Beacon Financial Advisors
An Independent Firm

 
 

Dwight Wanken
Investment Management Consultant
Registered Principal, RJFS
Branch Manager

15851 Dallas Parkway
Suite 600
Addison, TX 75001
Phone: 214-561-8787
Fax: 214-561-8788
Contact Us

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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Professional Partners

Our Professional Partners Program® is a strategic alliance with your RJFS financial advisor and other professionals in your community. This relationship makes it possible for both the Professional Partner and your financial advisor to be on the same page when it comes to acting in your best interests.  There are times in which the Professional Partner, in return for the referral, will share in a portion of the advisory fees charged by your financial advisor. 

The services of these professionals are provided independently, not as a service offered by Raymond James Financial Services, Inc. 

Patricia A. Catagnus, CPA has been practicing public accounting in the Dallas-Ft. Worth metroplex for more than 20 years, working with closely-held businesses and individuals. She and her husband Phil make their home in Richardson.

Joseph D. Brophy, CPA, MBA is a native Dallasite and a graduate of North Texas University. He has provided tax and financial planning advice to clients for more than 20 years. Additionally, Joe is a Certified Valuation Analyst (CVA) and a Certified Mergers & Acquisition Advisor (CM&A) who also provides business valuations and acquisition strategies to corporate clients throughout the United States.

James R. Knight, CPA is an Aggie, having graduated from Texas A&M University with a bachelor’s degree in accounting. He has been advising tax clients since 1987. He is a near scratch golfer or at least an avid one.

Dee Northington, CPA, has more than 30 years experience assisting professional clients with taxation, qualified plans and charitable giving strategies.

Gary C. Smith, CPA, CFP® has been practicing public accounting in the Dallas-Ft. Worth metroplex since 1974. He has been a CERTIFIED FINANCIAL PLANNERTM professional since 1990. He holds a BBA-Accounting from the University of Texas at Arlington. Gary provides tax and financial planning services to closely held businesses, physicians, and other professional service providers. Gary, and his wife Julie, have three children and three grandchildren and reside in Dallas.


 


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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