West Des Moines, IA Mills Civic Parkway Office

Christopher Kobes is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Sammons Financial Network, Midland National Life Insurance Company, Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Adam Roepsch is a financial advisor at Beacon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Beacon Capital Management and Sammons Financial since 2021. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm employs mechanical, data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Michael Mock is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and also serves as Senior Vice President of Wealth Management Strategy at Sammons Financial Group. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms, retail advisors, and registered investment companies. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, trusts, and other institutional clients, utilizing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Isaiah Stegman is a financial advisor at Beacon Capital Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors and FBL Financial Group. Outside of his advisory role, he serves as Chair for Equipment at Northwest Soccer Club in Des Moines, Iowa. Beacon Capital Management provides model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.