Currently, Beau’s practice is focused on the accumulation, but also the distribution phases for retirement needs. Beau looks to help clients explore tax advantageous strategies and guide them from their pre-retirement to post-retirement life.
Beau’s full practice focuses on the following strategies:
- Retirement Planning
- Asset Allocation
- Education Planning
- Estate Planning
- Risk Management
- Small Business
Helping people attain their financial goals runs in his blood. His grandfather was an advisor for 30+ years with the legendary firm E.F. Hutton and continues to be a mentor to Beau to this day.
At the age of 26 Beau rose quickly through the ranks at Equitable Advisors to become a Vice President in the Southwest Branch. As a Vice President, Beau had the duty of developing financial professionals and helping them achieve their personal and professional goals. In January of 2022 Beau continued his career growth teaming with Phocus Financial Strategies Group.
A Phoenix native, Beau grew up in the North Central and Arcadia neighborhoods where he, his wife Eleanor, and their young daughter Eloise still reside. Eleanor and Beau both attended the University of Arizona where Beau was a leader in his Phi Gamma Delta (FIJI) fraternity as well as having studied abroad in Prague, Czech Republic before earning his Bachelors of Science and Business Administration in Finance from the Eller College of Management.
Within the local and regional business community, Beau volunteers as a mentor with New Pathways for Youth, an organization in the transformative development of at-risk youth.
In his spare time, he loves travel, competing in triathlons, and golf. He and Eleanor spend as much time as they can with their family spread between Phoenix and Chicago.
Education, Licenses, and Credentials
University of Arizona, Bachelor of Science, Finance
FINRA Series 7, 65, 63, 24 Registrations, AZ Life and Health Licenses
Conducts business: AZ, NM, CA
California Insurance License #: 4043760