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Beacon Wealth

  • What We Do
    • Screen Your Portfolio
  • Who We Serve
    • Individuals and Families
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    • Our Team
    • Locations
      • Roanoke, Virginia
      • Alexandria, Virginia
      • Richmond, Virginia
      • State College, Pennsylvania
      • Hickory, North Carolina
      • Charlotte, North Carolina
      • Raleigh, North Carolina
      • Orlando, Florida
      • Naples, Florida
      • Lansing, Michigan
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Schedule A Call

Our team

Leadership

Rick Laymon Beacon Wealth Consultants

Rick Laymon, MBA, CFP®, AIF®, CEPA®, CKA®

CEO
Cassie Laymon Beacon Wealth Consultants

Cassandra Laymon, EdM, MBA, CFP®, CKA®, CFPA

President

Hillary Sunderland, CFA®, CKA®

CIO
Jake Preston Beacon Wealth Consultants

Jake Preston, CFP®, CKA®

Director of Financial Planning

Kevin R. Zemann, CRCP®

CCO

Wealth Advisors

Jerry McMillan Beacon Wealth Consultants

Jerry McMillan, AIF®, FPQP®, CKA®

Wealth Advisor

Kirk Hobart, MBA, CFP®, CKA®

Wealth Advisor
Mike Sunderland Beacon Wealth Consultants

Mike Sunderland, CRPS®

Wealth Advisor
David Black Beacon Wealth Consultants

David Black, CRPC™

Wealth Advisor
Tom Owiti

Tom Owiti, MBA, ChFC®, CKA®

Wealth Advisor
Cam Smith, Wealth Advisor

Cam Smith

Wealth Advisor

Home Office

Kimberly Jenkins, CFP®, CIMA®, CKA®

Portfolio Manager
Colin Craig Beacon Wealth Consultants

Colin Craig, MBA, CSRIC®

Portfolio Analyst

Nikki Krishnan, MBA

Executive Assistant
Hannah Nolan

Hannah Nolan

Lead Financial Planner
Conner Compton

Conner Compton

Associate Financial Planner

Tamie Frets

Operations Manager

Schedule a call with our team

Find peace of mind working with a faith-aligned advisor.
Schedule a complimentary 30-minute call to discuss your goals, dreams, and values!

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Contact Info

Email : info@beaconwealth.com

Phone : 1 (540) 345 - 3891

Fax : 1 (888) 971-3687

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Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc., an Investment Advisor registered with the U.S. Securities and Exchange Commission. Beacon Wealth Consultants may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

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