Team

Brent has over 29 years of experience as a financial professional in the high net-worth marketplace. Brent specializes in comprehensive estate, business succession, retirement and investment planning for high-net worth individuals. He...

Heather Pollack is Beacon Financial Group’s premier 401K specialist. With 20 years of service directly with Beacon and 29 years in the industry, Heather’s expertise in the retirement field is based in knowledge, firsthand...

A 26-year veteran of the industry and the past 8 years with Beacon Financial Group, Steve’s education began at Kent State University with a bachelor’s degree in business finance, followed by his Series 7 and Ohio Life and...

With over 23 years in the investment industry, Jason Rodgers applies his wealth of knowledge and experience to benefit client investment portfolios. Jason, a John Carroll University...

Alex recently joined the Beacon Financial Group team after graduating from the University of Kentucky Gatton School of business with a degree in Finance as a financial assistant. He will handle the financial matters of many of...

Client Service Associate A recent John Carroll University, Boler School of Business finance graduate, Dan Peiro has also completed his Series 7 and Life and Health insurance licenses and is currently working towards his CFP designation...

With more than 20 years of experience in the financial services industry, Jennifer Thorne holds many designations: FINRA Series 7, 63, and 65. Early on, she began her career at Merrill Lynch as a licensed client associate which...