The Beacon Team

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Portia Osborne
Client Relationship Cordinator

Portia joined Beacon Financial Partners in 2017 bringing with her over 15 years administrative experience.

Portia currently assists the Chief Operating Officer and the Chief Executive Officer supporting the daily operations of the firm. She also acts as the firms liaison between clients and the firm.

Further Information regarding our firm and its investment professionals can be found on Form ADV, Form CRS, And FINRA’s BrokerCheck.