Meet Our Advisory Team

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.

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.

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.

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.