Our Team

Benjamin Beck, CFP®

Managing Partner & Chief Investment Officer

Dan Kline

Chief Operating Officer

Meg Curry, CFP®

DIRECTOR FINANCIAL PLANNING / OPERATIONS SUPPORT

Misty Lynch, CFP®

Director Financial Planning / Financial Advisor

Josh Plosker

Director strategic partnerships

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Angel Williams

director of
client relationships

Eric

Eric Benz

director of portfolio operations & analysis / Financial advisor

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Adam McDonald

Client Relationship
Associate

RON

Ron Lotti

Financial advisor /
director of advisor success

Andy Martone

Financial advisor / Director Institutional Relationships

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Charlie McConnell

FINANCIAL ADVISOR /
operations

Our Team

Want to learn more about joining the Beck Bode Team