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