Meet Our Advisory Team

After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes. It doesn’t get better than this!

Liam Powell has been extremely responsive to my needs and understands the financial and wealth system better than any one I have ever been associated with. He instantly comprehends difficult questions and makes important recommendations totally understanding and weaving my activities into my longer term strategies and objectives. He is not just an order-taker but an active , sometimes proactive, part of my estate management team. Everyone seems to be on the same page when dealing with my portfolio, investment and wealth strategies.

Ryan Quigley and his team of professionals at Beacon Pointe have been very responsive to every request and question we have had. They have given us true peace of mind knowing that they have our best interests at heart in every transaction. We continue to sincerely appreciate and value their expertise and personal guidance.

Ryan’s knowledge, professionalism and candor are a few qualities that swayed me to the Beacon Pointe organization. I am very happy with the services provided and look forward to attaining my families financial goals.

Liam expertly crafts an investment strategy that is truly in the best interest of the client–not himself. By truly working to understand each persons needs, challenges, and goals Liam uses his experience and knowlege to assure that he is working to support each client with a plan that is not only effective for them but also makes them feel secure about their future. Trusting this man to assist you with your financial future is one of the best decisions you can make.

Liam Powell is an awesome financial advisor and we enjoy working with him very much. We appreciate how knowledgeable and responsive he is. He is also proactive and alerted us to tax advantages we were missing out on by the way we had our beneficiaries set up. We made some simple changes and our beneficiaries will be much better off because of it. Overall Liam is a highly skilled, experienced, honest and genuine person to work with

I can’t say enough wonderful things about Sean Mahoney and Josh Lustbader at Beacon Pointe who have been my financial advisers for over 10 years. Their expertise and dedication have been invaluable to me. Whether it’s guidance on purchasing a car, advice on buying a home, or even helping me decipher something I’ve received in the mail about my accounts, Sean and Josh are always there. What sets them apart is their professionalism, deep knowledge, and genuine care for their clients. I trust them implicitly with all aspects of my financial well-being, and they have never let me down.

The care I have received from Beacon Pointe and my financial advisor, Liam Powell, has been “over the top”. I retired in 2022, and it was Beacon Pointe who gave me the confidence and knowledge to allow me to retire after I sold my business. I have more in my accounts now than I did when I retired. In other words, I am making more money now than when I was working. The market has helped, but their management of my portfolio is exceptional. During COVID, when the market was very unpredictable, Beacon Pointe made sound decisions to help protect my money. No real loss during that time. I can’t say enough. I am eternally grateful.

Sold our business at the end of 2021 and started asking people I trusted to refer us to a financial advisor. Jameson Van Houten of Beacon Pointe was one of those referrals. Jameson and Sean Mahoney established trust with us and we made our choice. The first thing I learned was that their care with our funds during COVID was very careful and appreciated. I had a buddy who chose a different firm around that same time and did not fare as well. Since then, we have watched our funds grow and have had regular check ins with them to review our portfolio. Every meeting has been easy and professional and the trust with them only grows. If someone asked me to refer them I would without hesitation.

Over many years, we have worked with several different investment advisors. Liam Powell, our advisor at Beacon Pointe Advisors is by far the best!

My wife and I have been clients of Beacon Pointe for over eight years, and during this time, Sean Mahoney, Todd Ruble, and Joshua Lustbader have been our go-to financial advisors. Their expertise has been crucial in navigating the ups and downs of the market, ensuring our financial objectives are consistently aligned. What truly distinguishes them is their exceptional listening skills and their ability to craft and execute comprehensive plans with a range of options. They exhibit a level of professionalism and genuine care that is rare to find, which has built our trust in them over the years. I highly recommend them to anyone seeking knowledgeable and attentive financial advisors. ⭐⭐⭐⭐⭐

Over the past 7 years the Beacon Pointe team has successfully guided us towards our financial goals. Their knowledge and expertise has been instrumental with instilling trust and confidence in them. With their advice and guidance we have grown our net worth steadily, and feel comfortable in knowing we can enjoy our retirement years.

We have chosen Beacon Pointe as our investment advisory firm. They act as a fiduciary using non-proprietary products which is important to us. BP has quite an impressive list of industry related awards. Ryan Quigley in Arizona is our advisor. He holds multiple industry designations, is super personable and has demonstrated himself as an industry expert. We are highly satisfied, and value the trust and confidence Ryan, his team, and Beacon Pointe have worked to earn.

My family has chosen Beacon Pointe for our investment advisory firm and we are so glad we did. Our team of advisors are always available for any needs we have with our investments and financial planning. I have a lot going on in my life and its so great to have the support I need and not have to worry about my finances.

I became a client of Beacon Pointe Advisors two years ago… I can categorically state that my experience with them has been exceptional, far beyond my expectations. I highly recommend them to anyone looking for a group of people that truly care about you, your retirement plan, and your financial future. They regularly reach out to communicate with me, just to check in, ensure everything is still on track, and review the progress on our retirement plan and actual investment results. I no longer have to worry about whether or not my financial future is secure. I trust them 100%.”

Sean Mahoney and his team have been trusted advisors for over 10 years. Competent, professional, and timely in their communications and advice. I have recommended this team multiple times.

I have been a client with Sean Mahoney at Beacon Point for over 10 years wouldn’t go anywhere else! His team is amazing I always feel like a priority regardless of the situation.

I’ve been working with Sean Mahoney at Beacon Poine since 2018 and I honestly couldn’t be happier. From the start, he really took the time to understand what I was looking for financially and helped me and my wife come up with a solid plan that actually makes sense for us.Sean always explains everything in a way that’s easy to understand, without all the confusing jargon. I always feel like I can ask questions without feeling dumb, and I never feel pressured into anything. Since working with Sean, I feel way more confident about my finances—whether it’s financial planning, investing, or just figuring out what to prioritize. If you’re looking for someone who’s professional but super easy to talk to, I definitely recommend reaching out to Sean Mahoney at Beacon Pointe.

I’m so grateful to have found Beacon Pointe! Their obvious care about my financial success as well as for me personally is amazing. I especially appreciate their ongoing communication and effort to work with my CPA to consider all angles of retirement. Having them as advisors has helped me make the several decisions of new retirement a lot easier. They also make it easy to feel confident in these chaotic times. If you’re looking for a complete financial plan and a team working especially for and with you – you should make an appointment here!

My experience with Beacon Pointe (Jacob, Sean and Todd) has been nothing short of outstanding. The level of detail, communication and overall knowledge of the Markets has far exceeded my expectations. I highly recommend Beacon Pointe.

We could not be more pleased with the services they provided. Todd and Sean are very knowledgeable in every avenue of where to invest. Pat is always upbeat and so enjoy when she answers the phone. Jacob is a young man that came on board and is very nice too.

We have been using Beacon Pointe for a number of years and they have always been available to answer any of our concerns! They have guided us through the ups and downs of the markets! We are now in our retirement years and I thank Todd and Sean for getting us to enjoy these years with confidence and security! Thank you all!

After selling my business and my wife retiring from hers, choosing the right registered investment advisory firm was one of the most important financial decisions we faced. We interviewed a number of firms and are very pleased that we selected Beacon Pointe, as they quickly earned our trust with their professionalism, transparency, and depth of expertise. From the very beginning, they took the time to understand our personal goals, financial needs, and long-term vision, creating a strategy that was not only tailored but also highly adaptable as our circumstances evolved.

What has impressed us most is their proactive approach and commitment to keeping us informed. They are very responsive, detail-oriented, and always put our best interests first, which has allowed us to feel secure knowing that our assets are being managed with care. Beyond simply investing, Beacon Pointe has become a trusted partner in helping us preserve and grow the wealth we worked so hard to build. I have and would wholeheartedly recommend them to anyone seeking a financial advisory team that combines integrity, knowledge, and genuine client focus. They meet with us regularly and are quick to get back to us if we have any questions or requests. Their financial results for us have been better than we expected.

It’s been an absolute pleasure working with Jameson and his whole team for over the last 20 years now. My family and I have always felt like we were being looked after and our best interests were at hand. Jameson Van Houten and his Team have always gone above and beyond with their service to help us with our investments and financial planning, not to mention the tax and business planning aspects. They are always available to help answer or be an additional resource for any financial discussions beyond simply investing. And most importantly, they’ve done a fantastic job with our portfolio!

The advisors always listen and explain things in detail. Todd, Sean, Josh are just a pleasure to deal with and are able to explain things to me in layman’s terms… a real pleasure to deal with and it gives one on a fixed income a sense of comfort.

I have been with Beacon Pointe Advisors since fall 2020. They have exceeded my expectations and are always quick to return my calls. I have full trust in their financial decisions as it pertains to my investments and THEY have guided me with information along the way.

I have relied on Ken Kann and his team for over 15 years with great success. In the 2000 dot com bust I lost my small nest egg thinking I could figure out the market. From that day forward I decided to leave it to the people that know what they are doing. I followed Ken to Beacon and now work with Ryan, Josh and Kelsey who are great! I was skeptical at the beginning that the accounts would grow to the point of not having to worry about money, but their projections were spot on. I hardly look at my accounts anymore. During the down turns, I just don’t worry anymore. Anyone looking for financial advice owes it to themselves to speak with the folks at Beacon Pointe.

Liam and his team have taken great care to ensure my financial success. I appreciate how they take time to explain everything to me and understand my goals and needs. I have no doubts I’m in great hands.

I’d like to take a moment to contribute a review and make a public statement of gratitude to Liam Powell, Jacob Lucchese, and their supporting staff and team for the competency, expertise, professionalism, and consideration with which they have interacted with us and managed our account over the past two plus years there at Beacon Pointe. Time and again they have met and exceeded our expectations and I cannot recommend them highly enough.

We’ve had the incredible advantage of working with Todd, Sean, Jacob, Justin and all the other great folks on their team who have cared for us like one of their own. I NEVER worry about where they’re investing our money because their expertise, their experience and their track record have always proven success for me!