Meet The Professionals Who
Can Help You Pursue Your Goals

Our goal is to build strong relationships based on honesty, integrity, and trust. Here are Beacon’s Core Values. 

God-Centered (Deut. 6:5)

We value putting God at the center of all we do.

Family Minded (Matt. 7:12)

We treat each other, and our clients, like we want to be treated- with respect and love.  

Eager to Learn (Prov. 18:15)

We are continually developing and growing to be our best selves.

People of Integrity (Prov. 11:3)

We believe character is core for success in business and life.

Difference Makers (Matt. 5:14-16)

We are crusaders on a mission to help people retire well.

Striving for Excellence (Col. 3:23)

We do our work as unto the Lord with excellence in everything.

Positive Communicators (Eph. 4:29)

We use words to encourage. We assume positive intent while working toward the truth. 

With you every step of the journey.

The team behind Beacon Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families, just like you achieve your ideal retirements.

  • JON MAXSON

    CEO, Senior Partner, Co-Owner
  • PETE BENSON

    Senior Partner, Co-Owner
  • DAN BENSON, CFP®

    Executive Vice President, Financial Advisor

JON MAXSON

CEO, Senior Partner, Co-Owner

For over 20 years, Jon has been working alongside his clients to help them build and work through their financial and retirement plans. Although Jon doesn’t take on new clients now, he works closely with Beacon Financial Advisors to care for the firm’s clients with excellence.

Jon passed the Series 66 securities exam and holds life and health insurance licenses. He has been featured on several news outlets, including Forbes, Fox Business, Reuters, CNBC, WSMV News Channel 4, WZTC FOX 17, and WTN Talk Radio 99.7.

He graduated from Tennessee Temple University, receiving his Bachelor’s Degree in Psychology and Business, and furthered his education by taking courses in finance at the University of Tennessee at Chattanooga.

Jon and his wife enjoy spending time with their boys playing soccer, attending UT football games, fishing, and camping.

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PETE BENSON

Senior Partner, Co-Owner

Pete’s passion for helping people with their finances grew into a vision of co-owning a business focusing solely on providing honest, straightforward, customized financial advice for people of all ages.

At this point in Pete’s long career, he doesn’t take on new clients but enjoys speaking at events and working closely with Beacon advisors to provide clients with customized financial planning. He has been featured on Forbes, Fox Business, Reuters, CNBC, WSMV News Channel 4, WZTV Fox 17, and WTN Talk Radio 99.7.

Pete passed the Series 65 securities exams and holds life and health insurance licenses.

Pete and his wife are active in their church and several nonprofit organizations. He also enjoys reading, working out, running, traveling, and spending time with his family.

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Meet Pete’s team

 

DAN BENSON, CFP®

Executive Vice President, Financial Advisor

Dan was officially Beacon’s second employee and has grown with the company over the years, developing a passion for helping people reach their financial goals.

Dan earned a business administration degree from Southern Wesleyan University on a soccer scholarship. After graduating, Dan joined Beacon Capital Management as a financial advisor.

Dan has passed the Series 66 securities exam, holds life and health insurance licenses, and holds a CERTIFIED FINANCIAL PLANNER™ certification. He has been featured on WSMV News Channel 4 and WTN Talk Radio 99.7.

Dan enjoys sports, traveling, and spending time with his family and friends.

See CFP® Disclosure

Refer a freind to meet with Dan

See Dan’s Team

MEET THE TEAM

All Services Under One Roof

Prepare for every stage of life with one clear plan. Our in-house professionals help you create a comprehensive plan, all within the convenience of one location.

  • TYRON DRAPER, MBA, CFP®, ChFC®

    Financial Advisor

  • BILL ROGERS

    Financial Advisor

  • DAVID LEE BUSELMEIER, CFP®

    Financial Advisor

  • CHRIS KEYS

    Financial Advisor

  • FRANKIE MERRITT, LTCP, CLTC®

    Financial Advisor, Healthcare Specialist

  • JUSTIN RADFORD

    Financial Advisor

  • TOMMY FERGUSON

    Financial Advisor

  • DANIELLE CORYER

    Financial Advisor

  • NICK SHOULTA, CFP®

    Financial Advisor

  • AUSTIN REISER, CFP®

    Financial Advisor

  • AUSTIN REISER, CFP®

    Financial Advisor

  • CONNOR ROGGIE, CFP®, CLU®

    Financial Advisor

TYRON DRAPER, MBA, CFP®, ChFC®

Financial Advisor

Tyron (Ty) is a Beacon Financial Advisor and holds a CERTIFIED FINANCIAL PLANNER ™️ (CFP®) designation as well as a Chartered Financial Consultant designation (ChFC®). 

Ty serves individuals and families that are serious about their financial future through the development and execution of the six pillars of financial planning: Investing, Income, Taxation, Healthcare, and Estate. Ty is held to a fiduciary standard and is committed to putting his client’s best interest first. His holistic and personalized approach to financial planning stems from life experiences. In his twenties, Ty’s family suffered the loss of his father, which left a lasting emotional and financial impact on his family. During this time, he learned valuable lessons of humility, service, loyalty, and perseverance. Ty is both knowledgeable and empathetic, understanding his clients face unique life circumstances. 

Ty is passionate about helping people plan for their financial future and consistently educates himself on topics that affect his client’s financial lives. Most recently he completed his MBA in Personal Financial Planning, a promise he made to his late father over twenty years ago. 

Outside of the office, he is a member of the CATV Board, Metro Council, and was the Green Hills Rotary Club – Rotarian of the Year in 2016. He also enjoys boating, hunting, golf, and spending time with his family. 

See CFP® Disclosure

Refer a friend to meet with Ty

See Ty’s Team

BILL ROGERS

Financial Advisor

After growing up watching his parents struggle to make ends meet, Bill Rogers became a full-time employee at age 19 at one of the world’s largest financial firms. Bill’s humble beginnings motivated him to learn all he could about economics, financial planning, global currency and any other finance-related subject in order to understand how to make money work for him and his family and to help others to do the same.

Bill pursued advanced studies in financial planning, economics, and history at Jacksonville University and the University of North Florida. With continued education, he rose quickly through the ranks of the firm and was eventually chosen to be a key member of the business resumption team, which maintained operations in the event of business disruptions.

After ten years, Bill made the hard decision to leave the firm to become an independent advisor; after six years of developing and honing his skills, he set his sights on joining Beacon Capital Management, where he helps clients create efficient, comprehensive financial plans. Bill passed the Series 6 and 66 exams and holds life and health insurance licenses.

Bill and his wife, Jessica, have one son, Rion Slade. In his spare time, Bill enjoys fishing, boating, listening to music, concerts, camping, and being outdoors.

Refer a friend to meet with Bill

Meet Bill’s Team

 

DAVID LEE BUSELMEIER, CFP®

Financial Advisor

David Lee entered the financial services industry to make a difference in the lives of people from all walks of life. His focus areas include budgeting, retirement planning, tax planning and investment analysis.

David Lee graduated from Western Kentucky University with degrees in Corporate Financial Management and Personal Financial Planning. After graduation, he earned his CERTIFIED FINANCIAL PLANNER™ certification. He also passed the Series 66 securities exam and holds life and health Insurance licenses.

David Lee is very passionate about his faith and genuinely cares about everyone he sits down with. He and his wife, Morgan, love living in Nashville and are active members of their church, Brentwood Church of Christ. Outside of work, David Lee loves playing sports, spending time outdoors, and cheering for the Nashville Predators.

See CFP® Disclosure

Refer a friend to meet with David Lee

See David Lee’s Team

CHRIS KEYS

Financial Advisor

Chris works with clients to develop customized financial strategies to help you reach your retirement goals.

Before joining the team, Chris helped Beacon Capital Management host informational financial seminars to inform the community about important retirement topics. He later joined the operations team before studying to become a financial advisor. He holds life and health insurance licenses and passed the Series 66 securities exam. He also holds an accounting degree from Mississippi College.

Chris is a fiduciary financial advisor and always puts your interests first.

Outside of the office, Chris enjoys following his favorite baseball teams, Mississippi State and the Boston Red Sox, and spending time with his family.

Refer a friend to meet with Chris

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FRANKIE MERRITT, LTCP, CLTC®

Financial Advisor, Healthcare Specialist

®®Frankie is responsible for assisting clients with insurance and Medicare coverage.

Frankie started his career in the financial and insurance industry in 2007 as a Registered Investment Advisor with MetLife. He has also worked for John Hancock and State Farm Insurance. Frankie holds life, health, disability, long-term care, and property and casualty licenses. He also passed the Series 65 and 66 securities exams.

Originally from Northern Indiana, Frankie and his wife, Kori, reside in Lebanon, Tennessee, with their three daughters, Kailyn, Sydney, and Spencer. In his spare time, he enjoys spending time with family, volunteering for special church projects, reading, movies and traveling.

JUSTIN RADFORD

Financial Advisor

Justin spent 25 years serving our country in the United States Air Force, both as an enlisted airman and as a commissioned officer.

He holds a Bachelor of Science in Accounting, a Masters of Business Administration, and a Masters of Military Arts and Science. During his 25 year Air Force career, Justin received 17 annual awards for outstanding performance and was presented with the Meritorious Service Medal for efforts in building the international coalition to defeat ISIS.

During his Air Force career, he served in various roles, including Financial Specialist, Aircraft Mechanic and Maintenance Officer, Squadron Commander, and Command Inspector. When the time came to retire, he wanted to find a second career that utilized his strengths developed in the military, such as educating, planning, complex problem solving, and making a difference in people’s lives.

Justin loves learning and believes that a failure to plan is a plan to fail. Justin passed the Series 66 exam, and is a City Leader with Bunker Labs, a national nonprofit helping veteran entrepreneurs accelerate their businesses. He and his wife moved to Franklin in 2018, and together they have five children.

Read More about how Justin learned how to adopt the “Service Before Self” mindset.  

Refer a friend to meet with Justin

Meet Justin’s Team

TOMMY FERGUSON

Financial Advisor

Tommy joined the Beacon family in September 2021 and works with clients to help them develop customized plans to work toward their retirement goals.

Tommy is a Tennessee Native growing up in Memphis. Graduating from Ole Miss, Tommy majored in managerial finance and holds a minor in economics. Before joining the Beacon team, Tommy worked for an advisory firm in Memphis and, for several years, as a financial advisor in Nashville. He passed the Series 66 securities exam and holds his Life Insurance license.

Outside of the office, Tommy enjoys spending time with his wife, Ashley, and kids, Bennett and Rhodes, volunteering with Junior Achievement of Middle TN, playing golf, hunting, and traveling.

Refer a friend to meet with Tommy

Meet Tommy’s team

DANIELLE CORYER

Financial Advisor

Danielle helps manage the relationship between our clients and financial advisors.

She has been in the financial industry for 15 years, serving in investment operations for 7 years and as a Financial Advisor for 8 years. Before becoming a Financial Advisor in 2007, Danielle managed a couple of health clubs for a large fitness chain in Northern California, where she was raised. She relocated to Tennessee 4 years ago to rejoin her family’s southern roots.

Danielle’s passion for helping individuals and families achieve physical wellness carried over into a passion for financial wellness and fitness. Danielle understands that real fears and challenges arise while working to reach their goals. She is passionate about understanding clients’ “why” and working with them to problem-solve. Danielle passed the Series 66 exam and has worked with major banks and investment firms. She brings a vibrant energy to the Beacon Team, and we are excited to have her on board.

NICK SHOULTA, CFP®

Financial Advisor

Nick graduated from Western Kentucky University, where he is a member of the Sigma Chi Fraternity, and completed his Bachelor’s degree in Finance, concentrating on Financial Planning.

Although Nick knew he wanted to do something in business school, he struggled to choose a major in college. Being from a small town in Kentucky, it was important that he choose a career that would help families like his, which is how he fell in love with financial planning.

Nick was drawn to Beacon’s comprehensive approach to financial planning. He wants his clients to understand there are many chapters to their financial story, and sticking to their long-term plan is key.

Nick holds the CFP® designation, passed the Series 66 exam, and holds the TN Life and Health Insurance licenses.

Nick moved to Nashville in 2020 and loves to play golf, hunt, fish, and be outdoors. He also enjoys spending time with his wife, Rose, and his dog, Belle.

See CFP® Disclosure

Refer a friend to meet with Nick

Meet Nick’s team

AUSTIN REISER, CFP®

Financial Advisor

Austin joined Beacon Capital Management in October 2021 to work with clients creating customized financial plans. Austin has been interested in investing and finances for as long as he can remember. In fact, his first experience with the stock market was when he bought 10 shares of Apple at the age of 12. He’s passionate about helping people and believes that there’s no better way to do this than through life-centered financial planning.

Austin is a Kentucky native born and raised in Bowling Green, home of the Corvette and his alma mater Western Kentucky University. During his time at WKU, Austin studied Financial Planning and served on the Business school’s student advisory board, and was also President of the Financial Planning Association. After graduation, Austin earned his CERTIFIED FINANCIAL PLANNER™.

Austin loves living in the Nashville area. Outside the office, he enjoys live music, playing golf, and cheering for the Nashville Predators.

See CFP® Disclosure.                Refer a Friend to Meet with Austin.

AUSTIN REISER, CFP®

Financial Advisor

Austin joined Beacon Capital Management in October 2021 to work with clients, creating customized financial plans. Austin has been interested in investing and finances for as long as he can remember. His first experience with the stock market was when he bought ten shares of Apple at the age of 12. He’s passionate about helping people and believes there’s no better way to do this than through life-centered financial planning.

Austin is a Kentucky native born and raised in Bowling Green, home of the Corvette and his alma mater, Western Kentucky University. During his time at WKU, Austin studied Financial Planning, served on the Business school’s student advisory board, and was also President of the Financial Planning Association. After graduation, Austin earned his CERTIFIED FINANCIAL PLANNER™.

Austin loves living in the Nashville area. Outside the office, he enjoys live music, playing golf, and cheering for the Nashville Predators.

See CFP® Disclosure.

Refer a friend to meet with Austin

Meet Austin’s Team

 

CONNOR ROGGIE, CFP®, CLU®

Financial Advisor

Connor works with Beacon clients to create customized financial plans. His journey into the world of personal finance started during college when he read every personal finance book he could find. This deep-seated passion led him to become a Financial Advisor, driven by a genuine desire to serve others and alleviate the financial burdens that can hold them back.

Originally from Erie, PA, Connor embarked on a new chapter in 2021 when he made Nashville his home. He holds a double major in Finance and Business Management, along with a minor in Accounting, from Grove City College. Not only a finance enthusiast, but Connor is also a former member of the men’s varsity soccer team at his alma mater. Connor earned his CERTIFIED FINANCIAL PLANNER™, his Chartered Life Underwriter®, passed the Series 66 exam, and holds a TN Health & Life License.

Outside the office, he enjoys live music, playing soccer, running, and cheering for the Nashville Soccer Club.

See CFP® Disclosure.

Preferred Partners

  • RYAN KNIGHT, ATTORNEY AT LAW

    Knight Legal

  • BROWN & MAGUIRE CPAS, PLLC

    Beacon's Preferred Tax Preparation Partner

RYAN KNIGHT, ATTORNEY AT LAW

Knight Legal

BROWN & MAGUIRE CPAS, PLLC

Beacon's Preferred Tax Preparation Partner

Beacon has partnered with Brown & Maguire CPAs, PLLC. Please continue to contact Beacon directly for your tax preparation, and we will coordinate with Brown & Maguire CPAs, PLLC to process your taxes in a timely manner. See our announcement here.

For years, Brown & Maguire CPAs, PLLC has been providing quality, personalized financial guidance to local individuals and businesses. Their expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Brown & Maguire CPAs, PLLC is one of the leading firms in and throughout the area. By combining their expertise, experience, and team mentality, every client receives the close analysis and attention they deserve.

BROWN & MAGUIRE CPAS, PLLC

Address: 2715 Bransford Avenue, NashvilleTN 37204 | Phone: (615) 242-0067  |  Fax: (615) 460-7574  | Email: 

*Beacon Capital Management, LLC is not affiliated with Brown and Maguire CPAs LLC, or Knight Legal.

Supporting you every step of the way

The Beacon Capital Management team is here to ensure that you are supported every step of the way. Your financial goals are too important to go it alone.

  • GINNIE BENSON

    General Manager

  • BEN CHRISTY

    Chief Operating Officer

  • JAIMIE PALMER

    Chief Compliance Officer

  • JULIE MOSES

    Operations Manager

  • ELLEN ROPER

    Director of First Impressions

  • DEE DEE WRIGHT

    Client Relations Administrator

  • CHRISTI WILSON

    Client Relations Administrator

  • CHELSEY WAHLMAN

    Registered Client Relations Administrator

  • RACHEL WHITMER

    Client Communications Specialist

  • DAISY MARX

    Senior Marketing Director

  • SAVANNAH WILSON

    Event and Campaign Marketer

  • BETH PEARCE

    Operations Administrator

  • BRANDON DOERING

    Client Relations Administrator

  • ISAAC KNITTLE

    Paraplanner

  • JAVIER MARROQUIN

    Client Relations Administrator

  • CHARLOTTE ROBINSON

    Administrative Assistant

  • DEMINA ROGERS

    Project Manager

  • MANDY BENSON

    Payroll Specialist

GINNIE BENSON

General Manager

Ginnie oversees the day-to-day operations of Beacon Capital Management.

During the first 10 years of Pete and Ginnie’s marriage, Ginnie was a stay-at-home mom who taught piano lessons for a second income. Once their three children were in school, she sought out part-time employment through a temporary agency. She was called in for a one-day assignment at Bell South Mobility, which turned into a 13-year career, during which she advanced to the level of director of telesales for Cingular Wireless.

Once grandchildren entered the picture, Ginnie bid farewell to the corporate world to spend time with her family. When she’s not working at the office, she enjoys spending time with Pete and their family, reading, travel, the beach and going to Canada to spend time with family members who live there.

BEN CHRISTY

Chief Operating Officer

Ben oversees the operations and marketing teams as well as the assistants.

A native of Nashville, Ben has strong roots in the Franklin community. With over 15 years of marketing experience, Ben has promoted New York Times best-sellers and Grammy award-winning artists, and worked with several nonprofit organizations. Before joining Beacon, Ben worked as a marketing director for Dave Ramsey’s team. In a consulting capacity, Ben works 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 beautiful wife, Michele, and together they have two wonderful children.

JAIMIE PALMER

Chief Compliance Officer

Jaimie oversees the firm’s compliance program to ensure state and federal regulatory compliance is met.

Originally from South Dakota, Jaimie has lived all over the country.  After falling in love with Nashville, she decided to make it her permanent home.  She has worked in the finance industry for over 15 years.  After graduating from law school at William Mitchell College of Law, she chose to combine her finance experience and law degree by becoming a compliance manager.  She holds a Series 66 Securities License and has worked in compliance for over 10 years.

Outside of the office, Jaimie enjoys exploring her new hometown as well as volunteering with at-risk kids.   She is also in the process of becoming a foster parent.

JULIE MOSES

Operations Manager

Our transfer specialist, Julie will make sure you understand the process of moving money from your old account to your new account. She is our resident paperwork expert, and her hands-on approach and attention to detail ensure that each client’s accounts are handled efficiently and effectively.

Julie holds a bachelor’s degree in criminal justice from Middle Tennessee State University. Before joining the Beacon team in 2007, she was a security manager at Macy’s for 17 years.

Julie and her husband, Jim, have been married for over 27 years and have three sons, Dalton, Ryan and Kain. They keep very active with baseball activities year round.

ELLEN ROPER

Director of First Impressions

Ellen joined Beacon in January of 2019 as the Director of First Impressions. Ellen will be the first smiling face you see when you come to our office. Whether she’s offering you a cup of coffee or a cookie or she’s assisting you with other questions, she will make sure you feel warm and welcome.

A native of Nashville, Ellen graduated from Memphis State University, now known as the University of Memphis. She spent over 26 years at Verizon Wireless in various roles including Customer Service and Business Sales Operations.

In her free time, Ellen loves being around all kinds of animals. She enjoys exercising, reading, gardening and spending time with friends.

DEE DEE WRIGHT

Client Relations Administrator

Dee Dee keeps things running smoothly by working closely with the financial advisors, completing paperwork, scheduling appointments, and working on special projects. She loves serving others and being part of a culture that helps people.

Dee Dee has over 12 years of customer experience. Ten of those years were in management. She holds a Bachelor of Science in sociology with a minor in psychology.

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

CHRISTI WILSON

Client Relations Administrator

Christi works closely with Beacon financial advisors to provide organizational and operational support to help serve clients and their families.

Christi has been in the investment industry for over 10 years and originally got interested in finances for the opportunity to invest in people in a lasting and meaningful way.

She loves serving others and considers communication, problem-solving, and time management her areas of expertise. Her favorite part of the Beacon culture is the passion the team members have for their clients. Christi holds a Bachelor of Science in Nutrition and a Minor in Business.

A resident of Thompson Station for over 20 years, Christy is on the board of a single women’s ministry and is passionate about her faith. She has two adult boys, and three granddaughters, and a fur baby. Christi loves animals, running, hiking, tennis, and all things friends and family oriented.

CHELSEY WAHLMAN

Registered Client Relations Administrator

Chelsey works with financial advisors to handle client service needs. She has over ten years of experience in the financial industry. Chelsey possesses a vast range of financial expertise and plays a vital role in the firm’s day-to-day operations and in serving clients’ needs.

After graduating college with student loans, Chelsey had the opportunity to go into personal finance to learn what to do about her loans. The more she learned, the more passion she gained for the industry, realizing she could help other people with their finances, turning it into a life-long career.

Chelsey loves getting to know clients and helping people achieve their financial goals. The team loves Chelsey’s positive energy and proactive approach. Her favorite part of the Beacon culture is the family atmosphere. Chelsey graduated from the University of Memphis with a BA in Psychology and also passed her Series 66 exam. 

Chelsey is a resident of Thompson Station, TN. Outside of work, Chelsey enjoys spending time with her husband and their two dogs, being outdoors, and hiking all the great trails Middle Tennessee has to offer. 

RACHEL WHITMER

Client Communications Specialist

Rachel is a multifaceted marketer who oversees various aspects of client services and operations at Beacon Capital Management. Her responsibilities encompass general client services, event planning, marketing, and coordinating first appointments and workshops. She grew up in the Nashville area and still calls this home.

Rachel’s academic and professional journey began at Cumberland University, where she earned a volleyball scholarship and studied business marketing. Following her undergraduate studies, she continued her affiliation with Cumberland as a volleyball graduate assistant coach and earned her MBA. Before joining the Beacon Capital Management team, Rachel honed her skills as a sales and meeting coordinator at Opryland and Drury Plaza.

Her introduction to the Beacon family was through her parents, who are valued clients of Beacon. Rachel became an integral part of our team in September 2014, bringing her wealth of experience and passion for client-focused service.

Rachel is married to her college sweetheart, Zach, and has two small children. They enjoy sports, boating, music, and being outdoors with their kids and family.

DAISY MARX

Senior Marketing Director

Meet Daisy, the driving force behind our marketing campaigns. With a strategic mindset, she leads the planning and execution of all our marketing efforts, engaging with prospective Beacon clients along the way.

Daisy grew up in central Florida, where she attended Warner University and received a Bachelor of Arts in Marketing and Organizational Management. It was during her honeymoon that Daisy and her husband discovered the charm of Franklin, TN, and a year later, they decided to make Middle TN their home.

With 19 years of experience in marketing and advertising, Daisy’s career has spanned diverse industries, including advertising agencies, entertainment, publishing, live events, and financial services. Her expertise has benefited both local and national clients.

She currently resides in Nolensville with her husband Ron of 20 years, their two teenage sons, and two dogs. Daisy and her family love cheering on the Nashville Predators and the Tennessee Titans. They also enjoy traveling and spend most of their free time boating, attending concerts, and hanging out with family and friends.

SAVANNAH WILSON

Event and Campaign Marketer

Meet Savannah, the creative force behind Beacon events. With a keen eye for planning, marketing, and executing everything from lunch and dinner seminars to client events, Savannah brings her passion for creativity and people to every project.

Born and raised in Middle Tennessee, specifically in the charming area of Goodlettsville, Savannah’s local roots run deep. After completing her education at Volunteer State Community College, she ventured into the world of data entry and digital marketing, honing her skills and knowledge.

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

BETH PEARCE

Operations Administrator

Beth joined Beacon in 2018 as a Tax Specialist. She works closely with Patrick Min, CPA, preparing tax returns.

Beth was born and raised in Nashville, TN. She graduated from MTSU in 2006 with a degree in Business Administration with a minor in finance. Beth really enjoys helping people and working as a team to achieve goals. Beth is married to her husband, David and they have a daughter, Ava.

In Beth’s free time she enjoys playing as well as watching volleyball, loves to spend time with her family and enjoys trips to the beach!

BRANDON DOERING

Client Relations Administrator

Brandon assists the Financial Advisors in preparing for reviews, monitoring investment performance, and planning meetings with clients.

He was born and raised in Altoona, Wisconsin, and graduated from Minnesota State Southeast Technical College. After moving to Nashville, Brandon spent 7 years doing vintage guitar repair and restoration.

In 2020 he decided to pursue his passion for finance. In 2021 passed the life insurance exam and series 65 securities exam, 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.

ISAAC KNITTLE

Paraplanner

Isaac assists the Financial Advisors in preparing for meetings, reviews, and monitoring investment performance. He is the “go-to” team member for the “Free Financial Plan Checkups” Beacon offers to potential new clients, which is a comprehensive analysis of their financial plans.

He was born and raised in White Post, Virginia, and graduated from Virginia Tech with a bachelor’s degree in finance. Always having an interest in both finance and therapy, he found the financial planning industry to be a great way to utilize his finance skills while also helping people in their everyday lives.

Isaac passed the series 66 securities exam and holds the life and health insurance licenses.
Outside of the office, Isaac enjoys playing guitar and piano, seeing live music, and exploring Nashville with his friends and family.

JAVIER MARROQUIN

Client Relations Administrator

Javier assists the Financial Advisors in operations. With his expertise in day-to-day activities, client review preparation, investment performance monitoring, and meetings, Javier plays a vital role in ensuring our clients’ needs are met.

Originally From Monterrey, Mexico, Javier and his family moved to Mississippi when he was young. He earned a Bachelor of Science in Accounting with a minor in Computer Information Systems from Spring Hill College in Mobile, AL. Post-graduation, he honed his skills as a staff accountant, specializing in individual and business tax returns and audits at a reputable firm.

Javier’s quest for personal and professional fulfillment eventually led him to Tennessee, where he found a natural fit at Beacon. Drawn to our family-oriented atmosphere and strong Christian foundation, Javier is unwavering in his commitment to serving others. His passion lies in helping individuals retire with dignity and achieve their financial goals.

Outside of work, Javier enjoys outdoor activities, watching sports, and spending time with family and friends.

CHARLOTTE ROBINSON

Administrative Assistant

Charlotte helps keep Beacon’s client records scanned, archived, and organized. She always has a smile on her face and is energized by the young professionals at Beacon. Prior to moving to Franklin, Charlotte and her late husband lived in Memphis, TN for forty years.

When not in the office, Charlotte enjoys gardening, reading books, and her Bible. Charlotte also enjoys spending time with her seventeen grandchildren.

DEMINA ROGERS

Project Manager

Demina joined the Beacon family in December 2016 as a receptionist. Her current job duties include operations and life insurance tasks as well as any special projects.

Demina earned an associate’s degree from the University of Phoenix and has over 10 years of administration and customer service experience. She has strong attention-to-detail skills and enjoys working with people.

Demina and her husband, Clint, enjoy going to concerts, football games, traveling and spending time with their children.

MANDY BENSON

Payroll Specialist

As Beacon’s Appointment Specialist, Mandy talks to people interested in becoming Beacon clients, answering questions, and coordinating first appointments.

She attended Nosi College of Art to pursue her love of photography. While in school, she was a server at Maggiano’s, where she met Pete and Ginnie Benson, who became her regulars for three years. The Benson’s were so impressed with her customer service and people skills, that they asked her to join the Beacon team. Mandy quickly learned the business, working in client relations, marketing, and coordinating events for several years.

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

Our Locations

615.224.9794

Franklin - Headquarters

751 Cool Springs Blvd.
Suite 106
Franklin, TN 37067

Murfreesboro - by appointment only

2615 Medical Center Parkway, Suite 1560
Regus Office Suite, Office 224
Murfreesboro, TN 37129

*For More Detailed Directions Click Here*

Hendersonville - by appointment only

Please enter through Tri-Star Tax & Business Solutions

131 Maple Row Blvd.
Suite B200
Hendersonville, TN 37075

Mt. Juliet - by appointment only

1550 N. Mt. Juliet Road
Suite 103
Mt. Juliet, TN 37122

Start a conversation with a Beacon Advisor

Understanding You

Sit down with an advisor to discover your financial goals, priorities, and mindset.

Creating your plan

Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.

Helping to keep you on track

Our advisor is with you every step of the way, advising and adjusting the plan as needed.

Understanding You

Sit down with an advisor to discover your financial goals, priorities, and mindset.

Creating your plan

Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.

Helping to keep you on track

Our advisor is with you every step of the way, advising and adjusting the plan as needed.

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