Beau brings a relentless pursuit of excellence to both his team and his clients, driven by a belief that collective effort leads to greater success. He approaches his practice with honesty and integrity, aiming to provide an elevated, service-focused experience for his clients. This approach helps clients to identify and prioritize what is most significant to them, laying a solid foundation for building a financial plan and strategy aimed at achieving financial security.
Growing up in humble circumstances, Beau is passionate about guiding his clients towards financial freedom. He understands that trust and transparency are essential, especially when navigating the complexities and uncertainties of the financial process. Beau’s ultimate goal is to be a steadfast support for his clients, ensuring they feel secure and confident in their financial journey.
Before joining Raymond James and founding Resolute Wealth Planning, Beau served as Regional Vice President and Financial Advisor for Northwest Investment Services/LPL Financial. With over a decade of experience, he has held roles at Key Investment Services as a Senior Licensed Relationship Manager and at First Niagara Investment Services as a Financial Associate. He attended California State University, Northridge, where he studied Business Management and Finance, and earned the professional designation for Certification for Long-Term Care (CLTC).
Beau’s dedication to the financial industry stems from his personal experiences with financial concerns growing up, fueling his passion and gratitude for helping his clients grow and succeed. He serves a diverse clientele, focusing on pre-retirees and retirees, business owners and entrepreneurs, high-net-worth family planning, multi-sport professional athletes and individuals striving for excellence.