Meet Our Advisory Team
Our Bloomfield Hills-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 as they prepare for retirement.
Our team also has deep experience serving clients in the Detroit metro area, working with multigenerational & ultra-high-net-worth families and executive professionals. We are also proud to serve 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 near Bloomfield Hills, MI, our local women lead team is ready to support you and your financial goals.
Connect with Us
Managing Directors
Heather O’Neill Fairbanks, CFP®,…
Partner, Managing Director
Heather O’Neill Fairbanks is a Partner and Managing Director at Beacon Pointe Advisors. With 35 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ (CFP®) professional since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Heather will help launch the inaugural WAI (Women’s Advisory Institute) Mentorship program at Beacon Pointe in 2025. The goal is to create a community in which our women wealth advisors can thrive and provide service of excellence to their respective clients. Outside of the office, Heather’s focus is her family.
Isamu Fairbanks, MBA
Managing Director
Isamu Fairbanks is a Managing Director at Beacon Pointe Advisors. He brings 30 years of experience in Management Consulting with a focus on cost reports and financial analysis. Isamu is experienced in many areas of business, including operational effectiveness, technology strategy, financial management and analysis, regulatory compliance, human resource management and corporate strategy. Isamu spent the first 10 years of his career at Deloitte Consulting before starting his own consulting firm in 2004. Prior to joining Beacon Pointe, Isamu spent seven years as the Chief Executive Officer of Midwest Financial Advisors Group (which merged with Beacon Pointe in 2023). He graduated with a master’s in business administration from the University of Chicago.
Wealth Advisors
Loyd Wellman, CFP®
Wealth Advisor
Loyd Wellman is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He has 11 years of experience in the financial services industry and previously served as a Financial Analyst for Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting. He obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in October 2020 and has begun his studies to obtain the CLU® (Chartered Life Underwriter) designation.
Tori O’Neill Shadaia, ChFC®
Wealth Advisor
Tori O’Neill Shadaia is a Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Tori works closely with Heather and team in comprehensive financial planning and strategy for our clients. Tori is in her sixth year at Beacon Pointe and her responsibilities include client portfolio review preparation, income strategy, investment allocation, as well as continual communication with clients to provide the highest levels of service. Tori graduated from Michigan State University with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori holds the SIE, Series 6, and Series 63 licenses (2021), along with the Chartered Financial Consultant® (ChFC®) designation (2024). Tori completed the CERTIFIED FINANCIAL PLANNER® (CFP®) program and will sit for the board certification in 2025.
Client Service & Operations
Isabel Jordan
Client Service Associate
Isabel Jordan is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. With over a decade of experience in the financial industry, Isabel is dedicated to building strong, trust-based, lasting relationships and ensuring client satisfaction at every step. Outside of the office, she enjoys spending time with family, immersing herself in nature, and exploring new places.
Jack Gerling, JD
Client Services Manager
Jack Gerling is a Client Services Manager, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Jack is an integral part of the planning and investment strategy for the clients we serve. Prior to joining Beacon Pointe, Jack was the Director of Operations at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan and the Oakland County Bar Association.
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.
