Meet Our Advisory Team
Connect with one of our trusted Financial Advisors in the Dallas-Fort Worth area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Plano, TX advisory team if we can be of service.
Connect with Us
Everyone on staff is very helpful and knowledgeable.
Everyone on staff is very helpful and knowledgeable.
Managing Directors
Bo Ward, CFP®
Partner, Managing Director
Bo Ward is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.
Eric Witte, CFP®
Partner, Managing Director
Eric is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.
Wealth Advisors
Daniel Saur
Senior Wealth Advisor
Daniel (Dan) is a Senior Wealth Advisor and through comprehensive planning and investment management, Dan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe Advisors, Dan launched D.R. Saur Financial in 1993, helping individuals and families pursue their ideal retirement dream. Dan obtained a Bachelor of Applied Arts and Science from Stephen F. Austin State University and a Master of Theology from Dallas Theological Seminary. During his second year of college Dan earned his commercial pilot’s certificate and became a Certified Flight Instructor, giving flight lessons and working as an airline transport pilot before ultimately choosing a career in investments and financial planning. When Dan is not working he loves hanging out with his wife Lisa, reading, and playing racquetball, cycling, and water sports.
David Suess, CFP®
Senior Wealth Advisor
David Suess is a Senior Wealth Advisor at Beacon Pointe, bringing 24 years of experience in financial services. Over the course of his career, he has developed a strong expertise in financial planning and investment management. Prior to joining Beacon Pointe, David worked with Spectrum Financial Group and Prudential Advisors, where he assisted clients in creating secure financial strategies. David holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and earned both his Bachelor’s and Master’s degrees in Liberal Arts from Texas Christian University.
Gigi Yip
Senior Associate Wealth Advisor
Gigi Yip is a Senior Associate Wealth Advisor with Beacon Pointe with over 18 years of experience in financial services. Gigi is responsible for partnering with advisors to help clients meet their financial goals, ensuring a personalized wealth management experience. Prior to joining Beacon Pointe, Gigi was a Financial Planner at TD Wealth, providing financial plans for high-net-worth clients. Outside the office, Gigi loves spending time with her three daughters, traveling, and is a food enthusiast.
Haley Rodriques, CFP®
Senior Wealth Advisor
Haley is a Senior Wealth Advisor at Beacon Pointe and is responsible for partnering with advisors in the Plano office to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Haley joined D.R. Saur Financial as the Director of Practice Operations, and before that, she served as a Deposit Operations Clerk at Vista Bank and as a junior Financial Advisor and Client Services Manager at Efficient Wealth Management. Haley graduated from Texas Tech University with her bachelor’s and master’s degrees in personal financial planning and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Haley lives in Wylie, Texas with her husband and two young boys. In her free time, she and her husband like to golf, cheer on the Dallas Stars, and take on home renovation projects.
Michael Welch, CFP®, MBA
Senior Wealth Advisor
Michael (Mike) is a Senior Wealth Advisor and through comprehensive planning and investment management, Michael develops customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Michael began his career serving as a Senior Product Planner at Fujitsu before transitioning into the wealth management space where he served as Vice President and Senior Financial Advisor at D.R. Saur Financial. Michael received his bachelor’s degree from Baylor University where he was captain of the football team for three years and was named a two-time Academic All-American. He also received his MBA from the University of North Texas and holds his CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He currently resides in Dallas with his wife and three sons.
Nick English, MBA
Senior Wealth Advisor
Nick is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the financial services industry, Nick has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Nick worked as a Vice President, Private Client Advisor for Westwood Wealth Management in Dallas, TX. Prior to that, Nick worked with Morgan Stanley in Washington, DC where he supported a team of advisors with trading and client service requests. He graduated with an MBA from the University of Dallas and completed his BBA from Loyola University in Maryland. Nick lives in Melissa, TX with his wife and three children and enjoys watching his kid’s volleyball and soccer teams and playing golf in his spare time.
Samuel Mitchell, CFP®, MBA
Senior Wealth Advisor
Samuel (Sam) brings over two decades of experience helping high-net-worth individuals and families implement strategies for growth and asset protection. In recognition of his commitment to clients and excellence in wealth management, Sam was named to the Forbes Best-In-State Wealth Advisors list in 2024 and again in 2025. Prior to joining Beacon Pointe, Sam served clients and held the position of Chief Compliance Officer at Ironmark Advisors. He began his financial career at American Express, where he earned distinction as a three-time Advisor of the Year and achieved advanced advisor status—accolades that underscore his commitment to excellence and client success. Sam is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds a bachelor’s degree in business administration and an MBA from Midwestern State University. During his time at Midwestern, Sam was a standout athlete on the men’s collegiate soccer team, leading as captain to secure the program’s first-ever Lone Star Conference title. Outside of the office, Sam and his wife, Jennifer, enjoy a full and active life with their two children. He coaches his daughter’s soccer team and leads their weekly Bible study. As a family, they love spending time outdoors—whether it’s camping, fishing, or diving into their next adventure.
TJ Hoffman, MBA
Regional Director
As a Beacon Pointe Regional Director, Timothy (TJ) coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 20 years of industry experience, TJ has worked in various roles at Fidelity Investments, Fisher Investments, and Personal Capital. TJ has his MBA from the University of North Texas, and outside of the office, he enjoys traveling, coaching youth sports, and spending time with family.
Client Service & Operations
Alexis Fullenkamp
Regional Operations Specialist
Alexis is a Regional Operations Specialist and is responsible for the coordination of operational activity and projects in key systems, as well as working directly with our local advisory teams in servicing individuals and families. Her duties include preparation and maintenance of reporting dashboards to support advisory needs, and support for local advisory teams in general operational inquiries. Alexis graduated from Iowa State University with a Bachelor’s and Master’s degree in Finance. In her free time, Alexis enjoys traveling, sporting events, and spending time with friends and family.
Deanne Cichon, MBA
Relationship Manager
Deanne Cichon is a Relationship Manager and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients and develop strong, long-lasting relationships. She is passionate about investment finance, recently completed her MBA at Texas Tech University, and has earned her Series 7 and 66 licenses. Prior to joining Beacon Pointe, she spent a decade at Fidelity before moving to Morgan Stanley, where she spent four years as a Senior Registered Client Service Associate. Outside of the office, Deanne enjoys spending time with family and friends, going for runs, getting lost in a good book, and exploring new interests.
Elizabeth Erickson
Director of Operations, Senior Relationship Manager
Elizabeth is primarily responsible for client relations and day-to-day operations. She brings more than twenty years of experience in wealth management and client support services working with high-net worth individuals, foundations, non-profit organizations and corporate executive services. Helping individuals navigate the sometimes complex process of wealth management is what Elizabeth does best. She thoroughly enjoys developing relationships as part of her role supporting clients as they work toward their goals. Elizabeth holds a Bachelor’s degree in Business Administration from Miami University of Ohio. Elizabeth resides in Allen, TX with her husband and three active boys. She can often be found cheering on her children at their various sports and school activities. As an avid DIY enthusiast, she creates home décor and furniture out of recycled wood for herself, friends and family.
Gail Glasgow
Senior Office Management Associate
Gail is a member of the Beacon Pointe Client Service Department and is primarily responsible for day-to-day operations and assisting with client operational needs. Prior to joining Beacon Pointe, Gail spent over 14 years in customer service and regulatory affairs roles in the deregulated energy sector. She is a native Dallasite and enjoys classical music, trying new restaurants and spending time with her family and friends in her free time.
Kaitlyn Simmons
Relationship Manager
Kaitlyn Simmons is responsible for assisting both the front and back office with client development and client services. Kaitlyn graduated from Texas A&M University, majoring in Economics. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.
Skyler Herring
Relationship Manager
Skyler serves as a Relationship Manager in the Beacon Pointe Plano office, where he is dedicated to delivering an exceptional client service experience. He plays a key role in coordinating the efforts of the firm’s investment management, wealth planning, trading, and account service teams. With a seasoned ear and a thoughtful, solutions-oriented approach, Skyler helps clients navigate the complexities of private wealth management. He works closely with advisors to implement comprehensive investment strategies tailored to support clients’ long-term financial goals. Skyler is a graduate of Baylor University, where he earned a B.A. in History and Political Science. He resides in Dallas with his wife, Kristi, and enjoys travelling, dining out, taking long walks, golfing, and reading.
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.
