Good business starts with good people. This is our story. This is who we are.
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 is the CEO of BRPG and has more than 27 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 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.
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.
Stephanie Wendt, Director of Client Operations Licensed Medicare & Insurance Agent Stephanie is a graduate of Cal State University, Fullerton and has been a member of the BRPG team for many years. As Director of Client Operations, she continually focuses on the needs of each individual client, operations of each producer's pending business, advising on critical elements of client contracts, and helping to expedite each producer's productivity. Stephanie has daily interactions with clients and helps to provide account support, knowledge, and guidance where needed.
Lisa Vanderfin, Director of Marketing Lisa serves as our Director of Marketing 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.
Carlsbad (Headquarters) | Escondido Scottsdale, AZ
Kelly J. Carter: CA Ins Lic # 0E89958 | Steven A. Conte: CA Ins Lic # 0E36640
Advisory Services offered through ChangePath, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and ChangePath, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.