Good business starts with good people.

Good business starts with good people.

Good business starts with good people.

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This is our story. This is who we are.

This is our story. This is who we are.

Who we are and

what we do.

Powered by THE HORIZON FORMula™

Who we are and what we do.

Powered by THE HORIZON FORMula™

As a Wealth Advisory firm that primarily works with a select group of individuals, business owners, and professionals, our clients want to face the future with anticipation rather than apprehension. Because of this, we have developed and refined a process that puts all of the pieces of the puzzle together as your life unfolds and your needs evolve. We call this "THE HORIZON FORMula™". 

Our process focuses on what's important to our clients and their families, and to understand their vision for an ideal life, now and in the future. We concentrate on what matters and what can be controlled. There is no "one size fits all" solution when it comes to planning for your future.

Who we are and what we do.

Powered by THE HORIZON FORMula™

As a Wealth Advisory firm that primarily works with a select group of individuals, business owners, and professionals, our clients want to face the future with anticipation rather than apprehension. Because of this, we have developed and refined a process that puts all of the pieces of the puzzle together as your life unfolds and your needs evolve. We call this "THE HORIZON FORMula™". 

Our process focuses on what's important to our clients and their families, and to understand their vision for an ideal life, now and in the future. We concentrate on what matters and what can be controlled. There is no "one size fits all" solution when it comes to planning for your future.

Kelly Carter

CEO

Kelly Carter is the CEO of BRPG and has more than 30 years experience as a financial retirement advisor with emphasis on estate and tax planning, life insurance, annuity programs, and retirement strategies.

Kelly has worked directly with pre-retirees and retirees, business owners, and professionals, providing them with alternative, safe solutions for their retirement needs.

Prior to BRPG, he was responsible for the formation of an estate planning team that focused on wealth transfers and tax saving strategies for high net worth clients. This team, comprised of lawyers, CPAs, tax, insurance and investment specialists, provided the necessary strategies for ensuring the protection and efficiencies of each client’s “wealth transfer” plan. Over the next several years, Kelly expanded this approach to offices in the Chicago and New York regions as he grew this segment of the business, nation-wide.

Mr. Carter has headed up the forum for hundreds of wealth preservation seminars and has spoken to thousands of retirees. The result has been the development of an extensive network of clients throughout Southern California with individualized and customized retirement plans that provide peace of mind wealth preservation solutions.

Very early in his career, Kelly was recruited to serve as an independent Registered Representative, appointed through Bear Stearns and First Allied Securities, Inc. He received his formal education at Central Missouri State University and graduated Summa Cum Laude with a B.S. and B.A. degree in Finance and Management.

Steven A. Conte

President

Steven A. Conte is President of Beacon, and has 30 years of experience in corporate America, with emphasis in retirement financial planning, human resources, and operations, both domestic and international.

Steve has devoted the last 15 years of his professional career to working directly with pre-retirees and retirees, business owners, and professionals, providing alternative strategies for their retirement needs.

He has an accomplished background as a senior executive and corporate officer in companies ranging from Bristol-Myers, Schering-Plough, United Brands, and Newmont Mining Corporation. Steve has been responsible for the design, development and management of pension plans and 401 (k) plans, as well as employee benefit and compensation plans.

Steve brings an extensive background in financial management planning, human resources and operations to the programs he represents and understands.

​Steve is a graduate of St. Ambrose University, where he earned a Bachelor of Science degree with honors in Political Science and Economics, and won the Political Science Academic Excellence Award. He has completed over 50 professional, technical, sales and management programs. A seasoned traveler, he has worked in Europe, Russia, South and Central America, Canada and the Far East.

Steven A. Conte is President of Beacon, and has 32 years of experience in corporate America, with emphasis in retirement financial planning, human resources, and operations, both domestic and international.

Steve has devoted the last 15 years of his professional career to working directly with pre-retirees and retirees, business owners, and professionals, providing alternative strategies for their retirement needs.

He has an accomplished background as a senior executive and corporate officer in companies ranging from Bristol-Myers, Schering-Plough, United Brands, and Newmont Mining Corporation. Steve has been responsible for the design, development and management of pension plans and 401 (k) plans, as well as employee benefit and compensation plans.

Steve brings an extensive background in financial management planning, human resources and operations to the programs he represents and understands.

​Steve is a graduate of St. Ambrose University, where he earned a Bachelor of Science degree with honors in Political Science and Economics, and won the Political Science Academic Excellence Award. He has completed over 50 professional, technical, sales and management programs. A seasoned traveler, he has worked in Europe, Russia, South and Central America, Canada and the Far East.

Joe DeMeo

President & Founder of Money Bridge Wealth & Income Planning

As president and founder of Money Bridge Wealth & Income Planning, Joe DeMeo works closely with his clients, designing custom financial plans that address their specific needs, thus assuring financial independence in retirement. Setting his clients up for success allows them to face their future with anticipation rather than apprehension. After all, the goal is to never outlive your money.


We remain committed to community outreach, education, and leadership around the topics of financial planning and asset protection, including estate planning, trust accounts, long-term care planning, and other special needs. Working with families across the country, our primary mission is to help individuals protect what they’ve worked so hard to accumulate.

Shawnee Burce

Chief Financial Officer/Notary Public

Shawnee joined the firm in 2005 and serves as our Chief Financial Officer and Notary Public. Shawnee has expertise in providing comprehensive accounting services for corporation, partnership, nonprofit organization and sole proprietor, including payroll processing and payroll tax reports. Shawnee is a graduate of Ateneo de Naga University where she earned a B.S.B.A. degree in Accounting. 

Shawnee joined the firm in 2005 and serves as our Chief Financial Officer and Notary Public. Shawnee has expertise in providing comprehensive accounting services for corporation, partnership, nonprofit organization and sole proprietor, including payroll processing and payroll tax reports. Shawnee is a graduate of Ateneo de Naga University where she earned a B.S.B.A. degree in Accounting. 

Shawnee joined the firm in 2005 and serves as our Chief Financial Officer and Notary Public. Shawnee has expertise in providing comprehensive accounting services for corporation, partnership, nonprofit organization and sole proprietor, including payroll processing and payroll tax reports. Shawnee is a graduate of Ateneo de Naga University where she earned a B.S.B.A. degree in Accounting. 

Stephanie Wendt

Director of Client Operations |
Licensed Medicare & Insurance Agent

Stephanie assists families and individuals in planning for their medical and financial futures. As an experienced independent insurance broker, her expertise is within the Medicare field, teaching free Medicare classes monthly in our local community. Stephanie's passion is taking the confusion out of Medicare and individualizing each and every health care plan to compliment the needs of each client. She understands the financial impact of healthcare within retirement and how Medicare affects retirement income planning, patiently walking her clients through this process, every step of the way.

Lisa Vanderfin

Chief Marketing Officer

Lisa serves as our Chief Marketing Officer where she oversees all print and electronic marketing mediums, as well as social media, educational events, and client contact. She acts as a liaison for our business partners, assisting with their client marketing needs. Lisa is a graduate of Portland State University where she was awarded a Bachelor of Science in Speech Communications, Marketing and Public Relations. 

Sherri Fish

Client Relationship Specialist

Sherri joined the firm in 2021 and serves as our Client Relationship Specialist and Notary Public in the Colorado office. She has her Health & Life Insurance license and is certified in Medicare. Her priority is client relations, ensuring each client gets the best information and care possible. She takes pride in helping Medicare clients and her goal is to make sure their needs are taken care of efficiently and timely. Sherri holds a degree in Business Administration.

let us help you find your way.

CALL US TODAY AT 855.346.2663
OR SCHEDULE AN APPOINTMENT BACK TO TOP OF PAGE

let us help you find your way.

CALL US TODAY AT 855.346.2663
OR SCHEDULE AN APPOINTMENT BACK TO TOP OF PAGE

let us help you find your way.

CALL US TODAY AT 855.346.2663
OR SCHEDULE AN APPOINTMENT BACK TO TOP OF PAGE