About Us

Our Mission as a family-owned business is caring for our clients as if they were a member of our own family. We focus on “One Thing”, The needs of our clients. We pour every ounce of effort we have into developing, implementing and monitoring Investment and Medicare strategies that will help our clients reach their financial and lifestyle goals.

As a provider of multiple financial, life and health insurance services, we promote that “knowledge is power”, we emphasize education to our individuals, families, and their spouses, as well as small business owners. Our purpose is assessing the needs of the individual, family or organization, educating them on their options, establishing measures to help protect our client’s health and finances through every stage of their life or business.

We at Beacon Associates will light the way and see you through.

Wealth Management Team

Steven V. Wise

Steven V. Wise

Founder & President Read More
Rhonda L. Wise

Rhonda L. Wise

Co-Founder and Vice President Read More
Quinten S. Wise, JD, MBA

Quinten S. Wise, JD, MBA

Investment Advisor Representative Read More
Alicia Enright

Alicia Enright

Executive Assistant Read More
Anmarie Lietaert

Anmarie Lietaert

Licensed Benefit Consultant Read More
Susanna Kidder

Susanna Kidder

Front Desk Administrator Read More
Barb Timbrook

Barb Timbrook

Client Liaison Read More

Investment Team