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

Vera-Lucia Rampartap

Client Relationship Director

Adam McDonald

Client Relationship Associate

Our Team

Want to learn more about joining the Beck Bode Team