Meet Our Advisory Team
Connect with one of our trusted Financial Advisors in the Salt Lake City 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 Draper, UT advisory team if we can be of service.
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[Tiffany] is extremely personable, very knowledgeable, and makes herself available to you. Her advice is top notch and she is a powerhouse at what she does. I refer her to all my fellow clients and investors, and I promise you she will not disappoint. 5 stars!
John Martindale and his team have been our financial advisors for over fifteen years. They have always been responsive to our needs and concerns. They have always been by our side and walked us through times when the market and economy have struggled. We meet with them at least yearly and most years more than once to twice to discuss and review our investment plans. When the team sees something in the market that affects us they always contact us to discuss the issues and to determine a solution to the problem. Their knowledge and expertise have been evident as we attempt to move our investments to adjust the risk to our portfolio as we mature and look forward to retirement and beyond.
We have been working with the Salt Lake City UT team at Beacon Pointe for almost 8 years. John, Tiffany & Ian are our trusted partners with our financial planning & investments. We are both retired now & enjoying the benefits of the planning with our advisors we did during our working years to set the strategies in place for our future. Beacon Pointe provides frequent client webinars which are very informative regarding market & investment advice. We couldn’t be happier with our team!
Tiffany Bodell and the Beacon Pointe staff are top notch! I have been with Tiffany and the firm for many years and appreciate their personalized approach. They are consummate professionals and have gone above and beyond in advising and assisting me with thoughtful financial planning strategies. I have referred and will continue to sing their praises to my colleagues and friends. Thank you!
Beacon Pointe Advisors are amazing to work with! John and Tiffany listen and genuinely care for their clients. Tiffany is very knowledgeable, dynamic and personable. I highly recommend working with Tiffany and Beacon Pointe Advisors. I am so thankful being their client!
[Tiffany] is extremely personable, very knowledgeable, and makes herself available to you. Her advice is top notch and she is a powerhouse at what she does. I refer her to all my fellow clients and investors, and I promise you she will not disappoint. 5 stars!
John Martindale and his team have been our financial advisors for over fifteen years. They have always been responsive to our needs and concerns. They have always been by our side and walked us through times when the market and economy have struggled. We meet with them at least yearly and most years more than once to twice to discuss and review our investment plans. When the team sees something in the market that affects us they always contact us to discuss the issues and to determine a solution to the problem. Their knowledge and expertise have been evident as we attempt to move our investments to adjust the risk to our portfolio as we mature and look forward to retirement and beyond.
We have been working with the Salt Lake City UT team at Beacon Pointe for almost 8 years. John, Tiffany & Ian are our trusted partners with our financial planning & investments. We are both retired now & enjoying the benefits of the planning with our advisors we did during our working years to set the strategies in place for our future. Beacon Pointe provides frequent client webinars which are very informative regarding market & investment advice. We couldn’t be happier with our team!
Tiffany Bodell and the Beacon Pointe staff are top notch! I have been with Tiffany and the firm for many years and appreciate their personalized approach. They are consummate professionals and have gone above and beyond in advising and assisting me with thoughtful financial planning strategies. I have referred and will continue to sing their praises to my colleagues and friends. Thank you!
Beacon Pointe Advisors are amazing to work with! John and Tiffany listen and genuinely care for their clients. Tiffany is very knowledgeable, dynamic and personable. I highly recommend working with Tiffany and Beacon Pointe Advisors. I am so thankful being their client!
Dane Jensen
Wealth Advisor
Dane is a Wealth Advisor at Beacon Pointe and is responsible for providing customized client service and assistance with new client development. Dane has a passion for understanding each of his clients on a more personal level, acknowledging their goals, and concerns, while building a financial plan that is best suited for their future. Prior to joining Beacon Pointe, Dane was an Investment Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked for Stryker and Guardian. Dane graduated from Westminster College with a B.A. in Economics and International Relations. Throughout his time at Westminster, Dane played collegiate golf and was an All-American, two-time Conference Player of the Year, Academic All-Conference, and recipient of the NAIA Champions of Character Award. Outside of financial planning and golfing, Dane enjoys spending time with his wife, Ashlee, and their two daughters.
Ian Martindale
Associate Wealth Advisor
Ian is an Associate Wealth Advisor with Beacon Pointe’s Draper office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Ian was a Client Service Associate at Ailsa Capital (which merged with Beacon Pointe in 2023) and before that, worked as a mortgage loan officer. Outside of the office, Ian enjoys traveling, spending time with family and friends, and resides in Draper, Utah with his wife and dog.
John Martindale, CFP®
Partner, Managing Director
John Martindale, CFP®, is a Managing Director at Beacon Pointe and is responsible for high-net-worth relationships and new business development. With over three decades of conceptual financial planning experience, John is well-versed in complicated estates and retirement income planning. As a relationship manager, John advises his clients on wealth accumulation and preservation concepts. He is sought after for his skills in investment and portfolio analysis, tax planning, real estate transactions, insurance analysis, estate planning strategies, and philanthropic giving. Prior to joining Beacon Pointe, John founded Ailsa Capital (which merged with Beacon Pointe in 2023). John graduated with a Bachelor of Science from Brigham Young University and obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and certification from the College of Financial Planning in Denver, Colorado. John places great value in his local and global community and has been active in non-profit organizations since 1988. In 1992, John co-founded the annual Mountain Shadows Golf Classic to benefit the Mountain Shadows Community Homes in Escondido, California, where he has procured over $800,000 in charitable gifts. He currently serves as Past President of the Canyon Education Foundation (Sandy, Utah), where funds are raised to support students and teachers in the classroom, providing college scholarships to graduating seniors. Some of the non-profit organizations he’s had the pleasure of assisting include, The Kidney Foundation of Utah, The Forever Young Foundation, Snowbird Adaptive Sports, Canyons Education Foundation, and the Mountain Shadows Foundation. John enjoys international travel, rounds of golf, and spending time with his wife Tresa, four children, and 3 grandchildren.
Tiffany Bodell
Wealth Advisor
Tiffany Bodell is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Tiffany is passionate about building personal and meaningful relationships with her clients to ensure they reach their goals. Prior to joining Beacon Pointe, Tiffany was the Director of Operations and Wealth Advisor at Ailsa Capital (which merged with Beacon Pointe in 2023). Her previous experience includes Merrill Lynch Bank, Goldman Sachs, and Hightower Advisors. Tiffany earned her Bachelor of Economics from the University of Utah and currently lives in Salt Lake City, Utah. She enjoys golfing, being outdoors and spending time with her husband and two children.
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.
