Arizona Team

 

Scottsdale Office:

Beacon Pointe Wealth Advisors

14350 N 87th Street, Suite 185

Scottsdale, AZ 85260

Phone: (480) 428-5528

Fax: (480) 428-5529

Bruce Meyer, JD, LL.M.

Bruce Meyer, JD, LL.M.

Senior Managing Director, Partner

Bruce Meyer is the Senior Managing Director of Beacon Pointe Wealth Advisors and is responsible for the BPWA Arizona office. Prior to joining BPWA Arizona, Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. Bruce earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T.-Chicago-Kent College of Law, Chicago, IL; and a LL.M. in Taxation from the University of Miami, Coral Gables, FL. Additionally Bruce holds a CPA designation (inactive). Bruce is active in the community and has served on various boards and committees for the National Kidney Foundation of AZ, The Phoenix Children’s Hospital, The Phoenix Boy’s Choir and Congregation Beth Israel. Bruce has been married to Pam since 1986 and has three children. In his spare time he enjoys golf, skiing, and relaxing with friends and family.

Email:bmeyer@bpwealthadvisors.com

Phone:(480) 428-5528

Andrew Reinhardt, CFP®

Andrew Reinhardt, CFP®

Managing Director, Partner

Andrew Reinhardt, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning. Andy is a Certified Financial Planner® and he is also a member of the Financial Planning Association. Andy has spent over 15 years in facilitating growth and asset protection strategies for both high net worth individuals and families. Prior to joining BPWA, Andy was at Capital Investment Counsel and served as an investment consultant with Charles Schwab.  He also worked for Hackett Investment Advisors as a Portfolio Manager. Andy has degrees in Business Administration and Exercise Science, with emphasis in Finance and Management, from Northern Arizona University, where he was a member of the Track & Field team and earned All-Conference and All-American honors as a sprinter and scholar.

Email:areinhardt@bpwealthadvisors.com

Phone:(480) 428-5528

Brian Coughlan, MBA

Brian Coughlan, MBA

Managing Director, Partner

Brian Coughlan is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  Brian is also a member of the Beacon Pointe Investment Committee.  Brian has 16 years of investment experience with major banks and private money management firms. In addition to his expertise in customized portfolio management, investment recommendations and financial planning, he has also underwritten municipal bond issues throughout the United States, and is a visiting Professor of Finance in the Keller Graduate School of Management’s MBA program. Currently pursuing his Chartered Financial Analyst accreditation, Brian is a member of the CFA Institute and the Phoenix Society for Financial Analysts (PSFA). He holds an MBA and a Master of Science degree in Information Management from the W.P. Carey School of Business and graduated with a degree in Finance from the University of Arizona.  In his spare time, Brian enjoys playing golf, hiking, camping and spending time with his family.

Email:bcoughlan@bpwealthadvisors.com

Phone:(480) 428-5528

Chris Palermo, CFA, CFP®

Chris Palermo, CFA, CFP®

Managing Director, Partner

Chris Palermo, CFA, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development. Chris brings over 15 years of investment experience. As a Certified Financial Planner™ and Chartered Financial Analyst (CFA®) professional, Chris specializes in portfolio management with an emphasis on financial, retirement, estate, tax and insurance planning, and focuses on providing investment solutions that are tailored to each client’s specific goals. Prior to joining Beacon Pointe Wealth Advisors, Chris was at Capital Investment Counsel, and prior to that, a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where his various roles included asset management, derivative trading, and conducting investment seminars across the United States.  Chris graduated from Northern Arizona University with a Bachelor of Science degree in Business Administration with a major in Finance. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.

Email:cpalermo@bpwealthadvisors.com

Phone:(480) 428-5528

Landen Lunsway, CFP®

Landen Lunsway, CFP®

Managing Director, Partner

Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  With over 14 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning.  Prior to joining Beacon Pointe Wealth Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services.  Landen graduated magna cum laude from Northern Arizona University with a B.S. in Finance.  He is a member of the Financial Planning Association (FPA) and is an active champion of the Chris Freeman Scholarship through the NAU Foundation benefiting students whose lives have been impacted by cancer.  In his free time, Landen enjoys skiing, soccer, traveling and spending time with his wife and two daughters.

Email:llunsway@bpwealthadvisors.com

Phone:(480) 428-5528

Andrew Saltzman, CFP®

Andrew Saltzman, CFP®

Managing Director

Andrew Saltzman, CFP®, is responsible for working with Beacon Pointe Wealth Advisors Private Client Services Group. Prior to joining Beacon Pointe Wealth Advisors in 2011, he worked as an Investment Advisory Representative for 11 years. Andrew also oversees the implementation of Strategic Operations. He earned his BA from the State University of New York and is a Certified Financial Planner (CFP®). Andrew also earned his LUTCF certification from The American College. Andrew works as a mentor for the Arizona Quest for Kids program and enjoys spending time with his wife and two children.

Email:asaltzman@bpwealthadvisors.com

Phone:(480) 428-5528

Matt Armistead, CFP®, CIMA®

Matt Armistead, CFP®, CIMA®

Senior Wealth Advisor

Matt Armistead is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Prior to joining BPWA, he founded and managed Camelback Wealth Management, a Scottsdale-based advisory firm.  Matt is a Certified Financial Planner® practitioner and a Certified Investment Management Analyst®.  Before Camelback Wealth, he traded futures for his own and institutional accounts after spending nearly nine years at Intel Corporation.   Matt earned his MS and BS in Industrial Engineering at Stanford, where he also played football.  When he is not enjoying time with his four boys and wife, Melissa, he can be found doing CrossFit.

Email:marmistead@bpwealthadvisors.com

Phone:(480) 428-5528

Eric Newby, CFP®

Eric Newby, CFP®

Wealth Advisor

Eric Newby is responsible for client service and new client development for Beacon Pointe Wealth Advisors.  Prior to joining BPWA, he worked as an advisor for the last eight years, six of those in the Scottsdale, Arizona area.  Eric earned his BS in Economics and Finance from Colorado State University – Pueblo and has received the Certified Financial Planning (CFP®) designation.  In his spare time, he enjoys spending time with his wife Maggie, golfing, and visiting his hometown of Soldotna, Alaska in the summer.

Email:enewby@bpwealthadvisors.com

Phone:(480) 428-5528

Kenneth Kann

Kenneth Kann

Wealth Advisor

Kenneth Kann is a Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for client service and new client development.  With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning.  Prior to joining Beacon Pointe Wealth Advisors, Ken was a VP and Sr. Portfolio Manager with Windsor Capital Management.  Before that, Ken was a National Director of Advisor Services at Financial Engines where he had the unique opportunity to work for Nobel prize winner, William Sharpe. Ken also spent 15 years at Charles Schwab as Vice President and Director in various enterprises within the firm.  Ken holds a BA in Psychology from the University of South Florida, an MBA, as well as a Post Baccalaureate degree in Accounting from Arizona State W.P. Carey School of Business.  In his free time, Ken enjoys working out, traveling, and spending time with family.

Email:kkann@bpwealthadvisors.com

Phone:(480) 428-5528

Robyn Gerke, CFP®

Robyn Gerke, CFP®

Wealth Advisor

Robyn Gerke, CFP® is a Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients.  Incorporating a holistic wealth management approach, she assists clients in identifying financial goals and establishing an appropriate investment strategy while taking into consideration income tax impact and risk management needs.  Prior to joining Beacon Pointe, Robyn worked for 14 years at Stoker Ostler Wealth Advisors.  Robyn is a CERTIFIED FINANCIAL PLANNER™ and she received a BA degree in Finance and a Certificate of International Business from the University of Northern Iowa. She also received a Master of Science degree in Personal Financial Planning from the College for Financial Planning.  Robyn serves on the Board of Directors for the Financial Planning Association of Greater Phoenix and is a member of FPA NexGen.  In her free time, Robyn enjoys hiking, triathlons and traveling, in addition to providing financial literacy for women.

Email:rgerke@bpwealthadvisors.com

Phone:(480) 428-5528

Rebecca Green

Rebecca Green

Associate Wealth Advisor

Rebecca (Beckie) Green is an Associate Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Arizona. She is responsible for partnering with the firm’s wealth advisors to provide financial planning and investment management services to clients. Her duties include portfolio rebalancing, investment related research, performance reviews as well as client meeting preparation and follow up. Prior to joining Beacon Pointe Wealth Advisors, Beckie gained experience in brokerage services and retirement planning at Charles Schwab, financial and insurance planning at USAA Investment Co. and most recently client service management at UBS Financial Services. Beckie graduated from Weber State University with a Bachelor of Science in Business Administration and Marketing. In her free time, Beckie enjoys hiking, yoga, traveling and spending time with her fiancée and their boys.

Email:rgreen@bpwealthadvisors.com

Phone:(480) 428-5528

Sam Lawson

Sam Lawson

Associate Wealth Advisor

Sam Lawson is a Senior Associate at Beacon Pointe Wealth Advisors (BPWA) in Scottsdale, Arizona. His primary responsibility is trading, while he also prepares client meeting materials and assists in portfolio construction.  Sam graduated from The University of Arizona, Eller College of Management in 2014, with a degree in finance. In his free time, he enjoys spending time with family and friends.

Email:slawson@bpwealthadvisors.com

Phone:(480) 428-5528

Brooke Jess

Brooke Jess

Operations Director

Brooke Jess is the Director of Operations at Beacon Pointe Wealth Advisors (BPWA) Arizona and is responsible for oversight of client services and investment operations.  Brooke brings over 14 years of experience in financial services and wealth management.  Prior to joining BPWA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc.  Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development.  Brooke received her Bachelor’s degree from Arizona State University.  She is married and lives with her husband and two dogs in Phoenix, AZ.  She enjoys cooking, traveling, and spending time with her family and friends.

Email:bjess@bpwealthadvisors.com

Phone:(480) 428-5528

Wendy Rodriguez

Wendy Rodriguez

Senior Associate

Wendy Rodriguez’s primary responsibility is customer relations for Beacon Pointe Wealth Advisors, Arizona. Wendy is a Phoenix native and graduated from Phoenix Country Day School. She received her Bachelor of Arts degree in Philosophy from Scripps College in Claremont California. Wendy’s past work experience ranges from hotel management, wholesale manufacturing, retail/ merchandising, and most recently worked as customer service manager at a property inspection company in Scottsdale, Arizona. She has also been an active member of Daughters of the Nile since 1994. Wendy has two children, her son has a PhD in Bio Chemistry and she currently lives in Mesa, Arizona with her daughter.

Email:wrodriguez@bpwealthadvisors.com

Phone:(480) 428-5528

Kelsey Hudson

Kelsey Hudson

Senior Associate

Kelsey brings over 9 years of experience in financial services and wealth management. Prior to joining BPWA, she worked for a RIA in Dallas, TX, Charles Schwab and Wells Fargo Bank. Her previous roles included day-to-day operations such as account maintenance, money movement, and trading. Kelsey received her Bachelor’s degree from Arizona State University. She currently lives in Mesa, AZ with her family and their two border collie Aussies. In her free time, she loves to shop, travel and explore new places/ restaurants in the Valley with her family.

Email:khudson@bpwealthadvisors.com

Phone:(480) 428-5528

Carlin Lawlor

Carlin Lawlor

Client Service Associate

Carlin Lawlor is a Client Service Associate at Beacon Pointe Wealth Advisors (BPWA) in Scottsdale, Arizona.  She is primarily responsible for customer relations and day-to-day operations. Carlin is currently working towards her degree in Finance from Arizona State University.  In her free time, she enjoys traveling as well as spending time with her family and friends.

Email:clawlor@bpwealthadvisors.com

Phone:(480) 428-5528

Coby Cress

Coby Cress

Client Service Associate

Coby Cress is an Client Service Associate at Beacon Pointe Wealth Advisors in Scottsdale, AZ and is responsible client services and investment operational duties. Before joining Beacon Pointe, Coby worked as a Relationship Specialist with Charles Schwab & Co. He has a BA in Business and Economics from Westmont College in Santa Barbara, CA, and he is currently a candidate in the Chartered Financial Analyst Program. In his free time he enjoys spending time in the outdoors, fitness and playing golf.

Email:ccress@bpwealthadvisors.com

Phone:(480) 428-5528

Stacy Shimp

Stacy Shimp

Office Manager

Stacy Shimp is the Office Manager at Beacon Pointe Wealth Advisors (BPWA) in Scottsdale, Arizona. She is primarily responsible for office management and customer relations.  Prior to joining BPWA she worked at Vi at Silverstone CCRC. Her previous roles included various administrative and customer service functions as well as staff development, sales, outreach and marketing including developing presentations for prospective residents.  Most recently, Stacy was as a Sales Counselor of luxury living with all-inclusive continuing care insurance to high-net-worth clients. Stacy is a Native of Michigan and received her certification in Public Speaking at Cornerstone University Grand Rapids MI. She has spoken at women’s conferences and charity events.  In her spare time Stacy enjoys creating art of many forms and volunteers designing props for plays as well as writing and directing dramas for youth.  She and her husband Todd live in Phoenix AZ.

Email:sshimp@bpwealthadvisors.com

Phone:(480) 428-5528

 

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