Meet The Team
The team behind Beacon Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jon Maxson CEO, Senior Partner, Co-Owner
Over 15 years ago, Jon was working with Pete’s wife, Ginnie, in the corporate world with a very promising career ahead. However, he felt a strong desire to do something that would more directly impact people’s lives. Knowing that Pete was looking for a business partner who shared his personal and business philosophies, Ginnie connected the two, and soon after, they formed Beacon Capital Management.
Jon has passed the Series 66 securities exam and holds life and health insurance licenses. He has been featured on several news outlets, including The Wall Street Journal, Forbes, Fox Business, Reuters, CNBC, WSMV News Channel 4 and WTN Talk Radio 99.7.
Jon met his wife, Mary Ann, while attending Tennessee Temple University. During the first 13 years of their marriage, they were childless. Since then, God has richly blessed them with three sons, Nathan, Noah and Nealan. While the business and three young sons keep Jon and Mary Ann extremely busy, they also remain very involved in their local church.
Pete Benson Senior Partner, Co-Owner
Pete has over 20 years’ experience in the financial services industry. He co-founded Beacon Capital Management in 2000, seeking to be his clients’ last advisor.
While studying for his master’s degree in counseling at Eastern Nazarene College in Boston, Pete discovered a passion for helping people with their finances. This developed into a vision of owning a business that focused solely on providing honest, simple financial advice for people of all ages. Since then, this vision has expanded, providing opportunities for Pete to speak to groups in the U.S., Canada and Europe. He has also been featured in several media outlets, such as The Wall Street Journal, Forbes, Fox Business, Reuters, CNBC, WSMV News Channel 4 and WTN Talk Radio 99.7.
Pete passed the Series 6, 63 and 66 securities exams and holds life and health insurance licenses. He serves on the board of the L.D. Buckingham Leadership Institute, as well as the board of his alma mater, Kingswood University in Sussex, New Brunswick.
Pete is married to “the girl next door,” his high school sweetheart, Ginnie. They have three children and seven grandchildren. Pete and Ginnie are active in their church and other nonprofit organizations. In his spare time, Pete enjoys reading, working out, travel, family and church.
Dan Benson, CFP® Executive Vice President, Financial Advisor
Beacon Capital Management’s second employee, Dan focuses on each and every client he interacts with.
Dan earned a business administration degree from Southern Wesleyan University on a soccer scholarship. While doing a summer internship with Pete and Jon, he developed a passion for helping people reach their financial goals. After graduating, Dan joined Beacon Capital Management as a financial advisor.
Dan has passed the Series 66 securities exam and holds life and health insurance licenses. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification. Throughout his over 10-year career in the financial industry, he has been featured on WSMV News Channel 4 and WTN Talk Radio 99.7. Along with Pete, he co-authored the book “Financial Fitness.”
Dan is married to Mandy and has three children: two beautiful daughters, Kayleigh and Imogen Rose, and a very active son, Connor. He enjoys family, sports and travel.
Bill Rogers Financial Advisor
David Lee Buselmeier, CFP®Financial Advisor
Tyron Draper, CFP®Financial Advisor
Ben Christy Chief Operating Officer
Nikki Brinkerhoff Chief Compliance Officer
Frankie MerrittDirector of Healthcare Planning
Ginnie BensonGeneral Manager
Julie MosesOperations Manager
Renee HooperExecutive Assistant
Rachel Whitmer Marketing Director
Demina RogersSpecial Project Manager
Chris Keys Servicing Financial Advisor
Neal Phillips Paraplanner
Jenifer Miller Client Relations Administrator
Ellen RoperDirector of First Impressions
Patrick G. Min, CPA Beacon Accounting & Tax Services
Beth PearceTax Specialist
Dee Dee Wright Client Relations Administrator
Jennifer MillerClient Relations Administrator
Chase Grundy Servicing Advisor/ Paraplanner
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.