Patty Hall

Patty Hall

CCO, Office Manager

Ms. Hall has over 27 years experience in the securities industry with a broad array of experience, ranging from operations to trading.
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Ryan has been a Wealth Advisor since 2005 and earned a Master’s of Science in Financial Planning from Bentley University. Soon thereafter he became a CFP® professional and received his Retirement Income Certified Professional® designation in 2015.
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Sam Bass Jr.

Sam Q. Bass, Jr.

President, Wealth Advisor

Sam founded Beacon Investment Management sixteen years ago. He has thirty two years of experience investing money for his clients.
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Geoff Hall, CFP®

Wealth Advisor

Geoff discovered his love of financial planning in college. He has been serving his clients for more than 23 years.
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Jared Korver, CPA

Wealth Advisor

Jared’s first lesson in financial planning and wealth management came at the age of seven. He’s loved it ever since.
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