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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Langley Cumbie

Director of Client Relations

Langley is Director of Client Relations at Beacon Wealthcare. She is passionate about relationships and almost as passionate about spreadsheets…
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Sam Bass Jr.

Sam Q. Bass, Jr.

President

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

Geoff Hall, CFP®

Vice President

Geoff discovered his love of financial planning in college. He has been serving his clients for more than 20 years.
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Jared Korver, CPA

Financial 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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