Financial Planners
in Scottsdale, Arizona

Based in the Phoenix area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

6263 North Scottsdale Road, Suite 295, Scottsdale, AZ 85250

(602) 953-8450

Connect with Us

Connect with One of Our Trusted Financial Planners in Scottsdale, AZ

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

Client Testimonials

I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors.

Everyone seems to be on the same page when dealing with my portfolio, investment and wealth strategies.

The team of professionals at Beacon Pointe have been very responsive to every request and question we have had.

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors.

Everyone seems to be on the same page when dealing with my portfolio, investment and wealth strategies.

The team of professionals at Beacon Pointe have been very responsive to every request and question we have had.

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Meet Our Scottsdale Financial Planners & Advisors

Managing Directors

Jameson Van Houten, CFP®

Partner, Managing Director

Jameson Van Houten, CFP®, is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With over 20 years of industry experience, Jameson specializes in sophisticated business and tax planning, asset protection and estate planning for business owners, families and individuals. He discovered his passion for investing at the early age of 16 where he began trading stocks and just a few years later. Jameson graduated summa cum laude from Barrett, The Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business. Jameson also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College for his work both professionally and personally. Jameson is an active member in the local Phoenix Valley community, including past Governing Board member of Make-A-Wish Arizona and is an Esteemed Member with Gift for Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan. Outside of the office, Jameson enjoys traveling, sports, cars, golfing, and spending time with his family.

Wealth Advisors

Jacob Lucchese

Associate Wealth Advisor

Jacob is an Associate Wealth Advisor with Beacon Pointe’s Scottsdale office and is responsible for partnering with clients and their advisors to provide customized solutions. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Jacob worked for Northrop Grumman, Boeing, First International Bank and Trust, BMO Harris, and Wells Fargo. Jacob graduated from Grand Canyon University with a Bachelor of Science degree in Business Finance and Economics. Outside of the office, he enjoys spending time with his family, cycling, and volunteering at his church.

Joshua Lustbader

Associate Wealth Advisor

Joshua (Josh) is an Associate Wealth Advisor and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and other day-to-day operations. Prior to joining Beacon Pointe, Josh was an associate at Stonegate Capital Advisors, and worked for a variety of firms in the investment advisory industry at the onset of his career. Josh graduated from the University of Arizona with a bachelor’s in economics and received his Master of Science in Financial Planning from Texas Tech University. Outside of the office, Josh enjoys watching sports, playing golf and hiking.

Liam Powell, CFP®, CRPS®

Wealth Advisor

Liam Powell is a Wealth Advisor with over a decade of experience helping clients create and preserve wealth for themselves, their families, and their businesses. After serving in the United States Marine Corps, Liam began his career in the financial services industry at an Ameriprise Private Wealth Advisory franchise, where he advanced from a financial advisor to junior partner. Prior to joining Beacon Pointe, he worked as a wealth advisor at Stonegate Capital Advisors and has developed expertise in qualified retirement plans. Liam attended Virginia Tech University where he earned his bachelor’s degree in applied economic management and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plan Specialist (CRPS®).

Sean Mahoney, MBA

Wealth Advisor

Sean Mahoney is a Wealth Advisor with nearly 20 years of experience. Through comprehensive planning and investment management, Sean and his team develop customized strategies to help businesses, individuals and families meet their financial goals. Sean began his career in the banking industry, working for JP Morgan Chase, BBVA Compass and Bank of Montreal and ranking as a top 5% nationally ranked Manager and Client Manager in the industry. Prior to joining Beacon Pointe, Sean was a wealth advisor at Stonegate Capital Advisors. He graduated with his bachelor’s in business administration and management from Worcester State University and received his MBA from the University of Massachusetts. Sean and his family are committed to several causes in their local community and frequently support the Arizona Humane Society and various Cancer Associations. Sean lives in Mesa, Arizona with his wife and four dogs and in his free time he can be found playing hockey, driving fast cars, and spending time with his family.

 

Todd Ruble

Wealth Advisor

Todd Ruble is a Senior Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. As a 17-year veteran in the financial industry, Todd began his career as an analyst for Pacwest Financial Management in Phoenix, Arizona eventually transitioning from the role of an analyst to a portfolio manager and trader. After spending eight years on the buy side of the industry, Todd went on to spend six years as a sales trader covering some of the largest hedge funds on Wall Street. Prior to Joining Beacon Pointe, he was a portfolio manager and senior analyst for Stonegate Capital Advisors. Todd graduated from the University of St. Thomas in St. Paul, Minnesota where he earned his bachelor’s degree in finance. Outside of the office, Todd enjoys skiing, surfing, playing soccer and golf, and spending time with his wife and twin boys.

Client Service & Operations

Pat Lundquist

Senior Office Management

Pat is responsible for a variety of tasks that ensure the smooth operation of the South Scottsdale office. Her responsibilities include, but are not limited to client service, insurance business maintenance, and general office management duties. A former music teacher, Pat began her career in financial services in 2001 working with All Star Financial in Minneapolis, Minnesota before spending a combined ten years at Sequoia Financial Advisors and Capital Insight Partners in the Phoenix and Scottsdale area. Prior to joining Beacon Pointe, Pat was the Administrative Coordinator for Stonegate Capital Advisors. Outside of the office, Pat enjoys hiking, biking, and taking road trips. 

Robert Quintero

Senior Client Service Associate

Robert is responsible for partnering with Beacon Pointe’s investment and wealth management teams to enhance the client service experience. His responsibilities include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe,  Robert worked for American Express as an Account Protection Lead Specialist, and other financial institutions like BBVA Compass (now PNC Bank) as an Assistant Branch Manager. Outside of the office, Robert enjoys playing board/card games, doing puzzles and online gaming via PC.

Stonegate Team Photo

Connect with one of our trusted Financial Advisors in the Phoenix area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Scottsdale, AZ team if we can be of service.

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