Meet Our Advisory Team
Our Fresno–based financial advisors provide tailored financial planning and investment management services for individuals, families, and business owners. We empower our clients to make confident, informed decisions about their financial futures, whether they’re preparing for retirement, planning their estates, or focused on growing and preserving generational wealth.
Beyond individual planning, our team brings deep experience in working with local professionals, business owners, and philanthropic organizations. We specialize in guiding business owners through key financial transitions such as succession planning, liquidity events, and tax-efficient exit strategies. We also support multigenerational families with comprehensive wealth transfer planning and financial education to ensure a lasting legacy. From navigating complex estate strategies to helping families align their values with their financial goals, we are committed to serving as a long-term partner in your financial journey.
If you’re looking for a trusted financial advisor in Fresno, CA, our team is here to help you move forward with clarity and confidence.
Connect with Us
Managing Directors
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.
Wealth Advisors
Josh Rummonds, JD
Wealth Advisor
Josh is a Wealth Advisor representing Beacon Pointe Wealth Advisors in the Central Valley of California. Prior to joining Beacon Pointe, Josh was a financial advisor for the Principal Financial Group where he advised and assisted his clients in establishing sound financial plans which included both investment and insurance advice. With a background in the legal profession Josh has always been required to adhere to the fiduciary standard of placing the interests of the client above his own and the firm he represents. Josh received his Juris Doctorate (J.D.) from Thomas Jefferson School of Law and his Bachelor’s Degree from the University of Southern California. While at USC, Josh played on the baseball team and signed with the Chicago Cubs organization thereafter. Outside of work, Josh enjoys traveling, running with one or both of his dogs and spending time with his wife and son.
Lauren Meixel
Director of Operations, Wealth Advisor
Lauren Meixel serves as Director of Operations and as a Wealth Advisor. She is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Advisors office in Newport Beach. She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.
Client Service & Operations
Colin Rowe
Relationship Manager
Colin is a Relationship Manager at Beacon Pointe Advisors, where he collaborates with the firm’s investment and wealth management teams to deliver an exceptional service experience for clients. A native of California, Colin earned both his undergraduate and MBA degrees from the University of Arizona. With a strong foundation in financial services, he previously worked for Charles Schwab in their private client services department, honing his expertise in investment strategies and client relationship management. Currently residing in Aliso Viejo, CA, Colin is passionate about making meaningful connections with clients and helping them achieve their financial goals. Outside the office, Colin enjoys playing golf or surfing, discovering new movies and restaurants, and participating in intramural softball leagues. As a dedicated sports enthusiast, he is an avid fan of the LA Rams.
Nichole Diaz, MBA
Operations Manager
Nichole is primarily responsible for client servicing, portfolio administration and operations to support the Beacon Pointe Wealth Advisors (BPWA) Inland Empire office. Nichole holds an MBA from the A. Gary Anderson Graduate School of Management at the University of California, Riverside, where she also earned her Bachelor’s Degree in Financial Economics. Prior to joining BPWA, Nichole worked in Real Estate as a Broker dealing exclusively with investment properties. Nichole is married and lives with her husband in the Inland Empire. In her free time, she enjoys hiking, swimming, traveling, and spending time with her family and friends.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
