About Beacon Pointe Advisors

Independent, Experienced, and Passionate.

Beacon Pointe Advisors was founded in 2002 and is now one of the largest independent investment advisory firms in the nation. Our mission is to provide comprehensive and objective investment and financial advice to endowments, foundations, and high-net-worth individuals.

This advice is focused on asset preservation and growth through the implementation of sophisticated investment strategies and the selection of superior investment managers for which we have developed our own proprietary process.

Beacon Pointe Advisors is 100% employee-owned and is a fee-only advisor; we accept no fees from the investment managers we recommend. This ensures that our clients’ best interest is the only driving force in our relationship.

Our unique methods have garnered the trust of numerous endowments, foundations, colleges, and educational and religious institutions. This has allowed us to grow to over $4 billion in assets under advisement, yet we retain a significant private client focus and draw tremendous satisfaction from the positive impact we have in individual lives.

Our team has over 100 years of collective experience in the investment management and financial services industries. The management team is comprised of professionals with experience in senior roles with a variety of financial institutions and includes CFA charterholders, MBAs and attorneys.

This experience has enabled the professional team of Beacon Pointe to develop a very thorough understanding of the complexities and challenges faced by clients in managing their assets.

Through our unique manager evaluation and selection methodology and strong industry relationships, the Beacon Pointe team is committed to providing optimal investments and financial solutions for each and every client we serve. Our success in doing so is reflected in numerous industry acknowledgements and awards, as well as featured in articles:

"America's Top 100 RIAs"
Bloomberg's "Top Wealth Managers"
Orange Coast's "Top Personal Wealth Managers"
Wealth Manager's "Top Advisory Firms"

Meet the Beacon Pointe Team

GARTH K. FLINT

Chief Executive Officer, Founder
Garth has over 30 years experience as an institutional investment consultant. He is a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe Advisors, Garth was a founder and Managing Director with Canterbury Consulting, responsible for Advisor Services to Institutions and High Net Worth Individuals. Garth was a founder and principal for the Kidder Peabody West Coast Institutional Consulting Services of Newport Beach and served eight years as Vice President with Merrill Lynch as an institutional investment consultant. Garth holds a BS degree in Economics from St. Mary’s College of California, and currently serves as an expert witness for fiduciary investment related matters. He also serves on the Finance Committee and Foundation Board for St. Francis Medical Center in Southeast Los Angeles, serves on the board of Boys Hope/Girls Hope of Southern California, is a Trustee of St. Mary’s College of California where he is Chairman of the Advancement Committee, is on the Legacy Building Committee of the Diocese of Orange Catholic Foundation, and serves on the Presidential Advisory Council of Concordia University. Garth spent 15 years as Naval Aviator flying in the F-4 Phantom II. Garth is married, has six children, eight grandchildren, and lives with his wife in Newport Beach, California.

SHANNON F. EUSEY

President, Founder
Shannon is the President of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Previously, Shannon served as Managing Director and Portfolio Manager at Roxbury Capital Management, LLC. She was responsible for the socially responsible investments for several years at Roxbury. Shannon graduated from the University of California Irvine where she Played Division I Volleyball. Shannon received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon served as Vice Chairman on the Board of Directors for the National Network to End Domestic Violence and also as a director on the board of Miocean. She is a member of Orange County’s Young Presidents Organization and also serves on the Investment Committee of Sisters of St. Joseph in Orange and as a Trustee for the Friends of the Girl Scout Council of Orange County. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

DOUGLAS T. ALLISON, CFA

Senior Managing Director, Partner
Doug has been with Beacon Pointe since its founding. Doug is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, he was a Vice President at Canterbury Consulting. Doug also worked in the tissue transplant center at Loma Linda University Medical Center. Doug graduated from the University of California, Berkeley with a BS degree in Genetics. He is a member of the Orange County Society of Investment Managers. Doug is an avid marathon runner, and is passionate about environmental issues. Doug is married and lives with his wife in Laguna Beach, California.

MATTHEW B. COOPER

President, Private Client Services
Matt co-founded Beacon Pointe Advisors and is responsible for overseeing the Private Client Services Group. In addition, Matt oversees Beacon Pointe Wealth Advisors, a subsidiary of Beacon Pointe. Matt is also a member of Beacon Pointe’s Investment Committee. Prior to the founding of Beacon Pointe, he spent several years with a financial firm in Newport Beach. Matt graduated from the University of Southern California School of Business Administration with a BS degree in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. Matt remains a supporter of both the University and the National Fraternity. Matt serves on the Advisory Committee of Serving People in Need (SPIN), is past President of Newport Mesa National Junior Basketball, past-President of the Andersen Elementary School Foundation (DEANS), is a member of Legatus International, and also serves on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and three boys. He enjoys golf, reading, and spending time with his family.

FELIX T. LIN, CFA

President, Institutional Consulting Services
Felix joined Beacon Pointe in 2002. Felix is responsible for overseeing Beacon Pointe’s Institutional Client Services Group. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors, Felix was a Vice President at Canterbury Consulting. As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation. Felix began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. His clients included large endowments and foundations, corporate, insurance, and defined benefit plans. Felix was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business. He also sits on the Investment Committee of the Goodwill of Orange County. Felix has earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles. Felix is married and lives with his wife and son in Irvine, California.

MOLLIE F. ROSING, CFA, CPA

Chief Financial Officer, Partner
Mollie joined Beacon Pointe Advisors in 2002 and is the company’s Chief Financial Officer. Prior to Beacon Pointe Advisors, Mollie worked as a finance and accounting consultant to various Registered Investment Advisors in Southern California. Mollie spent two years with Ocean Fund Advisors in Santa Monica as Director of Finance and Accounting. Mollie began her accounting career with KPMG in Orange County. At KPMG, she was a member of the Assurance and Advisory Services team and her clients included companies and institutions across a diverse range of industries, such as manufacturing, healthcare, technology, not-for-profit, and others. Mollie graduated Valedictorian from St. Mary’s College of California, where she received a BS in Accounting with a minor in Spanish. She is a member of the California Society of CPAs as well as the American Institute of Certified Public Accountants and serves on the Audit Committee of Pretend City Children’s Museum. Mollie is married, has four children, and lives in Sacramento, California.

GRAHAM B. PIERCE

Managing Director
Graham is responsible for client servicing in the Private Client Services Group at Beacon Pointe. Graham started his career in New York City in 1993 where he worked in the Private Client Services Group of Morgan Stanley and Company. He then moved to the institutional side of the business where he was an equity research sales trader at Solomon Smith Barney’s affiliate in Buenos Aires, Argentina, covering the local pension funds and Latin America focused investment funds throughout the U.S. and Europe. Immediately before joining Beacon Pointe, Graham worked out of the treasury department of a large publicly traded telecommunications firm managing its capital markets initiatives. He received his BA from the University of Virginia and his MBA from UCLA Anderson School of Business. Graham is married, has two children, and lives with his wife in Aliso Viejo, California.

COMMIE STEVENS, JD

Senior Vice President, Strategic Planning
Commie joined Beacon Pointe Advisors in 2008 and is responsible for helping the firm's private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company, providing advisors and affluent clients with guidance on a wide-range of financial and estate planning issues. Commie earned her BA in Economics with honors from the University of California, Irvine in 1992, and her Juris Doctor with honors from Pepperdine University School of Law in 1995. She was admitted to the State Bar of California in 1996, but does not practice law in her role at the firm. Commie serves as the Governance Chair for Hi Hopes Identity Discover Foundation benefiting Hope University, a fine-arts program for adults with developmental disabilities. She enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

ELLIE CHIZMAROVA, CFA

Managing Director, Manager Research
Ellie joined Beacon Pointe Advisors in 2007 and her primary responsibilities are investment manager research and due diligence. In addition, she is a member of Beacon Pointe’s Investment Committee. Previously, Ellie spent seven years at Metropolitan West Capital Management. During her tenure at MetWest Capital, Ellie held several roles with increasing responsibilities, most recently as Vice President, Portfolio Research Specialist. Prior to that, Ellie was employed by Citigroup Institutional Consulting as an Analyst from 1998 to 2001. Ellie earned her BA degree with a double major in Business Administration and History from the American University in Bulgaria in 1997. She received her M.B.A. degree with Honors from Pepperdine University in 1999 and is a CFA Charterholder. Ellie is a member of the Orange County Society of Investment Managers and a graduate of the Riordan Volunteer Leadership Development Program under the auspices of the Los Angeles Junior Chamber of Commerce. She is married, has two children, and lives with her husband in Laguna Niguel, California.

KAREN HEIFFERON

Vice President
Karen joined Beacon Pointe in 2009. Karen is responsible for servicing and consulting to Beacon Pointe's institutional clients. She shares responsibility for the firm's manager research in fixed income and is a member of Beacon Pointe's Investment Committee. Prior to joining Beacon Pointe Advisors, she co-founded AfterCollege Incorporated, the largest career network for entry-level job seekers and employers. Karen was responsible for the creation, implementation, and strategic growth of AfterCollege’s Healthcare division. Karen graduated from Pacific Union College with a BS in Biochemistry, received her Master’s in Physiology from Loma Linda University, and completed her MBA from the University of California, Irvine. Karen is the Membership Chair for the CFA Society of Orange County and is currently a Level I candidate. Karen is a lifetime surfer and an avid runner.

EVE-MARIE KUNTZMAN

Vice President
Eve-Marie joined Beacon Pointe upon its founding. Eve-Marie currently works in institutional client service, as well as maintaining responsibilities governing internal marketing and communications. Prior to Beacon Pointe Advisors, Eve-Marie was with Canterbury Consulting. Her tenure at Canterbury included overseeing investment manager research, database management, event planning, institutional client servicing, and Assistant Vice President, managing the firm’s internal marketing and client communications. Eve-Marie graduated from California State University, Fullerton with a BA degree in Sociology. Eve-Marie is a member of Order of the Eastern Star and American Mensa and currently serves on the Board as well as the Finance Committee of Proliteracy Newport Mesa. Eve-Marie is a commuter bicyclist, Masters swim team member, and is an avid triathlete, competing at the Olympic distance. Eve-Marie is married and lives with her husband in Portola Hills, California.

MIKE BRELLER

Vice President
Mike joined Beacon Pointe in 2010. Mike is responsible for servicing and consulting to Beacon Pointe’s institutional and private clients. In addition, he is a member of Beacon Pointe’s Investment Committee. Prior to joining Beacon Pointe Advisors in 2010, he worked for 11 years as a financial analyst and fund specialist for Capital Research and Management Company, the investment advisor to the American Funds. In these roles Mike performed the duties of liaison to the investment professionals for institutional clients, broker/dealer research and consulting groups Mike graduated, magna cum laude, from Boise State University with a BBA in Finance. While at BSU, Mike served one year as President for the Financial Management Association, Boise State Chapter. He resides in Irvine, California with his wife and two daughters.

DAVID M. HOPKINS

Vice President
David joined Beacon Pointe in 2010. David is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Previously, David worked for nine years as a financial advisor/wealth manager at Morgan Stanley Smith Barney in Irvine, California. He received his BA from the University of Virginia. Outside of work, David enjoys coaching soccer, playing golf, and raising his four children. He and his family live in Newport Beach, California.

JULIE L. JOHNSON

Vice President
Julie joined Beacon Pointe in 2010 and is responsible for client servicing and new client development in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals. Julie earned her BS in Marketing from San Diego State University. Outside of work, she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

GREGORY H. JONES, CFP

Vice President
Greg joined Beacon Pointe in 2010. He is responsible for working with Beacon Pointe's Private Client Services Group. Prior to Beacon Pointe Advisors, Greg spent six years as a Financial Advisor working with successful individuals, families, and privately held businesses to help them with their overall financial planning and wealth management needs. Greg graduated from Emory University with a BA degree in Economics. Greg is a Certified Financial Planner (CFP®) professional as well as a Chartered Retirement Planning Counselor (CRPC®) as conferred by the College for Financial Planning. Greg resides in Newport Beach, California.

KAREN SARTEN

Vice President
Karen joined Beacon Pointe in 2011 and is responsible for client servicing and new client development in Beacon Pointe’s Private Client Services Group. Prior to Beacon Pointe, she spent five years as a Financial Advisor assisting individuals and families with investment and income planning. Karen graduated from California State University, Fullerton with a BA in Business Administration, Finance. She leads an active lifestyle and enjoys running, hiking, weight training, and paddle boarding.

JUNA CHIANG

Assistant Vice President
Juna joined Beacon Pointe in 2010. Juna assists our clients with their financial planning needs in Beacon Pointe's Private Client Services Group. She earned her Master's Degree from University of California, Los Angeles, in Public Health and her BA from Providence College in Taiwan. Juna previously worked with Ameriprise Financial as a paraplanner and has passed the Certified Financial Planning Exam and is working toward obtaining CFP® certification. Juna has also completed the Certificate Program for Financial Planning for Nonprofit Organizations and is active in the parent-teacher organizations in her children’s schools. She enjoys volunteering, reading, and spending time with her family and friends.

ALEX S. KOHARA

Senior Analyst
Alex joined Beacon Pointe in 2010. Alex is responsible for comprehensive servicing oversight of institutional clients. Previously, Alex worked in Real Estate Acquisitions at Watermarke Properties, a property development and investment firm in Corona, California. Prior to that, Alex was a Financial Planning Intern at Tax & Financial Group in Newport Beach. Alex earned his BA degree in Business Administration from the University of California, Riverside in 2009. Alex has a strong agricultural background with over 10 years of farming experience where he has helped with his family’s business. Alex loves to travel abroad and has been to over ten countries.

DEREK T. NEWCOMER

Senior Analyst
Derek joined Beacon Pointe in March of 2010. Derek has institutional client service responsibilities as well as working with manager research in the area of alternative investments. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine investments, capital raising for preferred and common equity, and merger & acquisitions for privately held companies with revenues of $10MM to $250MM. His primary duties included client development as well preliminary financial and market due diligence of investment opportunities. He is a graduate of University of California at Santa Cruz with a major in Economics/Business Management and is currently a CFA Level I candidate.

WANDA V. HO

Senior Vice President
Wanda has been with Beacon Pointe since its founding. Wanda manages the daily operations and client service for Beacon Pointe. Prior to Beacon Pointe Advisors, Wanda served as Senior Client Service Specialist and was responsible for account administration and client servicing at Canterbury Consulting. Wanda currently serves on the Board of Directors for Word Alive Church. She graduated from University of California, Irvine with a BS degree in Biology.

TARA J. SMITH

Director of Operations
Tara joined Beacon Pointe in 2005 after graduating from UC Irvine with a BA in Art History. She runs the Operations Group with specific responsibilities in trading and maintaining existing client relationships. She loves to travel and enjoys playing golf and running. Tara serves as a mentor through the Big Brothers and Big Sisters of America program.

KATE L. HEESCHEN

Assistant Vice President
Kate joined Beacon Pointe Advisors in 2008. Kate works with our team to help implement investment instruction changes and asset allocation modeling. Kate earned her BFA degree from the University of Colorado, Boulder in 2008. She serves as a volunteer at a local church, donating her time working both in the children and adults ministries. Kate also spends time traveling to places such as New Orleans and Haiti, volunteering with St. Bernard Project and related organizations working on rebuilding projects.

KRISTA JAJONIE

Vice President
Krista started working for Beacon Pointe in 2005. She assists in running financial analysis software and aids in the preparation of presentation materials. Krista gathers and organizes client information for input then works with the analysts producing performance reporting. She also assists the CFO with all quarterly billing. Previously Krista worked in accounts receivable. She graduated from the University of Southern California with a degree in Journalism. She is a member of the Newport Chapter of National Charity League where she spends many hours working with various local charities. Krista and her family live in Newport Beach, California.

CATHERINE G. PRENTICE

Vice President Compliance / Operations
Cathi joined Beacon Pointe in 2009. Cathi's primary responsiblities include compliance and client service. Previously, Cathi served as the Client Services Manager for Syndicated Capital, a brokerage startup based in Irvine, California. Prior to that, Cathi served as Client Services Manager at Brookstreet Securities. Cathi attended Texas Women’s University and holds her Series 7, 55, and 66 licenses. Cathi is married and lives with her husband in Corona Del Mar, California.

COURTNEY B. DUCKWORTH

Assistant Vice President, Client Services
Courtney started with Beacon Pointe in 2009 as Office Manager and currently works in our Client Service Department. Prior to joining Beacon Pointe Advisors, Courtney worked in event planning and film production. She graduated from California State University of Fullerton with a BA in Communications, with a concentration in Entertainment Studies. She loves singing at various venues in Southern California. She also enjoys water-skiing, wakeboarding, and traveling.

LIZ M. MITCHELL

Assistant Vice President, Client Services
Liz joined our team in 2010 as a Client Services Representative. She is currently responsible for client servicing of Private Client and Institutional Group Services at Beacon Pointe Advisors. Liz is a graduate of Chapman University where she earned her BS in Economics. She resides in Laguna Hills, California with her husband Daniel and their twin daughters. Liz enjoys traveling with her family, alpine skiing, and boating.

JOHN SIGMON

Investment Analyst
John joined Beacon Pointe in late 2010. He is responsible for analytics and client servicing in Institutional Services Group at Beacon Pointe. Prior to Beacon Pointe, he graduated from the University of California, Irvine with a BA in both Economics and Japanese, and is a CFA Level 1 candidate. John currently lives in Irvine and enjoys soccer, foreign languages, and stock trading.