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
Chief Executive Officer, Co-Founder
Matthew Cooper
President
Commie Stevens, JD
Chief Wealth Planning Officer
Michael Dow, CAIA, CFA
Chief Investment Officer
Karisa Diephouse
Chief Operating Officer
Allison Warner
Chief Marketing Officer
- California - Newport Beach
David Le, CFP®
Chief Technology Officer
Jon Frojen
Chief Financial Officer
John Gray
Chief Accounting Officer
Janet Hathaway
General Counsel
Rocky Daigle, JD
Chief Practice Officer
Catherine Prentice
Director of Compliance
Maria Caracoza
Director of Human Capital
Meet Our Managing Directors & Partners
Alan Alderfer, CFP®
Partner, Managing Director
Alan is a Partner and Managing Director for the Beacon Pointe Warsaw, Indiana, office. With over 30 years of experience in comprehensive financial planning, Alan brings a deep commitment to understanding the unique needs of each client through thoughtful, strategic conversations. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and provides tailored guidance for individuals, families, and organizations seeking to secure and strengthen their financial futures. Alan began his career founding Alderfer Bergen & Co., which joined Beacon Pointe Advisors in 2025. Throughout his tenure, he has been recognized for his ability to build trusted relationships while crafting solutions rooted in financial wellness and long-term success. His approach is driven by a genuine desire to make a meaningful difference in the lives of those he serves.
Deeply embedded in the Warsaw community, Alan is a Co-Founder of the Kosciusko County Riley Kids Fund and serves as host of the annual Riley Radio Days fundraiser, supporting families facing financial hardship related to pediatric medical care. He currently serves as Chairman of the Board of Trustees at Lutheran Kosciusko Hospital and holds board positions with Kosciusko County Alcohol and Tobacco Commission, the Kosciusko County Sheriff’s Merit Board, and the Catholic Community Foundation of Northwest Indiana. A lifelong resident of Warsaw, Alan and his wife, Kristine, are raising twin daughters, Carolina and Katherine. He finds fulfillment in being present for his family and community and brings this same passion for stewardship and positive impact to every client relationship he builds.
Alexander Pierce, III
Partner, Senior Wealth Advisor
Alexander (Rusty) is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Rusty began his career in the financial services industry in San Antonio in 1980 after graduating from Southern Methodist University with a B.B.A in finance. For the next 17 years, he worked for Texas-based brokerage firms as a Registered Representative serving high-net-worth investors. From 1997 until 2023, he served as a Research Analyst and Portfolio Manager for two Texas-based investment management firms registered with the Securities and Exchange Commission. He has also previously held the additional responsibilities of Chief Operating Officer and Chief Compliance Officer. He opened the Beacon Pointe San Antonio office in 2023 and his responsibilities include constructing and managing custom portfolios for successful business owners, their families, and women in transition. His charitable interests have been devoted to numerous youth athletic organizations on behalf of his three sons.
Alisha Rosenthal, CFP®, CRC
Partner, Managing Director
Alisha is a partner and managing director of Beacon Pointe’s Fort Worth office. Prior to joining Beacon Pointe Advisors, Alisha was a senior financial advisor with Rosenthal Retirement Planning for over 12 years. Prior to joining the Rosenthal team in 2006, Alisha held positions in the staffing industry as well as the financial services industry. Alisha has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Retirement Counselor certification, and she received her degree in English from the University of Texas at Austin. She has served as a volunteer with the Junior League of Fort Worth, an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers. Additionally, through her passion to help and support women, Alisha is an active member of the Beacon Pointe Women’s Advisory Institute. Alisha, a lifelong Texas native, was born and raised in Houston and relocated to Fort Worth in 2006. In addition to advising clients, Alisha enjoys spending time with her husband, Burk, their two rescue dogs, Stanley and Cleo, as well as traveling, exercising, playing the piano, and has most recently taken up golf.
Allen Ferguson, CFP®
Partner, Senior Wealth Advisor
Allen Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. With over a decade of experience in the financial services industry, Allen’s knowledge and expertise are only matched by his passion for providing a total solution to his clients’ financial needs. Prior to joining Beacon Pointe, Allen was an Associate Partner and Client Advisor at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Allen received his bachelor’s degree from the University of Texas and his MBA from Baylor University with a concentration in Finance. Additionally, he is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Allen resides in Dallas with his wife and children, and is an active member of his local community.
Allison Geiger, CFP®
Partner, Managing Director
Allison is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in the financial services industry. She provides comprehensive financial planning services to individuals and families, helping clients navigate the complexities of wealth management through a personalized, relationship-driven approach. Allison began her career as an international tax consultant with PricewaterhouseCoopers, where she specialized in preparing expatriate and foreign national tax returns. She previously led Heritage Financial Planning as a Partner, which joined Beacon Pointe Advisors in 2025. Prior to Heritage Financial Planning, Allison was a senior financial planner at one of the largest NAPFA fee-only wealth management firms in the Dallas-Fort Worth Metroplex, where she advanced through multiple roles over a decade of service. Allison holds a Bachelor of Business Administration in Marketing with a minor in Spanish from Texas A&M University and is a graduate of the Financial Planning Program at Southern Methodist University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Allison enjoys running, cheering on her Texas A&M Aggies during football season, and spending time with her husband, son, and two daughters. She and her family are also active members of the Dallas-Fort Worth community.
Allison Kvikstad, CFP®, CDFA®
Partner, Managing Director
Allison is a Partner and Managing Director at Beacon Pointe Advisors. With almost 30 years of professional investing experience, Allison focuses on managing wealth for high-net-worth individuals, families, and private foundations. She has a Masters degree in Finance from Golden Gate University, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations, and has previously guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis. Allison is a long-time advocate of financial literacy and has held board positions at Dress for Success in San Francisco and the First Tree of Oakland. Outside of the office, Allison volunteers and leads financial literacy programs periodically at Girls, Inc. of Alameda County, CB Seeds.org (Memphis, TN), and various women’s groups within public and private companies.
Andrew Reinhardt, CFP®
Partner, Managing Director
Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a CERTIFIED FINANCIAL PLANNER® (CFP®) and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab. He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.
Andrew Stern
Partner, Managing Director
Andrew (Andy) Stern is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. Prior to joining Beacon Pointe, Andy was a Managing Partner and co-founder at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before launching YorkBridge Wealth Partners, Andy served as a Managing Director at Lebenthal Wealth Advisors where he provided clients with guidance across many facets of wealth management including portfolio construction, planning strategies and wealth transfer. Andy spent 17 years at Morgan Stanley and predecessor firms, first as an analyst at Smith Barney Asset Management, then rising through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.-based large-cap growth equity portfolio with nearly $1B in assets. Andy received his MBA from the Leonard N. Stern School of Business at New York University and his undergraduate degree from Emory University. He lives in Amagansett with his wife and three children. Outside of the office, Andy coaches’ youth sports and he and his wife are involved in several local non-profit organizations.
Annette Brinton, CFP®
Partner, Senior Wealth Advisor
Annette Brinton is a Partner and Senior Wealth Advisor for the Beacon Pointe Mill Valley, CA office, bringing over three decades of experience as a finance professional to the clients she serves. She is passionate about helping people gain clarity over their financial situation and managing their wealth to provide for a fulfilling life.
Prior to co-founding Waypoint Wealth Partners, which joined Beacon Bointe Advisors in 2025, Annette had her own firm and worked as a Client Advisor for two independent wealth management firms in the Bay Area. Annette started her career in the early 90’s with Ernst & Young, doing both audit and individual tax work, and subsequently spent over 10 years working in corporate finance and operations. She has worked extensively in over 20 countries around the world including a year in Hong Kong and China and three years living in London.
Annette holds a B.A. in Business Economics from the University of California, Santa Barbara, and a graduate certificate in Personal Financial Planning from UC Berkeley. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®), an active member of the Financial Planning Association, and a leader within Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Annette is deeply involved in the Sausalito community. She serves on the Board of Literacy by the Bay and is a long-standing member of the Sausalito Women’s Club, where she chairs the Fiscal Advisory Board and sits on the Scholarship Board. In her free time, she enjoys hiking, snowboarding, traveling with her husband Adrian, and sharing good food with friends.
Anthony Guerrerio, MBA
Partner, Managing Director
Anthony is a Partner and Managing Director in the Beacon Pointe St. Louis, MO office. With over 40 years of experience in the investment industry, Tony provides wealth management services to high-net-worth individuals, multi-generational families, foundations, and corporations. He joined Beacon Pointe in 2025 through the Litman Gregory Wealth Management acquisition, following their prior acquisition of Wedgewood Partners’ Private Client business in 2023. Tony Founded Wedgewood Partners in 1988 after launching Mark Twain Brokerage Services, one of the first commercial bank brokerage businesses in the United States. During his tenure at Mark Twain Bancshares, he also led the Capital Markets Group, firmwide operations, and corporate IT strategy, work highlighted in several Harvard Business School case studies. Tony earned his MBA from Harvard Business School after serving in the U.S. Army. He received his commission upon graduating from the United States Military Academy at West Point with a B.S. in Engineering. Originally from the Bronx, NY, Tony and his wife, Joanne, have four sons and seven grandchildren.
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
Bjorn Nesvold, CEPA®, CLTC™,…
Partner, Senior Wealth Advisor
Bjorn Nesvold is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with nearly two decades of wealth management experience. Bjorn helps individuals, families, and business owners develop a financial strategy based on their unique goals and values. He specializes in working with business owners to improve their business valuation and prepare for the eventual exit. He also specializes in guiding pre-retirees and retirees through tax-efficient retirement income distribution strategies, wealth management, and insurance planning. He graduated from the University of Kansas with a degree in Business Management and has since earned multiple industry designations throughout his career. Bjorn enjoys the ongoing educational opportunities his career provides, always continuing to learn and pass that knowledge on to his clients. Bjorn is passionate about giving back to the community and currently serves as Board President for Operation HELP and an Ambassador for the Hudson, WI Chamber of Commerce. Outside of the office, Bjorn enjoys volunteering for various organizations in his Hudson community. Every July, you can find him on the golf course hosting the annual Corbin’s Cup Golf Tournament in memory of his cousin Corbin Wick. This tournament raises money yearly for “BRIDGE for Community Life,” a local non-profit based in Hudson, which provides local community-based life skills training, employment services, and social and recreational programs for youth and adults with disabilities. He also enjoys spending quality time with his wife, Danielle, and their two children, Nolan and Collins. Their favorite activities include golfing, spending time at the cabin, socializing with friends, cooking, and traveling.
Bo Ward, CFP®
Partner, Managing Director
Bo Ward is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.
Bobby Comeaux, JD, AIF®
Partner, Managing Director
Robert J. Comeaux, Jr. (Bobby) is a partner and managing director of Beacon Pointe’s New Orleans office. Prior to joining Beacon Pointe Advisors, Bobby was founding partner of CBD Wealth Management with two life-long friends, Rocky Daigle and Walter Bond. While he began his professional career as an attorney, soon after, he joined the financial advisory field, assisting individuals and business owners in the management of their wealth. Bobby obtained a Bachelor of Arts in Journalism from Louisiana State University in 1990 and went on to earn a Juris Doctorate from Loyola Law School in 1993. A lifelong native of New Orleans, he attended Jesuit High School, and expresses his hometown loyalty through active community participation, retaining leadership positions in numerous organizations including his role as a member of the Board of Directors for Dawn Busters Kiwanis Club, his role as Membership Chairman for Over the Mountain Athletic Club, and his role as a member of the Board of Directors for the Jesuit High School Endowment Fund. In his free time, Bobby enjoys following LSU sports and spending time travelling with his wife and their two sons. He also enjoys outdoor sporting, such as hunting and fishing, and volunteering as a coach for various youth athletics.
Brandt Kuhn, CFP®
Partner, Managing Director
Brandt is a Partner, Managing Director in the Beacon Pointe Palm Desert office, bringing extensive experience in comprehensive financial planning and a client-first, collaborative approach to helping individuals and families manage and grow their wealth. He works closely with clients to create personalized, financial plans through identifying and setting goals for wealth accumulation and future needs, as well as establishing financial priorities, take advantage of tax laws, and utilize investments to their benefit.
A Southern California native, Brandt graduated from California Polytechnic State University, San Luis Obispo, with a Bachelor of Science in Business Administration and a concentration in Financial Management. Following graduation, he returned to the Coachella Valley to build his advisory practice and raise his family. Brandt is deeply committed to his local community, currently serving on the board of the Desert Cancer Foundation. His previous board service includes the Desert Recreation District Foundation, The First Tee of the Coachella Valley Advisory Board, and the Palm Desert Chamber of Commerce. Brandt is also a graduate of the Leadership Coachella Valley program (2011). His professional accomplishments include being honored by InvestmentNews as a 2019 ’40 Under 40’ financial advisor and Palm Springs Life’s ’40 Under 40’ (2010).
Outside of the office, Brandt enjoys playing competitive golf and spending time outdoor with his wife, Erin, and their two sons, Brooks and Owen. Together, they enjoy traveling in their Airstream trailer, visiting national and state parks, hiking, and exploring the outdoors.
Brian Coughlan, MBA, MSIM
Partner, Managing Director
Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Brian is also a member of the Beacon Pointe Investment Committee. Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona. In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.
Brianna Mariolle, CFA®
Partner, Senior Wealth Advisor
Brianna is a Partner and Senior Wealth Advisor in the Beacon Pointe Campbell office who specializes in providing comprehensive wealth management advice to ultra-high-net-worth individuals and families. With over a decade of experience, her approach combines a deep understanding of complex financial entities with a focus on multi-generational, long-term growth. She works closely with clients to navigate the intricacies of estate planning, tax strategies, wealth transfer, investment management, and risk mitigation in order to create tailored recommendations for each client. Her goal is to build strong, lasting relationships, while ensuring that clients not only achieve their financial goals but also feel confident and informed every step of the way.
Brianna earned her B.S. in Economics from The Wharton School, University of Pennsylvania, with a triple concentration in Finance, Risk Management, and Operations & Information Management. She is also a Chartered Financial Analyst (CFA®) and a member of the Bay Area chapter. Brianna currently resides in Redwood City, CA, with her husband and dog, where she serves on the board of the Redwood City Improvement Association. Outside of the office, she enjoys traveling, following current events and financial markets, and trying new culinary experiences.
Bruce Meyer, JD, LLM
Partner, Senior Managing Director
Bruce is the Senior Managing Director of BPWA AZ and is responsible for the BPWA AZ office. Prior to joining BPWA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally, Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time, he enjoys golf, skiing, and relaxing with friends and family.
Burk Rosenthal, CFP®, CFS,…
Partner, Managing Director
Burk is a partner and managing director of Beacon Pointe’s Fort Worth office. He has been advising clients for over 30 years on strategies designed to help preserve and manage wealth. After two years with a large financial services firm, Burk established his own firm in 1992, where he was founder and president of Rosenthal Retirement Planning & Rosenthal Advisory Services for many years prior to merging with Beacon Pointe Advisors. Burk is a member of the Financial Planning Association and the American Bar Association. He has earned the following certifications: CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant, Certified Retirement Counselor, and Certified Fund Specialist. Burk is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce, death of a spouse, or the sale of a business. Burk was named to D Magazine’s Best Financial Planners of 2022 in the greater Fort Worth – Dallas community and has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. He has also hosted the radio show and podcast Your Money. Burk lives in Fort Worth and enjoys spending time with his wife, Alisha, and twin daughters, Regan and Natalie. He also enjoys traveling, red wine, muscle cars, old-time radio shows from the 1940s and 50s, maintaining a healthy lifestyle, and has most recently taken up golf.
Carla Yuan, CPA, PMP
Partner, Senior Associate Wealth Advisor
Carla is a Partner and Senior Associate Wealth Advisor for the Beacon Pointe Pleasant Hill office. She brings a unique combination of financial experience, business acumen, and a detail-oriented, creative-minded approach to serving clients. Carla began her career at PricewaterhouseCoopers, one of the Big Four Accounting firms, and later gained business development experience managing multiple territories in the Pacific Northwest in the educational sector. Since 2009, she has also been actively involved in real estate acquisition and residential property management throughout California. A graduate of UC Santa Barbara with honors and a degree in Business, Carla holds both a CPA license and the Project Management Professional (PMP) designation. Born and raised in the San Francisco Bay Area, Carla is a California native and avid explorer. She enjoys discovering new restaurants, attending local music and community events, and staying active through workouts, hikes along neighborhood trails, and traveling the world.
Carrie Gallaway, CFP®
Partner, Managing Director
Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting events.
Chad Broberg, CFP®, ChFC®,…
Partner, Senior Wealth Advisor
Chad Broberg is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over two decades of wealth management experience. He is passionate about developing and managing a tax reduction strategy for his clients in or nearing retirement that allows them to minimize the impact of taxes to their retirement dollars. Among many industry designations, Chad is a CERTIFIED FINANCIAL PLANNER® (CFP®) and has been recognized as a recipient of the Five Star Wealth Manager award. Prior to becoming a wealth advisor in 2001, Chad taught middle school math and graduated with degrees in Education and Math from Saint John’s University in Collegeville, MN. Outside of the office, he enjoys spending time traveling with his family, having family dinners, golfing, spending time at the lake, and coaching youth baseball and football.
Chad Smith, CFP®, ChFC®, CLU®
Partner, Senior Wealth Advisor
Chad is a Partner and Senior Wealth Advisor based in Dallas, TX, with more than two decades of experience serving high-net-worth clients with a deeply personalized, education-driven approach to wealth management. Prior to joining Beacon Pointe through the 2025 acquisition of Heritage Financial Planning, Chad established himself as a respected leader and subject matter expert in the financial planning industry, with his work featured in publications such as Financial Planning Magazine, Investment News, Accounting Today, and The Wall Street Journal. Chad provides comprehensive wealth planning services that encompass retirement planning, tax strategies, estate planning, and risk management. He has also spent over 20 years educating financial professionals as a continuing education instructor for both CPAs and CFP® professionals and has been a featured speaker at numerous industry conferences. Earlier in his career, Chad served as Director of Wealth at HD Vest Financial Services, where he played a strategic role on the firm’s Investment Management and Product Review Committees and led the Premium Financial Planning Division. Chad holds a Bachelor of Business Administration in Economics from the University of Texas, Arlington. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and has earned the Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) designations from the American College of Financial Services. A Dallas native, Chad resides in the Dallas-Fort Worth area with his wife and two children. He is active in his local community, having served as a Commissioner for the Coppell Baseball Association for nine seasons. In his free time, Chad enjoys cycling with local clubs, cheering on the Texas Rangers, and spending time with his family at the lake or camping across Texas.
Charles Carrick, CFP®, ChFC
Partner, Managing Director
Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). While at DMJWA, Chuck worked hard alongside industry professionals to develop a deep, substantive planning approach, which considered each client’s unique needs. He was also a Partner at Advanced Planning Concepts, prior to a merger with DMJWA where he worked with small business owners to develop executive benefit plans to reward, retain and recruit key staff. Prior to his financial services career, Chuck honorably served in the U.S. Army including spending several years as a Sentinel guarding The Tomb of the Unknown Soldier as a member of The Old Guard. Chuck graduated with honors from Guilford College and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant (ChFC) designations. Chuck previously participated in Leadership North Carolina, an initiative aimed at integrating economic development, education, environment, government, and health programs throughout the state. Although he resides in Greensboro, North Carolina, Chuck is originally from Baltimore, Maryland and still is an avid Orioles fan.
Charles G. Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director
Charlie Duncan is a Partner and the Managing Director of the Carlsbad, CA office of Beacon Pointe Advisors. After graduating from the University of San Diego with a bachelor’s degree in Business Administration, he worked for the Principal Financial Group for 13 years assisting families and small businesses with their financial planning needs. In 1999 he decided to become independent and formed Duncan Investment Advisors (dba Duncan Financial) which he ran for 23 years before merging with Beacon Pointe. During the 35 years he has spent in the financial services industry Charlie and his firm have helped over 1,000 families and individuals meet their financial goals by achieving financial independence and smoothly transitioning into retirement. He is a specialist in the areas of investment management and retirement planning, and Charlie holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary and Chartered Financial Consultant designations. As the dad of a son who has autism, Charlie is actively involved with several charities, including HALO (Helping Autism Through Learning Outreach) and the University of San Diego Athletic Department. His eldest daughter lives and works in New York City while his youngest daughter just graduated from college and lives and works in Los Angeles. Charlie and his very patient wife of 30 years live with their son in Encinitas. He tries to read a book every two weeks and when he isn’t working on completing his private pilot certification Charlie can be found golfing, traveling, or spending time with his family.
Charlie Phillips, CEPA
Partner, Senior Wealth Advisor
Charlie is a Partner and Senior Wealth Advisor for the Beacon Pointe Los Angeles office. Charlie has over 15 years of experience working with high-net-worth individuals, families, and institutions to help navigate all aspects of their financial lives. Prior to joining Beacon Pointe, he worked at BNY Mellon Wealth Management, where he sat on the Equity Strategy Committee overseeing the equity portion of the $300 billion in assets managed. Previous to BNY Mellon, Charlie worked as a small-cap equity analyst for ICM Asset Management. While there, he constructed valuation models for proposed investments and built out option writing strategies designed to mitigate risk and generate additional portfolio returns. Charlie is a member of the CFA® Society of Los Angeles as well as the CFA® Society of Orange County. Additionally, he is a Certified Exit Planning Advisor (CEPA) and a member of the Exit Planning Institute. Charlie graduated from Whittier College with a concentration in international business. He captained the Whittier College golf team and is still an avid golfer in his free time.
Chris Palermo, CFA®, CFP®
Partner, Managing Director
Chris Palermo, CFA, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Chris brings over 15 years of investment experience. As a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Financial Analyst® (CFA®) professional, Chris specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning, and focuses on providing investment solutions that are tailored to each client’s specific goals. Prior to joining Beacon Pointe Wealth Advisors, Chris was at Capital Investment Counsel, and prior to that, a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where his various roles included asset management, derivative trading, and conducting investment seminars across the United States. Chris graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration with a major in Finance. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.
Chris Wheaton, CFP®
Partner, Managing Director
Chris is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office, bringing more than 25 years of experience in the investment industry, advising individuals, families, endowments, foundations, and retirement plans with a thoughtful, goals-based approach. He joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where he had been a principal since 2001. During his tenure at Litman Gregory, he also served as Co-CEO of the Litman Gregory companies and Managing Principal of the firm’s Investment Advisory business. Prior to Litman Gregory, Chris was a Senior Manager at Arthur Andersen, serving clients in the Investment Advisory and Personal Financial Planning groups. He holds a bachelor’s degree in accounting from the University of Illinois-Urbana-Champaign and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Recognized as a Forbes Best-in-State Wealth Advisor from 2020-2025, Chris enjoys traveling internationally and biking – both mountain and road.
Chuck Bowes, CFP®
Partner, Senior Wealth Advisor
Chuck is a Partner and Senior Wealth Advisor for the Beacon Pointe Mill Valley, CA office, bringing over 25 years of professional experience and a data-informed, client-centered approach to wealth management. Chuck began his career in the 1980s in the emerging “big data” industry, holding leadership positions at companies such as Teradata, AT&T, and Broadbase Software. In these roles, he collaborated with senior executives across finance, marketing, and information technology to transform large-scale data into strategic insights. His passion for combining analytical rigor with human-centered decision-making ultimately led him to transition into the wealth advisory space. He earned his B.A. in Business Administration, graduating manga cum laude from San Diego State University, and later received a graduate certificate with distinction from the UC Berkeley Personal Financial Planning Program. Chuck is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Outside of the office, Chuck enjoys a wide range of outdoor activities, including cycling, surfing, skiing, and backpacking – especially when shared with his family, friends, and his dog, Agnew. He is also deeply committed to youth sports and has been actively involved in coaching and organizing athletic programs since the early 1980s.
Courtney Hutchinson, CFP®
Partner, Managing Director
Courtney is a Partner and Managing Director for the Beacon Pointe Mill Valley, CA office, bringing over two decades of experience in the financial services industry. Prior to joining Beacon Pointe through the 2025 acquisition with Waypoint Wealth Partners, Courtney spent more than 10 years advising clients at Barclays Wealth, Bernstein Global Wealth Management, and Ashfield Capital Partners and served as the Chief Operating Officer at Waypoint. She began her career in client service and advisory roles, with a strong focus on holistic financial planning for high-net-worth individuals and families. Courtney earned her Bachelor of Arts in Economics with a minor in French Literature from the University of California, San Diego. She holds a graduate certificate from the UC Berkeley Personal Financial Planning Program and is a graduate of both the Schwab Executive Leadership Program and the G2 Leadership Institute. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an active member of the Beacon Pointe Women’s Advisory Institute. Outside of the office, Courtney enjoys spending time outdoors with her family and friends in the beautiful Bay Area. She and her husband stay busy with their two daughters, who love exploring hiking trails and beaches.
Craig Keller, CFA®, MBA
Partner, Managing Director
Craig is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. He provides investment management services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans, drawing on broad experience across asset classes, including venture capital, private equity, and real estate. Craig previously served as a principal at Litman Gregory Wealth Management, which was acquired by Beacon Pointe in 2025, after joining the firm in 2003. His earlier career included roles with Global Asset Management in London and Sydney, as well as several Canadian and U.S.-based financial firms. Craig earned his MBA from the University of British Columbia, studied at London Business School, and holds the Chartered Financial Analyst (CFA®) designation. Outside of the office, he enjoys spending time with family and continuously fine-tuning his golf swing.
Daniel Akers, Jr., CFP®, CPA
Partner, Managing Director
Daniel (Dan) Akers, Jr., is a Partner and Managing Director at Beacon Pointe Advisors 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. With over 30 years of experience in the financial services industry, Dan spends his days serving high-net-worth individual and institutional clients and is known for going the extra mile, not just in helping to manage their finances but also walking with them through lifestyle concerns and transitions. Dan began his career in wealth management working as a Trust Officer of Wachovia Trust Services and has previously served as Vice President for Merrill Lynch Trust Company of North Carolina. Prior to joining Beacon Pointe, Dan served as a Wealth Advisor and Founding Principal of Altavista Wealth Management, which merged with Beacon Pointe in 2022. Dan graduated with a bachelor’s degree from the University of Virginia and earned his MBA from Wake Forest University. Dan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Certified Public Accountant. He currently serves on the Professional Advisory Committee of the Community Foundation of Western North Carolina and is Chairman of the Blue Ridge Community Health Services Foundation, Inc. Outside of the office, Dan loves spending time with his wife and three sons, volunteering, practicing his semi-fluent Spanish, playing golf, and learning to fly fish.
Daniel Bloom, CFP®, CEPA, NSSA®
Partner, Managing Director
Daniel is a Partner and Managing Director of the Beacon Pointe Akron, OH office, where he helps clients navigate the complexities of retirement planning, estate planning, business succession, legacy, and charitable gift planning. With a client-first, values-driven approach, Daniel works with individuals and families to build customized strategies that support long-term financial goals and meaningful legacies.
Daniel began his career at American Express Financial Advisors and went on to serve as Vice President of Investments for JPMorgan Chase. In 2009, he founded Living Well Financial Group, a boutique advisory firm focused on holistic wealth planning. He joined the Jentner Wealth Management team in 2014, which merged with Beacon Pointe Advisors in 2025.
Daniel is a CERTIFIED FINANCIAL PLANNER® (CFP®), a National Social Security Advisor (NSSA®), a Certified Exit Planning Advisor, and holds a degree in Business Administration from Malone University. Daniel is actively engaged in his community, having served on the Professional Advisor Council for the Akron Community Foundation, is past president of the Akron Tax and Estate Planning Council, and currently serves on the Board of Trustees for Community Vineyard Church. Daniel also served honorably in the Ohio Army National Guard as a 19Delta Cavalry Scout from 1989 to 1995. He has worked with disabled veterans under the Financial Planning Association Pro Bono Program. Outside of the office, Daniel enjoys traveling with his wife to visit their three grown children across the country, and never passes up the chance to squeeze in a round of golf.
Darin Simonian, CFP®
Partner, Managing Director
Darin Simonian is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With more than three decades of industry experience, Darin specializes in sophisticated investment design, business and tax planning, asset protection and estate planning for families and individuals. He discovered his passion for financial and tax business while attending Whittier College and majoring in Business and Accounting and working for three years at the local CPA firm. Over time, he worked at Arthur Young & Co. (Now Ernst & Young), as an auditor and in their Mergers and Acquisitions department and became a CPA. Darin transitioned to financial services in 1989, working for sophisticated investor David Murdock (Pacific Holding Company) as a financial analyst on acquisitions and reporting before venturing out on his own in 1991 to form what evolved to be Newport Wealth Strategies (which merged with Beacon Pointe in 2021). Darin is a CERTIFIED FINANCIAL PLANNER® (CFP®), and a licensed CPA though the license is currently inactive as he is not-practicing. A California native, Darin has three grown daughters and lives with his wife of 25 years. In his spare time he enjoys playing a variety of sports and spending time with his family.
Dave Penniall, CFP®
Partner, Senior Wealth Advisor
Dave Penniall is a Partner at Beacon Pointe Advisors with over four decades of wealth management experience advising high-net-worth business owners, athletes, families, and other individuals. Dave became an investment manager in 1982, after a seven-year career in Major League Baseball. During his time as a professional athlete, he observed the financial challenges his fellow teammates faced firsthand, recognizing a prevalent issue among athletes who rapidly accrue wealth only to lose it through poor money management. This concern motivated Dave to change career paths into the finance industry, where he has since dedicated himself to strengthening financial literacy, amongst others. Dave earned his Bachelor of Arts in Political Science from the University of California, Los Angeles (UCLA), holds various securities, insurance, and real estate licenses, and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 1985. Dave and his wife have three wonderful children, one of whom played baseball for the University of California, Los Angeles (UCLA) just like his father.
David Emmes, MBA
Partner, Managing Director
David Emmes is a partner and managing director with over four decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. David’s previous experience includes working in both venture capital and the derivative industry, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. Prior to merging with Beacon Pointe Advisors in 2021, David was managing partner at Pacific Edge Advisors. David graduated from California State University Long Beach with a bachelor’s and master’s degree in Business Administration, and he currently serves on the Board of the Orange County Museum of Art as an emeritus trustee. Outside of the office, David enjoys beach volleyball, golf and mountain biking.
David Massart
Partner, Managing Director
David Massart is a Partner and Managing Director at Beacon Pointe Advisors with over twenty years of entrepreneurial experience working with high-net-worth individuals and families. David is responsible for establishing strategic and tactical asset allocation decisions, investment manager evaluation, and client relationship management. David has held a variety of leadership roles within the financial services industry including roles as a Manager at Wells Fargo Investments, LLC and Managing Director at Strong Capital Management, Inc. He later went on to found Next Generation Wealth Management (which merged with Beacon Pointe in 2021). David’s expertise is frequently sought after for public speaking on a variety of wealth management topics including asset allocation, portfolio design, tax-aware investment strategies, and retirement planning. He currently serves as a trustee of U.S. Bank’s Managed Portfolio Series Trust and ETF Series Solutions Trust, which are SEC-registered open-end management investment companies. In 2006, David co-founded Next Generation Philanthropy, LLC, and is the founder of the Next Generation Entrepreneurs Group, a Milwaukee-based think-tank for entrepreneurial professionals. David has an undergraduate degree in Business Management from the University of Minnesota where he achieved the honor of being a three-time Bierman Scholar and was awarded a four-year Varsity Tennis scholarship, winning two Big Ten Men’s Tennis Team Championships during his time there. David is married and currently resides with his wife and two children in Elm Grove, Wisconsin.
Donald Hertling, CFP®, MST
Partner, Managing Director
Don Hertling has more than two decades of experience in wealth management. In his role as Partner and Managing Director of the Beacon Pointe New Jersey office, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors financial planning strategies for clients and oversees the office’s compliance processes. Don takes great pride in his team’s ability to provide an exceptional experience to each and every client. Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. Don resides in Morganville, NJ with his wife Tara and two children.
Eileen O’Connor, MBA, CFP®
Partner, Managing Director
Eileen is a Partner and Managing Director in the Beacon Pointe Falls Church, VA office. Eileen works closely with clients to provide holistic, comprehensive financial planning and wealth management solutions, and she is passionate about changing the outcome of her clients’ lives by helping them make smart decisions about money. She founded Hemington Wealth Management, which joined Beacon Pointe in 2025, and brings over 35 years of experience in financial services. She specializes in advising highly successful executives, while her other role as wife and mother of 5 means she understands the importance of holistic planning for the family. Eileen is a speaker and writer on various wealth management issues, particularly those affecting women of wealth. She has co-authored several studies on women and money and is committed to raising the bar for women investors.
Eileen earned an MBA from Harvard University, a B.S. in Finance and Management Information Systems from the University of Virginia, and a Certificate in Financial Planning from Georgetown University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Recognized as a leader in the industry, she was named an Investment News “Woman to Watch” in 2016 and, in 2023, entered the Washingtonian Magazine Advisor Hall of Fame, honoring the region’s top advisors and financial professionals consistently ranked among the best by their peers.
Outside of the office, Eileen is active in the Harvard Business School Women’s Circle and the Beacon Pointe Women’s Advisory Institute. She resides in Great Falls, Virginia, with her husband and five children. In her spare time, Eileen enjoys traveling, reading, and cheering on her favorite college lacrosse and football teams.
Eric Faber, MBA
Principal, Regional Director, Senior Wealth Advisor
Eric is a Regional Director and Senior Wealth Advisor in the Beacon Pointe Florida office responsible for assisting clients with setting and achieving their long-term financial goals along with coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded. Eric is a native of Orlando, Florida and a graduate of Rollins College where he obtained a bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida and is currently a CERTIFIED FINANCIAL PLANNER® (CFP®) candidate. Prior to joining the Ferrell Wealth Management team, Eric worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Orlando branch of After-School All-Stars and loves to spend time with his wife and their two children. In his spare time, he loves to play golf and remain actively involved in the game of basketball.
Eric Witte, CFP®
Partner, Managing Director
Eric is a Managing Director at Beacon Pointe 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.
Felix Lin, CFA®
Senior Advisor, Institutional Consulting
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.
Fred Taylor
Partner, Managing Director
In recognition of his work with Denver’s non-profits, Fred received the Denver Foundation’s 2017 Philanthropic Leadership Award. He was also a finalist for the 2019 Invest in Others Lifetime Achievement Award for his two decades of service to the Children’s Hospital Colorado Foundation. From 2008 to 2010, Fred served as an economic advisor to Colorado Governor Bill Ritter, and he was recently a member of the Colorado Forum, a collection of business leaders focused on critical policy issues facing the state. A Colorado native, Fred graduated cum laude from Middlebury College with honors in American History. He currently lives in Denver with his wife, Claudia, and enjoys skiing, tennis, golf, and spending time with his children and grandchildren.
Garth Flint
Partner, Co-Founder
Garth has over 40 years of experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California. He serves on the board of Boys Hope/Girls Hope of Southern California, is a former Trustee of St. Mary’s College of California where he was Chairman of the Advancement Committee as well as the Investment Committee. He currently is on the Sisters of St. Joseph of Carondelet Province Finance Advisory Board and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as a Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, ten grandchildren, and lives with his wife in Newport Beach, California.
Gary Tangwall, MBA, ChFC®,…
Partner, Senior Wealth Advisor
Gary Tangwall is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over three decades of wealth management experience advising clients on investments, wealth management strategies, retirement distribution strategies, and estate and charitable planning. He enjoys listening to and advising clients and has a true passion for presenting wealth management concepts to pre-retirees or speaking about estate and charitable giving strategies to community or church groups. Gary is dedicated to community service and has given back by serving on the board of regents for Augsburg University and as a board member of the White Bear Lake YMCA and the Magnuson Christian School. Gary earned his Bachelor of Arts in accounting and economics from Augsburg University, an MBA in business management from the University of St. Thomas, and a Certificate in Advanced Retirement Concepts through the Wharton School of the University of Pennsylvania. Outside of the office, Gary enjoys spending time at home with his wife of 33 years and their two sons, mountain climbing, downhill skiing, and attending Minnesota Gophers games.
Gene Ka, CPWA®
Partner, Managing Director
Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.
Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Graham Pierce
Partner, Managing Director
Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business as an equity research sales trader at Salomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He is a current adjunct professor at the University of California, Irvine Paul Merage School of Business. Graham received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Irvine, California.
Grant Hartvigson, CFP®, CLU®
Partner, Managing Director
Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated two decades to helping clients achieve financial independence. In 2011, Grant was selected as Puget Sound Business Journal’s prestigious 40 Under 40, and he continues to be recognized as a dynamic leader within both the industry and the community. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financial’s Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU®) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts, and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball, or spending time with his wife and two daughters, and their family dog.
Greg Mykytyn
Partner, Senior Wealth Advisor
Greg Mykytyn is a Partner and Senior Wealth Advisor in the Beacon Pointe Dallas office, specializing in retirement plan consulting for 401(k), ESOP, and profit-sharing plans. With nearly three decades of experience in both the public and private sectors, Greg brings a deep understanding of plan design, fiduciary oversight, and participant education to every client relationship. Prior to joining Beacon Pointe, Greg was the Managing Director with Commerce Street Peak Advisors and previously held key roles at Fidelity Investments, Milliman, and American National Bank of Texas. There, he launched and grew a 3(16) fiduciary practice to $60 million in assets within three years. Earlier in his career, Greg served with the FDIC, overseeing the IRS 5500 review compliance and plan testing for failed banks. Greg studied Finance and Political Science at the University of North Texas. Outside of the office, he is a passionate supporter of community causes, having recently served on the Board of Directors for the Turtle Creek Park Conservancy and actively volunteering with local nonprofits.
Heather O’Neill Fairbanks, CFP®,…
Partner, Managing Director
Heather O’Neill Fairbanks is a Partner and Managing Director at Beacon Pointe Advisors. With 35 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ (CFP®) professional since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Heather will help launch the inaugural WAI (Women’s Advisory Institute) Mentorship program at Beacon Pointe in 2025. The goal is to create a community in which our women wealth advisors can thrive and provide service of excellence to their respective clients. Outside of the office, Heather’s focus is her family.
Indya Yuill
Partner, Managing Director
Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York. Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.
Isamu Fairbanks, MBA
Managing Director
Isamu Fairbanks is a Managing Director at Beacon Pointe Advisors. He brings 30 years of experience in Management Consulting with a focus on cost reports and financial analysis. Isamu is experienced in many areas of business, including operational effectiveness, technology strategy, financial management and analysis, regulatory compliance, human resource management and corporate strategy. Isamu spent the first 10 years of his career at Deloitte Consulting before starting his own consulting firm in 2004. Prior to joining Beacon Pointe, Isamu spent seven years as the Chief Executive Officer of Midwest Financial Advisors Group (which merged with Beacon Pointe in 2023). He graduated with a master’s in business administration from the University of Chicago.
James Cooper
Partner, Senior Wealth Advisor
James Cooper is a Partner and Senior Wealth Advisor in Beacon Pointe’s Sarasota, Florida office. He specializes in customized solutions paired with the highest level of service that help clients meet their investment and wealth planning goals. Retirement income and wealth planning have become a focus of his business. Prior to joining Beacon Pointe, James helped build Southern Trust Financial Planning in Sarasota, Florida and was the Senior Vice President of Investments. Southern Trust Financial Planning merged with Beacon Pointe in 2021. James started his twenty-three-year career at Moors & Cabot Financial Advisors, LLC, (a division of Moors & Cabot, Inc), a 117-year-old Boston based NYSE firm. He earned his bachelor’s and master’s degrees at Florida State University, specializing in Economics and Finance. Outside of the office, James is involved in fundraising and volunteering at many local Sarasota schools. He is the proud husband of Nancy and father of Trisha and Dominic.
James Davenport
Partner, Managing Director
James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.
James Ferrell, CFP®, CPA, MBA,…
Partner, Managing Director
James (Jimmy) Ferrell is a Managing Director at Beacon Pointe Advisors Florida and is responsible for client service, new client development, and growing Beacon Pointe’s presence throughout the state of Florida. Prior to Beacon Pointe, Jimmy was President of Ferrell Wealth Management for nearly 25 years. Jimmy holds designations as a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® (CFP®), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC); his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.
Jimmy, an Orlando native, graduated summa cum laude from the University of Central Florida (UCF) with a double major in accounting and finance and earned a Master of Business Administration with a finance specialization from Florida State University. Jimmy is actively involved in local organizations including Morning Star Charities (President), Winter Park Chamber of Commerce, UCF Foundation (Past-Chairman of the Investment Committee), The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), Interlachen Country Club (Board of Directors), and serves as a director on the board of Winter Park National Bank.
Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and a recipient of the 2012 Service to UCF Award. He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards and an honoree at the Bishop Moore High School 2018 Legacy Gala for his service and commitment to the Catholic community.
Jameson Van Houten, CFP®
Partner, Managing Director
Jameson Van Houten, CFP®, is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With over 20 years of industry experience, Jameson specializes in sophisticated business and tax planning, asset protection and estate planning for business owners, families and individuals. He discovered his passion for investing at the early age of 16 where he began trading stocks and just a few years later. Jameson graduated summa cum laude from Barrett, The Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business. Jameson also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College for his work both professionally and personally. Jameson is an active member in the local Phoenix Valley community, including past Governing Board member of Make-A-Wish Arizona and is an Esteemed Member with Gift for Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.
Jason Gergely, CFP®, CRPC®
Partner, Managing Director
Jason is a Partner and Managing Director in the Beacon Pointe Warsaw, Indiana office. With a strong foundation in financial planning and a passion for service, Jason works closely with business owners, young professionals, and pre-retirees to craft comprehensive financial strategies that align with their long-term goals. He has been a part of the Alderfer Bergen & Co. team since 2014, which joined Beacon Pointe Advisors in 2025, bringing deep knowledge in Social Security planning, employee benefits, and small business retirement plans. Known for his sincere, client-first approach, Jason has a reputation for offering grounded guidance and steadfast support to those he serves. Jason earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2018 and holds bachelor’s degrees in both Marketing and Broadcast Journalism from Butler University.
Jason is a dedicated community advocate, having served as President of the Board for CASA, and is actively involved with Big Brothers Big Sisters and the Warsaw Breakfast Optimist Club. He and his wife, Lindsay, currently reside in Warsaw, IN and are raising their four daughters, Scarlett, Calla, Maren, and Greta. Outside of the office, Jason enjoys time on the lake, cooking, sampling new food, and connecting with friends and family.
Jay Healy, CEPA, CFP®
Partner, Managing Director
Jay Healy is a partner and the Managing Director of the Beacon Pointe Memphis office. He works with clients to help them clarify and achieve their long-term goals. Prior to joining Beacon Pointe, Jay founded Century Wealth Management, which merged with Beacon Pointe in 2021. Before building Century Wealth Management, Jay spent fifteen years in the music industry, collaborating with artists such as Billy Joel, Mariah Carey, REM, and Live, before leaving this line of work in 2000. Jay attended Houghton College, earned his MBA from Christian Brother’s University, and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA). Jay is actively involved in the Memphis community and currently serves as a board member and investment committee chair for the Community Foundation of Greater Memphis. His past board service includes serving as President of The Economic Club of Memphis and The RISE Foundation and as a board member for Leadership Memphis, FPA of Greater Memphis, and others. Outside of the office, Jay is an accomplished runner, an aspiring golfer, and loves to travel with his wife and three children.
Jeanette Ng (Urrutia), CFP®
Partner, Managing Director
Jeanette is a Partner and Managing Director for the Beacon Pointe Pleasant Hill office, bringing over a decade of experience in financial planning and a relationship-focused, collaborative approach to helping clients manage and grow their wealth. She works closely with individuals and families through a comprehensive, ongoing planning process that includes retirement planning, investment portfolio management, estate and tax strategies, risk analysis, college funding, employee benefits review, and debt management. Jeanette began her career as a financial analyst at PG&E, where she spent five years before transitioning into the wealth advisory space. She holds a BA in Business Economics from UC Santa Barbara, earned her FINRA license in 2015, and went on to complete a Master’s degree in Financial Planning from Golden Gate University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Outside the office, Jeanette enjoys travelling and other leisurely activities.
Jeff Hwang, CFP®, CRPC
Partner, Managing Director
Jeff Hwang is a Partner and Managing Director of Beacon Pointe’s North Carolina office with over 15 years of experience delivering authentic planning and investment solutions to his clients. Jeff leads a team of like-minded professionals serving private business owners, corporate executives and health care professionals with their unique planning and investment needs. Prior to joining Beacon Pointe, Jeff was a partner at DMJ Wealth Advisors, a firm focused on collaborating with industry professionals to deliver personalized solutions to clients with complex needs. Jeff began his career in financial services at Merrill Lynch where he served as a Financial Advisor. Jeff holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, is a Chartered Retirement Planning Counselor (CRPC) and graduated from Davidson College. He and his wife have three sons and are actively involved in the community through their church and the local Young Life chapter. In his spare time, Jeff enjoys spending time cheering his boys on the soccer field, playing guitar and staying active.
Jen Dawson, CFP®
Partner, Managing Director
Jen Dawson is a Partner and Managing Director in the Beacon Pointe Chicago, IL office. She helps clients get crystal clear about what’s most important in life and then helps them feel confident and connected to the financial plan that supports their vision. Jen asks questions and creates space for critical conversations that are often neglected by busy professionals. She advises clients well beyond portfolio management, with a focus on financial freedom scenarios, college funding tactics, tax reduction strategies, and proactive planning for worst-case scenarios, such as death or disability. For almost twenty years, Jen has been helping clients have a great relationship with their money, offering a unique blend of financial expertise and a sensitivity to the emotion and complex undercurrents linked with money conversations.
Jen was responsible for Hemington Wealth Management’s expansion in Chicago, prior to joining Beacon Pointe in 2025. A valuable resource for Chicago’s legal community, she co-authored Hemington’s white paper, What Do Breadwinner Women Lawyers Want? She is on a personal mission to bring more financial peace of mind and joy to lawyers, a group of professionals who are under huge amounts of stress, professionally and personally. A dedicated advocate for women, Jen is active in Beacon Pointe’s Women’s Advisory Institute, regularly hosts events focused on financial education and empowerment, and has served as Board President for Girls on the Run Chicago. She is also a co-founder of the Women’s Initiative Mentorship Program for The National Association of Personal Financial Advisors (NAPFA). She graduated summa cum laude with a degree in Mathematics from University of South Carolina’s Honors College, where she was an Academic All-American and captain of USC’s NCAA National Championship Track & Field team. She earned her CERTIFIED FINANCIAL PLANNER® (CFP®) designation through Northwestern University and is a member of the Chicago Estate Planning Council, a 10-time winner of the 5-Star Wealth Manager award and a Forbes Best-in-State Top Women Wealth Advisors (2025).
Jen lives in Bucktown, Chicago, with her husband and sons. On any given weekend, you can find her running on the 606, squeezing in a yoga class, or planning their family’s next travel adventures.
Jennifer Beyl-Lee, CFP®
Partner, Senior Wealth Advisor
Jennifer Beyl-Lee is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of wealth management experience helping business owners, families, and individuals develop a financial strategy based on their goals and values. Jennifer is passionate about advising clients on their retirement planning, investments, and estate strategies so they can enjoy the life they have built. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Jennifer is committed to high ethical and professional standards. She earned her Bachelor of Science degree from the University of Minnesota – Twin Cities, where her son, Ethan, is currently a student. Go Gophers! Jennifer is a member of the Beacon Pointe Women’s Advisory Institute, is a Board Member of Support Our Troops Haunted House, and is a Lifetime Auxiliary Member of the Cannon Falls VFW Post 4452. Jennifer and her husband, Skipp, currently reside in Cannon Falls, MN. Outside of the office, she enjoys spending time with her family, competing in reining horse shows, cheering on the MN Wild, and volunteering.
Jennifer Ceccarelli, CRCP
Managing Director
Jennifer is a Managing Director in the Beacon Pointe Larkspur, CA office. She brings decades of operations and leadership experience to her role, helping to guide the firm’s internal systems and service model with a thoughtful people-focused approach. Prior to joining Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, Jennifer joined Litman Gregory in 1994 and became a principal in 2011, ultimately serving as Chief Operating Officer for the firm. Earlier in her career, she worked as a mutual fund accountant for Robertson Stephens & Company and, before that, for a private fund manager in San Francisco. Jennifer earned her bachelor’s degree in business communications from Bentley College and holds the Certified Regulatory and Compliance Professional (CRCP) designation. Outside of the office, she enjoys celebrating life’s moments with family, renovating and decorating spaces, and encouraging others by recognizing and elevating their personal strengths.
Jesse Shore, CFP®
Partner, Managing Director
Jesse is a Partner and Managing Director for the Beacon Pointe Mill Valley, CA office. With nearly a decade of financial planning experience, her client-centered approach helps individuals and families achieve their financial goals. She began her career in corporate finance at Gilead Sciences before transitioning into wealth management in 2016. Jesse joined Waypoint Wealth Partners, which was subsequently acquired by Beacon Pointe Advisors in 2025, and became a partner in 2023.
She holds a B.A. in Economics (minor in Corporate Finance) from Claremont McKenna College and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Jesse is also an active member of the Beacon Pointe Women’s Advisory Institute.
Outside of the office, Jesse and her husband, Matthias, divide their year between New Orleans (fall through spring) and Portland, Oregon (summer). In June 2024, they welcomed their first child, Matilda. The family is planning to move back to the Bay Area to be closer to family and friends. When they’re not working or traveling, you can usually find them at local parks, socializing with neighbors, or splashing in the pool.
Jill Steinberg, CDFA®, MBA
Partner, Managing Director
Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania and holds Certified Divorce Financial Analyst (CDFA®) designation.
Joe Ramos, CFP®
Partner, Managing Director
Joe is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about helping his clients create wealth through effective investment consulting. He prides himself on addressing advanced planning issues that include four areas: wealth enhancement, wealth transfer, wealth protection and efficient charitable giving. Joe is known for his listening and problem-solving skills. He is adept at finding solutions that uniquely fit each of his clients and explaining those planning ideas in a clear manner. Prior to joining Beacon Pointe, Joe founded Private Capital Management, Inc., which merged with Beacon Pointe in 2023. He holds his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and graduated from the Haas School of Business at the University of California, Berkeley, and is an avid fan of the California Golden Bears, so much so, that his son is named Cal. Outside of the office, Joe is an instrument-rated pilot, avid skier, and mountain biker. He previously played rugby for the National Champion Old Blues and competed as a triathlete for the Olympic Club. In fact, it was on this triathlon team that he met his bride. Most of his personal time is spent with his wife and children, coaching many of their youth sports teams, acting as team photographer or cheerleader when not coaching, and even announcing many of their high school football games. A Bay Area native, Joe and his family live in Kentfield, CA.
John Baxman, CFP®
Partner, Managing Director
John is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. John provides comprehensive wealth management services to individuals and multi-generational families, helping clients navigate retirement planning, portfolio management, and tax-efficient strategies with a thoughtful, client-focused approach. John joined Litman Gregory Wealth Management in 2009, which was acquired by Beacon Pointe in 2025, and became a principal in 2016. Earlier in his career, he spent 12 years as a Vice President and Senior Account Executive at Fidelity Investments, advising clients within their Private Client Group. John earned his bachelor’s degree in Finance from Sonoma State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He is a member of the Marin County Estate Planning Council and he enjoys mountain biking and playing golf with his kids.
John Keeney, CPWA®, CRPC®,…
Partner, Managing Director
John Keeney is a Partner and Managing Director at Beacon Pointe Advisors with over three decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. Prior to joining forces via a merger with Beacon Pointe in 2024, John founded Keeney Financial Group where he dedicated over twenty-five years to helping clients achieve their financial objectives. John holds numerous financial planning designations, including the Certified Private Wealth Advisor™ (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), and the Chartered Retirement Plan Specialist™ (CRPS®). As his commitment to service extends beyond the role of a wealth advisor, John is passionate about partnering with local youth organizations and national charities to raise funds and make a positive impact in the lives of many. John and his wife have three wonderful children and, in his spare time, John enjoys mountain biking, golf, fishing, and making memories with his family.
John Martindale, CFP®
Partner, Managing Director
John Martindale, CFP®, is a Managing Director at Beacon Pointe and is responsible for high-net-worth relationships and new business development. With over three decades of conceptual financial planning experience, John is well-versed in complicated estates and retirement income planning. As a relationship manager, John advises his clients on wealth accumulation and preservation concepts. He is sought after for his skills in investment and portfolio analysis, tax planning, real estate transactions, insurance analysis, estate planning strategies, and philanthropic giving. Prior to joining Beacon Pointe, John founded Ailsa Capital (which merged with Beacon Pointe in 2023). John graduated with a Bachelor of Science from Brigham Young University and obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and certification from the College of Financial Planning in Denver, Colorado. John places great value in his local and global community and has been active in non-profit organizations since 1988. In 1992, John co-founded the annual Mountain Shadows Golf Classic to benefit the Mountain Shadows Community Homes in Escondido, California, where he has procured over $800,000 in charitable gifts. He currently serves as Past President of the Canyon Education Foundation (Sandy, Utah), where funds are raised to support students and teachers in the classroom, providing college scholarships to graduating seniors. Some of the non-profit organizations he’s had the pleasure of assisting include, The Kidney Foundation of Utah, The Forever Young Foundation, Snowbird Adaptive Sports, Canyons Education Foundation, and the Mountain Shadows Foundation. John enjoys international travel, rounds of golf, and spending time with his wife Tresa, four children, and 3 grandchildren.
John Underwood
Managing Director
John Underwood is a Managing Director at Beacon Pointe Advisors with over two decades of professional wealth management experience, spanning operations, customer service, strategic transformation, and advising high-net-worth business owners, families, and other clientele. Before Beacon Pointe, he acted as the Chief Financial Officer and Chief Operating Officer of Landmark Wealth Management, which joined Beacon Pointe Advisors in 2024. John earned a bachelor’s degree in finance from the University of St. Thomas in St. Paul, MN, and an MBA from the University of St. Thomas School of Business.
Jonathan Acosta, JD, MBA
Partner, Managing Director
Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee. He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married, has three daughters, and lives with his family in Newport Beach, CA.
Jordan Heller, CFA®, CFP®, CPA
Partner, Managing Director
Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as CFA® and CPA designations. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Prior to joining The Schonbraun McCann Group, Mr. Heller spent four years at American Economic Planning Group (AEPG) in a similar capacity.
Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research groups of some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers, and CIBC. During this time, Jordan played a leading role in the rebirth of the modern-day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985.
Jordan obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago’s Booth School of Business where he obtained his MBA. Jordan serves on the Board of Directors of Alzheon, a biopharma company focused on finding a cure for Alzheimer’s Disease, Cantex, a pharmaceutical, biopharma company focused on rage inhibitors, as well as The New York College of Podiatric Medicine where he was awarded an honorary doctorate degree in 2015. In addition, Jordan serves as the chairman on the board of NYCPM’s captive insurance company, PODIA. He has also served on the boards of Equity One, a national shopping center company, until its sale to Regency Centers in 2017, and Bed Bath and Beyond from 2004 through March 2019. He is a member of the Investment Management Consultants Association, Association for Investment Management and Research, and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, and Real Estate Portfolio. Jordan’s extensive investment banking, advisory, and research experience is detailed below.
INITIAL PUBLIC OFFERINGS (All lead manager roles except where noted and include add-on financings in most cases):
Kimco Realty, Simon Property Group, Starwood Lodging, Equity Residential, Post Properties, Shurgard Storage, Crescent Equities, Beacon Properties, Reckson Associates, Carr America Realty, Duke Realty, Highwoods Properties, The Mills Corporation, Chelsea GCA, Tanger Factory Outlets, Urban Shopping Centers, Saul Centers (Co-manager), MaceRich (Co-manager), JP Realty, Excel Realty, Bristol Hotels, Wellsford, Essex, Evans Withycomb, Amli, Gables, Associated Estates (Co-manager), Paragon, Manufactured Home Communities, Chateau Properties, First Industrial Realty, Spieker Properties (Co-manager), Colonial Properties (Co-manager), Franchise Finance Corp of America, Realty Income, Trinet, Entertainment Properties Trust, North American Mortgage.
ADD-ON EQUITY FINANCING For Non IPO Clients (All are lead manager roles except where noted):
Weingarten Realty, Federal Realty, New Plan Realty, Vornado, Cousins Properties, IRT Property, Security Capital Pacific, Health Care Properties, The Price REIT, First Washington (Co-manager), Bradley (Co-manager), Washington REIT, Catellus, Glenborough (Co-manager), Irvine Apartments, BRE, United Dominion, Felcor Suites (Co-Manager), Innkeepers (Co-manager), Storage Trust, Health and Retirement Properties, Nationwide Health Properties (Co-Manager), Countrywide Credit Industries, Green Tree Financial.
MERGERS & ACQUISITIONS/RESTRUCTURINGS/STRATEGIC ADVISORY:
Vornado, Federal Realty, The Mills Corp, Kimco, Excel, Beacon, Carr, New Plan Realty, JP Realty, IRT, Washington REIT, Bradley, Price REIT, Reckson, United Dominion, Wellsford, Evans Withycomb, Paragon, Bristol Hotels, The Meditrust Companies.
NON BANKING RESEARCH:
The Rouse Company, Pan Pacific, CBL & Associates, Western Investment, Mid Atlantic Realty, Home Properties of New York, AIMCO, Avalon Bay Communities, Alexandria Real Estate Equities, SL Green Realty, Mack-Cali Realty, Corporate Office Properties, Grove Apartments, Newhall Land and Farming Company.
REAL ESTATE FINANCE COMPANIES:
Involved in the underwriting/advisory/research of many commercial/residential mortgage REIT, non-REIT and Real Estate Specialty Finance companies including: BRT Realty, Mortgage & Realty Trust, Green Tree Financial, Countrywide Credit Industries, North American Mortgage, Countrywide Mortgage, Capstead Mortgage, Residential Mortgage IncomeTrust. In addition, worked closely with the asset back securities and commercial mortgage backed securities groups within respective investment banks.
Please note that transactions referenced above were all prior to the establishment of Heller Wealth Advisors, LLC.
*Inactive
Joseph Schofield, III
Partner, Managing Director
Joseph (Joe) D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.
Kate Fries, CFP®, CDFA®
Partner, Managing Director
Kate is a Partner and Managing Director in the Beacon Pointe Bethesda, Maryland office, where she works with clients to help them set and achieve their financial goals through comprehensive planning. With a particular focus on cash flow management and the behavioral aspects of money, Kate helps individuals and families create personalized strategies that align their resources with their values and long-term objectives.
Kate discovered her passion for financial planning during her senior year at the University of Texas (UT), where an Introduction to Financial Planning course sparked her interest in the field. She earned her bachelor’s degree in Communication from UT, followed by a degree in Financial Planning from the University of Alabama. Her career began with a fee-only financial planning firm in Birmingham, AL, before joining The Family Firm (which was acquired by Beacon Pointe in 2025), where she served clients for over a decade. Kate is a CERTIFIED FINANCIAL PLANNER® (CFP®) and is committed to helping clients navigate life’s financial complexities with clarity and confidence. She resides in San Diego, CA, with her partner, Jeff, her son, Wyatt, and their pets. Outside of the office, Kate enjoys reading, experimenting with new recipes, and tinkering with spreadsheets for fun.
Keith Ferguson
Partner, Senior Wealth Advisor
Keith Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide clients customized solutions to meet their unique financial goals. With over four decades of experience in wealth management, Keith has built a career on establishing and fostering client relationships based on integrity and trust. Prior to joining Beacon Pointe, Keith was a partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Before joining Benchmark, Keith was Managing Principal of Ferguson Wealth Management Group in Waco, Texas. He graduated from Baylor University with a degree in Business Administration. Keith and his wife reside in Waco where he is a member of St. Mark Lutheran Church, the Rotary Club of Waco, and the Waco Business League. Outside of the office, he enjoys spending time with his children and grandchildren.
Kent Giguere, Jr., CFP®, ChFC®
Partner, Senior Wealth Advisor
Kent Giguere, Jr. is a senior wealth advisor for Beacon Pointe’s South Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.
Kerstin Murphy
Partner, Senior Relationship Manager
Kerstin Murphy is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office. With over twenty years of experience, she has earned a reputation for her broad level of expertise as well as for the exceptional level of care and guidance she provides her clients. Prior to joining Beacon Pointe, Kerstin was a Managing Partner, Chief Compliance and Operating Officer at Essex Asset Management, LLC. She is a graduate of Bucknell University, with her studies focused on economics and political science. Prior to joining Essex Asset Management, Kerstin was a Portfolio Manager at the Bank of New York Mellon. Kerstin began her career as an analyst at a hedge fund in New York City.
Kevin Tehan
Partner, Senior Wealth Advisor
Kevin Tehan is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of experience, and he takes a holistic approach when developing investment portfolios and wealth plans for his clients. Prior to joining Beacon Pointe, Kevin oversaw the day-to-day operations of WhiteRock Wealth Management (which was acquired by Beacon Pointe Advisors in 2024) and led the firm’s business development, marketing, logistics, and SEC compliance. Kevin earned his Bachelor of Arts in Economics from the University of Texas at Dallas. Outside of the office, he enjoys spending time with his wife and three girls, playing golf, and watching Dallas sports.
Kimberly Waldman
Managing Director
Kimberly is a Managing Director in the Beacon Pointe Flint, MI office, and ensures excellence across all aspects of client service and business operations, bringing a thoughtful and solutions-oriented approach to supporting clients and the advisory team. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Kim spent nearly two decades in management consulting, serving as Vice President responsible for developing and overseeing an organizational performance business line for federal and commercial clients. Earlier in her career, she owned a small business and served as COO for a Tier II automotive supplier. Kim holds a Bachelor of Science degree from the University of Michigan and a Master of Science in Organizational Development from Pepperdine University, as well as an Organization Development and Change Management Certificate from Georgetown University. Originally from the Plymouth-Canton area and now residing in Milford, Kim enjoys traveling, spending time with family and her Bernedoodles, Cooper and Theodore, and playing pickleball.
Kyle Boyd
Partner, Managing Director
Kyle Boyd is a Partner and Managing Director at Beacon Pointe Advisors 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. Kyle has over three decades of experience in the financial services industry and previously was Principal with the investment counseling firm of Boys, Arnold and Co., where he served as a senior investment counselor and on the firm’s Investment Committee, handling many of the firm’s largest and most complicated portfolios. He also served as President of Boys, Arnold Trust Company and was responsible for Trust Company planning, formation and management. As Senior Vice President and Chief Trust Officer for Merrill Lynch Trust Company, Kyle was on the Investment Committee. He supervised all trust company administration and management in its Greensboro, Chicago, Bloomfield Hills, Columbus, and Washington, D.C., offices overseeing $1.7 billion in trust assets. Prior to joining Merrill, he served as Vice President and Regional Manager for Wachovia Bank of North Carolina’s Trust Division in the Piedmont Triad Region. Prior to joining Beacon Pointe, Kyle was a Managing Principal and Wealth Advisor at Altavista Wealth Management, which merged with Beacon Pointe in 2022. Kyle is an attorney and member of the Alabama, Georgia, and North Carolina State Bar Associations. He is a graduate of the University of Alabama, holds a law degree from Samford University’s Cumberland School of Law and is a graduate of the American Bankers Association National Trust School. He has served as a member of the Vestry of Trinity Episcopal Church in Asheville, North Carolina, and is on the board of directors of the Asheville Catholic School, Cradle of Forestry and National Independent Trust Company. Kyle lives in Asheville, North Carolina with his wife and two daughters.
Laine Ainsworth
Partner, Managing Director
Laine holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and has been an investment professional for over 30 years. Prior to joining Beacon Pointe 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 have one daughter who resides and works in New York City.
Lance Wexler
Partner, Senior Wealth Advisor
Lance Wexler is a Partner and Senior Wealth Advisor within Beacon Pointe’s Santa Cruz office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Lance has over 25 years of experience and knowledge of investment management and financial planning. Learning about money, markets and small business management at an early age, Lance’s passion for financial services was fostered by his grandfather, Vern, who would hand him the business section of the paper and quiz him on the stocks they owned starting when he was only 8 years old. Prior to joining Beacon Pointe, Lance founded Nexus Wealth Advisors which merged with Beacon Pointe in 2022. He graduated from University of California, Santa Cruz with a degree in Economics and participated in coursework toward a Doctor of Clinical Psychology at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course, a rigorous two-year professional program produced by The Aji Network. Lance is involved in several nonprofit organizations and is a member of the Community Foundation of Santa Cruz County finance committee. Lance currently resides in Scotts Valley, California with his wife and two children, and his favorite activities include hiking, surfing, diving, tennis, nature photography, carving stone, connecting with people, and exploring and discovering the world with his children.
Landen Lunsway, CFP®
Partner, Managing Director
Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. With over 14 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Wealth Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services. Landen graduated magna cum laude from Northern Arizona University with a B.S. in Finance. He is a member of the Financial Planning Association (FPA) and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. He is an active champion of the Chris Freeman Scholarship through the NAU Foundation benefiting students whose lives have been impacted by cancer. In his free time, Landen enjoys skiing, soccer, traveling and spending time with his wife and two daughters.
Leigh Bivings, PhD, CDFA®, CFP®
Partner, Managing Director
Leigh Bivings is a Partner and Managing Director at Beacon Pointe Advisors who is passionate about providing ethical, high-quality service to clients and is dedicated to her client’s financial well-being. Prior to Beacon Pointe, Leigh founded Artemis Financial Advisors (which joined Beacon Pointe in 2024). Before Artemis, Leigh was a managing director at Stax, Inc., a private-equity-focused investment research firm, and a partner at the Monitor Group, a global strategy advisory firm. Her international experience spans Latin America, where she was a Peace Corps volunteer and conducted her doctoral work. She has also worked in Canada, Latin America, and Europe and has traveled widely internationally. Leigh has a Ph.D. in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex, and an A.B. in International Relations from Pomona College. Leigh has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation in 1993. Leigh is also a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Divorce Financial Analyst (CDFA®) and has completed specialized training in the financial issues of divorce. Leigh is very active in the community and is currently a volunteer at the International Institute of New England (IINE), helping to resettle refugee families. She is also a member of the Boston Economic Club (BEC), National Association of Personal Financial Advisors (NAPFA), and the Institute of Divorce Financial Analysts (IDFA). Outside of the office, Leigh enjoys tennis, biking, traveling, and reading history.
Leigh Moglia, CFA®, CFP®
Partner, Senior Wealth Advisor
Leigh is a Partner, Senior Wealth Advisor at Beacon Pointe Advisors 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, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, he was a Vice President at Lebenthal Wealth Advisors working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and CFA® charterholder designations in addition to being a member of the CFA® Society of New York. Leigh currently resides in Long Island with his wife and two children. Outside of the office, he enjoys traveling, spending time with his family, and playing the occasional round of golf.
Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®
Partner, Managing Director
Lesley is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. She specializes in providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, multi-generational families, foundations, and endowments. Lesley joined Beacon Pointe in 2025 through the acquisition of Litman Gregory Wealth Management and brings more than a decade of experience delivering thoughtful, client-focused guidance. Prior to her tenure with Litman Gregory, Lesley served in advisory and investment roles at Fidelity Investments and Core Asset Management. She has pursued advanced professional education through the University of Montana, San Francisco State University, and the Yale School of Management, and she holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Accredited Investment Fiduciary (AIF®), and Certified Divorce Financial Analyst (CDFA®) designations. Outside of the office, Lesley enjoys spending time with her family, exploring local beaches and trails with her dogs, attending community lecture events, and planning her next travel adventure.
Leslie Reynoso, CFA®, CFP®
Partner, Senior Wealth Advisor
Leslie Reynoso is a Partner and Senior Wealth Advisor in the Beacon Pointe Dallas, Texas office. Leslie develops customized strategies to help high-net-worth individuals and families. 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, Leslie spent a decade as a wealth management advisor for Wealthstreet Investment Advisors, LLC, and its predecessor firm, Gerald L. Ray & Associates, Ltd. Leslie graduated with honors from Southern Methodist University, earning both a B.B.A. in Finance and a B.A. in Spanish. She is a holder of the CHARTERED FINANCIAL ANALYST® (CFA®) designation. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry, as well as a commitment to ethical conduct. She also holds a CERTIFIED FINANCIAL PLANNER® (CFP®) certification. The certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. In her free time, Leslie enjoys hiking, running, traveling, volunteering, home projects, and spending time with her family and friends.
Louis Ambrosio
Partner, Senior Wealth Advisor
Louis is a Partner and Senior Wealth Advisor with over three decades of experience in financial services. Louis specializes in guiding high-net-worth individuals and families through complex financial decisions and long-term investment planning, taking a personalized and research-driven approach to wealth management, leveraging his deep knowledge of equity markets and portfolio construction to help clients pursue meaningful financial outcomes.
Prior to joining Beacon Pointe Advisors, Louis was the Founder and Chief Investment Officer of Amore Ambro, LLC., a firm he built and led until its acquisition by Beacon Pointe in 2025. Earlier in his career, he established and led the only Long Island offices for both Legg Mason and RBC Wealth Management, and held advisor roles at Chase Manhattan Investment Services and First Long Island Securities. Known for his innovative investment strategies, including the development of SuperCap25, Louis has built a reputation for helping clients navigate market cycles with clarity and confidence.
Louis holds a bachelor’s degree in Communications Science from Queens College, CUNY. He currently resides in Long Island, NY where he enjoys studying market history and spending time with family.
Lyman Jackson, CFP®, AIF®
Partner, Managing Director
Lyman is a Partner and Managing Director in the Beacon Pointe Newton, MA office. He specializes in guiding empty nesters through the financial challenges of launching their young adult children while planning for retirement. Lyman tries to help parents clarify what matters most by building strategies that are aligned with their life priorities. In addition, he designs and manages 401(k) plans for small business owners. Lyman brings extensive experience as a CERTIFIED FINANCIAL PLANNER® (CFP®), helping individuals and families make thoughtful financial decisions with confidence. Prior to joining Beacon Pointe, Lyman served as a co-founder of Financial Planning Solutions, LLC. (which joined Beacon Pointe in 2025). Outside of the office, he enjoys leading his local Scout Troop on hiking and camping adventures. He also volunteers for several church finance boards and the board of Conscious Capitalism Boston, Inc. He and his wife have three young adult children and enjoy attending their ultimate frisbee and collegiate volleyball games. Lyman loves the outdoors and spends summers at long-standing family reunions in Wells Beach, Maine, and on Lake Winnisquam in New Hampshire.
Lynette Heil, CPA
Partner, Finance Director
Lynette brings an extensive financial and compliance background and oversees operations for Beacon Pointe’s Dallas office. Prior to joining Beacon Pointe, she was a partner with Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd., where she served as CFO and CCO for 10 years and was active in all aspects of strategic leadership. Prior to joining Wealthstreet, Lynette was a director in both the Sarbanes-Oxley and financial consulting practice of Tatum, LLC. There, she worked with private equity firms, providing project leadership for large scale projects and serving as interim CFO for firms in transition. Prior to that she served as CFO for several quickly growing start-up firms in the Dallas area. She earned a B.B.A. in Accounting from Texas State University, started her career with KPMG, and is a Certified Public Accountant. Lynette is an avid reader, enjoys traveling, socializing, and spending time with her husband Mark and their four adult children.
Marc Wolff
Partner, Managing Director
Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.
Mark Flint, CFA®
Partner, Managing Director
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® (CFA®) designation. Mark is married with two sons, and lives with his family in San Diego, California.
Mark Haser, MBA, CFP®
Partner, Senior Wealth Advisor
Mark Haser is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is dedicated to helping physicians and high-income families optimize their cash flow, minimize taxes, and build a plan for long-term financial success. He is an advocate for taking a holistic investment approach to get to know clients—their family situation, career trajectory, health status, viewpoint on wealth and investing, and so forth—to best help them achieve their goals. He believes financial planning is about more than just building and protecting wealth; it is about maximizing happiness. Prior to joining Beacon Pointe, Mark was a Partner and Wealth Advisor for Artemis Financial Advisors, which was acquired by Beacon Pointe in 2024, and has worked with various organizations, including venture-backed startups, Fortune 500 companies, and the federal government. Mark is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College, where he was President of the Graduate Management Association. He has completed the Wake Forest University Certificate in Financial Planning Program, and he is also an active member of the Boston Estate Planning Council (BEPC). Mark currently resides in Needham, MA, with his wife and two sons. Outside of the office, he enjoys spending time outdoors, biking with his sons, and playing tennis with his wife and friends.
Mark Mathers, CFP®, CSRIC®
Partner, Managing Director
Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing. Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). 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. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.
Mark Moehlman
Partner, Managing Director
Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.
Matthew Jentner, CFP®, CPA
Partner, Managing Director
Matthew is a Partner and Managing Director of the Beacon Pointe Akron, OH office, bringing extensive experience across accounting, banking, and wealth management. His diverse professional background and education contribute to a well-rounded, client-focused approach to comprehensive wealth planning. Matthew has expertise in navigating the intricacies of business succession and legacy planning for high-net worth business owners and families.
Matthew began his career as a tax accountant with BCG & Company before serving as controller and sales manager for the Walter H. Drane Company. He then transitioned into commercial banking, where he worked as a loan officer for CFBank. Matthew then joined Jentner Wealth Management in 2010. In 2025, Matthew and his team joined Beacon Pointe Advisors through the acquisition of Jentner Wealth Management.
Matthew earned his CPA designation in 2007 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2010 and holds a degree in Accountancy from the University of Akron. He is also a member of NAPFA, the country’s leading association of fee-only financial advisors and was recognized with the Greater Akron Chamber’s 30 for the Future Award in 2014.
He is deeply committed to community engagement, serving on the Board of Directors for the Shelter Care Foundation, supporting mental health services for youth. He is also a member of Westfield Bank’s Community Development Board and a graduate of the Akron Community Foundation’s Institute for Emerging Philanthropists. His past leadership includes serving as Chairman of the Board of Humility of Mary Housing, Inc. and board roles with Mercy Economic Development International Corporation, Jump on Board for Success, and Young Professionals of Akron. He is also an alumnus of TorchBearers and a former member of the Great Akron Chamber’s Small Business Council. Outside of the office, Matthew enjoys contributing to causes that strengthen his local community, coaching youth hockey, hiking, reading, and spending time with wife and four children.
Michael Beck
Partner, Managing Director
Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L. Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.
Michael Bergen, CIMA®
Partner, Managing Director
Michael (Mike) is a Partner and Managing Director for the Beacon Pointe Warsaw, Indiana, office. With a strong background in investment management, Mike specializes in building customized portfolios tailored to the unique goals of individuals, families, and organizations. Mike began his career with Alderfer Bergen & Co., which joined Beacon Pointe Advisors in 2025, bringing his deep knowledge and strategic insight into portfolio construction to the broader Beacon Pointe team. He holds a bachelor’s degree in Economics from Indiana University and serves on multiple nonprofit boards in an advisory capacity. A lifelong resident of Warsaw, Mike and his wife, Casey, are proud to be raising their four sons, Nick, Alex, Ben, and Will, with a strong commitment to community involvement. As Co-Founder of the KC Riley Kids Fund, he is passionate about giving back and advocating for underserved populations. Mike brings the same spirit of stewardship to his personal and professional life, guided by a deep sense of gratitude and responsibility to contribute meaningfully to his clients and community.
Michael Dubis, CFP®
Partner, Managing Director
Michael (Mike) is a Partner and Managing Director and brings over two decades of experience in coordinated wealth management, with a focus on financial planning, investment management, and serving high-net-worth individuals and families.
Prior to joining Beacon Pointe, Mike founded Michael A. Dubis Financial Planning, LLC, a fee-only financial planning and investment firm, which was acquired by Beacon Pointe in 2025. Throughout his career, Mike has held numerous leadership and advisory roles, including serving as Chair of the 2007 National Association of Personal Financial Advisors (NAPFA) Annual Conference, President and Chairman of the Southern Wisconsin Financial Planning Association (FPA), and Board Member and Investment Chair for Groundswell Conservancy. Mike was also an adjunct faculty lecturer at the University of Wisconsin Business School’s Graaskamp Center for Real Estate. He has also contributed to financial thought leadership as a writer for In Business Magazine and was a frequent media resource for outlets such as The Wall Street Journal, Money, Kiplinger, Smart Money, CNBC, and Bloomberg. Mike earned his bachelor’s degree in real estate and urban land economics from the University of Wisconsin–Madison, and he is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Michael Himmel
Partner, Senior Wealth Advisor
Michael Himmel is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Michael committed to a broad array of financial management endeavors throughout his thirty-five-year career most recently in the role of founding Partner and Portfolio Manager for Essex Asset Management, as well as Portfolio Manager for BNY-Mellon, Hedge Fund Manager with Lambeth Master Fund, Ltd., Derivatives, Options and Physical Commodity Trader for Sinochem International London, and NYMEX futures broker for Shearson Lehman American Express. Michael received bachelor’s degrees in economics and financial management from the Catholic University of America. In addition to his degrees, Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received certificates for Financial Options Trading, Artificial Neural Networks Applications, Data Science Specialization, R-Programming, and Computational Finance. Michael enjoys helping families and clients to align their lives and their wealth.
Michael Kane, CFA®
Partner, Managing Director
Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation. Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots. He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation. Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.
Michael Kumph, CFP®, MSPFP
Partner, Managing Director
Michael is a Partner and Managing Director in the Beacon Pointe Andover, MA office. With a strong technical foundation and a passion for problem-solving, Michael helps individuals and families develop thoughtful, goal-based financial plans. He especially enjoys the collaborative nature of planning and the meaningful impact it has on clients’ lives. Prior to joining Beacon Pointe through the 2026 acquisition of The Financial Advisors, LLC., Michael spent more than two decades with the firm, where he led the investment committee and served as director of financial planning strategies. He holds a bachelor’s degree in accountancy and a master’s degree in personal financial planning, both from Bentley University. A long-time resident of Exeter, New Hampshire, Michael enjoys spending time with his wife, Amy, and their three daughters. Outside of the office, his free time often includes fishing, playing tennis, and spending quality time with his family.
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Michele is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, leverage tax laws, utilize financial products to their benefit, among other savvy financial services. In addition to the services highlighted, Michele specializes in qualified retirement plans, including plan design, implementation, and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Michele took a hiatus from the finance industry when she moved to the desert to help her husband run and manage a construction business. However, a few years later, she decided to go back to her passion in financial services. Michele is also passionate about empowering women both personally and professionally and is an active member of the Beacon Pointe Women’s Advisory Institute. She holds a Master of Science degree in Finance from Walden University and a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach. Michele holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary™, and Accredited Wealth Management Advisor™ (AWMA®) designations. Over the years, Michele has garnered several industry recognitions including:
- 2020 ‘401 Top Retirement Plan Advisor by State’ from Financial Times
- 2022 ‘Top Retirement Plan Adviser’ from PLANADVISER
- 2023 ‘Top Retirement Plan Adviser’ from PLANADVISER
Outside of the office, Michele likes to spend time with her family, read, exercise, and participate in races benefiting non-profit organizations.
Mike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director
As the Partner and Managing Director of the Beacon Pointe Redmond office, Mike is passionate about investing and people, and the incredible impact that smart financial decisions can have on the lives of others. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – Mike can assist with it all. Formerly a CPA, Mike switched realms and became a financial advisor in 1986, before starting his own firm in 1999, Joslin Capital. During his time at Joslin Capital, Mike was listed by Medical Economics Magazine as one of the top 150 financial advisors helping doctors in the United States. Fast forward nearly two and a half decades later, Joslin Capital merged with Beacon Pointe Advisors in 2024. Mike earned his Bachelor of Arts in accounting from the University of Washington and holds the Certified Public Accountant (CPA), Personal Financial Specialist™ (PFS®), and Certified Investment Management Analyst™ (CIMA®) designations. When Mike isn’t busy tending to his active memberships at the American Institute of Certified Public Accountants, Washington Society of Certified Public Accountants, Financial Planning Association, Investments and Wealth Institute, East King County Estate Planning Council (past president), and the Estate Planning Council of Seattle, you can find Mike skiing with his family, playing tennis, swimming, or improvising jazz solos with his collection of trumpets and flugelhorn.
Monica Muñoz, CFP®
Partner, Managing Director
Monica is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office, providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, families, and nonprofit organizations for nearly 20 years. Prior to joining Beacon Pointe through the acquisition of Litman Gregory Wealth Management, Monica held roles at Paul Financial, LLC, and Alders Financial Solutions. She enhanced her financial expertise through the Personal Financial Planning program at U.C. Berkley Extension and holds a bachelor’s degree in Business Administration from Sonoma State University. Monica is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an active member of the Financial Planning Association. Her industry recognition includes Working Mother’s 2021 Top Wealth Advisor Moms List, Forbes Top Women Wealth Advisors Best-in-State (2022-2025), and Forbes Best-in-State Wealth Advisor lists (2022-2025). A Northern California native, Monica enjoys spending time with her husband and daughters, perfecting organizational projects, and cheering on the Golden State Warriors.
Rawles Bell, CBDA, CIMA®
Partner, Managing Director
Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their investment and income objectives. With over a decade in the financial services industry, Rawles began his career as a financial advisor at RBC Wealth Management before moving to a client advisory role and Associate Partner at Benchmark Private Wealth Management (which joined Beacon Pointe in 2022). Rawles graduated from Texas A&M University with a degree in Finance and Economics, and he is a Certified Investment Management Analyst® (CIMA®) professional and Certified in Blockchain and Digital Assets (CBDA). A native of the Park Cities, Rawles currently resides with his wife and four daughters in Dallas and in his spare time enjoys golf, fishing, and flying.
Reed Finney, CFP®, CLU®
Partner, Managing Director
Reed is a Partner and Managing Director at Beacon Pointe Advisors and has over 35 years of financial planning experience. Reed is passionate about helping his clients meet their financial goals, forming close relationships, and ushering them through many of life’s milestones. Prior to merging with Beacon Pointe in 2023, Reed was a Partner at Bleakley Financial Group. Reed is a graduate of Lehigh University with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU®). Reed and his wife, Susan, live in Essex Fells, NJ, and share five children. Outside of the office, Reed enjoys playing tennis, reading, listening to the Grateful Dead, spending time with his family in Cape Cod, and walking Quinn (the family golden retriever).
Rick Fine, MBA, CFP®, RMA®
Partner, Managing Director
Rick is a Partner and Managing Director in the Beacon Pointe Waltham, MA office, dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning and investment management. He brings deep knowledge in financial modeling, retirement planning, and insurance, and works closely with clients to organize their personal finances and design strategies tailored to their unique needs.
Prior to his career in financial planning, Rick spent 17 years in the financial software industry in engineering, product management, and business development. His growing interest in investing led him to pursue a career change, earning his MBA from Babson College and completing Boston University’s financial planning certificate program before becoming a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Rick joined Sensible Financial Planning, which was acquired by Beacon Pointe in 2025, as the firm’s first employee and was promoted to Principal in 2017. Rick holds a bachelor’s degree in computer science and leverages his analytical background to bring precision and attention to detail to the financial planning process. Outside of the office, Rick enjoys traveling for photography, exploring the outdoors, and spending time with his family.
Rick Fingerman, CFP®, CDFA®
Partner, Managing Director
Rick is a Partner and Managing Director in the Beacon Pointe Newton, MA office. Rick specializes in helping widowed and divorced women build clarity and confidence around their financial lives, offering thoughtful guidance to those navigating major life transitions. With deep experience in retirement planning, college funding, and comprehensive financial wellness, Rick blends deep technical knowledge with a holistic, client-centered approach to wealth management. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Rick served as a Managing Partner and Co-Founder. Rick is a CERTIFIED FINANCIAL PLANNER® (CFP®), and a Certified Divorce Financial Analyst® (CDFA®) with over 30 years of experience helping clients make thoughtful, confident financial decisions at every stage of life. Rick also oversees a long-standing pro bono program at the Dana-Farber Cancer Institute, helping patients navigate the financial challenges that accompany a cancer diagnosis. Through this initiative, over 700 families have received no-cost financial guidance during a critical time. Rick also helps empower women through the Savvy Ladies initiative. He has been featured in the Wall Street Journal, Financial Experts Network, Retirement Daily, Barron’s, Chicago Tribune, The Boston Globe, and Financial Advisor Magazine. Outside of the office, Rick enjoys hiking, reading, cooking, spending time with family, and building furniture.
Rick Miller, Ph.D., CFP®
Partner, Managing Director
Rick is a Partner and Managing Director in the Beacon Pointe Waltham, MA office, bringing a rigorous academic background and more than two decades of experience in financial services, guiding individuals and families through data-driven financial planning and investment strategies. With a Ph.D. in economics from the University of Chicago, Rick applies a disciplined and analytical approach to wealth management, helping clients align their financial decisions with long-term goals.
Prior to joining Beacon Pointe in 2025 through the acquisition of Sensible Financial Planning and Management, Rick was the founder and Chief Executive Officer of Sensible, a firm he established in 2002. Earlier in his career, he was a consultant specializing in financial services, working with regulators, industry experts, and senior executives, and later joined Scudder Investments, where he gained extensive knowledge of mutual fund operations and developed a financial planning business plan for one of the firm’s largest institutional clients. Rick is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a member of the Financial Planning Association (FPA), and has served on task forces for the Certified Financial Planner Board of Standards focused on financial planning trends and job analysis. An advocate of Life Cycle Planning and Investing, Rick frequently conducts professional seminars on these subjects.
Rick resides in the Boston area, where he enjoys teaching, sharing his knowledge with peers, and working closely with clients to help them achieve meaningful financial outcomes.
Robert Anderson, CFP®
Partner, Managing Director
Robert (Bob) is a Partner and Managing Director in the Beacon Pointe Lake Geneva, WI office. With experience in the financial services industry spanning nearly four decades, Bob began his career in 1987 at a national brokerage firm before transitioning to a regional independent advisory firm, where he honed his client service and planning expertise. In 1999, Bob founded his own advisory practice, which evolved into Voyager Wealth Management, and merged with Beacon Pointe Advisors in 2025. Bob works closely with individuals, families, and small businesses to provide holistic financial planning, investment management, and retirement plan consulting. He is passionate about guiding clients through life’s financial complexities with a disciplined, fiduciary approach.
Bob earned a Bachelor of Arts degree in economics from Northern Illinois University and an associate degree in business from Rock Valley College. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Bob is also an active member of the Financial Planning Association (FPA).
A longtime resident of Lake Geneva, Bob enjoys spending time with his family, including his two sons, attending baseball games, and cheering on both the Brewers and the Cubs. Outside of the office, he can be found at swim meets, on the golf course, or traveling with his wife to explore new destinations.
Robert Ingham, CFP®, MBA
Partner, Senior Wealth Advisor
Robert (Bob) Ingham is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Bob combines personal attention with investment experience to help his clients on the path to achieving their financial goals. He began his career in the financial services industry in 1994 with one of the nation’s largest financial planning firms. In 1997, his commitment to provide independent, objective advice led him to form his own company, which merged with Beacon Pointe Advisors in 2023. Bob received his bachelor’s degree in Management from the University of Massachusetts, his MBA in Finance from San Diego State University, and is credentialed as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Bob has extensive experience in estate planning, advanced tax planning, portfolio analysis, and investment management. Bob has also taught graduate level advanced investment theory as an adjunct faculty member at National University. Prior to working in the financial services industry, Bob was a Naval Flight Officer flying carrier based F-14 Tomcat fighter jets. He is retired from the United States Naval Reserves as a Commander.
Robert Miller, CFP®, MBA
Partner, Managing Director
Bob is a Partner and Managing Director in the Beacon Pointe Newburyport, MA office. Inspired by the meaningful impact of thoughtful financial planning, Bob is passionate about helping individuals and families achieve long-term financial security and clarity. He joined The Financial Advisors in 1994 (which was acquired by Beacon Pointe in 2026) after completing his MBA and went on to establish the firm’s Newburyport office in 1997. Prior to joining Beacon Pointe, Bob built deep client relationships by listening to personal stories and guiding clients toward the financial confidence needed to pursue their goals. A lifelong resident of Newburyport, Bob holds two degrees from Boston College, including an MBA with a concentration in finance from the Carroll School of Management. Active in his community, he has been involved with the Newburyport Education and Business Coalition, the Newburyport Education Foundation, youth lacrosse and basketball programs, and the Salisbury Habitat for Humanity project. Now living on the New Hampshire seacoast with his wife, Anne, Bob volunteers with the local Conservation Commission’s green waste collection and Liberty House, a transitional home for Veterans. Outside of the office, he enjoys CrossFit, boating, reading, and golfing.
Rocky Lin, CFA®
Partner, Managing Director
Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.
Russell Crow
Partner, Managing Director
Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.
Sally Ng, CFP®
Partner, Managing Director
Sally is a Partner and Managing Director for the Beacon Pointe Pleasant Hill office, providing wealth management services to clients for over 30 years. Sally is a veteran in the field who draws on her extensive academic background, practical business experience, and zest for life to guide clients toward a confident financial future—offering a planning approach grounded in creativity, integrity, and a true partnership built for long-term success. Prior to joining Beacon Pointe, Sally served as a Managing Partner and Wealth Advisor at The Wealth Consulting Group, following more than a decade as an accountant and financial consultant in the industry. She holds an MBA in Finance from the University of California, Berkeley, and a BA in Accounting from California State University, San Francisco, and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner since 1991. Born and raised in San Francisco, Sally’s family owned and operated a small grocery store where she developed an entrepreneurial spirit, strong work ethic, and deep appreciation for close family ties. Alongside her husband, Sally is an avid traveler who has explored over 70 countries to date, and she also enjoys playing golf and spending quality time with her extended family.
Scott Moser, CPA, MST, PFS
Partner, Managing Director
Scott is a Partner and Managing Director in the Beacon Pointe Bellevue, Washington office, bringing over 30 years of experience in public accounting and two decades of investment management expertise. He works closely with high-net-worth individuals, families, and business owners, delivering integrated wealth and tax planning solutions designed to simplify complexity and align financial strategies with long-term goals. Scott has a deep understanding of the intersection between tax efficiency and wealth accumulation, particularly in the areas of business, investment, and estate planning.
He is an active member of several professional organizations, including the American Institute of Certified Public Accountants (AICPA) and the Washington Society of Certified Public Accountants (WSCPA). Scott also serves on the AICPA’s Personal Financial Planning Committee, reflecting his commitment to advancing excellence and thought leadership in the field.
Scott founded and led Moser Wealth Advisors, which joined Beacon Pointe in 2025, as well as Moser & Company CPAs. He is a recognized leader in the Bellevue financial community and remains actively involved in both professional and local nonprofit organizations. Scott holds a B.S. in Accounting from Central Washington University and a M.S. in Taxation from Golden Gate University. He is both a Certified Public Accountant (CPA) and a Personal Financial Specialist. Outside of the office, Scott enjoys skiing, mountain biking, golfing, wakeboarding, and coaching youth baseball. He is also a proud Husky Band alumnus.
Sean Curley, CFP®
Partner, Managing Director
Sean Curley is one of the Partners and Managing Directors for the Beacon Pointe Denver, CO office. Sean has spent his career in wealth management helping clients prepare for and enjoy a secure and comfortable retirement in the context of an ongoing, long-term relationship. His recommendations are based on a careful understanding of each client’s specific situation, coupled with thorough analysis and an evidence-based approach to retirement issues and investment management. Prior to joining Beacon Pointe, Sean founded The Retirement Planning Specialists in 2001 (which merged with Beacon Pointe in 2021) and previously worked as an advisor with Foland, Curley & Associates and American Express Financial Advisors. Sean is a CERTIFIED FINANCIAL PLANNER® (CFP®) and graduated from Penn State University, Phi Beta Kappa, with honors, having earned a B.S. in Computer Science. He lives in Highlands Ranch, CO, with Mary, his wife of 34 years.
Seth Jentner, CFP®
Partner, Managing Director
Seth is a Partner and Managing Director of the Beacon Pointe Akron, OH office, bringing a strong background in investment portfolio design and a client-centric approach to wealth management. He works directly with clients to deliver personalized financial guidance tailored to their unique goals and has experience addressing the specialized needs of clients with citizenship outside the United States. Seth integrates operational efficiency, emerging technologies, and data-driven strategies to streamline processes and elevate the client’s experience.
In 2001, Seth was part of a select group of 75 Americans chosen for an exchange program sponsored by the U.S. Department of State, allowing him to study and work in Germany for a year. He continued his international career as an engineer with the Goodyear Tire and Rubber Company, working in both Europe and the U.S. He transitioned into the financial services industry by joining Jentner Wealth Management in 2008, which joined Beacon Pointe in 2025.
Seth holds a MBA from Indiana University’s Kelley School of Business, graduated summa cum laude with a bachelor’s in chemical engineering and a minor in entrepreneurship from the Univeristy of Akron, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).
Outside of the office, Seth serves on the Board of Directors for the Revere Power Pack Program, an initiative aimed at providing weekend meals to children in the Revere community. He is also fluent in French and German. Seth enjoys playing and coaching hockey, traveling with his family, and learning languages.
Sherri Stephens
Partner, Managing Director
Sherri is a Partner and Managing Director of the Beacon Pointe Flint, MI office. With more than four decades of experience as a trusted advisor, Sherri specializes in guiding businesses, high-net-worth individuals, and multi-generational families through complex and comprehensive wealth management needs. She began her career as an intern at Stephens Wealth Management Group, where she built a trusted team, quadrupled the size of the practice, and ultimately became the owner of the practice in 1994. SWMG was acquired by Beacon Pointe in 2025. Throughout her career, Sherri has earned national recognition as a leader in her profession, played an active role in mentoring women in finance, and served in key governance and philanthropic roles across the Flint community. She is a trustee and Investment Committee chair for the Community Foundation of Greater Flint and has previously served as board chair. She also sits on the advisory board for the University of Michigan-Flint School of Business and sponsors a scholarship supporting aspiring financial professionals. Additionally, she serves on the board of McLaren Hospital and is a founding member of the Women’s Leadership Alliance, whose mission is to attract, develop, and engage tomorrow’s promising women leaders in order to grow and strengthen the financial advisory profession. Sherri holds a Bachelor of Business Administration from the University of Michigan-Flint. Her accomplishments have been recognized through numerous industry and community awards, including the UM Flint School of Management Outstanding Alumni Award (2025) and repeated national rankings by Forbes, Barron’s, and the Financial Times. Outside of the office, Sherri enjoys traveling, running, biking, boating, and spending time with her family.
Stacy Bakri, CFP®, CDFA®
Partner, Managing Director
Stacy is a Partner and Managing Director in the Beacon Pointe Bethesda, Maryland office, where she works with clients to help them achieve financial security and design plans for living the life they envision. She has extensive knowledge in guiding individuals through the financial complexities of divorce, helping them make informed decisions during periods of transition. Prior to joining Beacon Pointe through the acquisition of The Family Firm in 2025, she was a financial advisor, serving as a team leader and mentor, overseeing the firm’s internal training program for paraplanners. Earlier in her career, she worked as an investment consultant for Charles Schwab & Co., advising clients on portfolio management and retirement planning. Stacy also spent time in the Middle East working for an international exchange and development non-profit organization.
Stacy is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Divorce Financial Analyst® (CDFA®), and is a member of the Institute of Divorce Financial Analysts (IDFA). She holds a degree from Penn State University. Outside of the office, Stacy enjoys spending time with her husband and two children, watching football, biking with her family, and planning her next travel adventure.
Stephanie Mackara, JD
Partner, Managing Director
Stephanie Mackara is a Partner and Managing Director at Beacon Pointe Advisors with decades of wealth management experience, empowering family-oriented and purpose-driven leaders to build generational wealth. Stephanie’s diverse academic background helps her connect to individuals, families, and business owners to create big-picture wealth strategies and help them gain confidence as they work together to create a secure financial legacy that meets their unique goals. Stephanie founded Charleston Investment Advisors in 2014, which joined forces with Beacon Pointe Advisors in 2024, Stephanie holds degrees in Psychology from West Chester University and a Juris Doctorate from Widener Law School. Stephanie’s personal finance experience in raising her son, along with lessons learned from her clients, inspired her to write a book in 2020, Money Minded Families. Her goal was to combine academic research from finance and psychology to inspire and help parents learn how to leverage teachable moments to instill financial literacy and well-being in their children, leading them on a path of financial freedom and independence. Stephanie was also selected to be a TedX Charleston presenter in 2024 on the topic Rethinking Money: A pathway towards financial wellness. Stephanie is a member of the Beacon Pointe Women’s Advisory Institute and is a board member of Bridges of Hope. She also frequently volunteers to teach financial literacy in schools, as a Reading Partners volunteer where she resides in Daniel Island, SC. Outside of the office, Stephanie enjoys cooking, gardening, exercising, and traveling with her husband Bernie, son Jacob, and dog, Cooper, as well as spending time at the baseball and football fields with family and friends.
Steve Blankenship, CFP®
Partner, Managing Director
Steve is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in wealth management and financial planning. He founded Heritage Financial Planning, which joined Beacon Pointe Advisors in 2025, with the passion and vision of offering clear, personalized financial guidance in an industry often clouded by bias and complexity. His client-first approach remains central to his work today, focusing on delivering objective, tailored financial strategies that reflect each client’s unique goals, values, and life circumstances. Prior to founding Heritage Financial Planning, Steve held roles at firms including Ernst & Young, LLP, and Arthur Andersen, LLP, where he was part of their wealth management practices, as well as Quest Capital Management, and State Farm Insurance. Steve holds a Bachelor of Business Administration degree in Financial Services and Planning from Baylor University and is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Steven Bright
Partner, Senior Wealth Advisor
Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc. Steven enjoys playing golf and spending time with his wife and their three children.
Todd Gillingham
Partner, Senior Wealth Advisor
Todd Gillingham is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with nearly four decades of wealth management experience advising clients on their investments, retirement planning, and estate and charitable giving strategies. Prior to joining Landmark Wealth Management, which was acquired by Beacon Pointe Advisors in 2024, Todd served as an assistant vice president at Lutheran Brotherhood’s corporate office, helping representatives across the country with advanced estate and charitable planning strategies. Todd is also a popular speaker, giving hundreds of presentations over the years to community groups, churches, and pre-retiree audiences, and he is also active in his Hudson, WI community, having served as a board member and president of the St. Croix Valley Foundation, the Phipps Center for the Arts, and the Hudson YMCA. He has earned his Bachelor of Arts degree in economics from Gustavus Adolphus College and a J.D. from William Mitchell College of Law. Todd has also been recognized as a 14-time recipient of the Five Star Wealth Manager award. Outside of the office, Todd enjoys cross-country skiing, playing the piano, enjoying time with his wife of 37 years, and exchanging famous movie lines with their three sons.
Tom Behr, CFP®
Managing Director
Tom is the Managing Director of the Beacon Pointe Indianapolis office. Tom is a CERTIFIED FINANCIAL PLANNER® (CFP®) and brings 30 years of experience in working with clients to help them achieve their investment, retirement, estate, and charitable objectives. He enjoys working with clients in retirement, as well as those preparing for retirement, helping them build a financial plan that works for them as they navigate an ever-changing financial and tax landscape. Prior to Beacon Pointe, Tom was the Market President for First Western Trust Bank in Northern Colorado, where he spent 20 years building long-term, fiduciary-based relationships with clients. Tom relocated to Indiana with his family, drawn by his wife’s deep roots and close-knit extended family in the area. He brings a strong sense of community and dedication to his role, both professionally and personally. Outside of work, he enjoys coaching his youngest son’s football team and spending time outdoors fishing and bird watching.
Tom Selbo, CFP®, RICP®
Partner, Senior Wealth Advisor
Tom Selbo is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of experience in wealth management. He is passionate about helping his clients manage their investments and plan for their future. He earned his bachelor’s degree in business from San Jose State University, has a certificate in Retirement Income Planning from the American College, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of the office, Tom enjoys spending quality time with his wife and three kids, fishing, golfing, or playing the guitar.
Tom Stefaniak, CFP®
Partner, Managing Director
Thomas (Tom) Stefaniak, CFP®, is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With more than 30 years of expertise in the financial services industry, Tom has a passion for building relationships that go far beyond finances. Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998, Tom co-founded Pinnacle Wealth Management, a boutique firm in Denver, Colorado (which merged with Beacon Pointe in 2023). Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is a member of the Financial Planning Association. Outside of the office, Tom enjoys golfing, traveling (whenever his schedule can allow it), and spending time with his wife and his three adult children.
Tori Boswell, MBA, CIMA®
Partner, Senior Wealth Advisor
Tori is a Partner and Senior Wealth Advisor in the Beacon Pointe Tampa, FL office. With more than two decades of experience in the financial services industry and more than ten years advising clients directly, Tori works with individuals and families nationwide, offering strategic investment guidance rooted in deep industry expertise. As a Certified Investment Management Analyst® (CIMA®), she helps clients build thoughtful investment strategies aligned with their long-term goals. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Tori began her career as an options trader on the Chicago Board of Trade. She later served as a regional investment consultant with Raymond James and Bank of America, followed by a role as Regional Vice President at Eagle Asset Management, where she provided research, analysis, and investment strategy recommendations to financial advisors, high-net-worth clients, and institutions. Tori is actively involved in her community, serving on the Alumni Advisory Committee for the Pi Beta Phi sorority at the University of Tampa. She holds an MBA from the University of South Florida and a bachelor’s degree in accounting from the University of Alabama. A Tampa native, Tori enjoys travel, golf, boating, and fishing in her free time.
Vanessa Burnett, CFP®
Partner, Managing Director
Vanessa Burnett is a Partner and Managing Director at Beacon Pointe Advisors with over a decade of professional experience advising high-net-worth individuals and families. Vanessa launched her career in 2008, just before the Great Financial Crisis. Rather than being deterred, Vanessa saw this event as her calling, proving that with a solid plan and the right team, success was achievable. She is passionate about serving her clients, helping them achieve their financial goals, and mentoring her team to do great things both in and out of the office. Vanessa graduated cum laude with a bachelor’s degree in communication and a minor in Business Administration from the University of Southern California. She holds the California Life, Health, and Disability insurance license and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 2011. Vanessa is a member of Beacon Pointe’s Women’s Advisory Institute and currently serves as Secretary on the Board of Directors for the Elizabeth House, a shelter for pregnant women and their children experiencing homelessness in Pasadena, California. Outside of the office, Vanessa spends time with her family and enjoys staying active in any way possible – be it solo on the Peloton or the trampoline with her kids.
Vikki Lenhart, CFP®
Partner, Managing Director
Vikki is a Partner and Managing Director overseeing the Beacon Pointe Amherst office with a comprehensive background in wealth management and financial planning. Prior to joining Beacon Pointe, Vikki was part of Hart & Patterson Financial Services, which joined Beacon Pointe Advisors in 2025, where she served clients after beginning her career with an independent investment management firm. Vikki is a CERTIFIED FINANCIAL PLANNER® (CFP®), is a member of Beacon Pointe’s Women’s Advisory Institute, and holds a Bachelor of Arts degree from Mary Washington College in Fredericksburg, VA, as well as a Master of Business Administration from the University of Massachusetts Amherst.
Walt Bond, JD, CFP®
Partner, Managing Director
Walter A. Bond (Walt), J.D., CFP®, is a partner and managing director of Beacon Pointe’s New Orleans office. He provides comprehensive financial planning on a more personal level to retirees and business owners with a specialty in advising clients retiring from Chevron and Entergy. Walt has worked as a financial planner and advisor since 1998. Prior to joining Beacon Pointe Advisors, he teamed up with Bobby Comeaux and Rocky Daigle in 2004 to open their own advisory practice, CBD Wealth Management. For three years beginning in 1995, he gained valuable experience as a practicing attorney specializing in the areas of defense litigation and estate planning. Prior to law school, he worked as Assistant Vice President of Commercial Lending with Hibernia National Bank. Walt obtained a Bachelor of Science in Finance from LSU in 1989. He returned to LSU where he earned his Juris Doctorate from LSU Law School in 1995. He became a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2011. Walt’s community involvement includes The Leukemia & Lymphoma Society, Dominican High School, Jesuit High School, Christian Brothers School and St. Dominic Church and School. Walt, his wife and their three children are lifelong residents of the New Orleans area. Walt enjoys staying fit, jogging and photography while supporting his children’s activities.
Wayne McCullough, CFP®
Partner, Managing Director
Wayne McCullough is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. A veteran of the financial services industry, Wayne taps into his vast experience, industry acclaim and relationship-based partnerships with clients to provide top of the line service and expertise. Prior to joining Beacon Pointe, Wayne served as the President and Managing Partner for Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). A sixth generation Texan, Wayne received his bachelor’s degree from the University of Texas and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Wayne resides in Dallas with his wife and children, and is actively involved with many non-profit organizations, including the Salesmanship Club of Dallas.
Will Day, CFP®, ChFC®
Partner, Senior Wealth Advisor
Will is a Wealth Advisor in the Beacon Pointe Warsaw, Indiana office and specializes in crafting holistic financial and retirement plans tailored to the unique goals of individuals and families. As both a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Chartered Financial Consultant® (ChFC®), he brings a disciplined and personalized approach to wealth management, with experience spanning financial planning, retirement strategies, debt management, and long-term wealth building. Will began his career at Alderfer Bergen & Co. in 2019, which joined Beacon Pointe Advisors in 2025, and he is known for his thoughtful planning style and dependable “got-your-back” mindset. His clients value the trust and care he brings to every relationship, qualities rooted in his deep commitment to community and family. A native of Macy, Indiana, Will earned his Bachelor of Science in Medical Imaging from Indiana University. He later transitioned into the financial services industry in 2016, driven by a desire to serve his hometown and make a meaningful impact on people’s lives through financial empowerment. Will is also actively involved in his community, serving on the Rochester Downtown Partnership Board. He is also a graduate of the Kosciusko Leadership Academy (Class of 2020) and the Fulton County Leadership Academy (Class of 2022). Will resides in Rochester with his wife, Katie, and their three sons, Howie, Liam, and Arden. Outside of the office, he enjoys coaching youth sports, board games and puzzles with his family, catching movies, and cheering on the Notre Dame and Chicago Cubs.
William Diehl, CFA®
Partner, Managing Director
William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.
Professional Staff Directory
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Aidan Kizer
Account Services Associate
Aidan is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Anthony Santos
Central Operations Associate & Trader
Anthony is a member of the Central Operations and Trading Department at Beacon Pointe and…
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Ariana Ivins
Senior Associate, Billing
Ariana is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She…
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Ashley Smith
Account Services Supervisor
Ashley is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Brandon Lewellen
M&A Manager
As part of the Partnership Integration Department, Brandon works closely with Beacon Pointe’s Board of…
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Carlin Lawlor
Senior Strategic Integration Coordinator
Carlin is a member of the Strategic Integration Department and is primarily responsible for new…
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Carolyn Smith
Trading Associate
Carolyn Smith is a member of the Central Operations and Trading Department at Beacon Pointe…
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Chas Moede
Trading Associate
Chas is a member of the Central Operations and Trading Department at Beacon Pointe Advisors…
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Cherie Delaney
Senior Reporting Associate
Cherie is responsible for supporting the Beacon Pointe integration and operations teams to provide data…
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Christopher Potempa
Trading Associate
Christopher is a member of the Central Operations and Trading Department at Beacon Pointe Advisors…
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Connor Brown
Account Services Onboarding Specialist
Connor is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Craig Crespo
Team Lead, Central Trading
Craig is a member of the Central Operations and Trading Department at Beacon Pointe and…
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Elliot Overton
Associate, Mergers & Acquisitions Coordinator
As a member of the Partnership Integration team pursuing new advisor partnerships across the country,…
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Jack Cooper
Senior Director, Mergers & Acquisitions
Jack is a Senior Director on the Mergers & Acquisitions team who works closely with…
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Jackie Mendoza
Manager of Account Services
Jackie Mendoza is the Manager of Account Services for the Beacon Pointe Arizona office, overseeing…
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Jacob Vick, CFA®
Senior Director, Mergers & Acquisitions
As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of…
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James Milam
Senior Central Support Trading Associate
James is a member of the Central Operations and Trading Department at Beacon Pointe Advisors…
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Janessa Villegas
Strategic Integrations Associate
Newport Beach, CA
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Jen Steele
Senior Billing Specialist
Jen is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She…
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Jennifer Holmes
Payroll Manager
Jennifer is the Payroll Manager for Beacon Pointe Advisors. Prior to joining Beacon Pointe, Jennifer…
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Jessica Hilgendorf
Director of Advisor Recruiting
As the Director of Advisor Recruiting, Jessica oversees Beacon Pointe’s recruitment strategy and coordinates advisor…
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Joanna Lopez
Senior Account Services Associate
Joanna is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Jolene Avila
Account Services Onboarding Specialist
Jolene is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Jon Daly
Salesforce Associate Developer, Information Technology
Jon is a Salesforce Associate Developer within our firm Operations Group at Beacon Pointe Advisors…
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Jorge Corrales Alvarez
Central Operations Associate
Jorge is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Joyce Crivellari, JD
Senior Estate Strategist
Houston, TX
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Julia Eddy
Senior Account Services Associate
Julia is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Kacy Etchieson
Senior Relationship Manager
Kacy is a Senior Relationship Manager within Beacon Pointe’s Centralized Operations Department and is responsible…
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Kelly DiGonzini, CFP®, MST
Senior Director of Insurance, Tax and Retirement Services
Newport Beach, CA
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Kris Sabo
Senior Strategic Integrations Coordinator
Kris is a member of Beacon Pointe’s Strategic Integration Department, where she assumes a pivotal…
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Krista Jones
Senior Associate, Billing
With over three decades of experience in the financial services industry, Krista brings her operational…
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Kyle Charlton
Alternative Investments Onboarding Specialist
Kyle is a member of the Central Operations Department at Beacon Pointe and is responsible…
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Lucas Mantoani
Reporting Associate
Lucas is responsible for supporting the Beacon Pointe integration and operations teams to provide data…
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Mai Shoua Her
Compliance Administrator
Mai Shoua is a member of the Compliance Department and is responsible for the implementation…
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Malinda Top
Senior Strategic Integrations Associate
Malinda is a member of the Strategic Integration Department and is primarily responsible for new…
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Michael Flickinger
Trading Associate
Michael is a member of the Central Operations and Trading Department at Beacon Pointe Advisors…
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Morgan Hampton
Account Services Associate
Morgan is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Nathan Pirie
M&A Manager
Newport Beach, CA
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Nathaniel Brown
Director of Regional Operations
Nathaniel is responsible for driving business alignment for local offices among their operations and advisory…
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Olivia Lustbader
Senior Account Services Associate
Olivia Lustbader is a member of the Client Service Department at Beacon Pointe Advisors and…
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Peter Gottlieb
Senior Associate, Mergers & Acquisitions
As part of the Partnership Integration Department, Peter works closely with Beacon Pointe’s Mergers &…
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Quinn Schneider, FPQP®
Team Lead, Firm Operations
Quinn is a Team Lead, Firm Operations at Beacon Pointe, assisting with leading operations projects…
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Robert Kuchar
Controller
Robert (Bob) is the Controller for Beacon Pointe Advisors and is responsible for the accounting…
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Ryan McEnerney
Senior Director, Central Support & Operations Strategy
Ryan is responsible for the central operations team tasked with delivering a consistent and improved…
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Sharlene Bolle
Senior Account Services Associate
Sharlene is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Talbot Boulter
Account Services Associate
Talbot is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Taylor Carey
Senior Account Services Associate
Taylor is a member of the Client Service Department at Beacon Pointe Advisors and is…
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Tom Walters
Trading Manager
Tom serves as the manager of Beacon Pointe’s central trading team, entrusted with ensuring a…
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Tommy Gamard
Trading Associate
New Orleans, LA
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Tracey Lundahl, FPQP™
Senior Relationship Manager
Tracey is a Senior Relationship Manager within the Beacon Pointe Los Angeles Office. Her responsibilities…
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Tyler Lira
Trading Associate
Tyler is a member of the Central Operations and Trading Department at Beacon Pointe Advisors…
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William Flower
Accounting Manager
William (Billy) Flower is the Accounting Manager for Beacon Pointe Advisors and is responsible for…
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Beacon Pointe is committed to ensuring equal access for people with disabilities. As potential employees of Beacon Pointe, people with disabilities can be important contributors to Beacon Pointe’s business success and should not be excluded, but rather welcomed into the Beacon Pointe family. Please do not hesitate to reach out to info@beaconpointe.com to request a PDF format of existing professional staff biographies.
