Broker Check

Team

 

Stephen Engro

President, CCO

(972) 726-9888

sengro@beaconfg.com

Steve founded Beacon Financial Group in 1995. He began his career in the investment industry in 1986. Steve’s extensive academic education has prepared him well for the technical side of investing. He holds an MBA from Duke...
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Eric Zipfel

Senior Vice President

(512) 485-3093

Eric joined Beacon Financial Group as the Vice President of Sales and Client Development in 2010 after 11 successful years in the investment industry. He spent the first 8 years of his financial career with the securities division of a...
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Mark Diamond

Senior Vice President

(972) 726-9888

Mark Co-founded Beacon Financial Group in 1995. His career began in 1979 with Prudential Securities. He takes an individually tailored approach to each client, based on what the client wants to achieve. Mark's attention is sharply...
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Brandon Sherbert, COO

Investment Advisor Representative

(972) 726-9888

Brandon joined Beacon Financial Group in 2013 as an Investment Advisor Representative. He began his career in the securities industry in 1994 after attending the University of North Texas School of Business. Brandon has excelled in...

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August Payne “GUS”

Senior Relationship Manager

(512) 485-3093

Gus is a Graduate of The University of Colorado and began his financial career as an intern at Scottrade, Inc. Upon graduation he quickly became a licensed broker working one on one with new and existing clients to help establish their...

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Oliver Matison

Financial Planner Associate

(972) 726-9888

Oliver graduated from Texas State University in 1996 with a Bachelor’s degree in Finance and became a CERTIFIED FINANCIAL PLANNERTM professional in 2010. Oliver joined Beacon Financial Group in 2014 as a Financial Planner Associate...
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Mindy Kirby

Senior Relationship Manager, CCO Designee

(972) 726-9888

Mindy is the firm’s Senior Relationship Manager and Chief Compliance Officer Designee. She joined Beacon in February of 1997 and holds General Securities license Series 7, as well as Uniform Combined State Law Exam license,...
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Susan Gray

Director of Client Services

(972) 726-9888

Susan began her financial services career on the insurance side of the industry where she spent 10 years with a large insurer refining her customer service skills. Looking for new challenges, in 2007, she took on the role of manager of...
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Melissa Wheeler

Client Services

(972) 726-9888

Melissa Thompson began her career in the securities industry in 2006, immediately obtaining her Series 6 (Investment Company Products/Variable Contracts Limited Representative). Several years later she obtained her Series 7 (General...

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Erin Blackwell

Client Services

(972) 726-9888

Erin joined our firm in 2010. She served as an administrative assistant at Brennan Financial Services for 3 years, overseeing account administration for one of their Partners. She holds an Associate’s Degree in Liberal Arts from the...
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Stephen Centurioni

Associate

(972) 726-9888

Stephen joined Beacon Financial Group after spending two years at Strategic Wealth Planning as a Senior Financial Analyst in the Dallas area. Prior to moving to Dallas, he served ultra-affluent clients in Los Angeles in the areas of...
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Bob Moses

Bob Moses couples more than 36 years of financial knowledge and wisdom with integrity and a passion for winning. You will appreciate the fact that Bob pays the same focused attention to your financial well-being that he applies when...
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Franci Moses

Employee Benefits Specialist

Franci assists clients in the planning and implementation of employee medical, dental, and vision insurance, and other specialized benefit plans. She is an active member of the National Association of Insurance and Financial Advisors...
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Alice Yoder

Director of Client Services

Alice is responsible for underwriting, insurance client relationships, general office management, and technical research. Partners Financial recognized Alice for her exceptional service to clients and to her organization. Alice is a...
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