Newport Beach Team

 

Newport Beach Office:

Beacon Pointe Wealth Advisors

610 Newport Center Drive, Suite 280

Newport Beach, CA 92660

Phone: (949) 720-9980

Fax: (949) 720-9998

Laine Ainsworth, CFP®

Laine Ainsworth, CFP®

Managing Director, Partner

Laine Ainsworth holds the Certified Financial Planner -CFP® designation and has been an investment professional for over 25 years. Prior to joining Beacon Pointe Wealth Advisors, Laine was a Founding Principal of Wealth Management Network, LLC. Laine is a member of the Dean’s Leadership Circle for the University of California at Irvine Paul Merage School of Business and is a Founding Executive Committee Member of the Center for Investment and Wealth Management at UC Irvine. Mr. Ainsworth is a member of the Hoag Hospital Diplomat Society and was a Charter Member of the PIMCO RIA Advisory Board. He is presently a member of the Chartered Financial Analysts Society of Orange County and serves on the Board of Directors of CASA Orange County. A California native, Laine earned a Bachelor’s Degree in Economics from the University of California at Los Angeles. He and his wife Lisa have a daughter who resides and works in New York City.

Email:lainsworth@bpwealthadvisors.com

Phone:(949) 720-9980 Ext. 204

Mark Moehlman, MBA

Mark Moehlman, MBA

Managing Director, Partner

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.

Email:mmoehlman@bpwealthadvisors.com

Phone:(949) 720-9980 Ext. 207

James Davenport, MBA

James Davenport, MBA

Senior Wealth Advisor

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships.  Jim is an Associate Director with Beacon Pointe Wealth Advisors, working out of both the Newport Beach and Inland Empire offices.  Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California.  He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Orange County Young Executives (OCYE).  Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and son.

Email:jdavenport@bpwealthadvisors.com

Phone:(949) 720-9980 Ext. 203

Lauren Meixel

Lauren Meixel

Operations Manager

Lauren Meixel is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Wealth Advisors office in Newport Beach.  She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.

Email:lmeixel@bpwealthadvisors.com

Phone:(949) 720-9980

Carolyn Smith

Carolyn Smith

Client Service Manager

Carolyn Smith is responsible for client servicing and operations at Beacon Pointe Wealth Advisors Newport Beach. Prior to joining Beacon Pointe, Carolyn worked at the Wealth Management Network. Carolyn is married and has two sons. She enjoys going to the beach, running, coaching lacrosse, and spending time with her family.

Email:csmith@bpwealthadvisors.com

Phone:(949) 720-9980

Sue Fritts

Sue Fritts

Client Service Manager

Sue Fritts is responsible for client servicing in the Private Client Service Group of Beacon Pointe Wealth Advisors Newport Beach. Prior to joining Beacon Pointe, Sue was with the Wealth Management Network as their Director of Operations for 3 years. Sue is very active in her children’s school and their PTA. She also is involved with Our Lady Queen of Angels as a religious education instructor. Sue enjoys reading, photography, and any sports involving her three children. She is currently enrolled at UC Irvine and taking classes in Financial Management.

Email:sfritts@bpwealthadvisors.com

Phone:(949) 720-9980

 

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