Introducing Our Team Members and Their Roles

By The Beacon Wealth Management Team

Entrusting your money to someone else is not something you do blindly, because whomever you choose to work with will have an important role in your financial future. We think it’s important for you to know who you’re working with, so we thought you might want to get to know our Beacon Wealth Management team a little better, put names with faces, and meet the people who are passionate about helping you and your family achieve your financial goals.

John Halterman

John is our founder and owner who created Beacon Wealth Management over 25 years ago to help entrepreneurs, professional practitioners, and retirees overcome the 5 major challenges successful families face. If you’ve worked with John, you know he is a warm communicator with a passion for helping people transform their financial futures. He understands the multifaceted set of financial worries people face as they become more successful and enter the retirement red zone. He empathizes personally with each client and delivers a collaborative client experience that empowers people to reach their life goals.

John is a best-selling author and nationally published blogger and has been featured as a financial guest expert on the TV shows of self-help gurus Brian Tracy and Jack Canfield, author of Chicken Soup for the Soul. He has appeared on ABC, FOX, BRAVO, NBC, CBS, and A&E.  John is the expert host of the weekly WDTV News 5 segment “Solutions 4 Financial Independence.” Not to mention, John’s professional credentials include Certified Wealth Strategist (CWS), Accredited Investment Fiduciary® (AIF®), Certified Estate Planner™ (CEP®), Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠), Professional Plan Consultant® (PPC®), Registered Financial Consultant (RFC), and he is a past member of Ed Slott’s Master Elite IRA Study Group.

A native of Weston, West Virginia, John served in the United States Air Force prior to becoming a Wealth Advisor. When he’s not working, John loves spending time with his family and friends, especially his wife, Lisa, and their three amazing children. He enjoys giving back to his community, coaching youth sports, landscaping and architectural design, WV Athletics, and is an outdoor and racquetball-playing enthusiast.

 

Yvonne Loar

Yvonne, our associate wealth advisor, is always eager to address the needs of our clients and provide them with an unparalleled level of service and attention to detail. Yvonne spends her days developing wealth strategies, managing client relationships, and facilitating investment portfolio trading. As a fully licensed wealth advisor, Yvonne is happy to facilitate health and life insurance planning for our clients and their families. She attended Temple University in Pennsylvania and has a background in estate planning and administration.

Yvonne is very active in our community and spends much of her free time volunteering. She currently serves as the President of Clarksburg League for Service and PTO President of Nutter Fort Elementary School. She is on the board of directors at The Studio for the Performing Arts, which helps provide affordable arts education to all families and offers scholarships for families that couldn’t otherwise afford it. She and her husband, Steven, are residents of Clarksburg and have two daughters, Claire and Isabel, who participate in dance and 4H.

 

Lisa Halterman

Lisa plays an integral role in our team by overseeing the business operations. She manages human resources and serves as company controller while maintaining the office environment to comply with all government regulations. Lisa is originally from Clarksburg, West Virginia, and has a degree in accounting from West Virginia University. Prior to joining Beacon Wealth Management 18 years ago, Lisa served as the CFO for a local corporation. She and her husband, John, reside in Bridgeport, West Virginia.

 

Kristin Kirk

Kristin is Beacon’s community development coordinator, using her skills and experience to enhance relationships with our clients and community members. She’s a master at coordinating events, such as client socials and educational events. For Kristin, the best parts of her job are meeting new people and celebrating clients’ special milestones. 

Kristin studied communications at Fairmont State University and spent over 10 years in event planning and recruiting roles before joining our Beacon Wealth Management team. Kristin and her husband, Anthony, have three children, Kaleigh, Jacob, and Harper. Kristin and Anthony give back to the community by volunteering with multiple youth programs. When she’s not working, Kristin spends her time with her family, traveling, gardening, and staying active with her children. 

 

Haley Biller

Haley, our relationship coordinator, excels in her role of assisting clients through the new business process— keeping them informed and guiding them through the account setup and transfer steps. She is known for her excellent communication and customer service skills when serving both new and existing clients. 

Haley has a bachelor’s degree in behavioral science from Glenville State College and completed the highly competitive Disney College Program in the spring of 2019. When Haley is not working, you can find her with her friends and family, boating, traveling, or volunteering at her church. She and her boyfriend, Scott, live in Weston, West Virginia, with their adorable puppy, Bonnie.

 

Jackee Swaggerty

As the relationship concierge, Jackee spends her time on multiple aspects that keep Beacon Wealth Management running. She helps our team create memorable events and client experiences and also assists with the client onboarding process and helps clients with individual service requests.

Jackee attended St. John’s College and DeVry University and has a degree in business hospitality management. She rounded out her education with a degree in culinary arts as a certified chef. Jackee has been catering and baking in the states of Florida and West Virginia since 2004.

Outside of work, Jackee enjoys spending time with her two children, Hayden and Haylee. She recently married her husband, Ryan, whom she dated for 8 years prior to marriage. Jackee loves participating in activities that push her outside of her comfort zone, cheering on her kids in their various sports, and planning events where she can provide a culinary experience. 

 

Brooke Lane

Brooke is our other relationship coordinator. She works with Haley to provide support and service for all our client accounts and is known for her attention to detail. Brooke has a bachelor’s degree in criminal justice from Fairmont State University and is a Clarksburg, West Virginia, native. 

You can usually find Brooke spending her free time with her family—especially her 3-year-old daughter, Nola, who keeps her busy with her requests to play outside, play with her Peppa Pig toys, and blow bubbles.

You Are Part of Our Family

At Beacon Wealth Management, we understand that a simplified, yet comprehensive approach to wealth management is the key to worrying less about your finances. As such, our Wealth Strategy Portal streamlines your wealth strategy so you don’t get overwhelmed. If you’re tired of muddling through important wealth strategy issues on your own, call (304) 626-3900 or email me at [email protected] to get our help!

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