2525 Robinhood Street, Ste. 210,
Meet the Team
At Beacon Financial Planners, Inc., we take our fiduciary role seriously and always focus on what is in our client’s best interest. This is the keystone of our relationship with people and separates Beacon Financial Planners, Inc., from other brokers and “financial advisors”. This is evident when looking at the investment choices we recommend, the low fees we charge, and the service providers we choose to work with. We take pride in guiding our clients through the three phases of Financial Planning; Risk Management, Wealth Accumulation, and Wealth Preservation and Distribution.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Kris Etter is a Principal of Beacon Financial Planners, Inc., a Dallas-Fort Worth based firm. He began his career as an intern at AG Edwards while in college. After graduating from Austin College with a Bachelor of Arts in Business...
As the Office Coordinator, Angela will be assists in processing paperwork, meeting preparation, marketing and general office duties. This position also assists our clients with making deposits to accounts, money transfers, and...
Client Account Specialist
Jagger Barrett serves as the Client Services Representative where he assists with client review meetings, managing essential office tasks, and overseeing the company’s social media platforms. Jagger is a recent graduate of...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.