Lisa Halterman

Director of Operations

304.626.3900

lhalterman@bwmwv.com

Lisa is responsible for overseeing our business operations.  She manages our human resources and serves as our company controller, while maintaining the office environment to comply with all government regulations.

 

Lisa is from Clarksburg, West Virginia and earned a degree in accounting at West Virginia University.  She joined the Beacon Wealth Family in June of 2003 after serving five years as the Chief Financial Officer of a local corporation. 

 

She and her husband John have three children and reside in Clarksburg, WV.

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CONTACT US


607 E. Pike Street
Clarksburg, WV 26301-2901 
Phone: (304) 626-3900
Toll Free: (866) 623-3900

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

©2018 by Beacon Wealth Management