Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.

Consulting

Finance

Venture Capital

Beacon Pointe

Shannon Eusey

Jackie Mendoza

Meagan Tse

Ryan McEnerney

Cameron Wright

William Thompson

John Martindale

Carrie Gallaway

Andrew L. Stern

Maria Caracoza

Brad Meyer

Mitchell Hughes

Brittany Mangrum

Ryan Griffin

Austin Kastenberg

Allen Ferguson

Lance Wexler

Keith Ferguson

Heather O’Neill Fairbanks

Wayne C. McCullough

Rawles F. Bell

Georgia Bennicas

Eliza Moody

Tom Stefaniak

Isamu Fairbanks

Jesse Crane

Chandler Hammersla

Raul Marquez

Chris Clark

Peter Gottlieb

Annie Parrish

Loyd Wellman

Tommy Derrick

David Le

Emily Dang

Tom O’Connor

Kara Felten

Andrew Howard

Ike Egwuonwu

Jordan Heller

Jason Overholtzer

David Massart

Matthew B. Cooper

L. Daniel Akers Jr.

Fred Taylor

Michael R. Beck

Graham Pierce

Michele T. Sarna

Mark Moehlman

Burk Rosenthal

Andrew R. Reinhardt

James W. Ferrell

Garth K. Flint

Bruce Meyer

Sean Curley

Mike Breller

Marc S. Wolff

Julien Frazzo

Jameson Van Houten

James Davenport

Eric Witte

James P. Cooper

Rocky Daigle

Michael G. Dow

Kyle R. Boyd

John Gray

Jade Goodman

Gene Ka

Christopher F. Palermo

Eric Faber

Paige L. Goll

Michael H. Kane

Lynette L. Heil

Landen L. Lunsway

Laine Ainsworth

Heidi Benavidez

Brandt Kuhn

Kelly DiGonzini

Jonathan Acosta

Steven Bright

Kevin DiSano

Jill B. Steinberg

Darin Simonian

Alisha Rosenthal

Nathaniel Brown

Bob Van Wetter

Mark Flint

Karisa Diephouse

Joe D. Schofield III

Grant E. Hartvigson

Donald J. Hertling

David Emmes

Charlie Farrell

Brian L. Coughlan

Allison Hillgren Warner

Charles E. Carrick

J. Kent Giguere Jr.

Michael Himmel

Jay Healy

Bobby Comeaux

The Client Services team at Beacon Pointe is dedicated to delivering exceptional support and personalized solutions to clients. They handle account management, facilitate communications between clients and advisors, and ensure the timely and accurate processing of financial transactions. By leveraging their expertise, the team enhances client satisfaction and strengthens long-term relationships.

Client Services

Leadership Team

Investment Advisory

Client Services

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Team members

Other teams at Beacon Pointe

Leadership Team

Investment Advisory