MEET OUR TEAM
David received his Bachelor of Arts degree in Economics from Tufts University in 1985 and Master of Business Administration from the Wharton School at the University of Pennsylvania in 1990. After joining the financial services industry in 1992, he earned a Chartered Financial Consultant designation from the American College in 1997. He holds Series 6, 7, and 63 FINRA registrations, as well as a life and health insurance license in the State of Ohio. He also holds a FINRA Series 4 Options Principal registration. David is an owner and investor in several small businesses.
David is a native Clevelander and participates in several civic organizations as a member of the Endowment Committee of his local Church and serves on the Board of Directors of the International Burn Foundation. He lives with his wife and two sets of twins in Bainbridge.
Nick graduated from Miami University in 2018 with a degree in Economics and immediately joined the financial services industry. Nick joined our team in 2020 as a financial advisor and supports our team with financial planning, investment analysis as well as life insurance and annuity technical support. He holds a Series 6 FINRA Registration and a life and health insurance license in the State of Ohio
Bryan graduated from Ohio University in 2000 with a Bachelor of Business Administration degree in Accounting and Management Information Systems. He earned a Certified Public Accountant (CPA) designation in 2003 and is currently a practicing income tax specialist with the firm of Costin + Kendall, CPAs. Bryan is a member of the Accountancy Board of Ohio and the Ohio Society of CPAs. He also obtained his CERTIFIED FINANCIAL PLANNER™ certificate, and Series 7 and 66 FINRA registrations. Bryan has been affiliated with Beacon since 2007.
Bryan is a Cleveland native and is a graduate of St. Edward High School. He played baseball at Ohio University, and attended MLB pitching tryouts for the Florida Marlins and Cincinnati Reds. Bryan currently lives in Strongsville with his wife and infant twins.
Jill, a graduate from Ohio Wesleyan University, joined Beacon Financial Partners as a Client Relationship Coordinator in October of 2014. She brings with her many years of experience in the financial services and government industries. Jill began her career in 1997 working on Capitol Hill in Washington D.C. Jill is Series 6 registered with FINRA. At Beacon Financial Partners, Jill’s focus is in operations, new business and providing exemplary service to our clients. In her free time, she enjoys volunteering with animal rescue organizations.
Barb joined Beacon CFO in June 2021. She assists the CFO team in providing exceptional service to our clients. Barb's prior experience includes financial services, insurance and banking industries. Her focus is on operations and facilitating client relationships with investment and insurance providers.
Neither asset allocation nor diversification guarantee a profit or protect against a loss. Investing involves risk and including potential loss of principal. No investment strategy can predict the future, guarantee a profit or guarantee against loss in periods of declining values.*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.