Why Beacon?
The firm was created with one simple premise: to be the conduit that brings wealth and provider firms together and accomplish important things. We help both sides speak the same language and communicate better, fostering a community for sharing and learning for those in different roles at wealth and provider firms.
Our team is curious. We bring grit to our work. Our focus is 100% on helping firms meet goals, grow, and navigate a fast-changing marketplace. And, we always have fun!
Our Testimonials
A wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
Lori Fuerstenberg
IPI ManagementI've attended several roundtables and many seminars and conferences. I can honestly say that I received more value from this roundtable experience than any other I can remember.
Veronica Hammond
First CommandThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Suzy Tuck
PaperclipGetting a smaller group of highly qualified people into the same room for a day is one of the most valuable ways to meet, build rapport and learn from others in our industry. Beacon Roundtables are the best way to do exactly that!
Richard Walker
Quik!This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Andy Orr
CGAN Financial
Meet Our Team of Experts
Chip
Kispert
Founder & Managing Partner
Sheri
Facinelli
Consultant
Sarah
Fisher
Chief of Staff
Ronald
Fiske
Head of Consulting
Marshall
Levin
Head of Curriculum
Glen
Schreitmueller
Head of Product Strategy
Jerry
Wackerhagen
Head of Vendor Management