Lynette Heil, Cpa
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Lynette Heil, Cpa Email & Phone Number

Partner, Finance Director at Beacon Pointe
Location: Dallas-Fort Worth Metroplex, United States 7 work roles 1 school
1 work email found @beaconpointe.com 2 phones found area 214 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email l****@beaconpointe.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Partner, Finance Director
Location
Dallas-Fort Worth Metroplex, United States
Company size
186 employees

Who is Lynette Heil, Cpa? Overview

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Quick answer

Lynette Heil, Cpa is listed as Partner, Finance Director at Beacon Pointe, a with 186 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 214, and a matched LinkedIn profile for Lynette Heil, Cpa.

Lynette Heil, Cpa previously worked as Chief Financial Officer and Chief Compliance Officer at Wealthstreet Investment Advisors, Llc and Chief Financial and Compliance Officer at Gerald L. Ray & Associates, Ltd.. Lynette Heil, Cpa holds Bba, Accounting from Texas State University.

Company email context

Email format at Beacon Pointe

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*@beaconpointe.com
71% confidence

AeroLeads found 1 current-domain work email signal for Lynette Heil, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Lynette Heil, Cpa

Experienced Chief Financial Officer with a demonstrated history of working in multiple industries. Strong finance professional skilled in Internal Audit, Analytical Skills, Accounting, Generally Accepted Accounting Principles (GAAP), Internal Controls and Compliance. Experienced in Project Management, Software Conversions and Start Ups.

Listed skills include Forecasting, Accounting, Analysis, Sec Filings, and 20 others.

Current workplace

Lynette Heil, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Partner, Finance Director
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
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7 roles · 43 years

Lynette Heil, Cpa work experience

A career timeline built from the work history available for this profile.

Partner, Finance Director

Current
Beacon Pointe

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.

Apr 2021 - Present

Chief Financial Officer And Chief Compliance Officer

Wealthstreet Investment Advisors, Llc

Dallas

Responsible for Financial Reporting, Compliance and SEC filings. Oversee client reporting and billing, and manage the office. Project manager for transitioning from legacy Registered Investment Advisor to newly formed entity. Project manager for conversion to Orion portfolio management system.

Jul 2017 - Apr 2021

Chief Financial And Compliance Officer

Gerald L. Ray & Associates, Ltd.

Dallas/Fort Worth Area

Jul 2010 - Apr 2021

Director

Tatum Llc

Dallas/Fort Worth Area

Director in the Financial Services and Sarbanes Oxley practice areas. Worked with Private Equity firms acting as interim CFO and leading during critical points in business lifecycle. Served as project manager for SEC filings, Sarbanes Oxley implementations, carve outs and process redesigns.

2005 - Dec 2010

Controller

Don Mechanic Enterprises

Developed modeling, and forecasted financing requirements for one of “Dallas Fastest Growing 100 Companies” during start up phase as Controller for Don Mechanic Enterprise.

1998 - 2003 ~5 yrs

Controller

Discovery Channel Stores

Served as Controller of Discovery Channel Stores during start up phase, growing from 1-16 stores in 3 years. Developed modeling and forecasting package to secure financing. Assisted with equity recapitalizations and ultimate sale of the company to Discovery Communications Inc.

1992 - 1996 ~4 yrs

Audit Senior

Kpmg
1984 - 1987 ~3 yrs
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

MC Meg Clapp Meg Clapp Colleague at Beacon PointeSummerfield, North Carolina, United States View → HS Heather Schaber Heather Schaber Colleague at Beacon PointeMilwaukee, Wisconsin, United States View → JH J.L. Hurt J.L. Hurt Colleague at Beacon PointeWinter Park, Florida, United States View → JA Jolene Avila Jolene Avila Colleague at Beacon PointePhoenix, Arizona, United States View → ED Emily-Cam Dang Emily-Cam Dang Colleague at Beacon PointeIrvine, California, United States View → KS Kaitlyn Simmons Kaitlyn Simmons Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States View → BB Brian Bengry Brian Bengry Colleague at Beacon PointeMiddleton, Wisconsin, United States View → CB Cory Bruntz, Cfp® Cory Bruntz, Cfp® Colleague at Beacon PointeFort Worth, Texas, United States View → NL Neil Livingston, Mba Neil Livingston, Mba Colleague at Beacon PointeNewport Beach, California, United States View → JM Jack Mcnamara Jack Mcnamara Colleague at Beacon PointeSteamboat Springs, Colorado, United States View →
1 education record

Lynette Heil, Cpa education

FAQ

Frequently asked questions about Lynette Heil, Cpa

Quick answers generated from the profile data available on this page.

What company does Lynette Heil, Cpa work for?

Lynette Heil, Cpa works for Beacon Pointe.

What is Lynette Heil, Cpa's role at Beacon Pointe?

Lynette Heil, Cpa is listed as Partner, Finance Director at Beacon Pointe.

What is Lynette Heil, Cpa's email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Lynette Heil, Cpa at Beacon Pointe.

What is Lynette Heil, Cpa's phone number?

AeroLeads has found 2 phone signal(s) with area code 214 for Lynette Heil, Cpa at Beacon Pointe.

Where is Lynette Heil, Cpa based?

Lynette Heil, Cpa is based in Dallas-Fort Worth Metroplex, United States while working with Beacon Pointe.

What companies has Lynette Heil, Cpa worked for?

Lynette Heil, Cpa has worked for Beacon Pointe, Wealthstreet Investment Advisors, Llc, Gerald L. Ray & Associates, Ltd., Tatum Llc, and Don Mechanic Enterprises.

Who are Lynette Heil, Cpa's colleagues at Beacon Pointe?

Lynette Heil, Cpa's colleagues at Beacon Pointe include Meg Clapp, Heather Schaber, J.L. Hurt, Jolene Avila, and Emily-Cam Dang.

How can I contact Lynette Heil, Cpa?

You can use AeroLeads to view verified contact signals for Lynette Heil, Cpa at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Lynette Heil, Cpa attend?

Lynette Heil, Cpa holds Bba, Accounting from Texas State University.

What skills is Lynette Heil, Cpa known for?

Lynette Heil, Cpa is listed with skills including Forecasting, Accounting, Analysis, Sec Filings, Auditing, Finance, Sarbanes Oxley Act, and Start Ups.

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