Get to Know the Professionals Leading
Beacon Pointe Advisors
Beacon Pointe is the firm it is today because of its people. We are a team of talented, diverse, upstanding, and passionate individuals dedicated to serving our clients and supporting our nationwide professional team.
Meet Our Corporate Leadership Team
Garth Flint
Partner, Co-Founder
Shannon Eusey
Chairman, Co-Founder
Matthew Cooper
Chief Executive Officer
Commie Stevens, JD
Chief Wealth Planning Officer
Michael Dow, CAIA, CFA®
Chief Investment Officer
Karisa Diephouse
Chief Operating Officer
Allison Warner
Chief Marketing Officer
David Le, CFP®
Chief Technology Officer
Jon Frojen
Chief Financial Officer
John Gray
Chief Accounting Officer
Janet Hathaway, J.D.
General Counsel
Rocky Daigle, JD
Chief Practice Officer
Catherine Prentice
Director of Compliance
Maria Caracoza
Director of Human Capital
Meet Our Managing Directors and Partners
Alan Alderfer, CFP®
Partner, Managing Director
Alexander Pierce, III
Partner, Senior Wealth Advisor
Alisha Rosenthal, CFP®, CRC
Partner, Managing Director
Allen Ferguson, CFP®
Partner, Senior Wealth Advisor
Allison Geiger, CFP®
Partner, Managing Director
Allison Kvikstad, CFP®, CDFA®
Partner, Managing Director
Andrew Reinhardt, CFP®
Partner, Managing Director
Andrew Saltzman, CFP®
Managing Director
Andrew Stern, MBA
Partner, Managing Director
Annette Brinton, CFP®
Partner, Senior Wealth Advisor
Anthony Guerrerio, MBA
Partner, Managing Director
Ben McGloin, CFA®
Partner, Managing Director
Bjorn Nesvold, CEPA®, CLTC™, RICP®
Partner, Senior Wealth Advisor
Bo Lee, CFWA
Partner, Senior Wealth Advisor
Bo Ward, CFP®
Partner, Managing Director
Bobby Comeaux, JD, AIF®
Partner, Managing Director
Brandt Kuhn, CFP®
Partner, Managing Director
Brian Coughlan, MBA, MSIM
Partner, Managing Director
Brianna Mariolle, CFA®
Partner, Senior Wealth Advisor
Bruce Meyer, JD, LLM
Partner, Senior Managing Director
Burk Rosenthal, CFP®, CFS, ChFC®, CRC®
Partner, Managing Director
Carla Yuan, CPA
Partner, Regional Director
Carrie Gallaway, CFP®
Partner, Managing Director
Chad Broberg, BFA™, CASL®, CFP®, ChFC®, CLTC®, RICP®
Partner, Senior Wealth Advisor
Chad Smith, CFP®, ChFC®, CLU®
Partner, Senior Wealth Advisor
Charles Carrick, CFP®, ChFC
Partner, Managing Director
Charles Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director
Charlie Phillips, CEPA
Partner, Senior Wealth Advisor
Chris Palermo, CFA®, CFP®
Partner, Managing Director
Chris Wheaton, CFP®
Partner, Managing Director
Chuck Bowes, CFP®
Partner, Senior Wealth Advisor
Courtney Hutchinson, CFP®
Partner, Managing Director
Craig Keller, CFA®, MBA
Partner, Managing Director
Daniel Akers, Jr., CFP®, CPA
Partner, Managing Director
Daniel Bloom, CFP®, CEPA, NSSA®
Partner, Managing Director
Darin Simonian, CFP®
Partner, Managing Director
Dave Penniall, CFP®
Partner, Senior Wealth Advisor
David Emmes, MBA
Partner, Managing Director
David Massart
Partner, Managing Director
Donald Ferguson, Jr., CIS®
Principal, Senior Wealth Advisor
Donald Hertling, CFP®, MST
Partner, Managing Director
Eileen O’Connor, MBA, CFP®
Partner, Managing Director
Eric Witte, CFP®
Partner, Managing Director
Fred Taylor
Partner, Managing Director
Gary Tangwall, ChFC®, CLU®, RICP®, MBA
Partner, Senior Wealth Advisor
Gene Ka, CPWA®
Partner, Managing Director
Graham Pierce
Partner, Managing Director
Grant Hartvigson, CFP®, CLU®
Partner, Managing Director
Greg Mykytyn
Partner, Senior Wealth Advisor
Indya Yuill
Partner, Managing Director
James Cooper
Partner, Senior Wealth Advisor
James Davenport, MBA
Partner, Managing Director
James Ferrell, CFP®, CIMC, CPA, MBA, PFS
Partner, Managing Director
Jameson Van Houten, CFP®
Partner, Managing Director
Jason Gergely, CFP®, CRPC®
Partner, Managing Director
Jay Healy, CEPA, CFP®
Partner, Managing Director
Jeanette Ng (Urrutia), CFP®
Partner, Managing Director
Jeanne G. Sullivan, CFP®
Partner, Managing Director
Jeff Hwang, CFP®, CRPC
Partner, Managing Director
Jen Dawson, CFP®
Partner, Managing Director
Jennifer Beyl-Lee, CFP®
Partner, Senior Wealth Advisor
Jennifer Ceccarelli, CRCP
Managing Director
Jesse Shore, CFP®
Partner, Managing Director
Jill Steinberg, CDFA®, MBA
Partner, Managing Director
Joe Ramos, CFP®
Partner, Managing Director
John Baxman, CFP®
Partner, Managing Director
John Keeney, CPWA®, CRPC®, CRPS®
Partner, Managing Director
John Martindale, CFP®
Partner, Managing Director
John Underwood
Managing Director
Jonathan Acosta, JD, MBA
Partner, Managing Director
Jordan Heller, CFA®, CFP®, CPA*
Partner, Managing Director
Joseph Schofield, III
Partner, Managing Director
Kate Fries, CFP®, CDFA®
Partner, Managing Director
Keith Ferguson
Partner, Senior Wealth Advisor
Kent Giguere, Jr., CFP®, ChFC®
Partner, Senior Wealth Advisor
Kerstin Murphy
Partner, Senior Relationship Manager
Kevin Tehan
Partner, Senior Wealth Advisor
Kim Waldman
Managing Director
Kristian Albornoz, CFP®, CIMA®
Principal, Senior Wealth Advisor
Kyle Boyd
Partner, Managing Director
Laine Ainsworth
Partner, Managing Director
Lance Wexler
Partner, Senior Wealth Advisor
Landen Lunsway, CFP®
Partner, Managing Director
Leigh Bivings, PhD, CDFA®, CFP®
Partner, Managing Director
Leigh Moglia, CFA®, CFP®
Partner, Senior Wealth Advisor
Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®
Partner, Managing Director
Leslie Ancona, CFA®, CFP®
Partner, Senior Wealth Advisor
Louis Ambrosio
Partner, Senior Wealth Advisor
Lyman Jackson, CFP®, AIF®
Partner, Managing Director
Lynette Heil, CPA
Partner, Finance Director
Marc Wolff
Partner, Managing Director
Mark Flint, CFA®
Partner, Managing Director
Mark Haser, MBA, CFP®
Partner, Senior Wealth Advisor
Mark Mathers, CFP®, CSRIC®
Partner, Managing Director
Mark Moehlman, MBA
Partner, Managing Director
Matthew Jentner, CFP®, CPA
Partner, Managing Director
Megan Cochran, CEPA, CPFA
Managing Director
Michael Beck
Partner, Managing Director
Michael Bergen, CIMA®
Partner, Managing Director
Michael Dubis, CFP®
Partner, Managing Director
Michael Himmel
Partner, Senior Wealth Advisor
Michael Kane, CFA®
Partner, Managing Director
Michael Kumph, CFP®, MSPFP
Partner, Managing Director
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Mike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director
Monica Muñoz, CFP®
Partner, Managing Director
Paul Duncan, CFS
Partner, Senior Wealth Advisor
Philip Lee, CFP®
Partner, Managing Director
Rawles Bell, CBDA, CIMA®
Partner, Managing Director
Reed Finney, CFP®, CLU®
Partner, Managing Director
Rick Fine, CFP®, RMA®
Partner, Managing Director
Rick Fingerman, CFP®, CDFA®
Partner, Managing Director
Rick Miller, Ph.D., CFP®
Partner, Managing Director
Robert Anderson, CFP®
Partner, Managing Director
Robert Ingham, CFP®, MBA
Partner, Senior Wealth Advisor
Robert Miller
Partner, Managing Director
Robert Pagliarini, PhD, CFP®
Partner, Senior Wealth Advisor
Rocky Lin, CFA®
Partner, Managing Director
Russell Crow
Partner, Managing Director
Sally Ng, CFP®
Partner, Managing Director
Scott Moser, CPA, MST, PFS
Partner, Managing Director
Sean Curley, CFP®
Partner, Managing Director
Seth Jentner, CFP®
Partner, Managing Director
Sherri Stephens
Partner, Managing Director
Stacy Bakri, CFP®, CDFA®
Partner, Managing Director
Stephanie Mackara, JD
Partner, Managing Director
Steve Blankenship, CFP®
Partner, Managing Director
Steven Bright
Partner, Senior Wealth Advisor
Tammy Pioch
Partner, Senior Wealth Advisor
Tiffani Boskovich, CFA®
Partner, Senior Wealth Advisor
Todd Gillingham
Partner, Senior Wealth Advisor
Tom Behr, CFP®
Managing Director
Tom Selbo, CFP®, RICP®
Partner, Senior Wealth Advisor
Tom Stefaniak, CFP®
Partner, Managing Director
Tori Boswell, MBA, CIMA®
Partner, Senior Wealth Advisor
Vanessa Burnett, CFP®
Partner, Managing Director
Vikki Lenhart, CFP®
Partner, Managing Director
Walt Bond, JD, CFP®
Partner, Managing Director
Wayne McCullough, CFP®
Partner, Managing Director
Will Day, CFP®, ChFC®
Partner, Senior Wealth Advisor
William Diehl, CFA®
Partner, Managing Director
Garth Flint
Partner, Co-Founder
Heather O’Neill Fairbanks, CFP®, ChFC®
Partner, Managing Director
Isamu Fairbanks, MBA
Managing Director
Meet Our Professional Staff Directory
Aidan Kizer
Account Services Associate
Alex Bergen
Reporting Associate
Alex Daigle, JD
Compliance Associate
Alexandra Musselman Vrancic
Practice Management Associate
Alisa Garnek, CFP®, CDFA®, IRMAACP, MSTFP, NSSA®
Associate Director, Financial Planning
Allie Hines
Business Development Manager
Amarette Trujillo
Senior Account Services Associate
Amber Kane
Firm Operations Associate
Anca Garcia, CLU®
Director of Firm Operations
Andrew Bullard, JD
Senior Estate Strategist
Andrew Hoang, CDFA®, CFP®
Director of Financial Planning
Andrew Howard
Retirement Plan Services Platform Specialist
Anthony Santos
Trading Associate
Ariana Ivins
Senior Operations Specialist
Ashley Gignac, JD
Senior Estate Strategist
Ashley Smith
Account Services Supervisor
Austin Kastenberg, MBA
Senior Portfolio Associate, Investment Research
Ava Rosten
Associate Financial Planner
Ben Lim, CPA, EA, MST
Senior Tax Manager
Bhavna Maheshwari, CPA
Tax Advisor
Bjorn Nesvold, CEPA®, CLTC™, RICP®
Partner, Senior Wealth Advisor
Brad Mann, JD, QPFC
Senior Wealth Advisor, Retirement Plan Services
Brandon Lewellen
M&A Manager
Brandt Kuhn, CFP®
Partner, Managing Director
Brenda Guerrero
Staff Accountant
Cabrianna Johnson
Human Resources Manager
Cameron Wright
Senior Client Service Associate, Institutional Consulting
Candice Armstrong
Senior Tax Manager
Carlin Lawlor
Senior Operations Specialist
Carolyn Smith
Trading Associate
Casey Stewart, JD
Estate Strategist
Chandler Hammersla
M&A Manager
Chas Moede
Trading Associate
Chloe Trimarche
Digital Marketing Specialist
Christopher Potempa
Trading Associate
Christy Grow
Senior Salesforce Program Manager
Connor Brown
Senior Account Services Specialist
Craig Crespo
Trading Supervisor
Cristopher Zavala
Associate, Institutional Consulting
Derek Newcomer, CAIA, CFA®
Director, Investment Research
Drew Hardin, CPA
Senior Tax Manager
Eliza Moody
Senior Marketing Manager
Elliot Overton
Associate, Mergers & Acquisitions Coordinator
Emerald Ward, CFP®
Senior Financial Planner
Emily Schurr, J.D.
Associate Estate Strategist
Emmett King
Senior Associate – Mergers & Acquisitions, Advisor Recruitment
Eric Changelian
Senior Account Service Associate
Eric Land
Senior Trading Associate
Erica Smith, CFP®
Financial Planner
Ericca Murillo
Strategic Integration Senior Associate
Felix Lin, CFA®
Senior Advisor, Institutional Consulting
Gabriel Kennan
Senior Associate, Investment Research
Graham Pierce
Partner, Managing Director
Gregg Cowan, AIF®, CPFA®, PPC®
Retirement Plan Business Consultant
Hannah Lake
Marketing Coordinator
Hannah Pfaff
Senior Compliance Associate
Hope Hernandez
Senior Account Services Associate
Ian Blanchard, AIF®, CPFA
Senior Wealth Advisor
Jack Cooper
Senior Director, Mergers and Acquisitions
Jackie Mendoza
Manager of Account Services
Jacob Vick, CFA®
Senior Director, Mergers & Acquisitions
Jade Goodman, MBA, JD, LL.M.
Senior Director of Strategic and Legacy Planning
James Milam
Trading Supervisor
Janessa Villegas
Strategic Integrations Associate
Janet Choquette, EA
Senior Tax Advisor
Jason Overholtzer, CFA®
Director, Investment Research
Jaynie Hexberg
Business Development Associate
JC Sparks
Account Services Associate
Jeff Hwang, CFP®, CRPC
Partner, Managing Director
Jen Steele
Senior Billing Specialist
Jennifer Holmes
Payroll Manager
Jessica Hilgendorf
Director of Advisor Recruiting
Jill Mather, J.D.
Counsel
Jill Steinberg, CDFA®, MBA
Partner, Managing Director
Joanna Lopez
Senior Account Services Associate
Joanna Rothenberg
Internal Communications Specialist
Jodi Sabin
Operations Specialist
Jolene Avila
Account Services Specialist
Jon Daly
Salesforce Developer, Information Technology
Jonathan Acosta, JD, MBA
Partner, Managing Director
Jordan Moy
Associate, Investment Research
Jorge Corrales Alvarez
Central Operations Associate
Joyce Crivellari, JD
Senior Estate Strategist
Julia Eddy
Account Services Specialist
Julien Frazzo
Deputy Chief Investment Officer
Juna Chiang, CFP®
Manager, Trading Operations
Justin Nelson, CFP®
Senior Financial Planner
Kali Cousens
Staff Accountant
Kara Felten
Human Resources Coordinator
Karen Zorn
Reporting Associate
Kate MacDonald
Human Resources Coordinator
Keiva Lewis
Associate Salesforce Administrator
Kelly DiGonzini, CFP®, MST
Senior Director of Insurance, Tax and Retirement Services
Kiara Budd
Senior Account Services Associate
Kirsten King
Manager, Practice Management
Kris Sabo
Senior Operations Specialist
Krista Jones
Senior Associate, Billing
Kyle Charlton
Account Services Specialist
Lance Allende
Associate, Institutional Consulting
Lily Overton
Account Services Associate
Liz Mitchell
Director of Strategic Integration
Logan Robertson
Senior Reporting Associate
Lori Bawden
Team Lead, Reporting Associate
Lori Casper
Account Services Specialist
Louis Bonasera, CPA, PFS, MST
Senior Wealth Advisor, Tax Advisor
Lucas Deslauriers, CFP®
Wealth Advisor, Tax Advisor
Lucas Mantoani
Reporting Associate
Maggie Kleinman, CAIA®
Firm Operations Senior Associate
Mai Shoua Her
Compliance Administrator
Makenna Kerr
Senior Marketing Associate
Malinda Top
Senior Strategic Integrations Associate
Mckenzie Gill
Strategic Integrations Associate
Medha Nadgir
Director, Account Reporting
Megan Barrow
Director of Strategic Integration
Megan Eusey, MSL
Women’s Wealth Advancement Manager
Michael Dow Jr.
Senior Investment Research Associate
Michael Flickinger
Trading Associate
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Michelle Shipley
Practice Management Associate
Mike Breller
Managing Director, Institutional Consulting
Mike Skillman
Managing Director, Institutional Consulting Services
Mitchell Hughes
Senior Consultant, Institutional Consulting
Morgan Hampton
Senior Account Services Associate
Nathan Pirie
M&A Manager
Nathaniel Brown
Director of Regional Operations
Nechelle Hendrix
Senior Human Resources Generalist
Nicholas Colletta, CFA®, FRM, CAIA
Senior Associate, Investment Research
Olivia Lustbader
Senior Account Services Associate
Paige Goll
Principal, Senior Strategic Investment Advisor
Peter Gottlieb
Director of Mergers & Acquisitions
Quinn Schneider, FPQP®
Team Lead, Firm Operations
Quinton Adlesh
Regional Director, Beacon Pointe Funds
Raul Marquez
Senior M&A Analyst
Rebekah Blake
Insurance Operations Manager
Robert Kuchar
Controller
Robyn Marotta
Senior Associate, Institutional Consulting
Rocky Lin, CFA®
Partner, Managing Director
Rose Bae
Content Review Manager
Ryan Griffin
Director of Mergers & Acquisitions
Samantha Sarna
Account Services Associate
Scott Plamondon, CLU®, ChFC®
Vice President, Beacon Pointe Insurance Services
Sharlene Bolle
Senior Account Services Associate
Shelly Lemay
Associate, Investment Research
Sophie Chapman
Senior Wealth Planning Associate
Stephanie Salmon, CPA
Senior Tax Advisor
Stephen Marshall
Director of Asset Allocation
Steven Fu
Director of Corporate Finance
Stolie Erickson
Associate, Institutional Consulting
Susan Fritts
Manager, Client Service
Sydney Alacano
Senior Marketing Associate
Talbot Boulter
Account Services Associate
Taylor Carey
Account Services Specialist
Tessa Bonifacio
Operations Specialist
Thomas Chapman
Associate
TJ Gillen, CFP®
Financial Planner
Tom Walters
Senior Trading Manager
Tommy Derrick, CLTC®, LUTCF®
Director, Insurance Services
Tommy Gamard
Trading Associate
Tracey Lundahl, FPQP™
Operations Supervisor
Trevor Jackson
Reporting Associate
Tyler Lira
Trading Associate
Tyson Byrd
Staff Accountant
Wanda Ho
Director of Trading
William Alderman
Senior Operations Specialist
William Draper
Senior Associate, Institutional Consulting
William Flower
Accounting Manager
William Thompson
Managing Director, Institutional Consulting
Garth Flint
Partner, Co-Founder
Matthew Cooper
Chief Executive Officer
Commie Stevens, JD
Chief Wealth Planning Officer
Michael Dow, CAIA, CFA®
Chief Investment Officer
Karisa Diephouse
Chief Operating Officer
Allison Warner
Chief Marketing Officer
Jon Frojen
Chief Financial Officer
John Gray
Chief Accounting Officer
Catherine Prentice
Director of Compliance
Maria Caracoza
Director of Human Capital