Lake Elmo, MN Office

Mitchell Schommer is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Landmark Wealth Management Group. His background includes roles outside finance, such as positions with the City of Prescott and Churchill Marketing & Storage. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Catherine Jenson is a CFP® professional with 11 years of experience in the financial advisory industry. She is currently with Beacon Pointe Advisors, LLC and has held previous roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Jenson is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Ryan Trabant is a CFA® charterholder with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Inc., and several other firms. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple asset classes.

Alexander Theisen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Focus Forward and Ameriprise. Outside of his advisory role, he is also involved in insurance brokerage, assisting with insurance sales and service for Penn Mutual Life products through a related business. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Leah Brooks is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her career includes roles at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. She also holds wealth advisor positions with CBS and DPL Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse clientele, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple asset classes.

Sydney Wilson is a financial advisor at Beacon Pointe Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2024, Wilson worked at Landmark Wealth Management Group and held various roles including at Java Dock Cafe. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Chad Broberg is a CFP® and ChFC® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, where he also works as an insurance agent. His prior experience includes roles at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial and its affiliated entities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles as an operating general partner.

Thomas Gillen is a CFP® professional currently with Beacon Pointe Advisors, LLC. He has been in the financial industry since 2023, with prior experience at Landmark Wealth Management Group and a background at Menards, Inc. outside of finance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a broad client base that includes individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.