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Alex Kassouf

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 Kohara

Manager, Portfolio Analytics

Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Alisa Garnek, CFP®

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ 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.

Allison Hillgren, MCM

Director of Marketing & Communications

Allison (Alli) is the Director of Marketing and Communications 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.

Amanda Gallaher

Senior Associate, Client Service

Amanda is part of Beacon Pointe’s Client Service Department and is responsible for partnering with Beacon Pointe’s Private Client Group to deliver clients a personalized service experience. Her duties include execution of operations responsibilities related to portfolio administration, client reporting, relationship onboarding and projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Amber Lembo

Senior Associate, Client Service

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.

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 R. Reinhardt, CFP®

Managing Director, Partner

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.

Andy Hunt, CFP®

Wealth Advisor

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

Annie King

Associate, Marketing & Communications

Annie is an executive assistant within Beacon Pointe’s Marketing and Communications Department.  Her responsibilities include content editing, schedule and calendar management, assistance with event planning, performing an array of office tasks and research, among other various duties.  Annie graduated from Pepperdine University with a degree in Creative Writing and English with an emphasis in Literature.  Outside of the office, Annie enjoys novel-writing, international travel, and exploring Orange County’s eclectic restaurants.

Austin Rouk

Associate 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.  Austin 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.

Autumn Kim

Senior Associate, Client Service

Autumn is a Senior Associate in the Client Service 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. Prior to joining Beacon Pointe in 2013, Autumn attended California State University, Long Beach where she graduated with a BA in International Business. In her free time, Autumn enjoys travelling, water sports and spending time with family and friends.

Bo Ward, CFP®

Managing Director, Partner

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

Brady West, CFP

Wealth Advisor

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

Brandt Kuhn, CFP®

Managing Director, Partner

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

Managing Director, Partner

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.

Brittany Hazard

Senior Associate, Client Service

Brittany is primarily responsible for customer relations and day-to-day operations for the firm’s clients. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Brittany spent the last 5 years working at CPS Insurance helping support financial advisors find the best long-term care solutions for their clients. She graduated from the University of Denver with a BA in Communication studies and focused on communication in the workplace. Outside of the office, Brittany enjoys traveling, reading, and spending time with friends and family.

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.

Senior Managing Director, Partner

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®

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.

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.

Chitra R. Staley, CFA, CFP®

Managing Director, Partner

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.

Christopher F. Palermo, CFA, CFP®

Managing Director, Partner

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

Associate, Information Technology

Christopher (Chris) is an associate in the Operations 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.

Cindy Van, RP®

Senior Associate, Client Service

Cindy Van is a Registered Paraplanner and primarily responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.

Coby D. Cress

Associate 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

Partner, Managing Director of Strategic and Financial Planning

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.

Daniel Grenier

Associate, Client Service

Daniel (Dan) is responsible for assisting the Beacon Pointe Boston-based operations team with all administrative aspects of client service. Prior to joining Beacon Pointe, Dan worked for Commonwealth Financial Group, as an operations associate. He graduated from Providence College, majoring in Finance. In his free time, Dan enjoys participating in recreational sports and traveling.

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®

Associate Wealth Advisor

David is an Associate Wealth Advisor in the Client Service Department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting.  In addition, David is oversees the organization and execution of the firm’s technology initiatives. Prior to joining Beacon Pointe Advisors, David spent seven years working for the Irvine Ranch Water District. David graduated from UC Riverside with a BA in Business Economics and received his MBA from UC Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

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).

Diane Peck, CFA

Chief Financial Officer

Diane is responsible for all Beacon Pointe accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA (inactive). She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Donald Johnson, CFA

Senior Associate, Investment Research

Donald Johnson is primarily responsible for trading, research, and assisting in portfolio construction for the Beacon Pointe Wealth Advisors Northern California office. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.

Doug Igel, CIMA®, AIF®

Director of Retirement Plan Services

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

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.

Dylan Brooks

Associate, Client Service

Dylan is a 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 relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan 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 Macdonald, CFP®

Associate Wealth Advisor

Dylan is an Associate 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.

Elizabeth Gould

Senior Wealth Advisor

Elizabeth she is responsible for providing customized wealth management solutions for clients through comprehensive financial planning and investment management.  Prior to joining Beacon Pointe, Elizabeth worked as a commercial real estate consultant and as Chief Operating Officer of a medical business. Previously, she was an Equity Research Associate at Banc of America Securities and a Vice President at Bank of America (NationsBank) in the healthcare banking division.  Elizabeth is passionate about empowering women professionally and personally and is actively involved in Beacon Pointe’s Women’s Advisory Institute.  She received a BA in English from Wesleyan University and an MBA from University of Southern California with a concentration in finance.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.  Elizabeth volunteers on a regional advisory board for Interface Children & Family Services, a non-profit in Ventura County.  She is married and has two children.  In her free time she enjoys travel, yoga and spending time with family and friends.

Eric L. Newby, CFP®

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®

Managing Director, Partner

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

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.

Ethan Richardson

Associate Wealth Advisor

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

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.

Gabriel Kennan

Associate, Institutional Consulting Services

Gabriel is an 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 also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee as well as the Investment Committee, 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.

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Graham Pierce

Partner

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.

Henry Lande, CFP®

Associate Wealth Advisor

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

Hillary Huang

Senior Associate, Marketing & Communications

Hillary is an associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include social media management, database maintenance, and oversight of marketing processes. She also works directly with Beacon Pointe’s Institutional Consulting Services team to oversee and distribute Requests for Proposals, analytical reports, and conduct market research, among other duties. Hillary graduated from University of California, Irvine with a degree in Economics and a minor in Management. Outside of the office, Hillary enjoys running, exploring new types of food, and watching professional basketball.

Huy Do

Associate Wealth Advisor

Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.

Indya M. Yuill

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.

Jack Cooper

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.

Jaclyn Salorio

Senior Associate, Compliance

Jaclyn is responsible for supporting Beacon Pointe compliance operations. Previously, Jaclyn served as a Compliance Analyst for Advisor Solutions Group, Inc., a compliance consulting firm in Newport Beach, California. Jaclyn graduated from Pepperdine University in Malibu with a bachelor’s degree in Liberal Arts with a concentration in Mathematics. Jaclyn currently resides with her husband in Laguna Niguel, California. She enjoys spending time with family and friends, reading, being outdoors and staying physically active with Crossfit and Bikram yoga.

James Davenport

Managing Director, Partner

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.

Jamie Cardona

Manager, Client Service

Jamie Cardona
Manager, Client Service

Jamie is a Manager in the Client Service 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 new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.

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.

Jessica Matthews, CFP®

Wealth Advisor

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

Jill B. Steinberg

Managing Director, Partner

Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth 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.

Jonathan Acosta, JD

Senior Wealth Advisor

Jonathan is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group and is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe, Jonathan worked in PIMCO’s business development group, where he played an integral role in the development and maintenance of 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 Juris Doctor from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married and resides with his wife and three daughters in Newport Beach, California.

Jordan Freund

Senior Associate, Client Service

Jordan 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, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

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.

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.

Juna Chiang, CFP®

Manager, 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.

Karen Sarten, 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.

Karisa Diephouse

Director of Partnership Integration & Strategy

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings over a decade 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.

Kate Pettee

Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. 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.

Kelly DiGonzini, CFP®, MST

Senior Financial Planner

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. Kelly 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 the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Kelsey Hudson

Senior Associate, Client Service

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

Wealth Advisor

Kenneth Kann is a 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.

Kimberly Pham

Associate, Client Service

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®

Managing Director, Partner

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®

Managing Director, Partner

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 Pettitt

Manager, Accounting

Laura Pettitt is Beacon Pointe’s Accounting Manager and is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country.  Laura brings 16 years of experience in financial services and wealth management and over 20 years in accounting. She held various senior accounting and taxation roles with Liberty Life and its subsidiary Stanlib Wealth Management in Johannesburg, South Africa. Laura earned a Bachelor of Commerce Honors Degree in Accounting from the University of Kwazulu Natal and received the Chartered Accountant (South Africa) designation.  Laura is married and lives with her husband and two young children in Aliso Viejo, CA. She enjoys traveling, yoga and spending time with her family and friends.

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.

Liz Mitchell

Manager, Client Service

Liz is a Manager in the Client Service 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.

Lori Casper

Senior Associate, Client Service

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

Malinda Top

Senior Associate, Operations

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

Marcy Reyes, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Marcy is responsible for helping private clients determine and achieve their financial goals. Marcy is a Certified Financial Planner and graduated from the University of California, Irvine, where she earned her BA degree in Business Economics with a minor in Earth and Atmospheric Sciences.  Outside of the office, Marcy enjoys playing rugby, baking, and traveling abroad.

Mark Donnelly, CFA, CFP®, MSF

Senior Investment Advisor

As a Senior Investment Advisor in the Beacon Pointe Wealth Advisors Boston Office, Mark Donnelly, CFA, CFP®, MSF works with individuals, families and institutions to help them achieve their wealth and planning goals. Mark has extensive industry experience; previously, as a bond analyst as part of a hedge fund team and while managing an investment team for another advisory firm (RIA). Mark earned a BA in Business Administration and a Master of Science in Finance from Loyola University, Maryland, holds the Chartered Financial Analyst (CFA) designation, and holds the Certified Financial Planner™ (CFP®) certification. Mark played professional soccer in England before coming to the United States as a member of a nationally recognized college athletics program.

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

Managing Director, Partner

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®

Managing Director, Partner

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 Wealth 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.

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 Farley

Senior Associate, Client Service

Megan is part of the client service team 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, 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.

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.

Michael Di Rocco

Associate Investment Consultant

Michael is responsible for analytics and reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Prior to Beacon Pointe, Michael graduated from San Jose State University, with a BA in Economics.  While at San Jose State University, Michael played Division 1 baseball.  He is currently a Level II CFA candidate. Michael lives in Newport Beach, California and enjoys traveling and coaching baseball.

Michael G. Dow, 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 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. 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 Accounting 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 Financial Analyst and a Certified Public Accountant and is a member of the CFA Society of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

Michael Ho

Associate, Institutional Consulting Services

Michael is an 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 Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. 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, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Michele T. Sarna, AIF®, AWMA®

Managing Director, Partner

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, take advantage of 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. Prior to her career in financial services, she and her husband ran and managed a construction business.  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 Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many 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®

Senior Associate, Client Service

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.

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.

Nathaniel Brown

Manager, Operations

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

Neil Livingston

Senior Associate, Operations

Neil is a Senior Associate within Beacon Pointe’s operations team. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting, establishment of new client relationships and systems management. 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

Senior Associate, Client Service

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. 

 

Nicole E. LaRocca

Senior Associate, 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.

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.

Randye Kaplan, CPA, CFP®

Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.

Rebecca M. Smith

Financial Planning Associate

Rebecca (Beckie) Smith is a Financial Planning Associate at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for helping private clients determine and achieve their financial goals. Prior to joining Beacon Pointe Wealth 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.

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.

Rocky Lin, CFA

Managing Director, Partner

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.

 

Samuel A. Lawson, CFP®

Associate Wealth Advisor

Sam Lawson is primarily responsible for trading, while he also prepares client meeting materials and assists in portfolio constructions. Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in Finance. Sam holds the Certified Financial Planner™ (CFP®) certification. In his free time, he enjoys spending time with his family and friends.

Samuel Estigoy

Associate, Institutional Consulting Services

Sam is an 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. Sam earned his BA in Business Economics from University of California, Irvine. Sam currently spends his spare time reading and investing, watching movies, and helping his friends and family.

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 Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Scott Ayers

Wealth Advisor

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 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

Shannon F. 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. She was also awarded the 2017 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/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, served on the UCI Athletic Fund Board and is currently an adjunct professor for the UCI Merage School of Business. She also has 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.

Stacy J. Shimp

Office Manager

Stacy Shimp is primarily responsible for office management and customer relations. Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents. Stacy is a Native of Michigan and is trained in Public Speaking. She has spoken at women’s conferences and charity events. Stacy enjoys creating art of many forms and volunteers her time designing props for plays as well as writing and directing dramas for youth. She is married and has six adult children. She and her husband Todd live in Phoenix, AZ.

Stephanie Rumold, CFP®, CPWA®

Managing Director, Partner

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 Beals

Managing Director of Client Service & Operations

Steve is Director of Operations at Beacon Pointe Advisors. He is responsible for oversight of client services, trading, portfolio administration and reporting. Steve is focused on the firm’s operations strategy and service experience, working to develop and implement workflow processes to enhance Beacon Pointe’s operating efficiency. Prior to joining Beacon Pointe in 2014, Steve spent sixteen years with Charles Schwab, most recently serving as Senior Manager, Sales Operations and Business Support Services. His responsibilities entailed overseeing sales enablement programs, identifying and implementing operational efficiencies and executive business management functions. Previously, he held various management roles at Schwab in client services, business strategy implementation and communications. Steve started his career in client servicing roles at Boston Financial Data Services and Transamerica. Steve attended the University of Missouri, Kansas City and Arizona State University. In his free time, he enjoys surfing, snowboarding, traveling and indulging his culinary curiosity.

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.

Tammy Turner

Manager, Client Service

Tammy oversees client service and operational duties for the Beacon Pointe Wealth Advisors Santa Barbara office.  Prior to joining Beacon Pointe, Tammy worked at a national bank on their private wealth advisory team managing client services for their Southern California region.  Tammy brings over 20 years of industry experience in client service and operations.  Outside of the office, Tammy spends time with her family and friends and is a member of the BPOE (Elks).  Her hobbies include domestic arts including quilting, cooking and gardening and she met her husband swing dancing.

Todd Reinhart, CRPC®

Senior Wealth Advisor

Todd Reinhart, CRPC®
Senior Wealth Advisor

Todd is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. 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. Todd 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 Masters 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.

Trip Secrist

Senior Wealth Advisor

Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP®, is responsible for advising and providing customized wealth management solutions for clients.  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 RIA.  Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration and he holds the Certified Financial Planner™ (CFP®) certification.  Tyler is a member of The Guardsmen, a local charitable organization and he lives in Marin with his wife and two sons.

 

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.

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.

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Alex Kassouf

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 Kohara

Manager, Portfolio Analytics

Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Alisa Garnek, CFP®

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ 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.

Allison Hillgren, MCM

Director of Marketing & Communications

Allison (Alli) is the Director of Marketing and Communications 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.

Amanda Gallaher

Senior Associate, Client Service

Amanda is part of Beacon Pointe’s Client Service Department and is responsible for partnering with Beacon Pointe’s Private Client Group to deliver clients a personalized service experience. Her duties include execution of operations responsibilities related to portfolio administration, client reporting, relationship onboarding and projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Amber Lembo

Senior Associate, Client Service

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.

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 R. Reinhardt, CFP®

Managing Director, Partner

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.

Andy Hunt, CFP®

Wealth Advisor

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

Annie King

Associate, Marketing & Communications

Annie is an executive assistant within Beacon Pointe’s Marketing and Communications Department.  Her responsibilities include content editing, schedule and calendar management, assistance with event planning, performing an array of office tasks and research, among other various duties.  Annie graduated from Pepperdine University with a degree in Creative Writing and English with an emphasis in Literature.  Outside of the office, Annie enjoys novel-writing, international travel, and exploring Orange County’s eclectic restaurants.

Austin Rouk

Associate 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.  Austin 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.

Autumn Kim

Senior Associate, Client Service

Autumn is a Senior Associate in the Client Service 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. Prior to joining Beacon Pointe in 2013, Autumn attended California State University, Long Beach where she graduated with a BA in International Business. In her free time, Autumn enjoys travelling, water sports and spending time with family and friends.

Bo Ward, CFP®

Managing Director, Partner

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

Brady West, CFP

Wealth Advisor

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

Brandt Kuhn, CFP®

Managing Director, Partner

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

Managing Director, Partner

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.

Brittany Hazard

Senior Associate, Client Service

Brittany is primarily responsible for customer relations and day-to-day operations for the firm’s clients. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Brittany spent the last 5 years working at CPS Insurance helping support financial advisors find the best long-term care solutions for their clients. She graduated from the University of Denver with a BA in Communication studies and focused on communication in the workplace. Outside of the office, Brittany enjoys traveling, reading, and spending time with friends and family.

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.

Senior Managing Director, Partner

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®

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.

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.

Chitra R. Staley, CFA, CFP®

Managing Director, Partner

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.

Christopher F. Palermo, CFA, CFP®

Managing Director, Partner

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

Associate, Information Technology

Christopher (Chris) is an associate in the Operations 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.

Cindy Van, RP®

Senior Associate, Client Service

Cindy Van is a Registered Paraplanner and primarily responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.

Coby D. Cress

Associate 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

Partner, Managing Director of Strategic and Financial Planning

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.

Daniel Grenier

Associate, Client Service

Daniel (Dan) is responsible for assisting the Beacon Pointe Boston-based operations team with all administrative aspects of client service. Prior to joining Beacon Pointe, Dan worked for Commonwealth Financial Group, as an operations associate. He graduated from Providence College, majoring in Finance. In his free time, Dan enjoys participating in recreational sports and traveling.

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®

Associate Wealth Advisor

David is an Associate Wealth Advisor in the Client Service Department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting.  In addition, David is oversees the organization and execution of the firm’s technology initiatives. Prior to joining Beacon Pointe Advisors, David spent seven years working for the Irvine Ranch Water District. David graduated from UC Riverside with a BA in Business Economics and received his MBA from UC Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

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).

Diane Peck, CFA

Chief Financial Officer

Diane is responsible for all Beacon Pointe accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA (inactive). She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Donald Johnson, CFA

Senior Associate, Investment Research

Donald Johnson is primarily responsible for trading, research, and assisting in portfolio construction for the Beacon Pointe Wealth Advisors Northern California office. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.

Doug Igel, CIMA®, AIF®

Director of Retirement Plan Services

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

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.

Dylan Brooks

Associate, Client Service

Dylan is a 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 relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan 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 Macdonald, CFP®

Associate Wealth Advisor

Dylan is an Associate 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.

Elizabeth Gould

Senior Wealth Advisor

Elizabeth she is responsible for providing customized wealth management solutions for clients through comprehensive financial planning and investment management.  Prior to joining Beacon Pointe, Elizabeth worked as a commercial real estate consultant and as Chief Operating Officer of a medical business. Previously, she was an Equity Research Associate at Banc of America Securities and a Vice President at Bank of America (NationsBank) in the healthcare banking division.  Elizabeth is passionate about empowering women professionally and personally and is actively involved in Beacon Pointe’s Women’s Advisory Institute.  She received a BA in English from Wesleyan University and an MBA from University of Southern California with a concentration in finance.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.  Elizabeth volunteers on a regional advisory board for Interface Children & Family Services, a non-profit in Ventura County.  She is married and has two children.  In her free time she enjoys travel, yoga and spending time with family and friends.

Eric L. Newby, CFP®

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®

Managing Director, Partner

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

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.

Ethan Richardson

Associate Wealth Advisor

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

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.

Gabriel Kennan

Associate, Institutional Consulting Services

Gabriel is an 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 also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee as well as the Investment Committee, 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.

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Graham Pierce

Partner

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.

Henry Lande, CFP®

Associate Wealth Advisor

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

Hillary Huang

Senior Associate, Marketing & Communications

Hillary is an associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include social media management, database maintenance, and oversight of marketing processes. She also works directly with Beacon Pointe’s Institutional Consulting Services team to oversee and distribute Requests for Proposals, analytical reports, and conduct market research, among other duties. Hillary graduated from University of California, Irvine with a degree in Economics and a minor in Management. Outside of the office, Hillary enjoys running, exploring new types of food, and watching professional basketball.

Huy Do

Associate Wealth Advisor

Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.

Indya M. Yuill

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.

Jack Cooper

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.

Jaclyn Salorio

Senior Associate, Compliance

Jaclyn is responsible for supporting Beacon Pointe compliance operations. Previously, Jaclyn served as a Compliance Analyst for Advisor Solutions Group, Inc., a compliance consulting firm in Newport Beach, California. Jaclyn graduated from Pepperdine University in Malibu with a bachelor’s degree in Liberal Arts with a concentration in Mathematics. Jaclyn currently resides with her husband in Laguna Niguel, California. She enjoys spending time with family and friends, reading, being outdoors and staying physically active with Crossfit and Bikram yoga.

James Davenport

Managing Director, Partner

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.

Jamie Cardona

Manager, Client Service

Jamie Cardona
Manager, Client Service

Jamie is a Manager in the Client Service 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 new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.

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.

Jessica Matthews, CFP®

Wealth Advisor

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

Jill B. Steinberg

Managing Director, Partner

Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth 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.

Jonathan Acosta, JD

Senior Wealth Advisor

Jonathan is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group and is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe, Jonathan worked in PIMCO’s business development group, where he played an integral role in the development and maintenance of 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 Juris Doctor from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married and resides with his wife and three daughters in Newport Beach, California.

Jordan Freund

Senior Associate, Client Service

Jordan 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, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

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.

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.

Juna Chiang, CFP®

Manager, 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.

Karen Sarten, 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.

Karisa Diephouse

Director of Partnership Integration & Strategy

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings over a decade 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.

Kate Pettee

Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. 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.

Kelly DiGonzini, CFP®, MST

Senior Financial Planner

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. Kelly 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 the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Kelsey Hudson

Senior Associate, Client Service

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

Wealth Advisor

Kenneth Kann is a 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.

Kimberly Pham

Associate, Client Service

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®

Managing Director, Partner

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®

Managing Director, Partner

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 Pettitt

Manager, Accounting

Laura Pettitt is Beacon Pointe’s Accounting Manager and is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country.  Laura brings 16 years of experience in financial services and wealth management and over 20 years in accounting. She held various senior accounting and taxation roles with Liberty Life and its subsidiary Stanlib Wealth Management in Johannesburg, South Africa. Laura earned a Bachelor of Commerce Honors Degree in Accounting from the University of Kwazulu Natal and received the Chartered Accountant (South Africa) designation.  Laura is married and lives with her husband and two young children in Aliso Viejo, CA. She enjoys traveling, yoga and spending time with her family and friends.

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.

Liz Mitchell

Manager, Client Service

Liz is a Manager in the Client Service 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.

Lori Casper

Senior Associate, Client Service

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

Malinda Top

Senior Associate, Operations

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

Marcy Reyes, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Marcy is responsible for helping private clients determine and achieve their financial goals. Marcy is a Certified Financial Planner and graduated from the University of California, Irvine, where she earned her BA degree in Business Economics with a minor in Earth and Atmospheric Sciences.  Outside of the office, Marcy enjoys playing rugby, baking, and traveling abroad.

Mark Donnelly, CFA, CFP®, MSF

Senior Investment Advisor

As a Senior Investment Advisor in the Beacon Pointe Wealth Advisors Boston Office, Mark Donnelly, CFA, CFP®, MSF works with individuals, families and institutions to help them achieve their wealth and planning goals. Mark has extensive industry experience; previously, as a bond analyst as part of a hedge fund team and while managing an investment team for another advisory firm (RIA). Mark earned a BA in Business Administration and a Master of Science in Finance from Loyola University, Maryland, holds the Chartered Financial Analyst (CFA) designation, and holds the Certified Financial Planner™ (CFP®) certification. Mark played professional soccer in England before coming to the United States as a member of a nationally recognized college athletics program.

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

Managing Director, Partner

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®

Managing Director, Partner

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 Wealth 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.

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 Farley

Senior Associate, Client Service

Megan is part of the client service team 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, 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.

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.

Michael Di Rocco

Associate Investment Consultant

Michael is responsible for analytics and reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Prior to Beacon Pointe, Michael graduated from San Jose State University, with a BA in Economics.  While at San Jose State University, Michael played Division 1 baseball.  He is currently a Level II CFA candidate. Michael lives in Newport Beach, California and enjoys traveling and coaching baseball.

Michael G. Dow, 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 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. 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 Accounting 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 Financial Analyst and a Certified Public Accountant and is a member of the CFA Society of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

Michael Ho

Associate, Institutional Consulting Services

Michael is an 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 Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. 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, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Michele T. Sarna, AIF®, AWMA®

Managing Director, Partner

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, take advantage of 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. Prior to her career in financial services, she and her husband ran and managed a construction business.  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 Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many 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®

Senior Associate, Client Service

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.

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.

Nathaniel Brown

Manager, Operations

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

Neil Livingston

Senior Associate, Operations

Neil is a Senior Associate within Beacon Pointe’s operations team. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting, establishment of new client relationships and systems management. 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

Senior Associate, Client Service

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. 

 

Nicole E. LaRocca

Senior Associate, 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.

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.

Randye Kaplan, CPA, CFP®

Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.

Rebecca M. Smith

Financial Planning Associate

Rebecca (Beckie) Smith is a Financial Planning Associate at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for helping private clients determine and achieve their financial goals. Prior to joining Beacon Pointe Wealth 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.

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.

Rocky Lin, CFA

Managing Director, Partner

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.

 

Samuel A. Lawson, CFP®

Associate Wealth Advisor

Sam Lawson is primarily responsible for trading, while he also prepares client meeting materials and assists in portfolio constructions. Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in Finance. Sam holds the Certified Financial Planner™ (CFP®) certification. In his free time, he enjoys spending time with his family and friends.

Samuel Estigoy

Associate, Institutional Consulting Services

Sam is an 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. Sam earned his BA in Business Economics from University of California, Irvine. Sam currently spends his spare time reading and investing, watching movies, and helping his friends and family.

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 Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Scott Ayers

Wealth Advisor

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 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

Shannon F. 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. She was also awarded the 2017 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/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, served on the UCI Athletic Fund Board and is currently an adjunct professor for the UCI Merage School of Business. She also has 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.

Stacy J. Shimp

Office Manager

Stacy Shimp is primarily responsible for office management and customer relations. Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents. Stacy is a Native of Michigan and is trained in Public Speaking. She has spoken at women’s conferences and charity events. Stacy enjoys creating art of many forms and volunteers her time designing props for plays as well as writing and directing dramas for youth. She is married and has six adult children. She and her husband Todd live in Phoenix, AZ.

Stephanie Rumold, CFP®, CPWA®

Managing Director, Partner

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 Beals

Managing Director of Client Service & Operations

Steve is Director of Operations at Beacon Pointe Advisors. He is responsible for oversight of client services, trading, portfolio administration and reporting. Steve is focused on the firm’s operations strategy and service experience, working to develop and implement workflow processes to enhance Beacon Pointe’s operating efficiency. Prior to joining Beacon Pointe in 2014, Steve spent sixteen years with Charles Schwab, most recently serving as Senior Manager, Sales Operations and Business Support Services. His responsibilities entailed overseeing sales enablement programs, identifying and implementing operational efficiencies and executive business management functions. Previously, he held various management roles at Schwab in client services, business strategy implementation and communications. Steve started his career in client servicing roles at Boston Financial Data Services and Transamerica. Steve attended the University of Missouri, Kansas City and Arizona State University. In his free time, he enjoys surfing, snowboarding, traveling and indulging his culinary curiosity.

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.

Tammy Turner

Manager, Client Service

Tammy oversees client service and operational duties for the Beacon Pointe Wealth Advisors Santa Barbara office.  Prior to joining Beacon Pointe, Tammy worked at a national bank on their private wealth advisory team managing client services for their Southern California region.  Tammy brings over 20 years of industry experience in client service and operations.  Outside of the office, Tammy spends time with her family and friends and is a member of the BPOE (Elks).  Her hobbies include domestic arts including quilting, cooking and gardening and she met her husband swing dancing.

Todd Reinhart, CRPC®

Senior Wealth Advisor

Todd Reinhart, CRPC®
Senior Wealth Advisor

Todd is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. 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. Todd 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 Masters 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.

Trip Secrist

Senior Wealth Advisor

Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP®, is responsible for advising and providing customized wealth management solutions for clients.  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 RIA.  Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration and he holds the Certified Financial Planner™ (CFP®) certification.  Tyler is a member of The Guardsmen, a local charitable organization and he lives in Marin with his wife and two sons.

 

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.

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.

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Alex Kassouf

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 Kohara

Manager, Portfolio Analytics

Alex is responsible for managing our institutional analytics department as well as model portfolio research, and reporting development and maintenance. Alex also manages the research and evaluation of our portfolio analytics tools and conducts passive investment research for the Beacon Pointe Investment Committee. In addition, Alex works with our Retirement Plan Services Group to conduct 401(k) fund research. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009 and is currently a CFA Level 2 candidate. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

Alisa Garnek, CFP®

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ 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.

Allison Hillgren, MCM

Director of Marketing & Communications

Allison (Alli) is the Director of Marketing and Communications 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.

Amanda Gallaher

Senior Associate, Client Service

Amanda is part of Beacon Pointe’s Client Service Department and is responsible for partnering with Beacon Pointe’s Private Client Group to deliver clients a personalized service experience. Her duties include execution of operations responsibilities related to portfolio administration, client reporting, relationship onboarding and projects designed to create operational efficiencies. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Amber Lembo

Senior Associate, Client Service

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.

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 R. Reinhardt, CFP®

Managing Director, Partner

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.

Andy Hunt, CFP®

Wealth Advisor

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

Annie King

Associate, Marketing & Communications

Annie is an executive assistant within Beacon Pointe’s Marketing and Communications Department.  Her responsibilities include content editing, schedule and calendar management, assistance with event planning, performing an array of office tasks and research, among other various duties.  Annie graduated from Pepperdine University with a degree in Creative Writing and English with an emphasis in Literature.  Outside of the office, Annie enjoys novel-writing, international travel, and exploring Orange County’s eclectic restaurants.

Austin Rouk

Associate 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.  Austin 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.

Autumn Kim

Senior Associate, Client Service

Autumn is a Senior Associate in the Client Service 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. Prior to joining Beacon Pointe in 2013, Autumn attended California State University, Long Beach where she graduated with a BA in International Business. In her free time, Autumn enjoys travelling, water sports and spending time with family and friends.

Bo Ward, CFP®

Managing Director, Partner

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

Brady West, CFP

Wealth Advisor

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

Brandt Kuhn, CFP®

Managing Director, Partner

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

Managing Director, Partner

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.

Brittany Hazard

Senior Associate, Client Service

Brittany is primarily responsible for customer relations and day-to-day operations for the firm’s clients. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Brittany spent the last 5 years working at CPS Insurance helping support financial advisors find the best long-term care solutions for their clients. She graduated from the University of Denver with a BA in Communication studies and focused on communication in the workplace. Outside of the office, Brittany enjoys traveling, reading, and spending time with friends and family.

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.

Senior Managing Director, Partner

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®

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.

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.

Chitra R. Staley, CFA, CFP®

Managing Director, Partner

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.

Christopher F. Palermo, CFA, CFP®

Managing Director, Partner

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

Associate, Information Technology

Christopher (Chris) is an associate in the Operations 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.

Cindy Van, RP®

Senior Associate, Client Service

Cindy Van is a Registered Paraplanner and primarily responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.

Coby D. Cress

Associate 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

Partner, Managing Director of Strategic and Financial Planning

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.

Daniel Grenier

Associate, Client Service

Daniel (Dan) is responsible for assisting the Beacon Pointe Boston-based operations team with all administrative aspects of client service. Prior to joining Beacon Pointe, Dan worked for Commonwealth Financial Group, as an operations associate. He graduated from Providence College, majoring in Finance. In his free time, Dan enjoys participating in recreational sports and traveling.

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®

Associate Wealth Advisor

David is an Associate Wealth Advisor in the Client Service Department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting.  In addition, David is oversees the organization and execution of the firm’s technology initiatives. Prior to joining Beacon Pointe Advisors, David spent seven years working for the Irvine Ranch Water District. David graduated from UC Riverside with a BA in Business Economics and received his MBA from UC Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

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).

Diane Peck, CFA

Chief Financial Officer

Diane is responsible for all Beacon Pointe accounting and finance. Prior to joining Beacon Pointe Advisors, Diane was Chief Operating Officer and Chief Compliance Officer for The Investment Counsel Company where she directed operations, compliance, human resources and accounting. Prior to that, Diane worked nine years as Chief Financial Officer and Chief Compliance Officer at Al Frank Asset Management and was responsible for finance, accounting, compliance and administrative services. Before joining Al Frank in 2001, Diane was a partner at Peck & Lopez, CPAs, a privately held CPA firm where she specialized in small business management, finance, auditing, accounting, tax preparation and compliance. Diane graduated magna cum laude from National University in 1986 with a B.B.A. degree, emphasis in accounting and finance. In 1990, she received her certificate to practice as a CPA (inactive). She earned her Chartered Financial Analyst (CFA) charter in 2007. Diane is a member of the California Society of Certified Public Accountants and member of the CFA Society of Orange County. Diane loves the outdoors and enjoys hiking and skiing whenever possible.

Donald Johnson, CFA

Senior Associate, Investment Research

Donald Johnson is primarily responsible for trading, research, and assisting in portfolio construction for the Beacon Pointe Wealth Advisors Northern California office. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.

Doug Igel, CIMA®, AIF®

Director of Retirement Plan Services

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

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.

Dylan Brooks

Associate, Client Service

Dylan is a 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 relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan 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 Macdonald, CFP®

Associate Wealth Advisor

Dylan is an Associate 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.

Elizabeth Gould

Senior Wealth Advisor

Elizabeth she is responsible for providing customized wealth management solutions for clients through comprehensive financial planning and investment management.  Prior to joining Beacon Pointe, Elizabeth worked as a commercial real estate consultant and as Chief Operating Officer of a medical business. Previously, she was an Equity Research Associate at Banc of America Securities and a Vice President at Bank of America (NationsBank) in the healthcare banking division.  Elizabeth is passionate about empowering women professionally and personally and is actively involved in Beacon Pointe’s Women’s Advisory Institute.  She received a BA in English from Wesleyan University and an MBA from University of Southern California with a concentration in finance.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.  Elizabeth volunteers on a regional advisory board for Interface Children & Family Services, a non-profit in Ventura County.  She is married and has two children.  In her free time she enjoys travel, yoga and spending time with family and friends.

Eric L. Newby, CFP®

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®

Managing Director, Partner

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

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.

Ethan Richardson

Associate Wealth Advisor

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

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.

Gabriel Kennan

Associate, Institutional Consulting Services

Gabriel is an 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 also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee as well as the Investment Committee, 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.

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Graham Pierce

Partner

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.

Henry Lande, CFP®

Associate Wealth Advisor

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

Hillary Huang

Senior Associate, Marketing & Communications

Hillary is an associate within Beacon Pointe’s Marketing and Communications Department. Her responsibilities include social media management, database maintenance, and oversight of marketing processes. She also works directly with Beacon Pointe’s Institutional Consulting Services team to oversee and distribute Requests for Proposals, analytical reports, and conduct market research, among other duties. Hillary graduated from University of California, Irvine with a degree in Economics and a minor in Management. Outside of the office, Hillary enjoys running, exploring new types of food, and watching professional basketball.

Huy Do

Associate Wealth Advisor

Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.

Indya M. Yuill

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.

Jack Cooper

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.

Jaclyn Salorio

Senior Associate, Compliance

Jaclyn is responsible for supporting Beacon Pointe compliance operations. Previously, Jaclyn served as a Compliance Analyst for Advisor Solutions Group, Inc., a compliance consulting firm in Newport Beach, California. Jaclyn graduated from Pepperdine University in Malibu with a bachelor’s degree in Liberal Arts with a concentration in Mathematics. Jaclyn currently resides with her husband in Laguna Niguel, California. She enjoys spending time with family and friends, reading, being outdoors and staying physically active with Crossfit and Bikram yoga.

James Davenport

Managing Director, Partner

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.

Jamie Cardona

Manager, Client Service

Jamie Cardona
Manager, Client Service

Jamie is a Manager in the Client Service 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 new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Jamie was a Senior Account Services Manager for a wealth management firm in Irvine, CA where she serviced high net worth individuals and families. Jamie was born in Los Angeles, CA and lived in Japan for 10 years. She graduated from California State University, Fullerton with a BA in Business Administration and a concentration in Finance. Jamie is married and lives with her husband and son. She enjoys traveling, camping, dancing, and spending time with her family and friends.

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.

Jessica Matthews, CFP®

Wealth Advisor

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

Jill B. Steinberg

Managing Director, Partner

Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth 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.

Jonathan Acosta, JD

Senior Wealth Advisor

Jonathan is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group and is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe, Jonathan worked in PIMCO’s business development group, where he played an integral role in the development and maintenance of 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 Juris Doctor from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married and resides with his wife and three daughters in Newport Beach, California.

Jordan Freund

Senior Associate, Client Service

Jordan 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, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

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.

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.

Juna Chiang, CFP®

Manager, 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.

Karen Sarten, 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.

Karisa Diephouse

Director of Partnership Integration & Strategy

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings over a decade 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.

Kate Pettee

Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. 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.

Kelly DiGonzini, CFP®, MST

Senior Financial Planner

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. Kelly 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 the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Kelsey Hudson

Senior Associate, Client Service

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

Wealth Advisor

Kenneth Kann is a 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.

Kimberly Pham

Associate, Client Service

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®

Managing Director, Partner

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®

Managing Director, Partner

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 Pettitt

Manager, Accounting

Laura Pettitt is Beacon Pointe’s Accounting Manager and is responsible for accounting, client asset and revenue reporting, and client billing across all Beacon Pointe offices located throughout the country.  Laura brings 16 years of experience in financial services and wealth management and over 20 years in accounting. She held various senior accounting and taxation roles with Liberty Life and its subsidiary Stanlib Wealth Management in Johannesburg, South Africa. Laura earned a Bachelor of Commerce Honors Degree in Accounting from the University of Kwazulu Natal and received the Chartered Accountant (South Africa) designation.  Laura is married and lives with her husband and two young children in Aliso Viejo, CA. She enjoys traveling, yoga and spending time with her family and friends.

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.

Liz Mitchell

Manager, Client Service

Liz is a Manager in the Client Service 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.

Lori Casper

Senior Associate, Client Service

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

Malinda Top

Senior Associate, Operations

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

Marcy Reyes, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Marcy is responsible for helping private clients determine and achieve their financial goals. Marcy is a Certified Financial Planner and graduated from the University of California, Irvine, where she earned her BA degree in Business Economics with a minor in Earth and Atmospheric Sciences.  Outside of the office, Marcy enjoys playing rugby, baking, and traveling abroad.

Mark Donnelly, CFA, CFP®, MSF

Senior Investment Advisor

As a Senior Investment Advisor in the Beacon Pointe Wealth Advisors Boston Office, Mark Donnelly, CFA, CFP®, MSF works with individuals, families and institutions to help them achieve their wealth and planning goals. Mark has extensive industry experience; previously, as a bond analyst as part of a hedge fund team and while managing an investment team for another advisory firm (RIA). Mark earned a BA in Business Administration and a Master of Science in Finance from Loyola University, Maryland, holds the Chartered Financial Analyst (CFA) designation, and holds the Certified Financial Planner™ (CFP®) certification. Mark played professional soccer in England before coming to the United States as a member of a nationally recognized college athletics program.

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

Managing Director, Partner

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®

Managing Director, Partner

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 Wealth 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.

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 Farley

Senior Associate, Client Service

Megan is part of the client service team 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, 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.

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.

Michael Di Rocco

Associate Investment Consultant

Michael is responsible for analytics and reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Prior to Beacon Pointe, Michael graduated from San Jose State University, with a BA in Economics.  While at San Jose State University, Michael played Division 1 baseball.  He is currently a Level II CFA candidate. Michael lives in Newport Beach, California and enjoys traveling and coaching baseball.

Michael G. Dow, 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 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. 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 Accounting 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 Financial Analyst and a Certified Public Accountant and is a member of the CFA Society of Chicago.  He is married and has four children, and lives with his wife in Western Springs, Illinois.

Michael Ho

Associate, Institutional Consulting Services

Michael is an 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 Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. 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, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Michele T. Sarna, AIF®, AWMA®

Managing Director, Partner

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, take advantage of 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. Prior to her career in financial services, she and her husband ran and managed a construction business.  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 Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many 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®

Senior Associate, Client Service

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.

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.

Nathaniel Brown

Manager, Operations

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

Neil Livingston

Senior Associate, Operations

Neil is a Senior Associate within Beacon Pointe’s operations team. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting, establishment of new client relationships and systems management. 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

Senior Associate, Client Service

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. 

 

Nicole E. LaRocca

Senior Associate, 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.

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.

Randye Kaplan, CPA, CFP®

Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.

Rebecca M. Smith

Financial Planning Associate

Rebecca (Beckie) Smith is a Financial Planning Associate at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for helping private clients determine and achieve their financial goals. Prior to joining Beacon Pointe Wealth 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.

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.

Rocky Lin, CFA

Managing Director, Partner

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.

 

Samuel A. Lawson, CFP®

Associate Wealth Advisor

Sam Lawson is primarily responsible for trading, while he also prepares client meeting materials and assists in portfolio constructions. Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in Finance. Sam holds the Certified Financial Planner™ (CFP®) certification. In his free time, he enjoys spending time with his family and friends.

Samuel Estigoy

Associate, Institutional Consulting Services

Sam is an 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. Sam earned his BA in Business Economics from University of California, Irvine. Sam currently spends his spare time reading and investing, watching movies, and helping his friends and family.

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 Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Scott Ayers

Wealth Advisor

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 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

Shannon F. 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. She was also awarded the 2017 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/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, served on the UCI Athletic Fund Board and is currently an adjunct professor for the UCI Merage School of Business. She also has 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.

Stacy J. Shimp

Office Manager

Stacy Shimp is primarily responsible for office management and customer relations. Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents. Stacy is a Native of Michigan and is trained in Public Speaking. She has spoken at women’s conferences and charity events. Stacy enjoys creating art of many forms and volunteers her time designing props for plays as well as writing and directing dramas for youth. She is married and has six adult children. She and her husband Todd live in Phoenix, AZ.

Stephanie Rumold, CFP®, CPWA®

Managing Director, Partner

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