Who We Are
Our History
Our Team
Beacon Gives Back
What We Do
Our Services
Our Investment Philosophy
Clients
Client Resources
Tartan Wealth Regulatory Documents
FNA Regulatory Documents
Talk to an Advisor
Start Here
Talk to an Advisor
Start Here
Our Team
Management Team
Greg Randall
Managing Parhner
Founding Partner
Deborah George
Chief Operations Officer
Karl Randall
Financial Advisor
Gregory Randall
Managing Partner
Founding Partner
Deborah George
Chief Operations Officer
Karl Randall
Financial Advisor
Advisor Team
Greg Randall
Managing Partner
Founding Partner
Susan Wanamaker
Financial Advisor
Alan Yanowitz
Financial Advisor
Dale Rubin
LUTCF®
Founding Partner
Daniel Bonder
CFP®, JD*
Founding Partner
Karl Randall
Financial Advisor
Jeremy Clark
Director
Retriment Plan Service
Raymond Tropp
MBA, Founding Partner
Tom Genco
CFP®, CPA
Charter Member
Gregory Randall
Managing Partner
Founding Partner
Karl Randall
Financial Advisor
Susan Wanamaker
Financial Advisor
Alan Yanowitz
Financial Advisor
Dale Rubin
LUTCF®
Founding Partner
Raymond Tropp
MBA, Founding Partner
Tom Genco
CFP®, CPA*
Charter Member
Ryan Cass
Financial Advisor
Philip “Flip” O’Toole
Financial Advisor, CIMA®
Support Team
Jeremy Clark
Director
Retriment Plan Service
Deborah George
Chief Operations Officer
Janet Jaffe
Client Relationship Cordinator
Jennifer Vincent
Client Relationship Cordinator
Gretchen Bailey
Client Relationship Cordinator
Ryan Cass
Operation Manager
Portia Osborme
Client Relationship Cordinator
Adam Rubin
Client Relationship Cordinator
Deborah George
Chief Operations Officer
Janet Jaffe
Client Relationship Manager
Jennifer Vincent
Client Relationship Coordinator
Ryan Cass
Financial Advisor
Portia Osborne
Client Relationship Cordinator
Adam Rubin
Client Relationship Cordinator
Sara Bechtel
Client Relationship Coordinator
Affiliates and Partners
David Stone
CPA, CFP®
Joseph Randazzo
CFP®
Further Information regarding our firm and its investment professionals can be found on
Form ADV,
Form CRS,
And
FINRA’s BrokerCheck.
BrokerCheck