Beau joined Crux Wealth Advisors at our Orchard Park, NY office in 2022. As a Financial Advisor, he provides sound guidance and aims to be a reliable source for his clients and colleagues. Beau understands that life can throw anyone unexpected circumstances, but he considers no question too small or simple to ensure that his clients feel comfortable and informed.
His ultimate goal is to successfully serve his clients in a way that allows them to define the priorities that are significant to them and, from there, establish a solid foundation that will enable him to build a financial plan and strategy to help create financial security. Beau does this by checking in with his clients through consistent, clear communication.
Beau approaches all aspects of his career with honesty and integrity. Through his interactions, he builds long-lasting and meaningful relationships and works tirelessly to develop trust. He recognizes that trust and transparency are imperative to guide his clients to help meet their goals, especially since some may find the financial process uncomfortable due to the ongoing and ever-changing process.
Before joining our team, Beau served as the Regional Vice President and Financial Advisor for Northwest Investment Services/LPL Financial. He also held roles with Key Investment Services as a Senior Licensed Relationship Manager and First Niagara Investment Services as a Financial Associate. Beau earned a bachelor’s degree in Business Management from California State University, Northridge. He also earned the professional designation, Certification for Long-Term Care (CLTC®).
I was born in San Diego, CA, and grew up in Upstate New York. I consider myself incredibly lucky that my wife, Lindsay, and I are raising our children, Chloe, Jack Fox, and Zander Wolf, in the same place where I grew up and have many fond memories.
I’m constantly training and competing in Ironman 70.3 events when I’m not at work. I am a QDA CrossFit member, a member of the University of Buffalo master’s swim team, and a Rise Fitness cycling instructor. I also enjoy getting outdoors and trail running at Chestnut Ridge Park.
My family is my pride and joy, and we spend as much time together as possible. From hanging out at the pool, going to the beach, or taking a family hike, we love to spend time together and keep active.
I am always pursuing excellence at home and in my career, and I believe that going outside my comfort zone is imperative to growth. I am also committed to giving back to my community. I participated in Leadership Buffalo and am a graduate of 2015 Rising Leaders. I am also a former board member and currently volunteer with West Side Community Services and assist with Hope Rises and FeedMore WNY.
Raymond James is not affiliated with any of the referenced organizations.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
