Tapping Potential

August 2, 2018


Denver: Possibilities Abound. I am pleased to announce that Timothy Vardaman is the newest member of the Beacon Strategies, LLC team.

Timothy brings an abundance of knowledge to Beacon on wealth operations. His experience will allow us to broaden our consulting, research and event footprints. Furthermore, his encyclopedic knowledge of the retail and institutional wealth operations nuances will better enable Beacon to help our wealth firm customers to get better and more aligned on potential regulatory blind spots. Beyond the subtleties, Timothy is well schooled in next-generation technology that operations teams need to drive efficiencies, data management, business intelligence, and security. In anticipation, we will be releasing a new service that is called, creatively BD: Operations/Technology Audit.

Timothy, The Beacon Team, welcomes you, and we are excited for you to begin having those enriched operational conversations that retail and institutional wealth firms need to have to make sure that they can effectively compete in this brave new world of wealth management where relevance is at stake.

Chip Kispert

Founder, Managing Partner