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
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Chip Kispert
Founder & Managing Partner
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Sheri Facinelli
Consultant
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Sarah Fisher
Chief of Staff
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Ronald Fiske
Head of Consulting
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Marshall Levin
Head of Curriculum
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Glen Schreitmueller
Head of Product Strategy
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Jerry Wackerhagen
Head of Vendor Management