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Beacon Pointe

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Matthew B. Cooper
Partner, President, Beacon Pointe Advisor
Kevin DiSano
Chief Growth Officer
Janet Hathaway
General Counsel
Scott Plamondon
VP, Beacon Pointe Insurance Services
Garth K. Flint
Partner, Founder
Alisha Rosenthal
Partner, Managing Director
Andrew R. Reinhardt
Partner, Managing Director
Bo Ward
Partner, Managing Director
Bob Van Wetter
Partner, Managing Director
Bobby Comeaux
Partner, Managing Director
Brandt Kuhn
Partner, Managing Director
Brian L. Coughlan
Partner, Managing Director
Bruce Meyer
Partner, Senior Managing Director
Burk Rosenthal
Partner, Managing Director
Charlie Duncan
Partner, Managing Director
Charlie Farrell
Partner, Managing Director
Charles E. Carrick
Partner, Managing Director
Christopher F. Palermo
Partner, Managing Director
Darin Simonian
Partner, Managing Director
David Emmes
Partner, Managing Director
Donald J. Hertling
Partner, Managing Director
David Massart
Partner, Managing Director
Fred Taylor
Partner, Managing Director
Eric Witte
Partner, Managing Director
Grant E. Hartvigson
Partner, Managing Director
Graham Pierce
Partner, Managing Director
Gene Ka
Partner, Managing Director
Heidi Benavidez
Partner, Managing Director
Helen Goldstein
Partner, Managing Director
Felix Lin
Partner, Managing Director of Institutional Consulting Services
James W. Ferrell
Partner, Managing Director
James Davenport
Partner, Managing Director
Jameson Van Houten
Partner, Managing Director
Jay Healy
Partner, Managing Director
Jill B. Steinberg
Partner, Managing Director
Joe D. Schofield III
Partner, Managing Director
Joseph H. Ray
Partner, Managing Director
Jeff Hwang
Partner, Managing Director
Jonathan Acosta
Partner, Managing Director
Jordan Heller
Partner, Managing Director
L. Daniel Akers Jr.
Partner, Managing Director
Laine Ainsworth
Partner, Managing Director
Kyle R. Boyd
Partner, Managing Director
Landen L. Lunsway
Partner, Managing Director
Mark Flint
Partner, Managing Director
Marc S. Wolff
Partner, Managing Director
Mark Moehlman
Partner, Managing Director
Mark V. Mathers
Partner, Managing Director
Michael R. Beck
Partner, Managing Director
Michael H. Kane
Partner, Managing Director
Michele T. Sarna
Partner, Managing Director
Rocky Lin
Partner, Managing Director
Sean Curley
Partner, Managing Director
Sheryl W. Austin
Partner, Managing Director
Rocky Daigle
Partner, Managing Director
Walt Bond
Partner, Managing Director
J. Kent Giguere Jr.
Partner, Senior Wealth Advisor
James P. Cooper
Partner, Senior Wealth Advisor
Leslie J. Reynoso
Partner, Senior Wealth Advisor
Michael Himmel
Partner, Senior Wealth Advisor
Steven Bright
Partner, Senior Wealth Advisor
Kerstin M. Murphy
Partner, Senior Relationship Manager
Lynette L. Heil
Partner, Finance Director
Crystal Garner
Principal, Senior Wealth Advisor
Eric Faber
Principal, Regional Director, Senior Wealth Advisor
Paige L. Goll
Principal, Senior Strategic Investment Advisor
Mike Breller
Managing Director, Senior Investment Consultant
Chelsea Cavigli
Director of Human Capital
Catherine Prentice
Director of Compliance
Derek Newcomer
Director, Investment Research
Jason Overholtzer
Director, Investment Research
Jacob Vick
Director, Mergers & Acquisitions
Jade Goodman
Director, Strategic & Legacy Planning
Jack Cooper
Director, Mergers & Acquisitions
Julien Frazzo
Director, Risk Management & Securities Research
Kelly DiGonzini
Director of Financial Planning
Nathaniel Brown
Director, Service Operations
Stephen Marshall
Director of Asset Allocation
Liz Mitchell
Manager, Strategic Integration
Megan Farley
Manager, Strategic Integration

Board & Advisors


People not yet in org chart

Tracey Lundahl
Operations Manager
Andrew Hoang
Certified Financial Planner
Jeffrey Robbins
Senior Planner
Alisa Garnek
Senior Financial Planner
Sloan Petereit
Junior Associate, Financial Planning
Brian Plowman
Associate Wealth Planner
Allie Hines
Senior Business Development Associate
Brandon Lewellen
Senior M&A Analyst
Brittany Renna
Senior Associate Wealth Advisor
Austin Rouk
Wealth Advisor
Chad Weatherman
Wealth Advisor
Rebecca M. Smith
Wealth Advisor
Carlin Lawlor
Strategic Integration Operation Associate
Gabriel Kennan
Senior Associate, Investment Research
Michael Whittemore
Senior Strategic Investment Advisor
Robyn Marotta
Associate, Institutional Consulting Services
Sara Alfaro
Associate, Institutional Consulting Services
Zach Congelliere
Senior Associate, Strategic Integration
Stephen Grant
Associate, Strategic Integration
John Redoutey
Associate, Strategic Integration