Archive: September 2017

Interview with Hillary Sunderland

Question:  What is your role on the Beacon Wealth team? Hillary:  I serve as Chief Investment Officer for the firm.  My main role is to manage Beacon Wealth’s LightPoint Portfolios…
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The Stewardship Journey Waypoint 2: Setting Sail

by: Cassandra Laymon, CFP®, MBALast week we discussed some basic but very important steps to gaining confidence and becoming a good financial steward with your money:Consistent TithingPay Off Credit Cards…
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Waypoint 1: Getting Your Financial House in Order

Cassandra Laymon, CFP®, MBALast week we reviewed some of the initial steps you should take for a strong financial start in life.  If you are not just starting out but…
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Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBALast summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was a…
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Saturday Spotlight: Shining Light Company – XPO Logistics

XPO Logistics (NYSE: XPO) is a Fortune 500 American corporation and a top ten global logistics company. Headquartered in Greenwich, Connecticut and founded in May 1989, this Shining Light Company…
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023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
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