Meet The Financial Professionals Who
Can Help You Pursue Your Retirement Goals

Ginnie Benson serves as General Manager of Beacon Capital Management, overseeing the firm’s day-to-day operations and supporting the continued growth and stability of the organization. As a foundational part of Beacon’s journey from its early years, Ginnie plays a key role in maintaining the firm’s strong operational structure and family-centered culture.

In the early years of her career, Ginnie focused on raising her three children while teaching piano lessons. She later began what was intended to be a short-term assignment at Bell South Mobility, which developed into a 13-year corporate career. During that time, she advanced to the position of Director of Telesales for Cingular Wireless, gaining extensive experience in leadership, operations, and team development. Her corporate background provides valuable insight and structure to Beacon’s internal operations today.

Ginnie’s leadership reflects a commitment to excellence, organization, and service—qualities that contribute meaningfully to the firm’s client experience and team culture.

Outside of the office, Ginnie enjoys spending time with her family, reading, traveling, and visiting relatives in Canada.

Ben Christy oversees Beacon Capital Management’s operations, marketing, and support teams, providing leadership and strategic direction across the firm. With years of executive and organizational leadership experience, Ben focuses on aligning people, processes, and performance to ensure Beacon delivers an exceptional client experience while continuing to grow with purpose.

A Nashville native with deep roots in the Franklin community, Ben brings more than 15 years of marketing and leadership experience. Throughout his career, he has promoted New York Times best-selling authors and Grammy award-winning artists and partnered with numerous nonprofit organizations. Prior to joining Beacon, Ben served as a marketing director for Dave Ramsey’s team, where he helped lead large-scale campaigns and strategic initiatives. In addition to his role at Beacon, Ben consults with an elite group of small businesses on strategic operational planning and serves on the board of directors for The Refuge Center for Counseling.

Ben is married to his wife, Michele, and together they have two children. He values family, community involvement, and building organizations that positively impact the lives of others.

Yancey Wade serves as Chief Compliance Officer at Beacon Capital Management, bringing more than 20 years of experience in the securities industry. He leads the firm’s compliance program, overseeing regulatory oversight and helping ensure adherence to applicable federal and state securities laws.

Yancey holds the Investment Adviser Certified Compliance Professional® (IACCP®) designation, a credential specifically designed for compliance professionals serving SEC-registered investment advisers (RIAs). He also maintains FINRA Series 7, 66, 4, 24, and 53 licenses. Throughout his career, Yancey has been passionate about helping financial advisors grow their businesses while navigating complex regulatory environments with clarity and confidence.

A graduate of the University of California, Santa Barbara, Yancey is deeply committed to his faith and enjoys singing in his church choir. Outside the office, he values time with his family and loves traveling, camping, and taking in the beauty of the Tennessee countryside.

Julie Moses plays a vital role in Beacon Capital Management’s operations, ensuring account transitions and client paperwork are handled with clarity and precision. She guides clients through the process of moving assets from prior institutions to new accounts, helping them understand each step along the way. Known as Beacon’s resident paperwork expert, Julie’s hands-on approach and meticulous attention to detail help ensure accounts are processed efficiently and accurately.

As one of Beacon’s early team members, Julie joined the firm in 2007 and brings decades of operational experience to her leadership role. She oversees the Client Relations Administrator team, providing structure, training, and oversight to support a seamless client experience.

Julie holds a bachelor’s degree in Criminal Justice from Middle Tennessee State University. Prior to joining Beacon, she spent 17 years as a Security Manager at Macy’s, where she developed strong leadership, organizational, and process management skills.

Julie and her husband, Jim, have three sons—Dalton, Ryan, and Kain. Their family stays busy year-round with baseball activities and enjoys spending time together.

Lisa Gorman joined Beacon Capital Management in December 2025 as Customer Success Coordinator. As the first smiling face you’ll see when visiting the office, Lisa is dedicated to creating a warm and welcoming experience for every guest. Whether she’s offering a cup of coffee or a cookie or assisting with questions, she helps ensure each visit feels comfortable and cared for.

A Nashville native, Lisa graduated from Lipscomb University and brings a diverse professional background to Beacon. She has served in a variety of roles throughout her career, including customer service, executive assistant, and office manager, giving her a strong foundation in organization, communication, and client care.

Outside of the office, Lisa enjoys painting, gardening, and creative upcycling projects. Most of all, she treasures time spent with family and friends.

Beth Pearce joined Beacon Capital Management in 2018 and plays an important role within the firm’s operations team. She works closely with billing and accounting to oversee processes, helping ensure accuracy, efficiency, and smooth internal coordination. Her attention to detail and team-oriented mindset contribute to the strong operational foundation that supports Beacon’s client experience.

Born and raised in Nashville, Tennessee, Beth graduated from Middle Tennessee State University in 2006 with a degree in Business Administration and a minor in Finance. She enjoys helping others and values collaborating as a team to achieve shared goals.

Beth is married to her husband, David, and they have a daughter, Ava. Outside of the office, she enjoys both playing and watching volleyball, spending time with her family, and taking trips to the beach.

Dee Dee Wright supports Beacon Capital Management’s advisory team by helping keep daily operations running smoothly. She works closely with financial advisors to complete paperwork, schedule appointments, and assist with special projects, ensuring clients receive attentive and efficient service. Dee Dee enjoys serving others and values being part of a culture dedicated to helping families move forward with confidence.

With more than 12 years of customer experience—including 10 years in management—Dee Dee brings strong organizational skills and leadership insight to her role. She holds a Bachelor of Science in Sociology with a minor in Psychology, which enhances her ability to understand and support clients from a relational perspective.

A resident of Columbia, Tennessee, Dee Dee and her husband enjoy working out, watching movies, reading, listening to music, and spending time with friends and family.

Melanie Fortunato works closely with Beacon’s advisors and clients to help ensure day-to-day operations run smoothly. From completing paperwork and scheduling appointments to ongoing account servicing, she is committed to delivering the highest level of support with care, professionalism, and attention to detail.

With more than 20 years of experience in client relations, finance, and management, Melanie brings a strong background in organization and service to her role. A native Kentuckian who was raised in Nashville, she values the opportunity to support clients in the community she calls home.

Outside of the office, Melanie and her husband enjoy hiking, traveling, attending concerts, and spending quality time with family and their pets. She also has a deep appreciation for The Make-A-Wish Foundation, an organization that had a meaningful impact on her family through a wish granted to her daughter, Shelby.

Karleigh works side by side with Beacon’s financial advisors to provide exceptional service to clients, bringing years of experience in the financial and wealth management industry. She discovered her passion for building meaningful client relationships early on, thriving in a role that requires a high level of trust and personal connection.

As a woman planning for her own future, Karleigh’s dedication to helping people achieve financial independence has fueled her drive to grow and excel in the industry. Her personal journey inspires her to help others achieve their financial goals and build secure futures. Karleigh also holds a Life Insurance License.

A Nashville native, Karleigh is married with one child and a fur baby. Outside of work, she and her family embrace everything Music City has to offer, attending live shows and enjoying outdoor activities. Karleigh’s hobbies include videography, photography, travel, and spending quality time with friends and family.

Ana Weitzman is a Client Relations Administrator at Beacon Capital Management, where she provides dedicated support to both clients and advisors. With a strong foundation in banking and accounting, Ana brings more than eight years of experience in the financial services industry. She is passionate about faith-based financial planning and helping clients approach financial stewardship with confidence and clarity.

Ana’s strengths lie in administrative organization and cultivating meaningful client relationships. She believes that operational excellence and personal connection are both essential to long-term success and a positive client experience.

Originally from California, Ana relocated to Tennessee and has embraced the warmth and hospitality of Southern culture. Her faith guides every aspect of her life, and her greatest joy is her family—her husband and their two sons.

Outside of the office, Ana enjoys fishing, playing pickleball, reading, cooking, and creating a welcoming home where family and friends feel valued and at peace.

Brandon Doering supports Beacon Capital Management’s advisory team by assisting with client review preparation, monitoring investment performance, and coordinating planning meetings. His detail-oriented approach and steady follow-through help ensure advisors are well-prepared and clients receive a smooth, organized experience.

Born and raised in Altoona, Wisconsin, Brandon graduated from Minnesota State Southeast Technical College. After relocating to Nashville, he spent seven years specializing in vintage guitar repair and restoration—an experience that sharpened his precision, patience, and craftsmanship. In 2020, Brandon decided to pursue his growing passion for finance. He passed the Life Insurance exam and Series 65 securities exam in 2021 and joined the Beacon team soon after.

Outside of the office, Brandon enjoys spending time with his wife, Ally, golfing, playing classical guitar, fishing in Wisconsin, and playing bass in a jam band.

Jacob Green supports Beacon Capital Management’s advisory team by assisting with operations, day-to-day coordination, and client meeting preparation. His attention to detail and commitment to organization help ensure advisors are well-prepared and clients experience a smooth, professional process.

A Tennessee native, Jacob was born and raised in Franklin and values the opportunity to serve the community he calls home. He earned his Bachelor’s degree in Business Administration with a minor in Marketing from Lipscomb University, where he developed a strong foundation in business operations and client engagement.

Jacob’s passion for people and community aligns naturally with Beacon’s relationship-driven culture. He enjoys contributing behind the scenes to help advisors focus on delivering thoughtful, comprehensive financial guidance.

Outside of the office, Jacob enjoys spending time outdoors, golfing, playing basketball, going to the beach, kayaking, and cheering on the University of Tennessee, the Tennessee Titans, and UNC basketball.

Noah Blalock serves as a Client Service Administrator at Beacon Capital Management. Originally from Dodgeville, Wisconsin, Noah graduated from Rockford University in Illinois with a double major in Financial Economics and Organizational Leadership. From an early age, he enjoyed working with numbers, analyzing data, and building genuine relationships – interests that naturally led him to pursue a career in the financial services industry.

Noah is committed to delivering thoughtful, detail-oriented support to both clients and advisors. He has passed the Series 6, Series 63, and SIE examinations and holds life and health insurance licenses. His analytical mindset, combined with a relational approach, allows him to serve families with clarity and care as they work toward their financial goals.

Outside of the office, Noah enjoys staying active by playing basketball, strumming his guitar, and exploring the outdoors.

Parker Morrow serves as a Client Service Administrator at Beacon Capital Management, where he brings more than 10 years of experience in client and customer relations. Originally from Austin, Texas, Parker earned his degree in Communications with a minor in Public Relations from Harding University before beginning his career in marketing. Over time, he discovered a strong interest in finance and has spent the past several years growing within the financial services industry.

Parker is passionate about building meaningful relationships and takes pride in supporting both clients and advisors to help individuals and families move confidently toward their financial goals. His background in communication and client experience allows him to anticipate needs and deliver thoughtful, dependable service.

Outside the office, Parker lives in Murfreesboro, Tennessee with his wife, Rebecca, and their two sons. A proud Texas Longhorn fan (and Tennessee Titans supporter), he enjoys watching and playing sports – especially football, basketball, and golf. As a family, they love to travel, with cruising as their favorite way to vacation, followed closely by trips to Disney.

Rachel Whitmer plays a strategic leadership role within Beacon Capital Management’s marketing and client communications efforts. As Client Communications & Marketing Specialist, she oversees key initiatives across marketing, client services, and operational coordination. From guiding first impressions and appointment flow to executing educational events and firm-wide campaigns, Rachel helps ensure every client touchpoint reflects Beacon’s commitment to excellence.

A member of Beacon’s early marketing team, Rachel joined the firm in 2014 and has been instrumental in shaping the structure and direction of its marketing strategy. Her responsibilities span client communications, event planning, advisor support, and cross-department coordination—bridging strategy with execution to enhance both client experience and firm growth.

Rachel began her academic and leadership journey at Cumberland University, where she earned a volleyball scholarship while studying Business Marketing. She later served as a graduate assistant volleyball coach and earned her MBA. Prior to joining Beacon, she built a strong foundation in hospitality and business operations as a sales and meeting coordinator at Gaylord Opryland and Drury Plaza, refining her strengths in organization, service, and event execution.

Introduced to Beacon through her parents—valued clients of the firm—Rachel found both professional purpose and personal alignment within the organization’s mission and culture.

A Franklin/Nashville native, Rachel still proudly calls Middle Tennessee home. She is married to her college sweetheart, Zach, and together they have two children. As a family, they enjoy sports, boating, music, and spending time outdoors with friends and loved ones.

Savannah Wilson is the creative force behind Beacon Capital Management’s educational seminars and marketing campaigns. She plays a key role in planning, promoting, and executing events that provide valuable financial education to the community. You may see her welcoming guests at a seminar or speak with her if you call in from Beacon’s weekly radio show. Savannah works closely with the advisory teams to ensure clients and prospects receive helpful, well-organized financial and retirement planning resources.

With a keen eye for planning and execution, Savannah brings both creativity and structure to every initiative. Her background in data entry and digital marketing has equipped her with strong organizational and technical skills, allowing her to effectively support Beacon’s outreach efforts.

Born and raised in Middle Tennessee, Savannah grew up in the charming community of Goodlettsville. After completing her education at Volunteer State Community College, she began building her experience in marketing and operations, laying the foundation for her work at Beacon.

Outside of the office, Savannah enjoys horseback riding, traveling, and cherishes quality time with her family and friends.

Ella Bury serves as Client Event & Marketing Coordinator at Beacon Capital Management, where she plays an integral role in shaping an exceptional client experience. From coordinating thoughtful welcome gifts to planning and executing educational events—such as estate planning and long-term care lunch-and-learns—as well as celebratory client appreciation gatherings, Ella is passionate about creating meaningful, relationship-driven experiences that reflect Beacon’s commitment to its clients.

Originally from Georgia, Ella is a proud graduate of the University of Georgia, where she earned her degree in Marketing. Her professional background includes hospitality, event planning, and marketing, equipping her with a strong foundation in organization, creativity, and client service.

Known for her positivity, attention to detail, and creative mindset, Ella enjoys bringing people together—both professionally and personally. Outside of work, she loves exploring new places, creating art, attending live music events, and hosting gatherings for friends and family.

Daisy Marx leads Beacon Capital Management’s website strategy, digital marketing, and creative direction. She oversees the planning, execution, and performance analysis of the firm’s marketing initiatives, ensuring Beacon’s online presence clearly communicates its mission, values, and expertise. From website development and user experience to campaign strategy and content creation, Daisy helps guide prospective clients through meaningful digital engagement while maintaining brand consistency across all platforms.

Originally from Central Florida, Daisy earned her Bachelor’s degree in Marketing and Organizational Management from Warner University. It was during her honeymoon that she and her husband discovered the charm of Franklin, Tennessee—and within a year, they made Middle Tennessee their home.

With more than 20 years of experience in marketing and advertising, Daisy has worked across diverse industries, including advertising agencies, entertainment, publishing, live events, and financial services. Her background blends creative vision with strategic execution, helping Beacon deliver polished, purposeful, and compliant marketing initiatives.

Daisy resides in Nolensville with her husband, two sons, and two dogs. As a family, they enjoy cheering on the Nashville Predators and the Tennessee Titans, traveling, boating, attending concerts, and spending time with family and friends.

Natalee Rogerson serves as Special Projects Manager at Beacon Capital Management. She graduated from Ohio Christian University with a degree in Ministry and a focus in Pastoral Counseling. Her educational background, combined with her heart for serving others, has shaped her passion for working closely with people and supporting meaningful work.

With more than five years of experience in hospitality and as a business owner, Natalee brings strong organizational skills, attention to detail, and a service-first mindset to her role. She enjoys collaborating with the team to help move key initiatives forward while ensuring a positive experience for those she works alongside.

Outside of the office, Natalee loves spending time outdoors hiking and riding horses. She also values time with friends and family, finding joy in building relationships both personally and professionally.

Isaac Knittle serves as a Data Analyst at Beacon Capital Management, where he supports the leadership and advisory teams by building dashboards and reports, optimizing processes, tracking the firm’s KPIs, and delivering key operational insights. His analytical work helps drive clarity, efficiency, and informed decision-making across the firm.

Born and raised in White Post, Virginia, Isaac graduated from Virginia Tech with a bachelor’s degree in Finance. With a longstanding interest in both finance and therapy, he was drawn to the financial planning industry as a meaningful way to combine analytical skills with a desire to positively impact people’s lives.

Isaac has passed the Series 66 securities exam and holds life and health insurance licenses, further strengthening his understanding of the financial planning landscape.

Outside of the office, Isaac enjoys playing guitar and piano, attending live music events, and exploring Nashville with friends and family.

Otto Price supports Beacon Capital Management’s advisory team as a Paraplanner, assisting in the preparation of financial reports and detailed plan analyses. He plays a key role in Beacon’s “Free Financial Plan Checkups,” conducting comprehensive reviews for prospective clients and helping provide thoughtful insights into their current financial strategies. His analytical mindset and thorough approach help ensure clarity and accuracy throughout the planning process.

Otto is passionate about serving others and finds fulfillment in helping individuals and families feel confident and supported as they navigate important financial decisions. He values being part of a team dedicated to delivering meaningful, client-centered guidance. He is currently working toward earning his Life, Health, and Series 65 licenses.

Born and raised in Nashville, Otto enjoys playing music and cooking in his free time, as well as spending time with his wife and daughter. 

Mandy Benson supports Beacon Capital Management as Payroll Specialist, helping ensure the firm’s internal operations run accurately and efficiently. With a strong attention to detail and an understanding of both business operations and client-facing roles, Mandy plays an important part in supporting the team behind the scenes.

Mandy attended Nossi College of Art, where she pursued her passion for photography. Early in her career, she quickly developed a strong understanding of business operations while working in client relations, marketing, and event coordination. That experience provided her with a well-rounded perspective that she now brings to her role at Beacon.

Mandy and her husband, Dan, have three children—Kayleigh, Connor, and Imogen. Outside of work, she is actively involved in her children’s school activities and enjoys spending time with family and friends.

Shelley Rose provides executive and operational support to Beacon’s CEO and COO, ensuring leadership initiatives and day-to-day operations run efficiently and seamlessly. With more than 20 years of experience as an Executive and Operations Assistant, Shelley brings a strong background in high-level, confidential administrative support across a variety of industries.

Throughout her career, Shelley has demonstrated exceptional organization, discretion, and the ability to manage complex priorities. One of her proudest entrepreneurial accomplishments was developing and managing a therapeutic horseback riding center in Louisiana for 10 years. Through that work, she witnessed firsthand the profound connection between horses and people and hopes to continue impacting the lives of women through similar efforts in Tennessee in the future.

Shelley values family deeply and enjoys spending time with her husband, two adult children, and their families. Outside of the office, she loves gathering with friends to listen to music, spending time outdoors, and being actively involved at Covenant Presbyterian Church.