Meet Our Advisory Team
Our Philly-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, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team also has deep experience serving professionals in the Philadelphia metro area, working with foundations and specialize in serving 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 in Philadelphia, PA, our team is ready to support you and your financial goals.
Connect with Us
Michael Gonzalez has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!
Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.
We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends.
Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t know something, she researches it and gets back to me. I love the way she works with our accountant and other professionals in our life, the way she works with a team to make sure all bases are covered, and everyone is on the same page, and the overall full service we receive.
When I have a decision to make, whether it be taxes, insurance, a financial matter, and more, I run it by Rebecca. I appreciate her measured responses and that she is willing to tell me the truth (even when it turns out my husband is right). This is one (of the many) reasons I find Rebecca trustworthy, value her insights and advice, and know we made a wise decision parking our money with Rebecca Thompson and Beacon Pointe.
Michael Gonzalez has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!
Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.
We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends.
Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t know something, she researches it and gets back to me. I love the way she works with our accountant and other professionals in our life, the way she works with a team to make sure all bases are covered, and everyone is on the same page, and the overall full service we receive.
When I have a decision to make, whether it be taxes, insurance, a financial matter, and more, I run it by Rebecca. I appreciate her measured responses and that she is willing to tell me the truth (even when it turns out my husband is right). This is one (of the many) reasons I find Rebecca trustworthy, value her insights and advice, and know we made a wise decision parking our money with Rebecca Thompson and Beacon Pointe.
Managing Directors
Jill Steinberg, CDFA®, MBA
Partner, Managing Director
Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania and holds Certified Divorce Financial Analyst (CDFA®) designation.
Wealth Advisors
Alisa Garnek, CFP®, CDFA®
Assoc. Dir., Financial Planning
Alisa Garnek holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as the Certified Divorce Financial Analyst (CDFA®) designation and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa also holds the National Social Security Advisor (NSSA®) designation and is the Social Security specialist for Beacon Pointe nationwide. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.
Justin Josephs, CFP®
Senior Associate Wealth Advisor
Justin is a Senior Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Justin worked in client services at Vanguard before transitioning to a financial planning role with another wealth management firm. Justin graduated with a bachelor’s degree in Financial Planning from Temple University and is a member of the Philadelphia Chapter of the Financial Planning Association and a member of the Young Professionals Council of Philadelphia. Justin is a CERTIFIED FINANCIAL PLANNER® (CFP®), and, in his free time, enjoys cooking, playing sports, traveling, and spending time with friends and family.
Kate Pettee Hickey, CFP®
Wealth Advisor
Kate is a Wealth Advisor in Beacon Pointe Advisors Philadelphia office. Through a holistic approach to wealth management, Kate develops strategies to help clients identify and meet their financial goals. Kate is also responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in client development for J.P. Morgan Global Alternatives. In 2021, Kate was named to InvestmentNews’ prestigious 40 Under 40 ranking, one of the youngest advisors named to the class of 2021. Kate is a CERTIFIED FINANCIAL PLANNER® (CFP®) and she earned a Bachelor of Business Administration with majors in Finance and International Business and a minor in Business Law and Corporate Governance from Villanova University where she was also a member of the Women’s Tennis Team. Kate is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute and is a specialist in values-based Investing. Outside of the office Kate enjoys skiing, practicing yoga, and traveling. She currently resides in Philadelphia, Pennsylvania.
Kelley O’Brien, CFP®, CPA
Senior Associate Wealth Advisor
Kelley O’Brien is a Senior Associate Wealth Advisor at Beacon Pointe Advisors Philadelphia and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, Kelley spent twelve years in both public accounting and in-house accounting roles, and specialized in serving tax-exempt organizations including universities, healthcare systems, and other mission-based organizations. Kelley holds a B.S. in Accountancy and a Master of Taxation from Villanova University, and is a CPA licensed in Pennsylvania. Outside of the office, Kelley enjoys cooking, painting, and hiking with her dog, George.
Michael Gonzalez, CFP®
Wealth Advisor
Michael is a Wealth Advisor in Beacon Pointe’s Philadelphia office. He provides clients with a comprehensive financial planning experience including investment, estate, retirement, risk management, and tax planning. Michael develops deep relationships with his clients while helping them achieve their long-term goals and peace of mind about their finances. Prior to joining Beacon Pointe, Michael worked at SEI Investments as an account manager in its Private Wealth Management department. He earned his Bachelor of Economics from Penn State University and was a member of the men’s varsity soccer team. Michael is a CERTIFIED FINANCIAL PLANNER® (CFP®), and, in his free time, enjoys spending time with his wife, playing soccer, and reading. He currently resides in Philadelphia, PA.
Rebecca Thompson, CFP®
Wealth Advisor
Rebecca Thompson is a Wealth Advisor in the Philadelphia, PA office, bringing both financial expertise and compassion to her work with clients navigating major life transitions. Whether you’re facing the loss of a spouse, adjusting to single life, or simply seeking more clarity and confidence in your financial future, Rebecca provides thoughtful, personalized guidance every step of the way.
With over 20 years of experience in the financial services industry, Rebecca partners with Beacon Pointe’s investment and planning teams to design customized strategies that align her clients’ wealth with their values. She believes that financial planning isn’t just about numbers, it’s also about peace of mind.
She is a frequent speaker and panelist on financial planning topics that impact women and families in transition, sharing insights to help empower and educate her community.
Rebecca holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned her bachelor’s degree in Leadership Development from Villanova University. She is a member of the Financial Planning Association (FPA), staying closely connected to the latest in fiduciary best practices and client advocacy.
Rooted in her local community of Lansdale, Pennsylvania, Rebecca serves on the Board of Manna on Main Street, a nonprofit organization that supports individuals experiencing food and financial insecurity. When she’s not helping clients or giving back, you can find her on the golf course, in the gym, or tending to her (very large) plant collection.
Client Service & Operations
Jeremiah Keating
Associate Wealth Advisor
Jeremiah is an Associate Wealth Advisor in the Beacon Pointe Philadelphia office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Jeremiah spent two years at Merrill Lynch Wealth Management as part of their Advisor Development Program. Jeremiah graduated from the University of Miami with a bachelor’s degree in economics. Outside of the office, he enjoys watching his favorite soccer team, Manchester United, going to the movies, and spending time with his friends and family.
Mariah Back
Senior Associate, Client Service
Mariah is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience and daily duties include account administration, processing new and existing client paperwork and assisting clients with day-to-day service requests. Prior to working at Beacon Pointe, Mariah worked for CBRE, Inc. as a Senior Business Operations Coordinator and earned a Bachelor of Science at Pennsylvania State University. Outside of the office, Mariah enjoys picnics, going on walks and cooking new recipes.
Philip Malitas
Senior Client Service Associate
Phil is a Senior Client Service Associate responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include account administration, processing new and existing client paperwork, and assisting clients with day-to-day service requests. Phil earned his bachelor’s degree in finance from Villanova University. Outside of the office, Phil enjoys cooking, watching the Philly sports teams, and spending time with family and friends.
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.
