Brent Shepherd

Brent is a graduate of Hankamer School of Business at Baylor University with a BBA in Finance. He is a Certified Financial Planner professional with over 25 years of industry experience. Brent is a licensed LPL Financial Registered Representative and maintains a General Lines Insurance Agent license in the state of Texas.

Brent was inspired to enter the financial planning industry in part by his father’s dedication to serving his clients as a financial services practitioner. The opportunity to perpetuate and expand his business culminated in the formation of Beacon Wealth Management, LLC.  Brent’s passion is creating an environment where clients feel comfortable expressing their goals and concerns about money consummating in their confident financial well-being.

It has always been important to be dependable and responsive to customer needs. There is no greater pleasure than serving our customers seeking to fulfill their desires and goals.

Outside the office, Brent enjoys spending time with his wife, Kristen, and their two girls. They attend Lakewood United Methodist Church for worship. In his spare time, Brent loves the outdoors with activities like golf, exercise, and travel.

Kristen Shepherd

Director of Operations & Technology

Kristen, is a graduate of Mays Business School at Texas A&M University with a degree in Business Analysis/MIS. She has a Series 7 and 66 license held through LPL Financial and a General Lines Insurance in the state of Texas.

Kristen’s passion is rooted in finding solutions to make businesses and designs more extensive and efficient. With over 20 years of consulting and systems background, her transition to the financial services industry has led to an enhanced client experience and company efficiencies.

As Beacon Wealth Management expanded with growing-pain inefficiencies, Kristen was the catalyst for implementing solutions to the organization that have created greater productivity.  She continues in that role as well as client interfacing and servicing needs.

Outside the office, Kristen enjoys spending time with her husband, Brent, and their two girls. They attend Lakewood United Methodist Church for worship. In her spare time, Kristen loves to cook and try new restaurants and  the outdoors with activities like golf, fishing, and travel.

Cindy Day

Licensed Administrative Assistant

Cindy has a wealth of knowledge in the financial services industry with over 30 years of accounting and investments experience. Prior to joining our firm, she served as a licensed administrative assistant for a financial services business and continues in that role for Beacon Wealth Management.  She has a Series 7 and 66 licenses held through LPL Financial. 

Cindy is a valuable component to the firm’s customer service with direct interaction with clients. Her passion to treat our clients as family is a great component to her dedication, empathy, and follow-through to customer needs.  Her favorite part of this job is understanding client goals and aspirations so a plan can be executed to pursue them.

Cindy enjoys spending as much time as possible with her family. She loves cooking, outdoor activities and traveling.