BEACON FINANCIAL - Key Persons

Alice Yoder

Job Titles:
  • Director of Client Services

Andrea Oglesby

Job Titles:
  • Director of Client Services - Team Lead

Andy Rogers

Job Titles:
  • Client Experience Specialist

August 'Gus' Payne

Job Titles:
  • Senior Relationship Manager

Bob Moses

Job Titles:
  • Chartered Financial Consultant

Bradley Duncan

Job Titles:
  • Investment Operations Specialist

Brandon K. Sherbert - COO

Job Titles:
  • Advisor
  • COO

Crystal Hradecky

Job Titles:
  • Client Services

Emily Chapa

Job Titles:
  • Client Services

Kasem Abdullah

Job Titles:
  • Investment Advisor
  • Representative

Keyla Crevier

Job Titles:
  • Senior Client Services

Mark Diamond - SVP

Job Titles:
  • Advisor
  • SVP

Melissa Wheeler

Job Titles:
  • Senior Operations Specialist

Oliver Matison

Job Titles:
  • Financial Planner Associate

Roth Conversions

Job Titles:
  • Employee Stock Options

Stephen Engro - CCO, President

Job Titles:
  • Advisor
  • CCO
  • President

Steven Williams

Job Titles:
  • Operations & Technology Specialist