Meet Our Advisory Team

Benjamin (Benny) is an Associate Wealth Advisor in the Beacon Pointe Waltham, MA office. He partners with the firm’s investment and financial planning teams to deliver comprehensive, personalized wealth management solutions for clients. Benny earned his bachelor’s degree in history from Boston College, where he developed a strong appreciation for understanding people’s stories and helping them achieve their goals. Prior to joining Beacon Pointe, he spent summers working as a camp counselor and later as a camp administrator, overseeing more than 100 children and staff members. Born and raised in New York City, Benny’s interest in financial services was inspired by witnessing the positive impact a trusted financial advisor had on his own family. He carries that same commitment to helping others achieve financial peace of mind in his work today. Benny resides in the Boston area and enjoys spending time with friends, playing soccer, and making trips back home to visit family.

Brandon is an Associate Wealth Advisor in the Beacon Pointe Waltham, MA office. Brandon began his career in financial services through several internships at financial and banking institutions and went on to work full-time in sales at an asset management firm, where he became a registered broker and investment advisor representative. Prior to joining Beacon Pointe through the acquisition of Sensible Financial Planning in 2025, Brandon worked alongside his senior colleagues to help serve clients. Brandon earned his bachelor’s degree in finance with a minor in psychology from Quinnipiac University. Originally from Massachusetts, he enjoys hiking, fishing, traveling, and spending time outdoors with family and friends.

Chris is a Senior Wealth Advisor in the Beacon Pointe Waltham, MA office, where he helps clients navigate a wide array of financial opportunities, guiding individuals and families in making informed decisions to achieve their long-term goals. Prior to joining Sensible Financial Planning (which was acquired by Beacon Pointe in 2025), Chris was a Senior Vice President at Fidelity Investments, where he spent 18 years in various management roles focused on developing, managing, and marketing financial products and services, as well as supporting financial advisors in better understanding and serving their clients. Earlier in his career, he held positions at Braxton/Deloitte Consulting and Goldman Sachs. Chris earned his bachelor’s degree in economics from MIT and his MBA from the Tuck School of Business at Dartmouth College. He also completed the Boston University Center for Professional Education Certificate in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Chris also serves as a volunteer on the boards of his local Little League Baseball organization, his church, and the Becket-Chimney Corners YMCA, where he currently serves as vice chair of the board. Outside of the office, he enjoys golf, tennis, gardening, and exploring national parks with his family.

Edward is a Senior Strategic Investment Advisor in the Beacon Pointe Waltham, MA office. He works closely with advisors to formulate, implement, and monitor investment strategies, bringing a detail-oriented and process-driven approach to portfolio management. Prior to joining Beacon Pointe through the acquisition of Sensible Financial Planning in 2025, Edward began as an Investment Operations Specialist in 2016 and was promoted to Trader and Associate Portfolio Manager in 2022, and then to Associate Portfolio Manager and Senior Trader in 2024.

Earlier in his career, he worked in investment operations at U.S. Wealth Management. Edward graduated magna cum laude from Northeastern University with a B.S. in Business Administration, majoring in Finance and minoring in Economics, and is a CFA® Charterholder. Outside of the office, he enjoys cycling, snowboarding, traveling, playing softball, saxophone, Boggle, Scrabble, and chess.

Frank is a Senior Wealth Advisor in the Beacon Pointe San Diego, CA office, bringing extensive experience in guiding clients through asset and risk management, estate planning, and retirement income strategies. He collaborates closely with attorneys and tax professionals to ensure clients’ financial plans are implemented with precision and is committed to delivering an academically rigorous approach to wealth management. Prior to joining Sensible Financial Planning in 2012 (which was acquired by Beacon Pointe in 2025), Frank served as a Financial Advisor at Morgan Stanley Smith Barney. Frank earned his bachelor’s degree from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. He is both a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Financial Analyst® (CFA®) charterholder. Outside of the office, Frank enjoys classical music as a trained singer, traveling internationally, and playing tennis. He also volunteers with Free Flight, a non-profit exotic bird sanctuary in Del Mar, CA.

Brendan (Gyb) is a Wealth Advisor in the Beacon Pointe Waltham, MA office, supporting clients by developing detailed financial plans, conducting in-depth research and analysis, and helping them navigate complex financial decisions with clarity and confidence. Gyb joined Sensible Financial Planning in 2018, which was acquired by Beacon Pointe in 2025, as an Associate Advisor, later advancing through roles where he collaborated with senior advisors to deliver customized strategies tailored to clients’ goals and circumstances. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a graduate of Boston University’s CFP® certification program. Gyb earned his bachelor’s degree in economics and political science from Union College in Schenectady, NY. He resides in Massachusetts with his wife and son and enjoys traveling, spending time outdoors in New England’s lakes and mountains, and cheering for the Bruins and Patriots.

Josh is a Senior Wealth Advisor in the Beacon Pointe Waltham, MA office. He brings extensive experience in investment operations, tax planning, and financial planning, with a passion for helping individuals and families achieve long-term financial success. Prior to joining Beacon Pointe through its acquisition of Sensible Financial Planning in 2025, Josh began his career as an Investment Operations Analyst at Sensible, where he advanced into advisory roles. Earlier in his career, he worked at a tax accounting firm, assisting individuals and small businesses with tax preparation and filing. He has also volunteered with the Volunteer Income Tax Assistance (VITA) program. Josh earned both a B.A. in Finance and an M.S. in Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. As a lifelong soccer enthusiast and former collegiate player at Bentley, Josh enjoys staying active on the field and is an avid Boston sports fan who can often be found cheering on his teams at the Garden.

Olivia is an Associate Wealth Advisor in the Beacon Pointe Waltham, MA office. She works with individuals and families to support their financial planning needs, bringing strong analytical skills and a commitment to client service. Prior to joining Beacon Pointe through the 2025 acquisition of Sensible Financial Planning, Olivia began her career as an Associate Financial Planner with the firm. She graduated from the University of Vermont, earning dual degrees in Business (magna cum laude) and Mathematics with a concentration in Statistics. She is currently pursuing additional licensing as part of her professional development and is passionate about leveraging data-driven analysis to help clients make informed financial decisions.