Beacon Pointe Executive and Leadership Team

Richard Miller, the Founder & Chief Executive Officer at Beacon Pointe, directs the overarching strategic vision for the firm. As the primary architect of the company mission, Miller ensures that all investment advisory services align with the needs of high-net-worth families and institutional clients. This leadership role involves cultivating a culture of excellence while expanding the national footprint of the organization. By prioritizing client-centric outcomes, Richard Miller drives the long-term growth trajectory of the firm. The Founder & Chief Executive Officer monitors market trends to maintain a competitive edge in the Registered Investment Advisory landscape. Through consistent engagement with the board and senior leadership, Miller secures the stability of the business model. This executive oversight guarantees that the firm remains a leader in the financial sector, providing tailored wealth management solutions across diverse client portfolios while upholding the highest standards of professional integrity.

Jon Frojen, the Chief Financial Officer at Beacon Pointe, manages the fiscal health and capital allocation strategies of the firm. Overseeing all financial reporting, budgeting, and treasury functions, the Chief Financial Officer ensures the organization maintains robust liquidity to support ongoing expansion. Jon Frojen analyzes complex financial data to inform strategic decisions regarding mergers, acquisitions, and internal investments. This role requires close collaboration with the executive team to optimize operational efficiency and maximize shareholder value. By implementing rigorous financial controls, Frojen mitigates risk while fostering sustainable revenue growth. The Chief Financial Officer also evaluates the economic impact of various service offerings for high-net-worth individuals and institutional clients. Through precise financial planning, Frojen supports the firm in achieving its long-term objectives, ensuring that the financial infrastructure remains scalable and resilient within the competitive investment advisory market.

Karisa Diephouse, the Chief Operating Officer at Beacon Pointe, executes the daily operational strategies that sustain the firm's premier service model. Managing internal workflows and cross-departmental processes, the Chief Operating Officer ensures that client-facing teams receive the necessary support to deliver high-quality investment advice. Karisa Diephouse optimizes organizational structures to improve productivity and service delivery for high-net-worth families and defined contribution plans. This leadership role involves streamlining administrative functions to enhance the overall client experience. By coordinating with other C-suite leaders, Diephouse aligns operational capacity with the strategic goals of the firm. The Chief Operating Officer monitors performance metrics to identify areas for process improvement and efficiency gains. Through the implementation of standardized operational protocols, Diephouse maintains the high standards of service that define the firm, ensuring that all internal systems support the broader mission of providing comprehensive financial solutions.

David Le, the Chief Technology Officer & Wealth Advisor at Beacon Pointe, architects the digital infrastructure that powers the firm's investment advisory services. Overseeing the integration of advanced financial technology, the Chief Technology Officer & Wealth Advisor ensures that digital platforms provide secure and efficient tools for both advisors and clients. David Le balances technical innovation with direct wealth advisory responsibilities, providing personalized financial guidance to high-net-worth individuals. This dual role allows Le to translate complex client needs into actionable technological solutions. By modernizing data management and cybersecurity protocols, Le protects the firm's assets and enhances the client experience. The Chief Technology Officer & Wealth Advisor collaborates with the leadership team to leverage technology as a key driver of growth and operational excellence. Through this unique combination of technical expertise and advisory experience, Le ensures that the firm remains at the forefront of the evolving financial services industry.