Meet Your Financial Team
An experienced team, dedicated to your success.
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.
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 support your day-to-day servicing needs. I can assist with your requests on a wide variety: changes to your accounts, additional deposits, withdrawals, beneficiary and ownership changes, distributions, scheduling reviews and relaying information to your financial advisor.
Email: [email protected]
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]
Join Beacon’s Black & Gold Club
The Beacon Black & Gold Club is an exclusive group for our clients who support us through referrals. A great way to share the financial confidence you’ve gained with the people you love.
Just refer a friend or family member to meet with Bill!
Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life. Becoming an advocate for your referral’s financial well-being will mean so much to them.
We value your trust more than anything else, which is why we go out of our way to earn and keep your confidence. Your referral is the biggest compliment you could give us.
Additional Client Resources
Refer A Friend
We value you as a client and believe your referrals are the utmost compliment to our firm.
Attend an Event
We offer a variety of events to help you reach your financial goals.
Access Accounts
Login to the Client Portal to view your accounts online.
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
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