Meet Our Advisory Team

Jennifer B. and her team are outstanding! My wife and I have been clients for years, and Jennifer is not only knowledgeable, but takes the time to listen and gives great advice. Her recommendations are continuing to lead to great results.

John Levi is very personable and takes the time to explain things in a very understandable way. He gives excellent suggestions and advice and is very conscientious. He is an exceptionally competent analyst and we highly recommend his services!!!

John Levi has done a fantastic job advising us. He takes the time to answer any questions we have and really helps us understand the reasoning behind all his advice. We have had a long relationship with John and Kim. It feels like talking to family but also comfortable talking about how to take care of our money.

I’ve been genuinely pleased with the guidance and expertise provided by this financial advisory team of Leah and Bjorn at Beacon Pointe Advisors. They’ve helped me build a clear, well-structured plan for growing my wealth while staying attentive to tax efficiency and long-term financial goals. Their proactive approach to tax planning has meaningfully reduced my tax burden, allowing me to keep more of what I earn and invest with confidence. What stands out most is their proficient and capable way of navigating shifting market conditions. During periods of volatility, they offer thoughtful insight, steady communication, and a reassuring perspective that keeps me focused on my long-term objectives rather than short-term market noise. Their knowledge, responsiveness, and personalized attention. I wholeheartedly recommend them to anyone seeking trustworthy advisors dedicated to helping clients build and preserve wealth through every stage of the market cycle.

We have worked with Chad for many years and have always appreciated his knowledge and skill in financial planning, as well as his calm demeanor and honest, direct answers to all our questions. We have been, and continue to be, very satisfied clients working with him, as well as Renee and Sydney, at Beacon Pointe.

I always get good advice from Chad Broberg. He takes the time to explain and give honest feedback about investing. The addition of Jill Preiner to his team has been great. She’s quick to reply to any questions I have via phone or email! I’ve been with Chad for over 10 years and would highly recommend the services and team at Beacon Pointe!

Kurt has been an invaluable partner in helping us plan for our future. He assisted us in making better use of a couple of 401(k) accounts from previous employers that had been stagnant for several years, turning them into accounts that continue to grow. He meets with us annually to review changes in our household, finances, and overall planning. He has helped us feel as prepared as possible for retirement, and we are truly grateful for all that Kurt and his team do for us.

Our financial team got caught up on anything happening in our lives that might have an impact on us finance. We were provided with a verbal update on the markets and had an open discussion. We reviewed our investments’ performance and discussed our risk tolerance. We had other questions regarding our Long Term Care benefits, 529 reporting, and QCD options. All of our questions were answered on the call or in less than 24 hours.

Leah is an exceptional financial advisor who combines sharp market expertise with a genuine commitment to her clients’ long-term goals. She has an ability to simplify investment discussions clearly. Working with her provides a sense of confidence and clarity that is much appreciated.

Retirement means something different to everyone and Chad Broberg and Leah Swanson understand that. They are, not only, knowledgeable about the financial markets, but they get to know you and/or your significant other personally. This approach definitely helps them effectively and efficiently guide you toward the retirement you envision. We highly recommend Beacon Pointe.