Meet Our Advisory Team
Our Waco-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 has deep experience serving professionals in Central Texas, working with business owners & entrepreneurs as well as providing exceptional family office services for our ultra-high-net-worth clientele. We are also proud to serve 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 Waco, TX, our team is ready to support you and your financial goals.
Connect with Us
Managing Directors
Michael Beck
Partner, Managing Director
Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L. Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.
Michael Kane, CFA®
Partner, Managing Director
Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. Michael has extensive experience working with individuals, families, and foundations an utilizes comprehensive strategies to help each client realize their financial goals. Michael earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a holder of the Chartered Financial Analyst ® designation. Michael moved to Dallas in 1979, attended high school in the area and has developed deep roots. He began his professional career as a market marker at the Chicago Board Options Exchange in 1989 and has been in the investment advisory business since 1991. He is active in the Dallas community and is currently serving as a trustee on the Board of Trustees for Legacy Senior Communities and as a member of the Investment Committee of the Dallas Jewish Community Foundation. Away from the office, Michael enjoys spending time with his family (wife, son and two golden retrievers), traveling, hiking, cycling, and playing tennis.
Wealth Advisors
Allen Ferguson, CFP®
Partner, Senior Wealth Advisor
Allen Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. With over a decade of experience in the financial services industry, Allen’s knowledge and expertise are only matched by his passion for providing a total solution to his clients’ financial needs. Prior to joining Beacon Pointe, Allen was an Associate Partner and Client Advisor at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Allen received his bachelor’s degree from the University of Texas and his MBA from Baylor University with a concentration in Finance. Additionally, he is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Allen resides in Dallas with his wife and children, and is an active member of his local community.
Keith Ferguson
Partner, Senior Wealth Advisor
Keith Ferguson is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide clients customized solutions to meet their unique financial goals. With over four decades of experience in wealth management, Keith has built a career on establishing and fostering client relationships based on integrity and trust. Prior to joining Beacon Pointe, Keith was a partner at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Before joining Benchmark, Keith was Managing Principal of Ferguson Wealth Management Group in Waco, Texas. He graduated from Baylor University with a degree in Business Administration. Keith and his wife reside in Waco where he is a member of St. Mark Lutheran Church, the Rotary Club of Waco, and the Waco Business League. Outside of the office, he enjoys spending time with his children and grandchildren.
Client Service & Operations
Jamie Montgomery
Senior Relationship Manager
Jamie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Jamie has honed her expertise in client service and operations for more than 15 years. Prior to joining Beacon Pointe, she was a Client Liaison at Benchmark Private Wealth Management (which merged with Beacon Pointe in 2022). Jamie received her bachelor’s degree from Tarleton State University. Jamie lives with her husband and children in Lorena, Texas where they are active in their church and community.
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.
