Meet Our Advisory Team
Our San Francisco-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
If you’re searching for a financial advisor in Larkspur, CA our team is ready to support your financial goals.
Connect with Us
Litman Gregory Wealth Management is very excited to share that we have joined Beacon Pointe Advisors.
As always, our team is here to serve you in any way we can. Thank you again for the continued confidence you have placed in us as your trusted advisor.
Managing Directors
Anthony Guerrerio, MBA
Partner, Managing Director
Anthony is a Partner and Managing Director in the Beacon Pointe St. Louis, MO office. With over 40 years of experience in the investment industry, Tony provides wealth management services to high-net-worth individuals, multi-generational families, foundations, and corporations. He joined Beacon Pointe in 2025 through the Litman Gregory Wealth Management acquisition, following their prior acquisition of Wedgewood Partners’ Private Client business in 2023. Tony Founded Wedgewood Partners in 1988 after launching Mark Twain Brokerage Services, one of the first commercial bank brokerage businesses in the United States. During his tenure at Mark Twain Bancshares, he also led the Capital Markets Group, firmwide operations, and corporate IT strategy, work highlighted in several Harvard Business School case studies. Tony earned his MBA from Harvard Business School after serving in the U.S. Army. He received his commission upon graduating from the United States Military Academy at West Point with a B.S. in Engineering. Originally from the Bronx, NY, Tony and his wife, Joanne, have four sons and seven grandchildren.
Chris Wheaton, CFP®
Partner, Managing Director
Chris is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office, bringing more than 25 years of experience in the investment industry, advising individuals, families, endowments, foundations, and retirement plans with a thoughtful, goals-based approach. He joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where he had been a principal since 2001. During his tenure at Litman Gregory, he also served as Co-CEO of the Litman Gregory companies and Managing Principal of the firm’s Investment Advisory business. Prior to Litman Gregory, Chris was a Senior Manager at Arthur Andersen, serving clients in the Investment Advisory and Personal Financial Planning groups. He holds a bachelor’s degree in accounting from the University of Illinois-Urbana-Champaign and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Recognized as a Forbes Best-in-State Wealth Advisor from 2020-2025, Chris enjoys traveling internationally and biking – both mountain and road.
Craig Keller, CFA®, MBA
Partner, Managing Director
Craig is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. He provides investment management services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans, drawing on broad experience across asset classes, including venture capital, private equity, and real estate. Craig previously served as a principal at Litman Gregory Wealth Management, which was acquired by Beacon Pointe in 2025, after joining the firm in 2003. His earlier career included roles with Global Asset Management in London and Sydney, as well as several Canadian and U.S.-based financial firms. Craig earned his MBA from the University of British Columbia, studied at London Business School, and holds the Chartered Financial Analyst (CFA®) designation. Outside of the office, he enjoys spending time with family and continuously fine-tuning his golf swing.
Jennifer Ceccarelli, CRCP
Managing Director
Jennifer is a Managing Director in the Beacon Pointe Larkspur, CA office. She brings decades of operations and leadership experience to her role, helping to guide the firm’s internal systems and service model with a thoughtful people-focused approach. Prior to joining Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, Jennifer joined Litman Gregory in 1994 and became a principal in 2011, ultimately serving as Chief Operating Officer for the firm. Earlier in her career, she worked as a mutual fund accountant for Robertson Stephens & Company and, before that, for a private fund manager in San Francisco. Jennifer earned her bachelor’s degree in business communications from Bentley College and holds the Certified Regulatory and Compliance Professional (CRCP) designation. Outside of the office, she enjoys celebrating life’s moments with family, renovating and decorating spaces, and encouraging others by recognizing and elevating their personal strengths.
John Baxman, CFP®
Partner, Managing Director
John is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. John provides comprehensive wealth management services to individuals and multi-generational families, helping clients navigate retirement planning, portfolio management, and tax-efficient strategies with a thoughtful, client-focused approach. John joined Litman Gregory Wealth Management in 2009, which was acquired by Beacon Pointe in 2025, and became a principal in 2016. Earlier in his career, he spent 12 years as a Vice President and Senior Account Executive at Fidelity Investments, advising clients within their Private Client Group. John earned his bachelor’s degree in Finance from Sonoma State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He is a member of the Marin County Estate Planning Council and he enjoys mountain biking and playing golf with his kids.
Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®
Partner, Managing Director
Lesley is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office. She specializes in providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, multi-generational families, foundations, and endowments. Lesley joined Beacon Pointe in 2025 through the acquisition of Litman Gregory Wealth Management and brings more than a decade of experience delivering thoughtful, client-focused guidance. Prior to her tenure with Litman Gregory, Lesley served in advisory and investment roles at Fidelity Investments and Core Asset Management. She has pursued advanced professional education through the University of Montana, San Francisco State University, and the Yale School of Management, and she holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Accredited Investment Fiduciary (AIF®), and Certified Divorce Financial Analyst (CDFA®) designations. Outside of the office, Lesley enjoys spending time with her family, exploring local beaches and trails with her dogs, attending community lecture events, and planning her next travel adventure.
Monica Muñoz, CFP®
Partner, Managing Director
Monica is a Partner and Managing Director in the Beacon Pointe Larkspur, CA office, providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, families, and nonprofit organizations for nearly 20 years. Prior to joining Beacon Pointe through the acquisition of Litman Gregory Wealth Management, Monica held roles at Paul Financial, LLC, and Alders Financial Solutions. She enhanced her financial expertise through the Personal Financial Planning program at U.C. Berkley Extension and holds a bachelor’s degree in Business Administration from Sonoma State University. Monica is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an active member of the Financial Planning Association. Her industry recognition includes Working Mother’s 2021 Top Wealth Advisor Moms List, Forbes Top Women Wealth Advisors Best-in-State (2022-2025), and Forbes Best-in-State Wealth Advisor lists (2022-2025). A Northern California native, Monica enjoys spending time with her husband and daughters, perfecting organizational projects, and cheering on the Golden State Warriors.
Wealth Advisors
Jared Noland, CFA®, CFP®, MBA
Senior Associate Wealth Advisor
Jared is a Senior Associate Wealth Advisor in the Beacon Pointe Larkspur, CA office. He supports individuals and families by providing thoughtful financial and portfolio analysis, drawing on his deep experience in investment research and advisory services. Prior to joining Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, Jared spent 10 years as an Associate Portfolio Manager with Fan Asset Management, where he focused on equity analysis and portfolio construction. He holds a bachelor’s degree in Business Administration from California Polytechnic State University, San Louis Obispo, and has an MBA in Finance and International Business from the University of San Francisco. Jared is a Chartered Financial Analyst® (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Outside of the office, he enjoys playing piano, running, and listening to The Beatles.
Client Service & Operations
Jason Siedle
Operations Manager
Jason is an Operations Manager in the Beacon Pointe St. Louis, MO office. He brings over 15 years of experience across the institutional and private-client sides of the investment industry, with a strong background in trading, reconciliation, trade settlement, reporting, and performance analytics. Jason joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management. Before joining Litman Gregory, Jason worked for Wedgewood Partners in St. Louis, MO, a multi-billion-dollar institutional and private investment advisor, where he supported trading operations across multiple platforms and contributed to firmwide reporting and marketing initiatives. Jason holds a bachelor’s degree in accounting from Southern Illinois University Edwardsville. Outside of the office, he enjoys spending time with family, watching football and basketball, and exploring personal finance topics.
Laura White
Operations Manager
Laura is an Operations Manager in the Beacon Pointe Larkspur, CA office. Laura has deep experience supporting clients and advisors through streamlined operational processes, bringing a detailed, service-focused approach to every stage of the client experience. She joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where she began her career in 2006 as a Compliance Associate before transitioning into operations within the Private Funds Group, overseeing valuation and transaction maintenance, reporting, and client documentation. Earlier in her career, Laura worked at a court reporting firm in Oakland and at the Fred Finch Youth Center. She holds a bachelor’s degree in Integral Liberal Arts from St. Mary’s College of California and earned the CFA Institute Investment Foundations certificate. Outside of the office, Laura enjoys cooking, baking, learning new things, and spending quality time with her two kids.
Lindsay Carter
Client Service Associate
Lindsay is a Client Service Associate in the Beacon Pointe Larkspur, CA office. She brings over a decade of financial industry experience to her role, supporting clients with a thoughtful, service-focused approach. Prior to joining Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, Lindsay worked at Citigroup as a Private Equity Fund Accountant and has held roles including Registered Representative, Mutual Fund Accountant, and Client Services Associate. Lindsay earned her bachelor’s degree in Finance, Risk Management, and Insurance from Sacramento State University and her master’s degree in Financial Analysis and Investment Management from St. Mary’s College of California. Outside of the office, she enjoys spending time with her husband and children, watching her kids play baseball and softball, participating in AKC events with her dog, and exploring new adventures and experiences.
Michele Dunevent
Senior Relationship Manager
Michele is a Senior Relationship Manager in the Beacon Pointe Larkspur, CA office. She brings deep experience in client service, helping individuals and families navigate their financial lives with a warm, relationship-focused approach. Michele joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management. She began her career at Montgomery Asset Management in San Francisco before joining Litman Gregory in 1998, later becoming Manager of Client Services. A Bay Area native, Michele enjoys Broadway shows and musicals, food and wine pairings, and exploring estate sales and antiques.
Pratik Kumar
Senior Client Service Associate
Pratik is a Senior Client Service Associate in the Beacon Pointe Larkspur, CA office. He brings years of experience in the wealth management industry, supporting clients with thoughtful service and a commitment to helping individuals and families navigate their financial lives. Pratik joined the Litman Gregory Wealth Management team, which was acquired by Beacon Pointe in 2025, in 2019 as part of the Client Service group. Prior to his time at Litman Gregory, Pratik worked with Mercer Advisors.He is a graduate of the University of California, Santa Barbara, earning a bachelor’s degree in political science with a concentration in international business and relations. Originally from California, Pratik enjoys playing and watching football and basketball, trying new restaurants, and staying active.
Sara Rutchena
Relationship Manager
Sara is a Relationship Manager in the Beacon Pointe Larkspur, CA office, specializing in supporting clients and advisors through streamlined operational processes and a thoughtful, service-focused approach. She joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where she began her career in 2012 as part of the Operations Group and later assumed a management role in 2020. Prior to her time with Litman Gregory, Sara served as Manager of Client Services at Millie Capital Management, LLC. Outside of the office, she enjoys cheering on the Golden State Warriors, attending youth sports and Nutcracker performances, and spending time with her four children.
Sheila Kilper
Senior Relationship Manager
Sheila is a Senior Relationship Manager in the Beacon Pointe Larkspur, CA office. She brings over 30 years of financial industry experience, specializing in providing exceptional client service and operational support. Sheila joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where she was a key member of the Client Service team after joining the firm in 2023. Prior to her time at Litman Gregory, Sheila held several roles at Wedgewood Partners, Inc., a former multi-billion-dollar institutional and private investment advisory firm. Her tenure included positions as a Broker Registered Representative, Client Services professional, Trader, and Chief Compliance Officer. Sheila earned a Bachelor of Science in Accounting from Webster University. Outside of the office, she enjoys spending time with family and friends and seeking out new adventures and experiences.
Theresa Meyer
Transition Manager
Theresa is a Transition Manager in the Beacon Pointe Larkspur, CA office. She specializes in optimizing operational systems and business technologies to support a seamless client and advisor experience, bringing decades of firmwide insight and a solutions-driven approach to her role. Prior to joining Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, Theresa held various roles within the firm since starting her career there in 1995, including Office Assistant, Client Service Manager, Business Analyst, and Manager of the Project Management team. She assumed her most recent leadership role in 2021. Theresa holds a bachelor’s degree in psychology from St. Mary’s College of California. Outside of the office, she enjoys spending time with family and friends, cheering on her kids at their sporting events, and attending movies, concerts, and professional games.
Tisha Ehrenberger
Transition Manager
Tisha is a Transition Manager in the Beacon Pointe Larkspur, CA office. She brings deep experience in client service and operations, having joined Litman Gregory Wealth Management in 2001 (which was acquired by Beacon Pointe in 2025) and holding roles including Client Service Manager, Manager of Private Funds and Operations, and Director of Operations. Tisha began her career as an Operations Manager within Wells Fargo Bank’s Institutional Trust Division and as a Sales Assistant at Solomon Smith Barney. She earned her bachelor’s degree in Social Welfare from the University of California, Berkeley. Outside of the office, Tisha enjoys growing in faith alongside her family, cheering on Campolindo High School sports, Sleepy Hollow Swim, and the Golden State Warriors.
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.
