Newport Beach Team (Headquarters)

 

Newport Beach Office:

Beacon Pointe Advisors (Headquarters)

24 Corporate Plaza Drive, Suite 150

Newport Beach, CA 92660

Phone: (949) 718-1600

Fax: (949) 718-0601

Scott Plamondon, CLU®, ChFC®

Scott Plamondon, CLU®, ChFC®

Vice President

As Vice President of Beacon Pointe Insurance Services, Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe wealth advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses, and create their legacy by implementing strategies such as wealth preservation, liquidity planning, business continuity, executive compensation, charitable planning, capital asset maximization, life insurance policy analysis and long-term care planning. Scott earned his BA in Finance with a major in Accounting from New Hampshire College. He maintains both the Charted Life Underwriter and Chartered Financial Consultant certificates from the American College.  Scott was in the United States Air Force from 1984 to 1987. He was a Corporate Accountant in Boston, MA until he moved to Southern California in 1991.  Scott is married and has two daughters.  He enjoys sports, travel, and spending time with his family.

License #0833283

Email:splamondon@bpadvisors.com

Phone:(949) 718-1635

Trip Secrist

Trip Secrist

Senior Wealth Advisor

Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.

Email:tsecrist@bpadvisors.com

Phone:(949) 478-7412

Wanda Ho

Wanda Ho

Director

Wanda is a Director in the Client Service department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury Consulting where she was responsible for client servicing and portfolio administration. Wanda graduated from University of California, Irvine with a BS in Biology. She currently serves on the Board of Directors for Word Alive Church.

Email:wandaho@bpadvisors.com

Phone:(949) 718-1616

Tom Grimstad, MBA

Tom Grimstad, MBA

Senior Wealth Advisor

Tom is responsible for working with Beacon Pointe’s Private Client Services Group. He assists individuals, families and businesses meet their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Tom was a Managing Director at Noble Financial.  During his career, Tom has worked at Lehman Brothers, Roth Capital, Merriman, Raymond James, C.K. Cooper and Drexel Hamilton and has over 15 years of capital markets experience. He received his MBA from Vanderbilt University’s Owen Graduate School of Management and his undergraduate degree from the University of Southern California.

Email:tgrimstad@bpadvisors.com

Phone:(949) 887-7737

Steven Beals

Steven Beals

Managing Director, Head of Client Services and Operations

Steve is Director of Operations at Beacon Pointe Advisors. He is responsible for oversight of client services, trading, portfolio administration and reporting. Steve is focused on the firm’s operations strategy and service experience, working to develop and implement workflow processes to enhance Beacon Pointe’s operating efficiency. Prior to joining Beacon Pointe in 2014, Steve spent sixteen years with Charles Schwab, most recently serving as Senior Manager, Sales Operations and Business Support Services. His responsibilities entailed overseeing sales enablement programs, identifying and implementing operational efficiencies and executive business management functions. Previously, he held various management roles at Schwab in client services, business strategy implementation and communications. Steve started his career in client servicing roles at Boston Financial Data Services and Transamerica. Steve attended the University of Missouri, Kansas City and Arizona State University. In his free time, he enjoys surfing, snowboarding, traveling and indulging his culinary curiosity.

Email:sbeals@bpadvisors.com

Phone:(949) 718-1605

Scott Ayers

Scott Ayers

Wealth Advisor

Scott is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group.  Prior to joining Beacon Pointe Advisors, Scott spent six years with MetLife Investors as a Retirement Income and Protection Specialist. Scott graduated from the University of Tennessee with a BA in Political Science. Outside of the office Scott enjoys playing golf, and he currently resides in Newport Beach, California.

Email:sayers@bpadvisors.com

Phone:(949) 718-1619

Neil Livingston

Neil Livingston

Senior Associate

Neil is a Senior Associate within Beacon Pointe’s operations team. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors –  Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.

Email:nlivingston@bpadvisors.com

Phone:(949) 718-1625

Michael Jensen, CFP®

Michael Jensen, CFP®

Wealth Advisor

Michael is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals.  Prior to joining Beacon Pointe, Michael was a Financial Planner for Consilium Wealth Management in the San Francisco Bay Area where he worked with a select group of individuals and families designing and implementing wealth management strategies and constructing investment portfolios. He began his career at Merrill Lynch as a Financial Advisor. Michael is a Certified Financial Planner (CFP®) and graduated from The University of Southern California (USC) Marshall School of Business. Outside of work he is an avid sports fan, enjoys playing golf and spending time with his friends and family. Michael resides in Newport Beach, California.

Email:mjensen@bpadvisors.com

Phone:(949) 478-7402

Mia Van Bergh

Mia Van Bergh

Senior Associate

Mia is a Senior Associate and is responsible for partnering with Beacon Pointe’s Retirement Plan Services Group to provide the firm’s clients with a customized service experience. Prior to joining Beacon Pointe, Mia worked at Deloitte as an external auditor. Mia graduated from the Eller College of Management at the University of Arizona with a degree in Accounting. In her free time, she enjoys reading, staying active and cooking.

Email:mvanbergh@bpadvisors.com

Phone:(949) 718-1614

Megan Farley

Megan Farley

Client Service Associate

Megan is a Client Service Associate at Beacon Pointe Advisors. As a member of the Private Wealth Management team, she is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Megan attended the Darla Moore School of Business at the University of South Carolina where she triple majored in Finance, Global Supply Chain and Operations Management and Human Resources Management. In her free time, Megan enjoys traveling, going to the beach and spending time with family and friends.

Email:mfarley@bpadvisors.com

Phone:(949) 478-7411

Marcy Reyes, CFP®

Marcy Reyes, CFP®

Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Mary is responsible for helping private clients determine and achieve their financial goals. Marcy is a Certified Financial Planner and graduated from the University of California, Irvine, where she earned her BA degree in Business Economics with a minor in Earth and Atmospheric Sciences.  Outside of the office, Marcy enjoys playing rugby, baking, and traveling abroad.

Email:mreyes@bpadvisors.com

Phone:(949) 478-7410

Liz Mitchell

Liz Mitchell

Client Service Manager

Liz is a Manager in the Client Service department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics.  She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.

Email:lmitchell@bpadvisors.com

Phone:(949) 718-1626

Kyle McNally

Kyle McNally

Client Service Associate

Kyle is an Operations Associate and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a customized service experience. His duties entail the creation of investment proposals, preparation of client documentation, establishment of new accounts and database management.  Prior to joining Beacon Pointe in 2017, Kyle attended Willamette University earning a degree in Economics. As a member of the Williamette basketball team, Kyle served as team captain as was recognized with all-league honors. In his free time, Kyle coaches boys basketball at Corona del Mar High School and Newport Lightning Basketball Club. Originally from Salem, Oregon he enjoys traveling, cooking and spending time with his family.

Email:kmcnally@bpadvisors.com

Phone:(949) 718-1638

Kelly DiGonzini, CFP®, MST

Kelly DiGonzini, CFP®, MST

Senior Financial Planner

Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. Kelly graduated from Gonzaga University School of Business with a concentration in Business Law, and earned her Master of Science in Taxation (MST) degree from William Howard Taft University focusing on the taxation of partnerships, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving and the taxation of real estate. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a Certified Financial Planner. Kelly is very passionate about financial education. She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and Beacon Pointe’s Women’s Advisory Institute. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ. Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides with her husband in Newport Beach, California.

Email:kdigonzini@bpadvisors.com

Phone:(949) 718-1607

Kathy Sharp

Kathy Sharp

Office Manager

Kathy is Office Manager in the Client Service department at Beacon Pointe Advisors. She is responsible for client communications, database organization, oversight of internal processes and general office management duties. She is originally from San Diego and attended San Diego State University before graduating from South Western College with a degree in Liberal Arts. In her free time, Kathy is an avid runner, enjoys playing golf and working out. She currently lives in Newport Beach, California, and loves to spend quality time with both her son and daughter.

Email:ksharp@bpadvisors.com

Phone:(949) 718-1600

Karen Sarten, CFP®

Karen Sarten, CFP®

Senior Wealth Advisor

Karen earned her BA in Finance with honors from California State University, Fullerton and maintains the Certified Financial Planning™ designation.  Beginning with a college internship, Karen has spent her entire professional career in the financial services industry and joined Beacon Pointe Advisors in 2011.  As a Senior Wealth Advisor, Karen is responsible for managing client relationships for Beacon’s Private Client Group.  Along with Beacon’s Investment Committee Members and Financial Planning Department, as well as other key professionals, Karen is tasked with coordinating all areas of investment and finance to create and implement cohesive life plans for her clients.   Karen serves as board director for Beacon Pointe’s Women’s Advisory Institute and is a founding member of The Sense, a free, e-mail, subscription service that provides one bite-sized financial tip a week.

Email:ksarten@bpadvisors.com

Phone:(949) 719-1631

Juna Chiang, CFP®

Juna Chiang, CFP®

Client Service Manager

Juna is a Manager in the Client Service department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Juna earned her BA from Providence College in Taiwan and her Master’s Degree in Public Health from University of California, Los Angeles. Prior to joining Beacon Pointe in 2010, she worked at Ameriprise Financial. Juna is a Certified Financial Planner and has also completed the Certificate Program for Financial Planning for Nonprofit Organizations. She is active in the parent-teacher organizations in her children’s schools and in her free time enjoys volunteering, reading, and spending time with her family and friends.

Email:jchiang@bpadvisors.com

Phone:(949) 718-1618

Julie Johnson, CDFA®

Julie Johnson, CDFA®

Senior Wealth Advisor

Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and the Beacon Pointe Women’s Advisory Institute.  Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

Email:jjohnson@bpadvisors.com

Phone:(949) 718-1630

Jonathan Acosta, JD, MBA

Jonathan Acosta, JD, MBA

Senior Wealth Advisor

Jonathan is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group and is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe, Jonathan worked in PIMCO’s business development group, where he played an integral role in the development and maintenance of relationships with consulting firms and clients. As a former practicing attorney, Jonathan gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division I Men’s Volleyball team. Jonathan received his Juris Doctor from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management. Jonathan is married and resides with his wife and two daughters in Newport Beach, California.

Email:jacosta@bpadvisors.com

Phone:(949) 718-1601

Jace Prows

Jace Prows

Wealth Advisor

Jace is responsible for working with Beacon Pointe’s Private Client Service group. Prior to joining Beacon Pointe Advisors, Jace spent six years as a Financial Advisor working with private and institutional clients at TD Ameritrade and Fidelity Investments. Jace attended the University of North Texas in Denton, Texas. He currently resides in Trophy Club, Texas with his wife Angela. Outside of the office Jace and his wife enjoy spending time outdoors and traveling.

Email:jprows@bpadvisors.com

Phone:(949) 478-7430

George Logan

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Email:glogan@bpadvisors.com

Phone:(949) 718-1622

Dylan MacDonald, CFP®

Dylan MacDonald, CFP®

Associate Wealth Advisor

Dylan is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Dylan was a Senior Associate at The Doman Group in New York City, where he specialized in investment analysis and comprehensive financial planning for high net worth individuals and families. He was born and raised in Huntington Beach, California and holds a business degree from the University of Southern California. Dylan also holds a Masters in Financial Analysis and Investment Management from Saint Mary’s College and is a Certified Financial Planner (CFP®). Outside of work, Dylan enjoys surfing, traveling and spending time with family and friends.

Email:dmacdonald@bpadvisors.com

Phone:(949) 478-7403

Dylan Brooks

Dylan Brooks

Client Service Associate

Dylan is a Client Service Associate at Beacon Pointe Advisors. As a member of the Private Wealth Management team, he is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Dylan graduated from Dartmouth College with a major in Economics. During his time at Dartmouth, Dylan was a member of Chi Heorot fraternity and served as President and Social Chair throughout his three years as a member. Additionally, he was a member of the alpine ski team, qualifying for NCAA Championships all four years and earning All-American honors in 2015. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, traveling, watching sports, and is currently learning to surf.

Email:dbrooks@bpadvisors.com

Phone:(949) 478-7404

Douglas Allison, CFA

Douglas Allison, CFA

Partner

Doug has been with Beacon Pointe since its inception and is a founding partner. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS in Genetics and has earned the Chartered Financial Analyst designation. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

Email:dallison@bpadvisors.com

Phone:(949) 718-1608

Doug Igel, CIMA®, AIF®

Doug Igel, CIMA®, AIF®

Director

Doug Igel, CIMA®, AIF® oversees the Retirement Plan Advisory practice at Beacon Pointe, offering investment management services to 401k and 403b plans in conjunction with additional services including fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other additional services. Doug has over 19 years of industry experience and was formerly a Vice President, Managing Consultant of the Retirement Practice at Precept Advisory Group. Doug earned a BS in Business Administration with a concentration in Finance from Colorado State University. He also received his Master’s in Business Administration (MBA) from Regis University in Denver, CO and holds the Certified Investment Management Analyst (CIMA) designation which he earned at the Wharton School, University of Pennsylvania in conjunction with the Investment Management Consulting Association (IMCA), the Accredited Investment Fiduciary (AIF®) through Fi360, and the Certified Retirement Administrator (CRA) designation through InFRE. Doug currently serves as a Committee Member for the Humane Society of Silicon Valley.

Email:digel@bpadvisors.com

Phone:(949) 478-7417

David Le, MBA

David Le, MBA

Associate Wealth Advisor

David is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting.  In addition, David is oversees the organization and execution of the firm’s technology initiatives. Prior to joining Beacon Pointe Advisors, David spent seven years working for the Irvine Ranch Water District. David graduated from UC Riverside with a BA in Business Economics and received his MBA from UC Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

Email:dle@bpadvisors.com

Phone:(949) 478-7408

David Hopkins

David Hopkins

Senior Wealth Advisor

David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

Email:dhopkins@bpadvisors.com

Phone:(949) 718-1621

Commie Stevens, JD

Commie Stevens, JD

Partner, Head of Strategic & Financial Planning

Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65). She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. She is also a founding member of Beacon Pointe’s Women’s Advisory Institute (“WAI”), a founding member of a financial education email subscription known as “The Sense” and has served as the Governance Chair for Hi Hopes Identity Discover Foundation. Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

Email:cstevens@bpadvisors.com

Phone:(949) 718-1606

Autumn Kim

Autumn Kim

Senior Associate

Autumn is a Senior Associate within the Private Client Services Group and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Prior to joining Beacon Pointe, Autumn attended California State University, Long Beach where she graduated with a BA in International Business. In her free time, Autumn enjoys travelling, water sports and spending time with family and friends.

Email:akim@bpadvisors.com

Phone:(949) 718-1617

Austin Rouk

Austin Rouk

Associate Financial Planner

As part of Beacon Pointe’s Strategic and Financial Planning Department, Austin is responsible for helping private clients determine and achieve their financial goals.  Austin initially attended Concordia University and played on the Men’s Basketball Team, transferring to Oklahoma State University, where he received a Bachelor of Science in Business Administration with a concentration in Finance.  Outside of the office, Austin still enjoys playing basketball as well as golf, going to the gym, and spending time with family and friends.  Austin is married and resides with his wife in Aliso Viejo, California.

Email:arouk@bpadvisors.com

Phone:(949) 718-1632

Amanda Gallaher

Amanda Gallaher

Senior Associate

Amanda is a Senior Associate within the Beacon Private Client Services team.  She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience.  Her duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2013, Amanda attended California State University, Long Beach where she graduated with a BS in Business Administration with an option in Marketing. In her free time, Amanda enjoys water sports, snowboarding, cooking, and spending time with family and friends.

Email:agallaher@bpadvisors.com

Phone:(949) 718-1629

Alex Kassouf

Alex Kassouf

Wealth Advisor

Alex is responsible for client servicing and new client development for the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Alex sold residential real estate in Orange County for 10 years. As a successful self-employed agent, Alex fully understands and appreciates client sensitivity and what is necessary to achieve his client’s goals and aspirations. Alex earned his BA in Liberal Arts from Colorado State University. Alex is an active member of the board of directors for AYSO Region 97 in Newport Beach and served as Assistant Regional Commissioner, Kids Zone Coordinator and Mediation Committee Member. Outside of work Alex enjoys running, golf, and spending time with his family. Alex has three children and lives with his family in Newport Beach, California.

Email:akassouf@bpadvisors.com

Phone:(949) 478-7401

 

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