Meet Our Advisory Team

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!

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 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.

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.

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’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!

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.

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!