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

Andy Martone

Director Institutional Relationships

Angel Williams

Client Relationship Director

Eric

Eric Benz

Client Relationship Associate

Adam McDonald

Client Relationship Associate

Our Team

Want to learn more about joining the Beck Bode Team