Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

Time spent on both the Private Client Services and Institutional Consulting sides of the business, as well as researching alternative investment methods.Trained how to use various software programs and put together reports such as Asset Allocations. After mastering the software, trained others in how to use them and how to apply them toward putting together Asset Allocations themselves.Completed the BPA summer course "Investing 101" which included introductions to topics such as the 2008 Fiscal Crisis, Macro/Micro Economics, Valuation, Financial Statements, Reading the Wall Street Journal Efficiently, and Financial Estate Planning among other topics.

Appointed by John Campbell (R-CA) to the position in Washington for the July 2009 session. Provided logisitcal support on the floor as well as behind the scenes of the House of Representatives.