Meet Our Advisory Team

Tom and the entire team at Beacon Pointe have been great to work with. They are very responsive and take time to answer all of our questions (even the basic ones). Glad we choose them to help manage our the financial aspects of our life!

Tom and the Beacon Pointe team are wonderful to work with. They are professional, excellent listeners, subject matter experts and use a consultative, no pressure approach to help you achieve your financial goals. I recommend them to anyone looking for trustworthy individuals seeking to optimize their financial portfolio.

The team at Beacon Pointe is the best! They have earned my complete trust. Tom, Jake, Sara and Elizabeth consistently impress me with their unparalleled professionalism, reliability and dedication to my financial well-being. Tom is an outstanding advisor who actively listens and offers insightful advice on everything from investment strategies to retirement planning. He empowers you to make informed decisions and prioritizes your personal goals. I know my finances are managed with the utmost care, integrity and expertise, and I can’t recommend the team enough.

We have tremendous peace of mind knowing our financial situation is well managed. We can always count on prompt answers to our questions.

Tom and Sara are an amazing team! We cannot recommend them enough. Trusted by generations of our family.

I have been with my Beacon Pointe advisory team for over seventeen years. They were with me when my husband passed away, and they helped keep me financially stable while I raised two young children. My twin boys are now seniors in college. Recently, my advisor generously spent time speaking with my son about career paths. For me, the biggest strength that this entire group has is their personalized approach to each client. I have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call my advisory team when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. I always feel like they are on my side, striving to help me and my boys live their best lives.

We have been involved with Tammie Mark and her team for many years. We have found Tammie to be personable and knowledgeable on financial matters for the future. She has a remarkable team at Beacon Pointe that can address financial matters. They are responsive and we have full confidence in their services. We have recommended to our family members.

We’ve been working with Chad Broberg for over 20 years and couldn’t be happier or more satisfied with his professionalism, guidance and advice over the years. He and his whole team (Sydney Wilson, Renee Katz) are incredibly responsive and knowledgeable. My wife and I are now retired and are blessed to be in a very comfortable financial position thanks to Chad and the Beacon Pointe team. And he and his team have been wonderful at helping us consolidate various 401(k)s, IRAs, and lump-sum pension amounts into single accounts that are much easier to manage…and they do the managing! I wholeheartedly recommend Beacon Pointe for your financial planning needs… you won’t be disappointed!

I feel confident and secure with my advisor, Cathy Jensen. Whenever I have a question, she gets back to me right away. I appreciate that she explains things thoroughly and thoughtfully.

Chad and Jack have been great to work with over past couple years. The help and advice they gave me during my retirement planning and retirement was invaluable. Thank you for all you have done.