Meet Dan Benson’s Financial Team

Dan Benson, CFP®, President and Financial Advisor, leads a team committed to helping you pursue long-term financial and retirement success.

Together, they combine experience, thoughtful planning, and personalized service to ensure every detail of your strategy is aligned with your goals. Dan’s team works collaboratively to provide proactive guidance and consistent support at every stage of your financial journey.

CONTACT DAN'S TEAM

President, Financial Advisor

Dan Benson, CFP®

As President of Beacon, I have had the privilege of growing alongside this firm and the families we serve.

In my role, I work directly with clients while also leading and supporting our advisory team to ensure we deliver consistent, thoughtful, and comprehensive financial guidance.

I’m passionate about helping individuals and families pursue their goals with clarity and confidence, and I’m committed to fostering a culture of excellence that reflects that same care throughout our entire organization.

Dan Benson - CFP, Presedent, Financial Advisor for Beacon Capital Management

Client Relations Administrator (CRA)

Melanie Fortunato

I partner closely with Dan to help keep everything organized and moving forward behind the scenes.

When you have a request or need assistance, I’m here to guide it from start to finish, whether that involves updating account details, coordinating transfers, processing distributions, or scheduling time with Dan.

I focus on accuracy, follow-through, and clear communication so you always know what to expect and feel confident that every detail is handled with care.

Email: [email protected]

Melanie Fortunado, Client Relations Administrator (CRA) at Beacon Capital Management, a full-service wealth management firm in Franklin, Tennessee.

Financial Advisor

Andrew Brenhaug

I work alongside Dan to support you throughout your planning journey.

As part of his advisory team, I assist with developing proposals, conducting research, answering investment questions, participating in portfolio review calls, and executing trades.

My role is to help ensure every recommendation is thoughtful, well-researched, and aligned with your overall financial plan.

Email: [email protected]

ANDREW BRENHAUG, Financial Advisor for Beacon Capital Management

Introduce a friend to Beacon 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 friends and family’s financial well-being will mean so much to them.

Your introduction is the biggest compliment you could give us.

The Beacon Black & Gold Club is a group for our clients who support us through introducing us to new clients. A great way to share the financial confidence you’ve gained with the people you love. Unlike some awkward, salesy referral programs, we think of introductions as a positive way to make a difference in someone’s life.

Introduce a Friend

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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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