Beacon Financial Group

Kasem Abdullah is a financial advisor with Beacon Financial Group in Dallas, TX, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Fisher Investments and Edward Jones. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets using customized portfolios based on fundamental, technical, and cyclical analysis.

Robert Moses is a financial advisor at Beacon Financial Group in Dallas, TX, holding the ChFC® designation with 57 years of industry experience. He has been with Beacon Financial Group since 2006 and has prior experience at Kestra Advisory and Execu/Comp., Inc. Moses is also the owner of TPG Financial, Inc., a business unrelated to investment advisory services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, managing approximately $1.3 billion in discretionary assets.

August Payne is a financial advisor with Beacon Financial Group in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2016 and with Kestra Investment Services and Beacon Retirement Planning since 2011. Outside his advisory role, he is the owner of Dos Veces Inc, a consulting business based in Austin, TX. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, customizing portfolios using fundamental, technical, and cyclical analysis and engaging independent managers as part of its investment approach.

Mark Diamond is an Investment Advisor Representative with Beacon Financial Group based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work history includes roles at Kestra Advisory and Kestra Investment Services, where he has been employed since 2000 and 2016 respectively. Outside of advisory services, he is the owner of BDE Properties, LLC, a real estate business managed passively. Beacon Financial Group provides wealth management, financial planning, and retirement and trust/estate consulting to individuals, high-net-worth clients, and various organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios aligned with client goals and risk tolerance, managing approximately $1.3 billion in discretionary assets.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Brandon Sherbert is an Investment Advisor Representative and Chief Operating Officer at Beacon Financial Group with 27 years of industry experience. He has held advisory roles at Kestra Advisory Services and Kestra Investment Services since 2013 and previously worked at Fortitude Advisory Group. Outside of his advisory work, Sherbert manages a consulting business offering general business advice to small and medium-sized companies. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and organizational entities. The firm offers discretionary portfolio management using fundamental, technical, and cyclical analysis, incorporating mutual funds, ETFs, individual securities, and Independent Managers, with a client-focused approach tailored to goals and risk tolerance.

Stephen Engro is a financial advisor at Beacon Financial Group in Dallas, TX, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kestra Advisory and Kestra Investment Services for over two decades. Outside of his advisory role, he is involved in managing several real estate-related entities, including serving as owner and president of multiple property management and investment companies. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, and manages approximately $1.3 billion in assets.

Oliver Matison is a CFP® professional with 30 years of experience in financial advising. He is currently with Beacon Financial Group, where he has worked since 2014, and has held prior roles at Kestra Advisory, USAA Financial Planning Services, and Fidelity. Beacon Financial Group provides wealth management, financial planning, retirement, and trust consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning alongside asset management.