Beacon Team
Beacon Management Team
Managing Partner, Founding Partner
Chief Operations Officer
Director, Retirement Plan Services
Beacon Advisors
Managing Partner, Founding Partner
CFP®, Founding Partner
MBA, ChFC®, Founding Partner
MBA, Founding Partner
LUTCF®, Founding Partner
CFP®, JD*, MBA, Founding Partner
CFP®, CPA, Charter Member
CLU®, ChFC®, Charter Member
Financial Advisor
Financial Advisor
Susan Wanamaker
Beacon Support Team
Director, Retirement Plan Services
Chief Operations Officer
Client Relationship Coordinator
Client Relationship Coordinator
Client Relationship Coordinator
Client Relations Coordinator
Adam Rubin
Client Relationship Coordinator
Financial Planning Assistant
Affiliates / Partners
*Pistone Wealth Advisors is independent and not affiliated with Lincoln Investment, or
Capital Analysts.
CLU, CFP®
Advisory Practice Manager
Advisory Practice Manager
CFP®
CPA, CFP®
*Tax and CPA services are not offered through, nor supervised by Beacon Financial Advisory, LLC/Beacon Financial Partners, Lincoln Investment or Capital Analysts. Insurance services are not offered through, or supervised by, the Lincoln Investment Companies.