Meet Our Advisory Team
Our Amherst-based financial advisors offer personalized financial planning, investment management, and strategic tax planning 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.
Our team has deep experience working with retirees and pre-retirees in the Western Massachusetts area, and also specialize in serving women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage.
If you’re searching for a financial advisor in Amherst, MA, our team is ready to support your financial goals.
Connect with Us
Beck Ringle, CFP®
Associate Wealth Advisor
Beck is an Associate Wealth Advisor at the Beacon Pointe Amherst office, partnering with the investment and financial planning teams to deliver a personalized wealth management experience for clients. Beck held a similar role with an independent investment management firm and has been a part of the Hart & Patterson team since 2024 (which was acquired by Beacon Pointe in 2025). Beck earned a Bachelor of Arts degree in Mathematics from Swarthmore College, holds a Certificate in Financial Planning from Boston University, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Lucia Reed, CFP®, TPCP®
Wealth Advisor
Lucia is a Wealth Advisor for the Beacon Pointe Amherst office, supporting clients with comprehensive wealth management solutions. She brings a thoughtful, client-centered approach to financial planning, shaped by her experience as an independent Registered Investment Advisor before her time with the Hart & Patterson team, which later joined Beacon Pointe Advisors in 2025. Lucia holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Tax Planning Certified Professional® (TPCP®) designations. She earned a Bachelor of Arts degree from Union College and a Master of Theological Studies from Boston College.
Vikki Lenhart, CFP®
Partner, Managing Director
Vikki is a Partner and Managing Director overseeing the Beacon Pointe Amherst office with a comprehensive background in wealth management and financial planning. Prior to joining Beacon Pointe, Vikki was part of Hart & Patterson Financial Services, which joined Beacon Pointe Advisors in 2025, where she served clients after beginning her career with an independent investment management firm. Vikki is a CERTIFIED FINANCIAL PLANNER® (CFP®), is a member of Beacon Pointe’s Women’s Advisory Institute, and holds a Bachelor of Arts degree from Mary Washington College in Fredericksburg, VA, as well as a Master of Business Administration from the University of Massachusetts Amherst.
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.
