Meet Our Advisory Team

The staff at Beacon Pointe have been excellent to work with from the time when we first retired 14 years ago until now. We recommend their services whether you are just starting an investment plan or want make a change.

My wife and I have worked with Grant Lyon at Beacon Pointe for about 2 years. Our experience has been super. Very attentive. Extremely knowledgeable. Performance has been as expected. Very pleased so far.

Shout out to Beacon Pointe! They are an amazing group of advisors to work with! Easy to get ahold of and questions answered.

I cannot say enough about the services we’ve received from Beacon Pointe. Eric Newby and his team are rock stars.

I have worked with Eric Newby/Beacon Pointe for several years and I am very pleased with the investment strategy and the results. What separates Eric/Beacon Pointe is the personal touch and genuine care beyond the business relationship. I highly recommend Eric and Beacon Pointe to any investor at any stage of life.

Grant Lyon and the team at Beacon Pointe have provided me with everything I was looking for. Professional, Comprehensive, Attentive. They listen to my needs and I’m very pleased with the strategy and outcome. Honest expectation setting. I highly recommend to anyone looking to get serious about their future.

We receive outstanding service from Grant Lyon and the entire Beacon Pointe team. Grant is very personable, he does his homework, and he has been accessible whenever we have contacted him. We have high regard for Beacon Pointe and their investment products and advice. We are very pleased that we chose Beacon Pointe as our investment advisors.

We have complete confidence in Beacon Pointe & our advisor, Eric. He has been very responsive & is a great fiduciary of our money.

Looking for peace of mind, guidance, and professionalism with a personal touch. Beacon Pointe provides it all.

Grant is extremely professional, timely in all responses, and truly cares about myself and my family. This is much more than a business relationship, but someone that I know wants nothing but the best for us. That is in addition to providing stellar results! I refer anyone looking for financial assistance/advice to Grant, and highly recommend you reach out if you’re looking for the best.

Grant Lyon, and his entire team at Beacon Pointe has been nothing less than superior and exactly what I was looking for in a financial advisor. The entire team is well informed on markets and alternative investment strategies, highly educated, thoughtful and easy to communicate with. After many, many, many months of interviewing advisors, I chose Grant as my advisor at Beacon Pointe. I am very confident in how my portfolio has been structured and is continuously adjusted according to my long-term goals. I finally feel I have time to focus on other projects in my life other than stock markets and trends. The best part, though, aside from making strides in my portfolio, is our professional yet friendly relationship.

I had very little experience with investment planning, and to be honest, I consider myself very lucky to have someone refer me to Mr. Coby Cress of Beacon Pointe Advisors. He listened to what I considered important and what I expected from the relationship we were establishing. He was very patient, very understanding of my financial situation, and extremely knowledgeable about investment strategies and how to achieve my personal goals. Most importantly, Coby took his time educating me on the strategies and the market, and why he was recommending them for me. We set up a plan together on how to best go about reaching my financial goals, grow and/or maintain my net worth, and we are still going strong! I cannot say enough good things about Coby and his team. I consider him not just my financial advisor but my friend.

We shave been clients of Coby Cress for several years. He is always professional, knowledgeable, and takes the time to listen to our concerns. I highly recommend him.

I have had been a client of Beacon Pointe for several years and would highly recommend them. Eric has served as my long-term advisor for many years. He demonstrates a high level of professionalism, strategic thinking and exceptional understanding of my financial needs. His ability to craft investment plans geared towards my changing retirement needs has not only yielded double digit returns on my investments, but also provided me with peace of mind during uncertain economic times. I am truly appreciative of his expertise.

My husband and I so greatly appreciate the guidance Eric and his Beacon Pointe colleagues have given us over the years. In addition to managing our retirement accounts, using a jointly agreed upon strategic approach, Eric has assisted us in making some large purchase decisions and helped us find a better insurance provider. He and his team have always been very responsive, have taken the time to answer any and all questions, and have essentially eliminated our financial worries.

My experience with Beacon Pointe has been beneficial monetarily, has made me more savvy on financial matters and has enriched my life with the guidance and friendship of Eric Newby and his team.

We have complete confidence in Beacon Pointe and our advisor Eric Newby.

It has been a pleasure working with Matt for nearly five years. He is always available to talk and has taken the time to really get to know my wife and me; our interests, our future plans and our feelings about investments. This knowledge along with regular communication with Matt helped us build a solid investment portfolio that meets our current and future needs. Matt has always put our interests first and has become a trusted investment advisor we can count on.

Grant is very professional and always takes the time to listen to your concerns and needs. He knows his business, listens to what your goals are and this is why I chose him to manage my portfolio.

Beacon Pointe Advisors are incredible. The customer service is amazing, and the financial advice provided by the advisors is always well informed. I highly recommend Beacon Pointe Advisors to anyone.

Very professional and profitable. They answer the phone anytime and make you feel like family. Good people. Brian is awesome.

My wife and i have been with Beacon Pointe since 2015. There has never been a time that we have not been able to contact them. Someone is always there to help us. Our advisor, Eric Newby gets a A+ in our book. He is more than a advisor. Always asks how family is doing, and shares news about his family. His advice regarding our investments have helped us live the lifestyle we are use to. I frequently recommend Eric and his company to others. I look forward to every conversation we have. Whether we text, email, or phone, there response time is A+. It gives us great peace of mind knowing our assets are in good hands.

I have nothing but the highest regard for the Staff at Beacon Pointe in Scottsdale Arizona. It was the best decision my step father and I made. They’re a remarkable talented group of Investment Advisors. I have profited from their decisions and wise judgement.

Advice is always well-thought out and timely. They take the time to get to know you, your interests, and goals. They are readily available, regardless if the issue is major or just a simple question.

Beacon Pointe advisors are honest, hard working and always ask about family. Eric Newby and his team have always kept us informed of our investments and always follows up with a quarterly review either face to face or via a Zoom call. Eric helped us create a budget for spending. We are now planning trips overseas and enjoying our retirement with no worries of overspending. Eric even talks regularly with our accountant to ensure we are paying our taxes and contributing to charity(s) of our choice.

I have been very pleased with the excellent portfolio service, interaction, and knowledge that I have gained through my 2 years with Beacon Pointe Advisors. The explanation of portfolio investment and goals has been stellar.

I left my previous advisory firm specifically for Beacon Pointe and their advisors. I’m not in the most complicated or interesting financial situation but Grant has always made my wife and I feel like we are the center of attention. Even with just one meeting, we had more plans than years at my previous firm. Grant and his colleagues at Beacon definitely deliver.

Grant Lyon is honest, trustworthy, and has a big heart. His professionalism has been everything I’ve hoped for in our family’s recent financial transition. Would recommend Grant to anyone!

Grant is very available and quick to respond to any communication and request. It gives me peace of mind knowing he has my best interests as primary in his decisions and advice.

Eric Newby at Beacon Pointe has been my financial advisor for over 7 years. I am so confident in Eric and his team that I stayed with them after moving from Arizona. The people at Beacon Pointe are always available and are in communication with their clients when necessary. It is important that they have passed their tests, have their certifications and continue their education. However what is more important is listening to clients and understanding their priorities and needs. I believe Eric and Beacon Pointe excel at listening and provide the best client services.

I have been with Beacon Pointe more specifically with Coby Cress as a financial advisor for a few years now and have been very impressed with the service he provides. He and his team are very knowledgeable and work with me to meet my financial goals understanding my risk tolerance. Their personal touch allows me to feel secure in my family’s financial stability and future. Highly recommend Coby and his team if you are looking for a financial advisor.

If you are lucky enough to get Coby Cress as your financial advisor, you are in the best hands ever. We’ve been through a few advisors and Coby is by FAR the smartest, most educated advisor we’ve ever had. He is a great listener and understands exactly what you desire for your account. He responds very quickly to any messages, and you feel very cared for and heard. Our desire is to have Coby in our lives forever…it would be our good fortune.

I’ve been working with Coby Cress at Beacon Pointe Advisors since 2021, and I can say without hesitation that he has been absolutely instrumental in my financial journey. Coby has guided me through each major life change with expertise, clarity, and care. What could have been an incredibly stressful and overwhelming time was made manageable thanks to Coby’s sound advice and steady support. He took the time to understand my goals, helped me create a plan I could trust, and consistently checked in along the way. My investments have continued to grow, and most importantly, I have complete confidence in his guidance. If you’re looking for a financial advisor who truly listens, understands complexity, and delivers results with integrity—Coby is the person to call. I’m deeply grateful to have him in my corner.

Beacon Pointe Advisors = trusted, knowledgeable, proactive, receptive, guiding, helpful, intentional, responsive, professional and genuinely caring. I could not ask for a better Advisor and Advocate for my financial investments and retirement assets as well as the ability to refer them to the most discerning of friends and clients. Particularly grateful for Landen Lunsway and his team, as well as Coby Cress, Robyn M. Gerke, Andy Reinhardt, Cassandra Thornock and Jade Goodman who I have also had the pleasure of working with, learning and benefiting from. Whatever your investment desires, Beacon Pointe is resoundingly there to deliver.

I have been working with Coby Cress for 4-5 years now and am continually impressed with his knowledge, dedication, attention to detail, and proactiveness. He has helped me with so many things: how to reduce/delay taxes on the sale of my home, providing diversification targets for my HSA and 401k, planning Roth conversions for my IRA, understanding IRMAA for Medicare, setting up a retirement paycheck, to name just a few. And to top it off, he’s a really nice guy. I couldn’t be happier with Coby and Beacon Pointe.

Brian Coughlan of Beacon Pointe Advisors has been providing us with personalized financial advice for the past nine years. Not only have the growth outcomes been successful, as you would expect from an organization like Beacon Pointe, their guidance regarding retirement and various life decisions has set them apart. We are very satisfied with Beacon Pointe during these uncertain financial times.

We are so happy we entrusted Beacon Pointe Advisors with our investing needs. They have been a wonderful company to work with. We are especially thankful for our financial advisor Jake Heisler. He consistently delivers the best customer service by always responding in a timely manner and answers all our questions and never makes us feel rushed. He has a wealth of knowledge and communicates in a simple, straightforward manner. He has all the needed resources at his disposal to implement our financial plan and is a trustworthy voice in times of economic uncertainty. We couldn’t give a higher recommendation to Beacon Pointe Advisors and Jake Heisler to handle all your financial needs!

We have done business with Andrew Saltzman for years. Always appreciate his financial guidance, but also his dedication to help us make decisions that make sense for our family and for the future!

We have great confidence in Andy Saltzman and the team at Beacon Pointe. They are very quick to respond to questions and thorough in their responses. It’s peace of mind to know that Beacon Pointe’s primary concern is for the investor.

My wife and I have been clients for many years, starting long before we retired. We benefited from early advice with our employer plans and pensions. Beacon Pointe opened the door to investment opportunities not available to individuals on their own. Our advisor helped with our estate planning, and continues to help with our tax planning every year. Andy S., our advisor, is also the advisor for our son’s family. He simply puts forth extra effort to secure our financial futures in multiple ways.

Beacon Pointe Advisors has been a trusted partner in my financial planning for my entire professional career. Working with Andrew Saltzman and team has been a wonderful experience. Every time I speak with Andy I learn something new about the financial space and leave feeling more confident that my finances are in the right hands. Thank you!

Beacon Pointe Advisors has been a trusted partner in my financial planning for my entire professional career. Working with Andrew Saltzman and team has been a wonderful experience. Every time I speak with Andy I learn something new about the financial space and leave feeling more confident that my finances are in the right hands. Thank you!

I’ve had the pleasure of working with the team at Beacon Pointe, specifically Andy, Wendy, and Brian, for the past few years, and I cannot speak highly enough of them. They’ve been long-time brokers for my father-in-law, and when I recently had to take over managing his finances, they went above and beyond to assist me. Not only have they provided exceptional guidance in handling his finances, but Andy, in particular, has offered invaluable advice for my personal financial matters as well. Their approach is built on integrity, and their willingness to help has been evident at every step. Based on my experience over the past three years, I can confidently say that their professionalism and trustworthiness are unparalleled. Simply put, Beacon Pointe is an outstanding team of people, and I highly recommend them.

We have been customers of Beacon Pointe for about eight years now. Beacon Pointe, is far and away the best Financial firm we have been with. They go above and beyond expectations, even working with our external CPA to ensure the most favorable income tax results. Eric Newby has been our advisor. He is quick to respond anytime we have a question. He always makes sure we get what we need and sometimes more than we knew we needed. We can’t say enough good about the firm, I highly recommend them to everyone!

Twenty+ years of excellent service and returns secured my and my wife’s retirements in comfortable style. Quarterly reviews and great support in tax, estate planning, and trust areas were extremely valuable! [Recommend] to all considering using a financial advisor, even though I have an excellent financial education.

Working with Andy Saltzman at Beacon Pointe has been an incredible experience for both myself and my family. We’ve partnered with Andy for years, and his care, integrity, and commitment to our financial well-being have always stood out. He truly takes the time to understand our goals and priorities, and he consistently goes above and beyond to make sure we’re taken care of—not just financially, but as people. Andy isn’t just a trusted advisor, he’s become a trusted partner in our lives. We’re so grateful to have him in our corner.

The last eight years have gone by so quickly, Eric Newby’s quarterly or semiannual meetings in person or over the phone have been very beneficial for us or just calling Eric Newby has been useful for us over the years. In the past the interactions with other financial companies have not gone as well, but with Eric Newby from Beacon Pointe Advisors meetings have helped. Just what the Doctor has ordered.

Andy Saltzman and his team at Beacon Pointe has provided me and my family outstanding wealth planning advice throughout the years. Andy manages our portfolio with a holistic approach by taking a look at our investment allocations across all of our account types (retirement, college savings, etc). Andy has also provided us with advice on tax strategies, elder estate planning, and personal financial advice. I highly recommend Andy Saltzman and his team at Beacon Pointe Advisors.

Working with Andy has been a game-changer for our financial future. His thoughtful guidance and personalized approach have transformed our outlook from uncertainty to confidence. Andy takes the time to understand our unique goals and provides clear, actionable strategies that align with our values. Whether navigating major life transitions or planning for retirement, Andy’s expertise and unwavering support have been invaluable. We are truly grateful for his dedication to our financial well-being.

Since my wife’s and my retirement in 2018, the markets have been hectic. First with COVID and now in 2025. Neither of us worries about how things are going as we know we are being well taken care of by the advisors at Beacon Pointe. Our story: My wife and I were talking with neighbors in 1997. They were relatively young, owned their home in Scottsdale Arizona and spent much of the time traveling the USA in their RV. Eventually we asked them how they were able to retire and they recommended the people at Beacon Pointe. We had some money to invest and we both had good jobs with 401(k) benefits. Neither of us knew which of the funds offered by our employers were best for us. Our advisor invested the money we did have and helped us distribute our withholdings across the appropriate funds at work. When we changed jobs, we closed our employer 401(k) accounts and rolled them into our IRA accounts being managed by Beacon Pointe. Each year we met with our advisors to go over our investment goals and risk tolerance. At our meeting in 2017, we were asked, “Why are you guys still working.” Our Beacon Pointe advisors had calculated our investment income and projected Social Security benefits against our monthly expenses and it appeared as if we could both retire whenever we wished. It did not take long for us to decide to go for it. We both moved our existing employer 401(k) accounts to Beacon Pointe where they now take care of all of our investments. It’s nice to not worry about something we cannot control.

We’ve been with Andrew Saltzman at Beacon Pointe for several years. We started out trying to work with a free financial advisor with the company that held most of our retirement funds but the only time I got the advisor to call me back was when I emailed him and said we were transferring to Beacon Pointe. The percentage that BP takes is very reasonable for the amount of care they give. Andy is knowledgeable and level headed, which is good because my approach to investing is much more reactionary… Andy also is extremely responsive so if I get some wild idea and email him on a Friday evening he gets back to me in a few hours. I’ve had to learn to email him during business hours so I don’t take time from his weekend! Highly recommend!

We have been extremely happy with the care, concern and level of service Andy Saltzman and his staff (aka Wendy) have given us as clients. They communicate with us on a regular basis and are always happy to answer any questions that arise. Our financial and future planning has been way less stressful. They are very friendly and knowledgeable and we would not hesitate to refer them.

I would like to thank Andrew Saltzman and his team for helping to make my transition into retirement go so smoothly. Andy took the time to get to know us and build a level of comfort and confidence in how he will be managing our portfolio. They have taken the time to explain the rollover process and help us to understand all tax implications with each transaction. They are also very quick to respond to any of my questions and requests. Thank you for all of the help you have provided. I will definitely recommend your services to others.

I would like to thank Andrew Saltzman and his team for helping to make my transition into retirement go so smoothly. Andy took the time to get to know us and build a level of comfort and confidence in how he will be managing our portfolio. They have taken the time to explain the rollover process and help us to understand all tax implications with each transaction. They are also very quick to respond to any of my questions and requests. Thank you for all of the help you have provided. I will definitely recommend your services to others.

Eric Newby has been our advisor for eight years and we have been very pleased with the quality of service he has provided us. When we started with Beacon Pointe in 2017, Eric spent time with us understanding our financial situation, our goals, and our risk tolerance. He asked a variety of questions (some we had considered and some we had not) and developed a plan for our financial future that was customized for our needs. He helped us transition from work to retirement, weather the COVID storm, and patiently reassured us as he answered a lot of questions/concerns as the investment environment changed and shifted. We would recommend Eric and Beacon Pointe to others who are in need of investment portfolio management.

It has been an exceptional experience to work with Andrew Saltzman as our advisor at Beacon Pointe Advisors. His honesty, integrity, competence, vast knowledge and experience have guided us through the work to retirement transition. He devoted a great deal of 1:1 time meeting with us to determine our future financial goals and needs as well as getting to know us as a family. His highly personalized approach is a rare commodity in the current service industry. Wendy Rodriguez and his support team are so conscientious. Every transaction has been accomplished quickly and efficiently with outstanding communication. Andrew is remarkably accessible and has always made time for us as our needs and goals changed over time. In addition he provided my son with recommendations for financial literacy courses and much needed education for a stable financial future. He continuously goes above and beyond any financial advisor that we have worked with previously. We value and highly recommend Andrew’s services and Beacon Pointe’s resources for financial management.

Andy Saltzman and his team at Beacon Pointe Advisors are exceptional. Always calm, collected, and thoughtful, their guidance has been invaluable in shaping our portfolio. We truly appreciate their steady approach and couldn’t recommend a more trustworthy team.

Eric Newby has been doing our financial planning for over 5 years and does an outstanding job! He is professional, knowledgeable, reliable and personable. He even found an error our CPA made on our tax return… No other financial advisor ever looked at our tax returns. We highly recommend Eric for all your financial needs. You won’t be disappointed.

I managed my own investments for years, but during a change in life and a new chapter beginning, I wanted the security of having a trusted professional. My advisor has not only given me peace of mind, but has become a trusted friend who seems to always be looking out for me.

I’ve had the pleasure of working with Grant Lyon at Beacon Pointe Advisors, and I couldn’t be more impressed. Grant goes above and beyond in every aspect of his role—his attention to detail, proactive communication, and genuine care for his clients truly stand out. The monthly check-ins he provides are exactly what I was looking for in a financial advisor. They give me peace of mind, keep me on track toward my goals, and make me feel confident knowing that someone is consistently looking out for my best interests. Grant is professional, approachable, and always takes the time to explain things in a clear and thoughtful way. I highly recommend him to anyone looking for a trusted advisor who is fully invested in their financial success.

Beacon Pointe is an outstanding financial services organization with honest and transparent advisors that truly care about their clients.

Grant and his team at Beacon Pointe are amazing. My wife and I have worked with Grant for many years. He is a great guy and really knows his stuff. We have been following the plan set forth by him and his team and are in a great financial position and should be able to take an early retirement. If you are looking for a financial advisor, Beacon Pointe and Grant should be considered.

Robyn Gerke has made a positive, significant impact on our financial decisions. We regularly meet with her. In this most recent meeting, we also met with Jacob Lucchese, the Associate Wealth Advisor. Jacob was immediately impressive. Robyn is knowledgeable, professional, and thorough answering our plethora of questions. From day one, she has been upbeat and helpful guiding us through the investments that will best serve us, specific to our needs. She has assisted us when tax implication questions arise, with IRA required withdrawal advice, and for needed guidance as to what funds to access, for a home purchase. Robyn Gerke far exceeds expectations. She is an outstanding Senior Wealth Advisor. We are extremely satisfied and grateful we can utilize her expertise in wealth management.