BRIDGING THE GAP SINCE 2006

Empowering Wealth Firms and Providers
from Strategy to Execution.

The Beacon team brings rich experience, and forward thinking in every engagement. As your fiduciary partner, we bear the responsibility of acting honorably on your behalf

Chip Kispert

Founder & Managing Partner

Sheri Facinelli

Consultant

Sarah Fisher

Chief of Staff

Ronald Fiske

Head of Consulting

Marshall Levin

Head of Curriculum

Glen Schreitmueller

Head of Product Strategy

Jerry Wackerhagen

Head of Vendor Management

Scroll to Top