Meet The Professionals Who
Can Help You Pursue Your Goals

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.


    CEO, Senior Partner, Co-Owner

    Senior Partner, Co-Owner

    Executive Vice President, Financial Advisor


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.


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.


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.


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.


    Financial Advisor


    Financial Advisor


    Financial Advisor


    Financial Advisor


    Servicing Advisor


    Servicing Advisor


    Servicing Advisor


    Servicing Advisor


    Director of Healthcare Planning


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 (ChFP®). 

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 Ty’s Team


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 was able to rise 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 10 years, Bill made the hard decision to leave the firm in order to become an independent advisor, after 6 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, going to concerts, camping and being outdoors.


Financial Advisor

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

David Lee graduated from Western Kentucky University with degrees in Corporate Financial Management as well as 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, both 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 in the outdoors, and cheering for the Nashville Predators.


Financial Advisor

Chris helps develop customized financial strategies for our clients.

Before joining the team, Chris worked with Beacon Capital Management during his time as a banquet server at Sperry’s Restaurant, where Beacon hosts its seminars. 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.

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


Servicing 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 Bachelors 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 as 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.


Servicing 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 in Financial Planning.

Although, Nick knew he wanted do something in the business school, he struggled to choose a major in college. Being from a small town in Kentucky, it was important to him that he choose a career that would help families, just 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 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 girlfriend Rose and his dog Belle.


Servicing Advisor

Moody is a graduate of The University of Mississippi where he completed his Bachelors in Business Administration degree.

After exploring various career paths, ranging from financial services to data analytics, he ultimately found his passion in building relationships and being a catalyst to help people change their lives. Moody enjoys getting to know people and working with them to help them achieve their retirement goals.

He has been a Nashville resident since 2018, and enjoys golfing, working out, spending time with family and friends, and being involved in his church.


Servicing Advisor

Chase joined the Beacon family to help our advisory team provide excellent client service. He’s passionate about getting to know new people and learning the stories of their lives. His favorite part of the job is helping clients achieve their retirement goals and leave a strong legacy for their loved ones.

“My father passed away unexpectedly at 53 years old, and neither my mother or father had taken the time to sit with an advisor and plan for the unexpected,” Chase says. “The impact of watching my mother pick up those pieces confirmed the importance and impact a financial advisor can have — and ignited a passion in me to help other families plan for the unexpected.”

Chase graduated from Western Kentucky University with a bachelor’s degree in finance. He has passed the Series 66 securities exam and holds licenses in life and health insurance.

Away from the office, Chase loves playing golf, traveling and hiking with his girlfriend, Jesse, and their furry best friends, Hank, Leia and Riley.


Director of Healthcare Planning

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.

Preferred Partners


    Beacon Accounting & Tax Services


    Knight Legal


Beacon Accounting & Tax Services

Patrick is the founder of Beacon Accounting and Tax Services. He has an undergraduate and Masters of Accountancy degree from the University of Tennessee. Patrick worked for Ernst &Young for twelve years. Since then he has spent 20 years as the CFO for public and private companies; emerging and growing businesses as well as turnaround businesses. The one common denominator that he saw with all of these businesses was that the principals needed timely and accurate financial information that was understandable. Patrick decided it was time to take this skill set that he has developed into his own business to help businesses and individuals with their accounting and tax needs. Patrick is married to Cristina and they have been blessed with three children.

Phone: 615-913-1928

Email: [email protected]

751 Cool Springs Blvd. Suite 106

Franklin, TN 37067


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.


    General Manager


    Chief Operating Officer


    Chief Compliance Officer


    Operations Manager


    Executive Assistant


    Director of First Impressions


    Client Relations Administrator


    Client Relations Administrator


    Senior Marketing Director


    Marketing Director


    Appointment Specialist


    Accounting Specialist


    Special Project Manager




    Administrative Assistant


    Client Relations Administrator


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.


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.


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.


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.


Executive Assistant

Renee joined Beacon Capital Management in March 2016. She came to Beacon as a client one day and was offered a position the next. In her role, she is the executive assistant to Pete Benson and Jon Maxson, and handles their calendars, phone calls and emails from clients.

Renee has a history of customer support and service. Before joining the Beacon team, she had a long career with AT&T.

Renee has a large extended family consisting of three sisters, five nieces and nephews, and 11 great nieces and nephews. Away from the office, she enjoys traveling, reading and dining with friends.


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.


Client Relations Administrator

Dee Dee keeps things running smoothly by completing paperwork, scheduling appointments and answering our phones. 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 Murfreesboro, Dee Dee is a member of World Outreach Church and CrossFit Rutherford. She and her husband, Chris, enjoy working out, watching movies, reading, listening to music and hanging out with friends and family.


Client Relations Administrator

While Jenifer previously cared for patients, she now helps care for our clients!

After earning a bachelor’s degree in public health, Jenifer spent over 15 years in the health care field, where she specialized in case management, health coaching and direct patient care. She eventually thought about changing career paths, and when the opportunity arose to get into financial services, she made the jump.

Outside of the office, Jenifer enjoys hiking, camping and enjoying time with family and friends. She and her husband of over nine years are high school sweethearts and have one daughter and one son.


Senior Marketing Director

Daisy leads the strategy, planning, and execution of all marketing campaigns, including talking with people interested in becoming a Beacon client.

Daisy grew up in central Florida, where she attended Warner University, receiving a Bachelor of Arts Degree in Marketing and Organizational Management. Daisy and her husband stopped in Franklin, TN on their honeymoon, fell in love with the area, and moved there a year later. Since moving to Tennessee, she has spent her 17-year marketing and advertising career working with local and national clients in advertising agencies, entertainment, publishing, live events, and financial services.

She currently resides in Nolensville, with her husband Ron of 18 years, their two teenage sons, and two dogs. Daisy and her family are big Nashville Predator fans and love cheering on their son playing soccer. They love to travel and spend the majority of their free time boating, fishing, and hanging out with family and friends.


Marketing Director

Rachel oversees general client services, event planning, marketing and scheduling for first appointments and workshops.

Rachel attended Cumberland University on a volleyball scholarship and studied business marketing. After graduation, she stayed at Cumberland as a volleyball graduate assistant coach while earning her MBA. Before joining Beacon Capital Management, she worked at Opryland and Drury Plaza as a sales and meeting coordinator. She met Pete Benson through her parents, who are clients, and came onboard the Beacon team in September 2014.

Rachel is married to her college sweetheart, Zach. In December 2018, they welcomed a baby girl Presley Marie to their family. They enjoy sports, boating and the outdoors with their chocolate lab, Gunner.


Appointment 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. As the Beacon team grew, Mandy took some time off to stay at home with her youngest daughter. Mandy has since rejoined the Beacon team, using her years of experience to talk to people about working with Beacon and connecting them with a financial advisor.

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.


Accounting Specialist

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!


Special 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.



Neal assists Jon and Pete with planning and appointment prep. He entered the financial planning industry so he could help others reach their goals.

Neal graduated from The University of Alabama with a CFP® Board-certified financial planning degree.

In his spare time, Neal is active in his church and enjoys playing tennis, being outdoors, watching NASCAR and spending time with family.


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.


Client Relations Administrator

Destiny helps keep operations running smoothly by completing paperwork and answering phones. She is passionate about helping people and loves interacting with Beacon clients.

She grew up in Franklin, TN where she currently resides, with her husband and son. Destiny also has a photography business and is currently pursuing her degree in psychology.

Our Locations


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

100 Country Club Dr.
Suite 207
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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