Redmond, WA Office

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Andrew Chhor is a CFP® with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of advisory services, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, pension plans, and other 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.

Michael Joslin is a financial advisor at Beacon Pointe Advisors, LLC with 39 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Joslin Capital Advisors, LLC and Kms Financial Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach with both active and passive strategies supported by a formal due-diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

David Monsees is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Joslin Capital Advisors, First Command financial services firms, and served in the United States Naval Reserve and active duty in the U.S. Navy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager due-diligence process and a mix of active and passive investment strategies across third-party independent managers. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.