Texas Team

 

Dallas Office:

Beacon Pointe Wealth Advisors

2500 Dallas Pkwy, Suite 400

Plano, TX 75093

Phone: (888) BPWA-TXOK
(888) 279-2896

Fax: (972) 265-5415

Bo Ward, CFP®

Bo Ward, CFP®

Managing Director, Partner

Bo is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining BPWA, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients.  Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles, and earning his Certified Financial Planner (CFP®) designation. Bo graduated from Texas A&M University and serves on various charitable boards and committees.  He and his wife have been blessed with two wonderful daughters and, in his spare time, Bo enjoys playing tennis, traveling, hunting and volunteering at his church.

Email:bward@bpwealthadvisors.com

Phone:(214) 306-9755

Eric Witte, CFP®

Eric Witte, CFP®

Managing Director, Partner

Eric is a Managing Director at Beacon Pointe Wealth Advisors (BPWA) and is responsible for client service and new client development.  With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning.  Prior to joining BPWA, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients.  Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor and earning his Certified Financial Planner (CFP®) designation.  Eric graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.

Email:ewitte@bpwealthadvisors.com

Phone:(214) 306-9750

Samuel Mitchell, CFP®

Samuel Mitchell, CFP®

Senior Wealth Advisor

Samuel (Sam) has spent over 15 years in facilitating growth and asset protection strategies for high net worth individuals and families.  Prior to joining BPWA, Sam worked for Ironmark Advisors where he served clients, held the role of Chief Compliance Officer and earned his Certified Financial Planner (CFP®) designation.  Prior to Ironmark Advisors, Sam began his career at American Express and during his time there achieved three Advisor of the Year Awards and advanced advisor status.  He graduated from Midwestern State University with a Bachelors in Business Administration and an MBA while playing on the men’s collegiate soccer team.  Sam and his wife have two kids, and in his spare time, he loves to fish and is always ready for an outdoor adventure.

Email:smitchell@bpwealthadvisors.com

Phone:(214) 306-9753

Ethan Richardson

Ethan Richardson

Associate Wealth Advisor

Ethan Richardson is an Associate Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Texas and is responsible for assisting both the front and back office with client development and client services. Prior to joining BPWA, Ethan worked at TD Ameritrade Institutional as a relationship manager. Ethan graduated from the University of Oklahoma, majoring in Finance. He enjoys spending his free time at local sporting events, camping, and spending time with his family.

Email:erichardson@bpwealthadvisors.com

Phone:(888) 279-2896

Henry Lande

Henry Lande

Associate Wealth Advisor

Henry Lande is an Associate Wealth Advisor at Beacon Pointe Wealth Advisors (BPWA) Texas and is responsible for assisting both the front and back office with client development and client services. Prior to joining BPWA, Henry worked for BBVA Compass as a Commercial Real Estate Underwriter. He graduated from Texas A&M University, majoring in Finance/Real Estate and minoring in Financial Planning. In his free time, he enjoys playing basketball, hunting, reading and spending time with his family and friends.

Email:hlande@bpwealthadvisors.com

Phone:(888) 279-2896

Nathaniel Brown

Nathaniel Brown

Operations Manager

Nathaniel is responsible for oversight of client services and investment operations for Beacon Pointe Wealth Advisors (BPWA) Texas, bringing a solid analytical and process-oriented mindset to our team.  Prior to joining BPWA, Nathaniel worked for Ironmark Advisors overseeing trading operations and investment due diligence. He graduated from Texas A&M University with a BA in Mathematics. Upon completion of a Masters of Theology from Dallas Theological Seminary, Nathaniel spent five years in the nonprofit world in roles of finance, operations, and program administration. Nathaniel and his wife have three children, and he is passionate about helping children in foster care and enjoys coaching sports teams for his kids.

Email:nbrown@bpwealthadvisors.com

Phone:(214) 393-2308

Kris Sabo

Kris Sabo

Client Service Manager

Kris is a Client Service Manager at Beacon Pointe Wealth Advisors (BPWA) Texas and is primarily responsible for client relations and day-to-day operations. She brings a strong set of organization and problem solving skills to our firm.  Prior to joining BPWA, Kris worked for Ironmark Advisors.  Before Ironmark Advisors, Kris spent five years at TD Ameritrade Institutional as a Relationship Manager after beginning her career at Washington Mutual.  She enjoys spending her free time taking photos and scrapbooking, and traveling with her husband.

Email:ksabo@bpwealthadvisors.com

Phone:(214) 306-9752

 

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