Meet Our Advisory Team

I started working with Don Hertling many years ago, and now I’m also working with Mel Gerkens. I feel that they’ve taken the time to get to know me and make recommendations that truly have my interests and well-being in mind. They field my questions in a way that I feel they respect what knowledge I have, and explain why we’re doing what we’re doing. They are the 4th, and I feel my last financial advisers. They’ve gotten me through some rough times with good advice, suggestions, and recommendations. I can truly say I could’ve never done this by myself, and I can’t thank them enough for really, like the ads on TV for other financial advisers say, putting the client first. I don’t make any significant financial decisions without running it past them for their opinions. Truly partners.

We recently transitioned our financial services from Edward Jones to Beacon Pointe, and for the past eight months, we have had the privilege of working with Mel Gerckens. The experience has been exceptional. Mel demonstrates a genuine commitment to understanding our goals and providing thoughtful, strategic guidance. Their approach reflects a deep care for clients and a dedication to long-term success. It is refreshing to work with someone who not only listens but actively collaborates to ensure we are on a solid path for the future. We could not be more pleased with the level of professionalism and personalized service we have received. Thank you, Mel, for all the support and looking forward to working with you for many years to come.

Don, Jon, and everyone at Beacon Pointe are wonderful to work with. They are very responsive to anything I need or any questions I might have. Everything is explained to me in ways that are easy to understand which I so appreciate as this is not my area of expertise. I trust them 100% to have my best interest at heart.

Beacon jointly developed an investment plan with us. They followed through and continue to update investments in accordance with that plan. They also provided additional services including reviewing our estate plan and even reduced fees at my request. I have total faith in what they are doing and feel they have greatly reduced a financial burden I no longer want. They are easy to do business with, professional and very personable.

Working with Delia has been nothing but amazing. Her guidance and support has been extremely helpful during a time of transition. She is very on it, responsible, fast, detail-oriented, and extremely intelligent. Would highly recommend working with Delia and Beacon Pointe.

I have been working with Mel and Jon for many many years and I can confidently say that they have been invaluable in managing my finances. I also really appreciate how approachable they are not only to me but my entire family. They are always quick to respond with thoughtful explanations and a personalized approach. I have seen measurable growth in my portfolio and truly believe they have my best interest at heart.

I’ve worked with Don Hertling and his team for many years, and they’ve been outstanding every step of the way. From top to bottom, the entire team is friendly, accessible, and always make me feel like a top-tier client, even though I know I’m not their biggest. They take the time to explain things clearly and always follow my input while delivering strong results tailored to my needs. It’s a rare combination of professionalism, personal attention, and performance that I truly value.

I have been with Beacon for about a year now, and in that year I have only received the best treatment from everyone I have spoken to. Specifically, Melissa, my advisor, is so extremely knowledgable and patient with me, and any questions I have. I have learned so much in a short amount of time, and I plan on being with Beacon for a very long time.

The sophistication of our portfolio strategy, their patience in explaining its operation and reporting detail, their availability when I have questions or just need assurances when the market is going south, and their “above and beyond” service when needed, make Beacon Pointe a valuable investment in our future. Thank you.

They listen, they care, they are extremely intelligent and are always laser focused on communicating, executing and delivering results that have exceeded my very high expectations. I could not be happier with the entire team!