Advisor

Shannon is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Prior to joining Beacon Pointe, Shannon completed an internship with Decker Capital, LLC in New York, NY. Shannon earned a Bachelor of Arts in Economics and Political Science from Emory College of Arts and Sciences at Emory University. In her free time, she enjoys traveling, cooking, watching NFL football, and spending time with her family and friends.

Sharell Sanders

Associate Wealth Advisor

Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.

Shelly Lemay

Associate Wealth Advisor

Shelly is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Shelly worked as an intern at Beacon Pointe during her last semester at Bentley University before joining the firm full-time. Shelly received a B.S. in Finance from Bentley University with a concentration in Capital Markets with a minor in Data Technologies. Shelly is originally from Central New York. Outside of work she enjoys painting, traveling, and spending time with friends and family.

Sheryl W. Austin, CFP®, ChFC, CLU

Partner, Managing Director

Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals.  With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC.  Sheryl holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations.  Sheryl is also an active member of the Beacon Pointe Women’s Advisory Institute and very active in her community with a passion for organizations that provide support for women and children, and those that fight hunger. Sheryl and her husband have three adult children and 12 remarkable grandchildren, and outside of the office she enjoys traveling and spending time with her family.

Sloane Skinner

Senior Associate, Information Technology

Sloane joins Beacon Pointe’s Scottsdale office as a Senior Information Technology Associate with a focus on financial reporting. Prior to joining the firm, she studied economics and classical languages at the University of Michigan and then spent several years as a senior analyst at a litigation-based consulting firm where she specialized in finance and accounting matters. Sloane enjoys spending her free time exploring with her dog Minnie, trying new restaurants, and solving crossword puzzles.

Stephanie Rumold, CFP®, CPWA®

Partner, Managing Director

Stephanie is responsible for providing customized wealth management solutions for clients. Before joining Beacon Pointe Wealth Advisors, Stephanie worked for First Republic, and prior to that, she was an investment advisor at Opes Advisors. She has also held roles as vice president and financial consultant with Charles Schwab and Co. Previously, she worked in the Premier Banking Group of Bank of America, managing a portfolio of high-net-worth clients. Stephanie is passionate about empowering women both personally and professionally and is a member of the E-women’s Network in Palo Alto and an active member of Beacon Pointe’s Women’s Advisory Institute. She earned a bachelor’s degree in business administration with an emphasis in finance from Boise State University, and she holds the Certified Financial Planner™ (CFP®) certification.

Stephen Marshall

Director of Asset Allocation

Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.  In his previous role, he was responsible for the development of broad investment policies and risk management of portfolios for clients including foundations, endowments, corporate and public defined benefit plans, defined contribution plans, and other asset pools. Stephen was instrumental in developing Wilshire’s proprietary Cost-Risk Optimization and Dynamic De-Risking models.  Stephen has an actuarial background, and brings extensive experience in asset/liability analysis to Beacon Pointe.  Stephen graduated from the University of New Orleans with a B.S. in Mathematics.  He speaks frequently on asset allocation and risk-related topics at industry conferences.  Stephen lives with his two sons in Orange, California.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Susan Fritts

Manager, Client Service

Sue Fritts is responsible for client servicing in the Private Client Service Group of Beacon Pointe Wealth Advisors Newport Beach. Prior to joining Beacon Pointe, Sue was with the Wealth Management Network as their Director of Operations for 3 years. Sue is very active in her children’s school and their PTA. She also is involved with Our Lady Queen of Angels as a religious education instructor. Sue enjoys reading, photography, and any sports involving her three children. She is currently enrolled at UC Irvine taking classes in financial management, coaching lacrosse, and spending time with her family.

Thu Ka

Office Management

Thu is the office manager for the Beacon Pointe San Jose office. In addition to office management duties, Thu is responsible for administrative operations, client servicing and staff training and development. Prior to joining Beacon Pointe, Thu worked as the Chief Compliance Officer for Wealth Design LLC. In her free time, Thu enjoys traveling, playing golf, and spending time with her family.

Todd Reinhart, CRPC®

Regional Director, Senior Wealth Advisor

Todd is a Regional Director and Senior Wealth Advisor at Beacon Pointe, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Todd has more than fifteen years of industry experience. Prior to Beacon Pointe, he worked in various Wealth Manager/Financial Advisor roles at Fidelity Investments, TD Ameritrade, and American Express Financial Advisors/Ameriprise including V.P. Senior Account Executive and Director of Retirement Planning. He is a Chartered Retirement Planning Counselor – CRPC®. He earned his Bachelor of Science in Business Administration, with a minor in Economics from California Polytechnic State University in San Luis Obispo, and a Master of Education from the University of Georgia. Todd has one son and two daughters. Outside of work, he enjoys coaching and all things baseball related, working out, running, watching sports.

Tony Han

Manager, Operations

Tony is primarily responsible for customer relations and day-to-day operations. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. He is primarily responsible for supporting the advisors and servicing clients before and after meetings.   Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.

Tracey Lundahl, FPQP™

Senior Associate, Client Service

Tracey is a Senior Associate, Client Service for Beacon Pointe’s Los Angeles office where her responsibilities include client servicing and financial planning.  She received her FPQP™, Financial Paraplanner Qualified Professional Designation, from the College for Financial Planning.  She also holds a B.A. in Humanities from Arizona State University. Tracey’s financial services career has spanned over 20 years and began in the banking industry where she held roles in private and retail banking operations as well as loan portfolio and compliance administration.  In 2016, she transitioned her experience and skills to wealth management and financial planning, and prior to joining Beacon Pointe she handled client service and operations for a boutique wealth management and estate planning firm.  Tracey resides in Phoenix, AZ with her husband, where they devote most their free time to rescuing and caring for animals.

Trenton Jolly

Associate Wealth Advisor

Trent is an Associate Wealth Advisor in the Beacon Pointe Los Angeles office. Trent is involved with all aspects of client service, financial planning and account management. Prior to joining Beacon Pointe, Trent worked at Wells Fargo Advisors within their Wealth and Investment Management division. He earned a BA in Economics from the University of California, Los Angeles and is currently a candidate for the Certified Financial Planner (CFP®) certification.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP® is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe Wealth Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local Registered Investment Advisor. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Vicki Smiley

Manager, Operations

Vicki Smiley is the operations manager for the Beacon Pointe Advisors Dallas office. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include client service, onboarding of new relationships, and database and custodian management. She leverages expert level knowledge of custodian processes to provide a seamless experience for clients and is the primary point of contact for routine to very complex client inquiries. Prior to joining Beacon Pointe Advisors, Vicki was the operations manager for 28 years at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Vicki earned both a B.B.A. in Finance and in Economics from Texas Tech University and received her M.A. in Economics at the University of Texas at Arlington. Outside of the office, Vicki and her husband Tim enjoy spending time with family and friends and a good Netflix binge whenever possible.

Vincent Franks

Senior Wealth Advisor

As a Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Walt Bond, JD, CFP®

Partner, Managing Director

Walter A. Bond (Walt), J.D., CFP®, is a partner and managing director of Beacon Pointe’s New Orleans office. He provides comprehensive financial planning on a more personal level to retirees and business owners with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. Prior to joining Beacon Pointe Advisors, he teamed up with Bobby Comeaux and Rocky Daigle in 2004 to open their own advisory practice, CBD Wealth Management. For three years beginning in 1995, he gained valuable experience as a practicing attorney specializing in the areas of defense litigation and estate planning. Prior to law school, he worked as Assistant Vice President of Commercial Lending with Hibernia National Bank. Walt obtained a Bachelor of Science in Finance from LSU in 1989. He returned to LSU where he earned his Juris Doctorate from LSU Law School in 1995. He became a Certified Financial Planner™ (CFP®) in 2011. Walt’s community involvement includes The Leukemia & Lymphoma Society, Dominican High School, Jesuit High School, Christian Brothers School and St. Dominic Church and School. Walt, his wife and their three children are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.

Wanda Ho

Director, Operations

Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury Consulting where she was responsible for client servicing and portfolio administration. Wanda graduated from University of California, Irvine with a BS in Biology. She currently serves on the Board of Directors for Word Alive Church.

Wendy Rodriguez

Senior Associate, Client Service

Wendy’s primary responsibility is customer relations for Beacon Pointe Wealth Advisors, Arizona. Wendy is a Phoenix native and graduated from Phoenix Country Day School. She received her Bachelor of Arts degree in Philosophy from Scripps College in Claremont California. Wendy’s past work experience ranges from hotel management, wholesale manufacturing, retail/merchandising, and most recently worked as customer service manager at a property inspection company in Scottsdale, Arizona. She has also been an active member of Daughters of the Nile since 1994. Wendy has two children, her son has a PhD in Bio Chemistry and she currently lives in Mesa, Arizona with her daughter.

Yasemin Roy

Senior Associate, Client Service

Yasemin Roy is responsible for supporting the team of wealth advisors in the Beacon Pointe Newport Beach office. Her responsibilities include providing high-touch client service, account administration and daily office operational duties. Yasemin brings many years of experience and has previously worked as a Registered Sales Assistant at Roth Capital Partners and later as a Financial Advisor at Morgan Stanley. In her free time, she enjoys traveling, cooking, and spending time with her family and friends.

Zac Guffy

Associate Wealth Advisor

Zac is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Zac worked for the J.P. Morgan Private Bank in Houston, Texas. Zac received his Bachelor’s degree from Northern Arizona University and he currently lives in North Phoenix. In his free time, he enjoys hiking, trying new restaurants, and spending time with his chocolate Labrador.

Filter By

Aidan Kastenberg

Senior Associate, Institutional Consulting Services

Aidan is a senior associate within the Institutional Consulting Services Consulting Group at Beacon Pointe. His duties range from preparing performance reports, conducting asset allocation studies, to providing investment manager research. Aidan earned his BS in Business from the University of Oregon with a concentration in Finance and Sports Business. Outside of work, Aidan spends his time surfing, watching sports, and enjoying the outdoors.

Aidan King

Associate Wealth Advisor

Aidan is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Aidan worked in a client services role at State Street Corporation in Boston, Massachusetts. Aidan earned a Bachelor of Science from Bentley University, with a major in Finance and a minor in Computer Information Systems. Aidan currently resides in Morristown, New Jersey and enjoys spending time with his friends and family.

Alex Kassouf

Senior Wealth Advisor

Alex is responsible for client servicing for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach serving as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.

Alex Mansfield

Senior Associate, Client Service

Alex 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. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Alex recently graduated from Liberty University and earned his B.S. in Business Administration with a concentration in Financial Planning. He currently resides in Mission Viejo, CA and enjoys surfing and playing pickleball.

Alex Nunes, CFP®

Wealth Advisor

Alex is responsible for working with Beacon Pointe’s Private Client Services Group in San Diego. Alex assists individuals and families, businesses and private foundations with meeting their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Alex worked as Wealth Advisor for seven years, and prior to that was a Public Safety Technology Analyst for six years. Alex earned is BA in Psychology from the University of California at Santa Barbara and received a Master’s in Homeland Security from San Diego State University. He is also a CERTIFIED FINANCIAL PLANNER™.  Alex continues to be an active community volunteer, serving as the 2018-2019 Point Loma Rotary President. Alex is married with two daughters and lives with his family in San Diego, California.

Alexa Zavlek

Associate, Client Service

Alexa 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 account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Alexa graduated Summa Cum Laude from Ramapo College with a B.A. in Literature. Prior to Beacon Pointe, she handled client service and operations for a technology company in Northern New Jersey.  Alexa was born and raised in Passaic County, but now resides in Morris Plains, where she enjoys hiking, yoga, creative writing, and spending time with her family and friends.

Alisa Garnek, CFP®, CDFA®, MSTFP

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ designation as well as the Certified Divorce Financial Analyst (CDFA®) designation. and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.

Allie Hines

Business Development Associate

Allie is a Business Development Associate for the Beacon Pointe National Sales Team. She is responsible for coordinating firmwide initiatives with the business development, operations, and marketing departments to support firm growth initiatives through strategic planning and implementation. She has a background in event management, marketing program development, staff development, and project management for various software platforms. Allie graduated from the University of Kansas with a bachelor’s degree in Marketing. She currently resides in Phoenix, Arizona with her dog, and in her free time, Allie enjoys sporting events, hiking, traveling and spending time with family.

Allison Hillgren Warner, MCM

Chief Marketing Officer

Allison (Alli) is the Chief Marketing Officer at Beacon Pointe. Her responsibilities include brand management, website oversight, marketing material design, presentation development, podcast and video creation, social media and content management, and market research, among other areas of focus. She graduated from the Marshall School of Business at the University of Southern California where she was captain of the Division 1, Pac-12, USC women’s volleyball team. She also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC.  Alli is very passionate about financial education. She is a founding member of the Beacon Pointe Women’s Advisory Institute and recently co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. She also served as a past committee member for UC Irvine’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program for four consecutive years. Outside of the office, Alli volunteers her time working with her family’s non-profit organization serving the military sector, The Patriots Initiative. She also enjoys being in the outdoors horseback riding, golfing, traveling, and spending time with family. Alli is engaged to be married and currently resides in Newport Beach, California.

Alyson Barboza

Senior Associate, Client Service

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Amanda Henderson

Operations Manager

Amanda is the Operations Manager for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Amanda Noxon

Senior Associate, Central Operations

Amanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Amanda spent almost six years working in client services and operations at Financial Insight Center in Utah and then CAPTRUST (formerly MRA Associates) in Phoenix. In her free time, she enjoys traveling, watching sports (especially basketball), and spending time with family, friends, and her rescue dog.

Amber Gresham

Regional Director, Wealth Advisor

Amber Gresham is a Regional Director and Wealth Advisor based out of the Beacon Pointe Bay Area office, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Prior to joining Beacon Pointe Advisors, Amber worked as a financial advisor at an independent wealth management firm in Southern California where she advised and assisted clients in establishing sound financial plans with both investment and insurance advice. Amber also has a background in compliance, a role that has shaped her experience as an advisor and the importance of adhering to the fiduciary standards of placing the interests of her clients above her own and the firm she represents. Outside of the office, Amber enjoys traveling, hiking with her dog, playing tennis and splitting her time between Southern California’s beaches and Northern California’s wine country.

Amber Lembo

Manager, Operations

Amber supports the Retirement Plan Services team within the Beacon Pointe Wealth Advisors Palm Desert office. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business.  Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank.  Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.

Amy Pounds

Associate Wealth Advisor

Amy Walley

Associate, Operations

Amy is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the regional investment and financial planning teams in Texas to provide clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Amy worked for D.R. Saur Financial as a Senior Financial Planning Associate. Amy received her Bachelor of Business Administration in Finance from Stephen F. Austin State University. Outside of the office, Amy enjoys reading, creating in the kitchen and spending time outdoors with her husband and son.

Andre’ Boudreaux

Associate, Client Service

Andre’ Boudreaux is a Client Service Associate within Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted ongoing operational support for clients, in addition to assisting with the onboarding of new client relationships. Prior to joining Beacon Pointe Advisors, Andre’ was an Assistant Development Manager at a life and health insurance firm in Baton Rouge, LA. A native of Ascension Parish, Andre’ is a graduate of East Ascension High School and a graduate of Louisiana State University where he earned a Bachelor of Science in Finance. In his time away from the office, he enjoys reading and playing a round of golf with friends.

Andrew B. Saltzman, CFP®

Managing Director

Andrew is responsible for working with Beacon Pointe Wealth Advisors Private Client Services Group. Prior to joining Beacon Pointe Wealth Advisors, he worked as an Investment Advisory Representative for 11 years. Andrew also oversees the implementation of Strategic Operations. He earned his BA from the State University of New York and is a Certified Financial Planner™ (CFP®). Andrew also earned his LUTCF certification from The American College. Andrew works as a mentor for the Arizona Quest for Kids program and enjoys spending time with his wife and two children.

Andrew Hoang, CFP®

Financial Planner

Andrew Hoang, CFP®, is a Financial Planner at Beacon Pointe Advisors and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Andrew holds the CERTIFIED FINANCIAL PLANNER™ designation and received a Bachelor of Arts degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Prior to Beacon Pointe, he worked at Wells Fargo Bank for over eight years where he was responsible for helping affluent and business clients meet their banking and cash flow needs. Outside of work, Andrew enjoys attending music events, travelling abroad, and various outdoor activities. He currently resides in Mission Viejo, CA with his wife and son.

Andrew Maroon

Associate Wealth Advisor

Andrew Miller

Senior Operations and Trading Associate

Andrew is a Trading Associate for Beacon Pointe Advisors and is responsible for executing trades for retail and institutional accounts. Prior to joining Beacon Pointe, Andrew began at Bank of America as a Relationship Manager in Chapel Hill, NC. He then transitioned to the Financial Advisor Development Program at Chase before pivoting career paths to the back office. Andrew graduated from Oklahoma State University with a Bachelor of Science in Business Administration. Andrew is working on his MBA, with a concentration in Data Analytics, from LSU. During his time at Oklahoma State, Andrew was a member of the Phi Kappa Tau fraternity and served as the president of the Men’s Lacrosse Club Team for three years. In his free time, Andrew loves to watch and play sports, namely lacrosse, hockey, and soccer, and spend time with his Australian Shepherd.

Andrew R. Reinhardt, CFP®

Partner, Managing Director

Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a Certified Financial Planner™ (CFP®) and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab. He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.

Andrew Scanlon

Senior Associate Wealth Advisor

Andrew is a Senior Associate Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.

Ann Pickrell

Associate Wealth Advisor

Ann is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Ann worked at Versant Capital Management and Barnes Investment Advisory. She graduated from Northern Arizona University with a bachelor’s degree in public administration. Ann currently resides in Phoenix, AZ and enjoys hiking and traveling around the Southwest.

Anna Wolford

Associate Wealth Advisor

Anna is an Associate Wealth Advisor for Beacon Pointe’s South Carolina office. She is responsible for helping private clients determine and achieve their financial goals. She graduated with a B.A. in Foreign Languages from George Mason University’s Honors College, concentrating in Mandarin Chinese and French. Prior to joining Beacon Pointe Advisors, Anna worked as the Operations Manager for Hanover Advisors of Atlanta, GA and then as the Paraplanner for CDA Group of Greenville, SC. She and her husband enjoy volunteering in the Greenville community and completing DIY projects in their historic mid-century modern home.

Anne Moisan

Associate, Office Management

Anne is the office manager for the Beacon Pointe New Jersey office. In addition to managing the office, Anne works closely with the wealth advisors in providing support to our clients, as well marketing support and project management as needed. Prior to joining Beacon Pointe, she worked as an office manager and assistant producer at a TV commercial studio creating AS SEEN ON TV ads. She has also worked and volunteered at several non-profits in her community. Anne graduated from Fordham University and currently resides in northern New Jersey with her husband and three daughters.  In her free time, Anne enjoys skiing in the winter, hiking in the summer and is currently trying to learn how to play golf.

Annemarie Jablonski

Relationship Manager

Annemarie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Previously, Annemarie worked as a Client Service Representative at an independent wealth management firm. Annemarie earned her B.S. in Business Management from William Paterson University. She currently resides in Morris County and enjoys hiking as well as spending time at the beach.

Aracely Kurdziel

Senior Associate, Central Operations

Aracely is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Aracely graduated from Western Michigan University with a major in Business Administration. In her free time, she enjoys cooking, traveling, and spending time with family.

Ariana Ivins

Senior Associate, Billing

Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Ariana obtained a degree from the Conservatory of Recording Arts and Sciences, focusing in Audio Engineering. She lives in Phoenix, Arizona and spends her free time outside or in a yoga studio.

Austin Rouk, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Austin is responsible for helping private clients determine and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ and initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance. Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends. Austin is married and resides with his wife in Aliso Viejo, California.

Azita Jalali

Senior Relationship Manager

Azita is a Senior Relationship Manager at Beacon Pointe and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling and client servicing. Azita has over 18 years of client service experience within the wealth management industry in the areas of financial planning, trust and estate administration and onboarding. Azita earned her B.S. and M.S. degrees in Economics from University of Utah in Salt Lake City, UT. She has also received a certificate of completion for the CFP program from the College for Financial Planning. In her free time, Azita enjoys hiking, traveling and spending time with her family and friends.

Becca Safford, SHRM-CP®

Human Resources Generalist

Becca is a Generalist within the Human Resources Department at Beacon Pointe Advisors responsible for recruiting and onboarding efforts, supporting the implementation and management of the firm’s HRIS system, administration of benefits programs and day-to-day human resource operations. Previously, Becca worked as a People and Culture Recruiter at an aerospace company where she was responsible for the launch of the recruiting and hiring department. Prior to that, Becca worked as an Implementation Specialist at a human resources software and payroll system provider and she also has prior experience working at a real estate investment firm, having served as an HR Administrator supporting multi-state operations. Becca graduated from the State University of New York at Cortland with a Bachelors in Communications and a minor in Business Management, holds a Talent Acquisition Certificate from Cornell University and is a SHRM CERTIFIED PROFESSIONAL (SHRM-CP). She is an upstate New York native and moved to Southern California a few years ago with her family. Outside of the office, Becca volunteers as a mentor for Big Brothers Big Sisters of Orange County and fosters animals at the local shelter. In her spare time she enjoys  going to the beach, hiking, and photography.

Ben Bailey, CFP®

Financial Planner

Ben Bailey is a Financial Planner is responsible for developing financial plans that allow clients to reach their long-term financial goals. Prior to joining Beacon Pointe Advisors, he worked at Genworth Financial, Edward Jones Investments, and DMJ Wealth Advisors. Ben graduated with a Bachelor of Science from Liberty University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, along with a Certificate in Financial Planning from Northwestern University. Ben currently resides in central North Carolina with his wife and two children and in his free time, enjoys running, spending time with family and friends, and travelling.

Ben Hess

Client Service Associate

Ben Hess is a client service associate in Beacon Pointe’s New Orleans office, partnering with advisors to provide multi-faceted operational support for clients, in addition to assisting with the onboarding of new relationships and ongoing client service. Prior to joining Beacon Pointe, Ben was an intern and then full-time member of the CBD Wealth Management team. As a New Orleans native, Ben is a third-generation graduate of Jesuit High School, where he achieved Class 5A All-State Honors in baseball and is a graduate of LSU earning a B.S. in Finance. In his free time, you will find Ben with family, friends, or his high school sweetheart. He loves the people and the environment of the New Orleans community, and his glass half-full personality fits in perfectly with our team.

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.

Bobby Comeaux, JD, AIF©

Partner, Managing Director

Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.

Brad Mann, J.D., QPFC

Senior Wealth Advisor, Retirement Plan Services

As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.

Brandon Baker, CFA, CFP®

Senior Wealth Advisor

Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Brandon and his team develop customized strategies to help individuals and families meet their financial goals. Brandon began his career in 2000 at Canterbury Consulting where he helped clients with their financial needs and subsequently joined the investment research team. Prior to joining Beacon Pointe, he spent 12 years in business development for various investment managers covering products across the asset class spectrum. Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors.

Brandt Kuhn, CFP®

Partner, Managing Director

Brandt Kuhn, CFP® is a financial planning focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.  In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt holds the Certified Financial Planner™ (CFP®) certification.  He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council.  Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Brian L. Coughlan, MSIM

Partner, Managing Director

Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona. In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.

Brian Plowman, CFP®

Associate Wealth Planner

Brian Plowman is an Associate Wealth Planner at Beacon Pointe Wealth Advisors Arizona and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the Certified Financial Planner™ (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.

Brooke H. Jess, CFP®

Director of Operations

Brooke Jess is the Director of Client Services at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for oversight of client services and investment operations. Brooke brings over 14 years of experience in financial services and wealth management and holds the Certified Financial Planner™ (CFP®) certification. Prior to joining BPWA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc. Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development. Brooke received her Bachelor’s degree from Arizona State University. She is married and lives with her husband and three dogs in Phoenix, AZ. She enjoys cooking, traveling, and spending time with her family and friends.

Bruce Meyer, JD, LL.M.

Partner, Senior Managing Director

Bruce is the Senior Managing Director of BPWA AZ and is responsible for the BPWA AZ office. Prior to joining BPWA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally, Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time, he enjoys golf, skiing, and relaxing with friends and family.

Bryan A. Moylan, CFP®

Senior Wealth Advisor

Bryan is responsible for client servicing and new client development within the Beacon Pointe Wealth Advisors Philadelphia Office. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and holds the Certified Financial Planner™ (CFP®) certification. He graduated magna cum laude from Indiana University of Pennsylvania with a B.S. in Finance and a Minor in Applied Statistics.

Callie Renner, CFP®

Wealth Advisor

Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie resides in San Diego, CA and enjoys hiking, snowboarding, and spending time with her family.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

Cara Barr, MBA

Senior Wealth Advisor

Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors.  With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. Cara is an active member of Beacon Pointe’s Women’s Advisory Institute and is passionate about empowering women with their wealth, guiding clients through transitions and delivering custom investment solutions aligned with clients’ deepest goals.  Prior to joining Beacon Pointe,  Cara was a Managing Director at a national RIA, and earlier was a Director at BlackRock, with a focus on ESG and impact investing solutions.  Cara holds a B.A., M.B.A and is on course to complete the CERTIFIED FINANCIAL PLANNING™ designation. She lives in Marin, California, where she enjoys surfing, cycling and trail running, though none of which are more active than chasing her young daughter.