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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax
  • Legal
    • -Legal Planning
    • -Legal Advice


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Cambridge Investment Research, Inc. 15 years, 5 months Jun 2001 - Present
The Lavoy Company 31 years, 8 months Mar 1985 - Present

Designations & Memberships

  • Association of Independent Financial Advisers
    Association of Independent Financial Advisers
    AIFA is the voice of the IFA profession. We are here to represent the interests of our membership to the regulator and those policy makers who have an impact on the IFA market place and the business operation of IFAs.
  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Oct 1, 2015
  • license status
    Not registered
  • disclosures
  • as of date
    Sep 21, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



Last updated on Feb. 12, 2016
    • $22.5M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 115
      number of clients
    • $195.7K
      Estimated Average Account Balance Per Client

Beacon Asset Management Inc.

Last updated on March 10, 2016
    • $6.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 45
    • $133.3K
      Estimated Average Account Balance


Types of Compensation Arrangements