Meet Our Advisory Team
Our Dallas-based financial advisors offer personalized financial planning, investment management, trust & estate planning, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement or growing generational wealth.
Our team also has deep experience serving retirees and pre-retirees in the
Dallas-Fort Worth metropolitan area.
If you’re searching for a financial advisor in Dallas, TX, our team is ready to support your financial goals.
Connect with Us
Managing Directors
Allison Geiger, CFP®
Partner, Managing Director
Allison is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in the financial services industry. She provides comprehensive financial planning services to individuals and families, helping clients navigate the complexities of wealth management through a personalized, relationship-driven approach. Allison began her career as an international tax consultant with PricewaterhouseCoopers, where she specialized in preparing expatriate and foreign national tax returns. She previously led Heritage Financial Planning as a Partner, which joined Beacon Pointe Advisors in 2025. Prior to Heritage Financial Planning, Allison was a senior financial planner at one of the largest NAPFA fee-only wealth management firms in the Dallas-Fort Worth Metroplex, where she advanced through multiple roles over a decade of service. Allison holds a Bachelor of Business Administration in Marketing with a minor in Spanish from Texas A&M University and is a graduate of the Financial Planning Program at Southern Methodist University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Allison enjoys running, cheering on her Texas A&M Aggies during football season, and spending time with her husband, son, and two daughters. She and her family are also active members of the Dallas-Fort Worth community.
Steve Blankenship, CFP®
Partner, Managing Director
Steve is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in wealth management and financial planning. He founded Heritage Financial Planning, which joined Beacon Pointe Advisors in 2025, with the passion and vision of offering clear, personalized financial guidance in an industry often clouded by bias and complexity. His client-first approach remains central to his work today, focusing on delivering objective, tailored financial strategies that reflect each client’s unique goals, values, and life circumstances. Prior to founding Heritage Financial Planning, Steve held roles at firms including Ernst & Young, LLP, and Arthur Andersen, LLP, where he was part of their wealth management practices, as well as Quest Capital Management, and State Farm Insurance. Steve holds a Bachelor of Business Administration degree in Financial Services and Planning from Baylor University and is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Wealth Advisors
Chad Smith, CFP®, ChFC®, CLU®
Partner, Senior Wealth Advisor
Chad is a Partner and Senior Wealth Advisor based in Dallas, TX, with more than two decades of experience serving high-net-worth clients with a deeply personalized, education-driven approach to wealth management. Prior to joining Beacon Pointe through the 2025 acquisition of Heritage Financial Planning, Chad established himself as a respected leader and subject matter expert in the financial planning industry, with his work featured in publications such as Financial Planning Magazine, Investment News, Accounting Today, and The Wall Street Journal. Chad provides comprehensive wealth planning services that encompass retirement planning, tax strategies, estate planning, and risk management. He has also spent over 20 years educating financial professionals as a continuing education instructor for both CPAs and CFP® professionals and has been a featured speaker at numerous industry conferences. Earlier in his career, Chad served as Director of Wealth at HD Vest Financial Services, where he played a strategic role on the firm’s Investment Management and Product Review Committees and led the Premium Financial Planning Division. Chad holds a Bachelor of Business Administration in Economics from the University of Texas, Arlington. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and has earned the Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) designations from the American College of Financial Services. A Dallas native, Chad resides in the Dallas-Fort Worth area with his wife and two children. He is active in his local community, having served as a Commissioner for the Coppell Baseball Association for nine seasons. In his free time, Chad enjoys cycling with local clubs, cheering on the Texas Rangers, and spending time with his family at the lake or camping across Texas.
Client Service & Operations
Christina Winn-Meriam, FPQP®
Operations Manager
Christina is an Operations Manager who brings a dual perspective of financial planning and client service to her role. As a Series 65 Investment Advisor Representative and a Financial Paraplanner Qualified Professional®, she plays a vital role in the success of the firm. Christina serves as the operations lead and the trusted liaison between clients and advisors, ensuring a high-touch, exceptional client experience by overseeing all financial planning software systems and serving as the lead client service associate, delivering personalized and timely support, enhancing both advisor efficiency and the overall planning process. Her combined experience in both operations and investment advisory allows her to streamline and enhance internal processes while supporting the delivery of comprehensive, client-centered financial planning services. Christina graduated with honors from the University of Texas at Austin and completed the Registered Paraplanner program at the College for Financial Planning. Outside of the office, she enjoys traveling, spending time with her cat, watching Texas Longhorns football, and embracing life with her son, born in March 2025.
Mary Chastain, RFP®
Operations Manager
Mary is an Operations Manager, bringing over three decades of experience in the financial services industry. She works closely with advisors to deliver personalized financial planning and a high level of support to clients. Mary has held a range of leadership positions throughout her tenure, including Chief Compliance Officer (CCO), Director of Trading, Director of Operations, and Director of Marketing and Development. She also founded a business dedicated to providing back-office support for financial advisory firms and later joined a registered investment advisory (RIA) firm, where she led cost-saving software platform integrations that enhanced operational efficiency. Mary holds a Bachelor of Science in Business Administration from Walden University, has completed her CERTIFIED FINANCIAL PLANNER® (CFP®) coursework at the College for Financial Planning, is a Registered Financial Planner®, and is a licensed Series 65 Investment Advisor Representative. Based in Chattanooga, Tennessee, Mary is a dedicated member of her community, volunteering on various committees, contributing to local fundraising efforts, and actively supporting the visual and performing arts. Outside of the office, she enjoys traveling, spending time with her family, and cheering on Alabama football, the St. Louis Cardinals, and the Kansas City Chiefs.
