About Us

Beacon AssociatesOur 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 life style 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 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

Mary L McGrew
Receptionist Read More
Julie Fullerton
Sr. Benefit Consultant Read More
Barb Timbrook
Client Liaison Read More
Alicia Enright
Executive Assistant Read More
Rhonda L. Wise
Co-Founder and Vice President Read More
Steven V. Wise
Founder & President Read More

Investment Team