Meet Our Advisory Team

When I retired, my husband and I did not fully understand the big picture. Embarrassing to admit, since I retired from a career in finance! What an absolute blessing to find Jill Carr through a dear friend of mine! Jill is beyond amazing in her understanding, communication and spot on guidance for us! We are a perfect fit. Jill is a very smart, personable and informative. We have 100% trust in her and Beacon Pointe. It has been 3 years since I retired and our financial status is very robust. My dear friend (Kim Waldman) put us in excellent care with Jill. We are so grateful.

I’ve worked with Jill Carr for at least 5 years and now feel that I actually have a plan and strategy for a successful retirement. She’s straightforward, patient, realistic, and funny too! She keeps me on track with our regular check-ins and most importantly has helped me make some money!

I’ve worked with Jill Carr for 5+ years now and I can’t imagine navigating any of this without her. I’d saved for retirement for close to 20 years but had absolutely no strategy — just a little pile of money and a lot of hoping for the best. What’s impressed me is how far she reaches into the connected pieces of my financial life. My partner and I keep finances mostly separate, and my elderly parents may leave me something, but they may also need every last penny for health care costs. Jill dug into all of that, thought through scenarios I never would have considered, and gave me advice and perspective I wouldn’t have found on my own. She’s straightforward and approachable and she clearly actually cares how things turn out. She’s also genuinely one of the funniest people you’ll ever meet, which is a quality you wouldn’t necessarily be seeking from someone managing your life savings, but its such a breath of fresh air and makes the whole thing a lot less stressful. Great person, great experience. Highly recommend.

I have had the pleasure of working with Jill Carr for over five years and have always had positive and informative interactions. Jill always explains things in a way that is clear and approachable while not overwhelming me with information. I feel confident in the decisions we have made for my financial future and know I have a trusted advisor helping me reach my goals. I would highly recommend Jill and team to anyone, especially women looking for a trusted advisor who truly cares about education, empowerment, and long-term financial well-being.

The team is truly what you need to complete all your financial goals. From help with finding lawyers to CPA ‘s, makes life so easy. Have worked in the past with other advisors, nothing like working with Jason Guenther. So kind, always gets back to you, never pushes. When you work with him, you are not a client; you become a friend. The whole office is outstanding.

From the moment Chandler answers the phone to Charlie to Jason, this team makes you feel as if you are family, people that care! I have never met a man like Jason; Jason is one of a kind, a person that wants to know you as a person and not just a client. He has been there for me thru some difficult times when I lost my wife to cancer, I cannot imagine having anyone else that I can trust with my finances then Jason.

As a scientist approaching the twilight of his career, I have a high need for a financial advisor to help guide me through critical decisions that will impact the rest of my life. I have a relatively basic understanding of the markets and financial investments. As a result, having conversations on the subject can be rather intimidating. I have worked with Jason for a few years now. We have meetings on a regular basis to set goals, assess progress, and determine if my goals are in line with my big picture objectives. While I’m always a little nervous about having the conversation, Jason’s calm approach and willingness to explain things to me help to reduce my anxiety. He demonstrates a high level of empathy by asking me how things are going in my personal life. He asks open-ended questions that identify areas of concern. We cover a lot of important topics and it changes from year to year. Jason will often review what was discussed in previous meetings to ensure we are on the right path. Though my portfolio has done well, I also received real value when Jason put together a social security strategy for me. This enabled me to take a low-stress pre-retirement job that aligns with my health and wellness goals. The team working with Jason is also responsive and efficient. I appreciate the professionalism and level of effort that goes into every interaction. It has truly been an excellent experience working with this firm.