Meet Bill Roger’s Financial Team

An experienced team dedicated to your success.

Financial Advisor

Bill Rogers

It is my responsibility to understand your strategic investment objectives and unique goals. I provide guidance to effectively implement, manage and execute the financial plan that we develop together.

Client Relations Administrator (CRA)

Julie Moses

I am your dedicated point of contact to support your day-to-day servicing needs, such as account changes, additional deposits, withdrawals, beneficiary and ownership changes, distributions, scheduling reviews, and relaying information to your financial advisor.

Email: [email protected]

Client Relations Administrator (CRA)

Javier Marroquin

I help the team facilitate communication and assist with client requests and questions. I’m here to help ensure a seamless experience.

Email: [email protected]

JAVIER MARROQUIN, Client Relations Administrator for Beacon Capital Management

Financial Advisor

Austin Reiser, CFP®

I assist you and your advisor with proposals, research, answering investment questions, portfolio review calls, and trades.

Email: [email protected]

AUSTIN REISER, CFP® Financial Advisor for Beacon Capital Management

Need To Schedule A Review?

Reviews give us an opportunity to discuss any changes in your financial situation, prepare for the next steps and overall updates on the portfolio and progress of your plan.

SCHEDULE A CLIENT REVIEW

Meet the rest of the Beacon family and learn more about Beacon Capital Management's core values.

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 retirement, and we’re with you every step of the way.

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Refer a friend to meet with Bill and join the Beacon Black & Gold Club!

Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Becoming an advocate for your referral’s financial well-being will mean so much to them.

Your referral is the biggest compliment you could give us. Once your referral meets, you’re in the club!

The Beacon Black & Gold Club is an exclusive group for our clients who support us through referrals. Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life.

Refer a Friend

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