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Meet Beacon Financial Group
Brent has over 15 years of experience as a financial professional in the high net-worth market place. Brent specializes in comprehensive estate, business succession, retirement and investment planning for high net worth individuals. He uses his knowledge, experience and sophisticated support systems to determine the appropriate financial strategy for successful business owners, key executives and affluent retirees.
Brent is supported by a team of professionals dedicated to providing his clients with superior services, resources, products and technologies. Brent, along with his financial planning team, work together to create customized, comprehensive financial plans that are designed to help meet the unique objectives of each of his clients.
Since joining the firm, Brent has been consistently recognized by Lincoln Financial Advisors for advanced levels of personal production and service. He is nationally ranked within Lincoln Financial Advisors as one of their top financial planners. Brent's practice includes business owners, executives, and real estate developers in Ohio and Florida as well as professional athletes.
Prior to joining Lincoln Financial Advisors, Brent was on the corporate audit staff and management training program at General Electric. There he was exposed to several GE businesses and various disciplines of management, audit and sales. Brent is a graduate of John Carroll University School of Business with a BSBA in Marketing and Economics. He holds FINRA Series 6, 7 and 63 registrations and is licensed in the following states: CA, DE, FL, GA, IN, LA, MI, NJ, NY, OH, PA, VA, WV and maintains the Ohio Life, Health and Annuity license. He and his wife Audrey have three children and reside in Moreland Hills, OH and Naples, Florida.
Heather R. Pollack
Director of Retirement Plans
With over 15 years of financial services experience, Heather specializes in retirement planning and 401(k) plans. Together with the members of the financial planning team, Heather's goal is to offer clients superior service and education as it relates to their retirement plans.
Prior to joining Lincoln Financial Advisors, Heather was the Regional Director of Client Relations for ING-Aetna. There she managed an office of seven individuals and was responsible for over $400 million in plan assets.
A graduate of Saint Anselm College in Manchester, NH, Heather received a BA in Business. She holds FINRA Series 6, 63 and 26 registrations and is licensed in the following states: CA and OH and maintains the Ohio Life, Health and Annuity license.
JANET M. BAUER
Janet provides administrative support and expertise in the areas of investments, estate and retirement planning for members of the financial planning team. She is responsible for the implementation process, practice efficiency and superior client service.
Before joining Beacon Financial in 2008, Janet was the practice manager for another financial planning office and the closing manager for a life settlement company. Janet uses this experience to provide first-rate support and service to our team and our clients.
A graduate of Ohio Northern University, Janet earned a BA in Accounting. She is FINRA Series 7 registered and holds the Ohio Life, Health and Annuity licenses.
As Administrative Assistant, Jane provides administrative support and expertise in the areas of insurance for members of the financial planning team. Jane has an extensive background in administrative support and brings organizational as well as customer service skills to our team.
A graduate of The University of Akron, Jane earned a BA in Business Administration and Marketing. Jane holds the Ohio Life, Health and Annuity licenses.