Managing Partner
Chief Compliance Officer
Investment Committee Member
Chief Compliance Officer
Investment Committee Member
After living in New York City for over a decade, Katie Brennan Kane relocated to Cape Cod looking for a career where she...
Managing Partner
Investment Committee Member
Investment Committee Member
Kelli Grew is a Managing Partner and CERTIFIED FINANCIAL PLANNER® who has spent over 15 years helping individuals and...
Financial Advisor
Investment Committee Member
Investment Committee Member
Heather brings over 14 years of experience in the financial services industry. She works with individuals and families...
Client Experience Manager & Notary Public
Melissa Kolcz joined Beacon Financial Planning in 2019. In her current role as Client Experience Manager, Melissa is...
Client Service Associate & Notary Public
Jayme is a Client Service Associate at Beacon Financial Planning. Jayme’s friendly demeanor along with her exceptional...
Paraplanner
Investment Committee Member
Investment Committee Member
Marco is a driven financial professional who graduated from the University of Vermont with a Bachelor of Science in...
Intern
We are excited to welcome Dylan Weinbaum as Beacon’s newest intern for Summer 2025! Dylan is a rising Junior at Indiana...