Pleased to Meet You
At Beacon Financial, lighting the way to your success is not just a slogan. It has been our philosophy for the last 14 years. By shining light on products, carriers, new sales opportunities and prospecting methods, our intent is not to force a path but to illuminate the path of your choosing. In the same way that you lead your clients to achieving their retirement goals, Beacon strives to lead you to achieving your professional goals by arming you with the right solutions and tools.
Meet Our Team Members
Jeff entered the financial services industry in 1988 as a fully licensed producer. In 1994 he joined an annuity wholesaler. He has done consulting work and been quoted in the industry press.
Vice President of Marketing and Operations
Airika started in the financial services industry in 2001. She joined Beacon Financial in November 2004. Throughout her tenure, she has held various management positions but has always maintained contact with our producers. In her role as Vice President of Marketing and Operations, she creates our marketing pieces and leads our internal Sales and Operations teams. She also works as a Business Development Consultant to our top producers.
Airika recently returned to school to complete her degree. When not consumed with homework, she enjoys hiking, gardening and spending time with her three sons.
Business Development Consultant
Chris has been in finance since 2008. He has experience in a wide range of financial specialties. He maintains his life and health insurance license, securities license and has had experience as an RIA. He has a love for learning, especially economics and finance, and recently received a Masters in Business Administration from Weber State University in 2015. He loves being a part of Beacon’s team and help producer’s succeed with their business.
Chris loves spending time with his family. He enjoys skiing, fly fishing, hiking and playing soccer.
Receptionist, Notary Public
Kathy is the friendly voice you will hear when calling our office. She ensures you receive the assistance you need quickly. She is also a Notary Public. She will happily help if you need documents notarized.
Kathy was born and raised in California. After 30 years here, she now calls Utah her home. She has four children. In her spare time, she enjoys cooking and traveling.
Commissions and Annuity Operations
Amelia is the newest member of the Beacon team. She processes commissions and maintains current incentive standings. She will happily help you determine if you have qualified for our trip. Although she is just beginning her career in the insurance industry, she looks forward to learning more about financial services.
Amelia is also a student at Salt Lake Community College, and a part-time barista at Starbucks. Amidst balancing a busy schedule, she uses her free time for cooking, singing, being outdoors, and spending time with her cat, Little Bear.
CLU, ChFC, FLMI, Chairman
Stan has over 45 years in the insurance and investments industry. He most recently received the Lifetime Achievement Award from the State of Utah for his lifetime of service. He is active in his community and serves as a lobbyist for the industry.
Business Development Consultant
Noah started in the Insurance Industry in September 2014. Although he’s relatively new, he’s the 4th generation in his family to work in the industry. In his former role processing new business, he became well acquainted with the ins and outs of the operations side of the business. Currently he trains and empowers the agents of a large, national account to become confident and more successful. He is studying to obtain his Life license so he can be a greater resource to his coworkers and producers alike.
In his spare time, Noah is an avid fixed gear cyclist. He enjoys playing the drums although it has been a while since he laid down a beat. He also loves a good cup of coffee.
National Recruiter/Annuity Consultant
Seth’s sales and marketing career has been highly focused on servicing small and mid-size businesses. For the past 5 years as the VP of Sales and General Manager of a mid-size manufacturing company in Tampa, Florida. Additionally, Seth spent years at his own sales consulting firm assisting countless small to mid-sized businesses hire, train and develop teams as well as sales and marketing strategies. Seth is excited to share his insight with his partners and could not be more pleased to be joining such a strong team at Beacon.
When not selling, you will probably find Seth at a baseball game, training for a triathlon or playing his guitar. He is happily married to Yamil, who was an attorney in Lima, Peru and is an amazing Peruvian cook.
Contracting and Licensing
In January of 2012 Sarah began her career in the insurance industry with Beacon Financial as the head of our Licensing/Contracting department. She offers exceptional service to our valued producers ensuring the process runs as efficiently and smoothly as possible. She is truly an asset to our organization.
Sarah currently resides in Meridian, Idaho, with her husband and two children. She loves spending time with her family, watching pro football, and baking.