ABOUT BEACON WEALTH GROUP
At Beacon Wealth Group, we take pride in delivery of world-class service and financial advice. Our team's blended experience helps us make decisions that can help you and your family enjoy comprehensive financial services. If you're looking for a well-rounded, approachable team of financial professionals, you've come to the right place.
“Alone we can do so little. Together we can do so much”
― Helen Keller
MEET YOUR TEAM
By having a friendly team of advisors working together collectively on your behalf, you'll experience an extremely efficient office that delivers timely, seamless service.
Partner | CFP®, MSF | Beacon Wealth Group | Investment Executive, Raymond James
Originally from Clinton Township, MI, Dan graduated from Saginaw Valley State University and obtained his master’s degree from Walsh College in financial planning. Dan earned the professional designation of CERTIFIED FINANCIAL PLANNER™ Practitioner in 2014.
Dan taught personal finance at Saint Clair Community College. He also is involved with Marysville watch dog program, president of the finance council at Saint Christopher, and participates in the United Way citizens review board. Away from the office, Dan enjoys spending time with his wife Lindsay, daughter Juliet, and sons Elijah & Miles. He is also an avid sports fan especially enjoying the game of baseball. Go Tigers!
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Partner | Beacon Wealth Group | Investment Executive, Raymond James
Evan graduated from Ferris State University and began his career as a public-school teacher. He uses this passion to teach and help our clients with their Financial Planning needs.
Evan grew up in Marysville and now lives here with his wife, Lindsey, and three young children, Aubrey, Bennett and Cora. Being a part of the community is important to Evan, as he is an active member of the Marysville Rotary and served as president in the 2023 year. He also spent 3 years as the head coach of the Marysville Vikings Varsity Hockey team. When not at the office, Evan can be found traveling and spending time with family, playing golf, or coaching and officiating hockey.
Founder | Beacon Wealth Group | Investment Executive, Raymond James
Tony is the founder of Beacon Wealth Group. With over 25 years of investment experience, he brings a wealth of knowledge to the team. Tony values family, friends, church and community. He has a "servants’ heart" which is demonstrated by his service on many local boards including Community Mental Health, Bridge Builders Advisory, Sanborn Gratiot Memorial Home, and SONS.
Tony married his prom date, Sandy, more than 35 years ago. They have 2 children, David and Lindsey, 1 son in law, Evan, and three beautiful grandchildren, Aubrey, Bennett and Cora. In his spare time, he likes to travel and spend time with family and friends.
Director of Client Services, Beacon Wealth Group
Rhonda has been with Beacon Wealth Group for 13 years, assisting clients and helping our team provide quality service to everyone. Rhonda brings a vast knowledge of the ever-changing industry and makes sure the clients have what they need when they walk in the door.
She has one son, Jordan, and a dog named Buddy that keeps her busy. Rhonda really values family time, and can be found spending time with her mom and sisters when she’s not at the office.
Client Service Associate, Beacon Wealth Group
Tamra has been with Beacon Wealth Group for 12 years. She has a passion for helping people and a dedication to delivering a quality client experience whether it be over the phone or in person.
Tamra and her husband Brent have been married for 37 years and have two grown children, Keith and Katelynn. Katelynn and her husband Cameron have a newborn son, Hunter James. Tamra enjoys spending time with her family in the great outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with flame design) and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.