NEWPORT BEACH, Calif., Wednesday, May 28, 2025 – Beacon Pointe Advisors strengthens its Retirement Planning Services in Dallas-Fort Worth with the addition of advisor and retirement plan specialist, Greg Mykytyn. Greg has a deep background as a 3(38) fiduciary, having advised on nearly $700M of retirement assets as a fiduciary and advisor.
His deep expertise in retirement planning positions him to take on a broader leadership role within the DFW region and beyond — Greg has nearly three decades of experience working exclusively with 401(k), ESOP, and profit-sharing plans and has worked as a Plan Sponsor and a Plan Consultant in both the private and public sectors. Prior to joining Beacon Pointe, Greg served as Managing Director for Commerce Street Investment Management in Dallas, TX. His experience extends even further from roles at Fidelity Investments, Milliman, and American National Bank of Texas, where he guided both plan sponsors and participants through retirement programs ranging from new launches to those managing up to $500M in assets. At American National Bank of Texas, he spearheaded the development of the firm’s 3(16) Fiduciary offering, successfully growing the platform to $60M in assets within three years. His tenure with the FDIC included overseeing regulatory reporting and compliance tasks such as 5500 filings and annual nondiscrimination testing for failed financial institutions. Greg is passionate about serving the broader Dallas-Fort Worth community as he supports several local nonprofits, having recently served on the Board of Directors for Turtle Creek Park Conservancy. His credentials include the FINRA Series 65 license, and Finance and Political Science degrees from the University of North Texas.
“Joining Beacon Pointe, I’ll have expanded resources, infrastructure, and tools to provide optimal financial support for clients and their employees,” shared Greg Mykytyn. “I’ve worked with Beacon Pointe, Wayne [McCullough], and his colleagues for a number of years, and I’m thrilled about this opportunity to formally join the Beacon Pointe advisory team.”
Dallas-based Beacon Pointe Partner and Managing Director, Wayne McCullough shared, “We are very excited to have Greg joining our team and the vast industry knowledge he will bring to Beacon Pointe locally in Dallas, as well as to the broader company. His knowledge of the 401(k), ESOP and profit-sharing plan world is unmatched. We have partnered with Greg on the majority of our retirement plans over the past 11 years, and he always brings insight, intelligence, and enthusiasm. Very few people in our industry have 27 years of experience in the business retirement services niche. Most importantly, Greg is a man of integrity and is a perfect fit for the unique and strong culture that is Beacon Pointe Advisors.”
Beacon Pointe is expanding and further refining its Retirement Plan Consulting Services, bolstering its team with exceptional talent, such as Greg Mykytyn and recent addition, Gregg Cowan, seeking to further understand all aspects of each unique retirement plan, convey knowledgeable guidance, and provide distinguished service.
“We’re excited to have Greg join the team. This is a natural extension of the comprehensive wealth management services we provide to business owners and executives,” shares Matt Cooper, Beacon Pointe President. “Having Greg’s expertise on the ground in DFW serving the complex needs of the retirement plan sponsor as well as the employee contributor, allows Beacon Pointe to help more Texas businesses optimize their qualified retirement plans for all.”
Financial terms of the deal were not disclosed. Greg, Wayne, and Matt are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
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Media Contact:
Sydney Alacano
(949) 721-1792
salacano@beaconpointe.com
