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's growth trajectory, Miller oversees the expansion of investment advisory services across the United States. This leadership role involves constant alignment with the evolving needs of high-net-worth families and institutional clients. By fostering a culture of excellence, Richard Miller ensures that the firm remains a leader in the Registered Investment Advisory sector. The Founder & Chief Executive Officer maintains direct oversight of long-term business goals while coordinating with the executive team to uphold service standards. Through rigorous market analysis and commitment to client success, Miller drives the firm toward sustainable financial performance and industry prominence, ensuring that every strategic decision supports the core mission of providing premier wealth management experiences.

Jon Frojen, the Chief Financial Officer at Beacon Pointe, directs the financial strategy and fiscal health of the organization. Frojen oversees capital allocation, budgeting, and financial reporting to ensure the firm maintains a strong position within the competitive investment advisory landscape. By managing the firm's financial risk and performance, the Chief Financial Officer provides the necessary data to support strategic decision-making at the executive level. Jon Frojen coordinates with the leadership team to evaluate growth opportunities and ensure long-term financial sustainability. This role involves maintaining rigorous standards of fiscal discipline while supporting the firm's mission to provide premier service to clients. Through the oversight of financial operations, Frojen ensures that the firm possesses the resources required to scale effectively. The Chief Financial Officer remains focused on driving profitability and maintaining the financial integrity that defines the firm's reputation among high-net-worth families and institutions.

Karisa Diephouse, the Chief Operating Officer at Beacon Pointe, manages the internal infrastructure and daily business operations of the firm. Diephouse directs the implementation of scalable systems that support the firm's status as a premier Registered Investment Advisory entity. By optimizing workflows and administrative processes, the Chief Operating Officer ensures that advisory teams maintain peak efficiency while serving high-net-worth individuals. Karisa Diephouse coordinates with department heads to streamline service delivery and enhance operational resilience. This leadership role involves monitoring performance metrics to ensure alignment with the firm's strategic objectives. Through the management of internal resources and cross-functional collaboration, Diephouse supports the firm's ability to provide consistent, high-quality service. The Chief Operating Officer remains dedicated to operational excellence, ensuring that the firm's internal capabilities match the high standards expected by clients and institutional partners throughout the national market.

Trent Barnes, the Chief of Staff at Beacon Pointe, directs the execution of strategic initiatives and facilitates communication across the executive leadership team. Barnes oversees the alignment of organizational priorities, ensuring that the firm's mission remains central to all operational activities. By managing complex projects and coordinating between departments, the Chief of Staff enables the leadership team to focus on high-impact growth strategies. Trent Barnes monitors the progress of key business objectives and ensures that resources are allocated effectively to meet the needs of high-net-worth clients. This role involves bridging the gap between strategic planning and daily execution to maintain organizational cohesion. Through the facilitation of cross-functional collaboration, Barnes supports the firm's ability to deliver premier service experiences. The Chief of Staff remains dedicated to operational efficiency, ensuring that the firm's internal processes support the overarching goals of the organization in a dynamic financial market.

David Le, the Chief Technology Officer & Wealth Advisor at Beacon Pointe, directs the firm's digital infrastructure and technological innovation. Le oversees the development of secure, scalable platforms that enhance the delivery of wealth management services to high-net-worth individuals. By integrating advanced financial technology into the advisory process, the Chief Technology Officer & Wealth Advisor ensures that the firm remains at the forefront of digital service experiences. David Le coordinates with the technology team to protect client data while providing seamless access to investment insights. This dual role involves balancing technical oversight with direct advisory responsibilities, ensuring that technological solutions directly benefit the client experience. Through the implementation of robust digital tools, Le supports the firm's commitment to premier service. The Chief Technology Officer & Wealth Advisor remains focused on leveraging technology to drive efficiency and maintain the firm's competitive edge in the national investment advisory market.

John Martindale, the Managing Director at Beacon Pointe, oversees high-level client engagement and institutional relationship management. Martindale directs the delivery of complex investment solutions for defined contribution plans and large-scale portfolios. By managing key stakeholder relationships, the Managing Director ensures that the firm's service model meets the sophisticated requirements of institutional clients. John Martindale coordinates with internal teams to refine advisory processes and enhance the overall client experience. This role involves navigating the competitive landscape of the financial industry to secure market share and maintain the firm's reputation for excellence. Through strategic oversight of client-facing operations, Martindale supports the broader organizational goals of growth and stability. The Managing Director remains focused on delivering consistent value, ensuring that institutional partnerships align with the firm's commitment to high-quality, personalized financial guidance across all regional operations.

Katie Cullen, the Chief Growth & Integration Officer at Beacon Pointe, directs the firm's expansion efforts and the seamless incorporation of new advisory teams. Cullen oversees the strategic integration of acquired firms, ensuring that cultural alignment and service standards remain consistent across the organization. By identifying growth opportunities and managing the transition of new partners, the Chief Growth & Integration Officer expands the firm's reach among high-net-worth families and institutions. Katie Cullen coordinates with the executive team to ensure that growth initiatives support the firm's long-term mission. This role involves developing strategies to attract top talent and integrate new capabilities into the existing service model. Through the management of growth-focused projects, Cullen drives the firm's national presence and enhances the overall value proposition. The Chief Growth & Integration Officer remains dedicated to building a cohesive, high-performing organization that continues to deliver premier wealth management experiences to a growing client base.