Associate Wealth Advisor
Beau began his career in financial services in 2012 and joined Resolute as an Associate Financial Advisor in 2018. He focuses on providing the tools and support for a thorough and rewarding client experience. For Resolute’s individual clients, he develops and updates financial plans, handles client inquiries, and coordinates client technology initiatives. For Resolute’s qualified retirement plan clients, he is very active in helping the companies we serve by meeting face-to-face with participants and facilitating plan service needs.
With a background in compliance and technology, Beau works with the Chief Compliance Officer to establish policies and procedures designed to keep client information safe, protected, and discreet.
Beau graduated from DeVry University in 2016 with a bachelor’s degree in Accounting and Finance. His career in the securities industry began in 2012 when he passed the Series 6 exam. He then went on to pass the Series 65 exam in 2018 as he pursued a career with Resolute in fee-based financial services.
Beau and his wife, Tiffani reside in Lima, Ohio. They are the parents of two children, Ryker and Harper. They are both very active in their local community, church, and school where his wife teaches.