Beacon Wealth Consultants

06/02/2026

🎉Congratulations Tamie Frets on your one-year work anniversary!🎉

Your organizational skills, perseverance, creativity, and fun are a blessing and encouragement to our whole team. We're so glad you're here!

05/26/2026

One of the joys of being a financial planner is celebrating important life milestones with clients.

Last weekend we had the joy of sharing a special teammate milestone as we celebrated Conner and Madelyn's wedding!❤️

Conner and Madelyn, what a blessing to celebrate with your family and friends as you begin your life together. We love you both and are so happy to see you begin this new adventure!

We're praying for you and cheering you on!

05/22/2026

⭐⭐️⭐⭐⭐ 5-star client review!

Looking for an advisor relationship like this? Give us a call!

05/21/2026

05/20/2026

We love team celebrations, especially if food in involved!

Today our home office staff celebrated Jake's birthday. Great food with great friends! Thank you Scrambled!

05/19/2026

🎉 Happy Birthday to the one-and-only Jake Preston, Director of Financial Planning! 🎂

Jake, you're fun, creative, and smart and a great leader, we're blessed to have you on our team!
Here's to another wonderful year!

05/15/2026

⭐️⭐️⭐️⭐️⭐️ review!

"We first met Cassie decades ago through my husband’s job. She was instrumental in getting us on the right path financially. Cassie’s friendly and easygoing way of dealing with us made it natural for us to trust her. She truly has her client’s best interest in my mind! When she teamed up with Rick Laymon and Beacon Wealth, I was excited to know we’d be investing in a biblically responsible company. After all, our money is from the Lord and knowing it will be invested in ways that honor Him is very reassuring. The team at Beacon is always very timely in returning our texts or calls. I have always sensed a very personal touch in dealing with them. They really care, and it is demonstrated in how they handle their clients. I am so very thankful for Cassie and the team at Beacon Wealth!" - Mike & Joy W.

Are you looking for this kind of service?
Give us a call! (540) 345-3891 ☎️




This client has no conflicts of interest and received no compensation for their review. The testimonial is specific to this client’s experience and may not be representative of the experience of all customers.
Read more reviews at wt.reviews/beacon-wealth

05/13/2026

Do you have a desire to see teens come to know Jesus and be discipled?
Do you enjoy an evening walk or run with friends?

If you live near Hickory, NC, come join us THIS SATURDAY, May 16th, for the 11th annual Debbie Hobart Memorial Glow Run 5K!

This run helps support the ministry of Catawba Valley Young Life and is named in honor of Debbie Hobart, the wife of Wealth Advisor Kirk Hobart, who loved teens and served with Young Life for many years.

It's going to be a lot of fun so lace up your shoes and find details here!
https://cv.younglife.team/debbie-hobart-memorial-5k2026

05/11/2026

🎉Congratulations to our Director of Financial Planning, Jake Preston on his 6-year anniversary at Beacon Wealth!🎉

Jake, you are a blessing to our team and clients, we're so happy you're on the team!

To get to know Jake and follow his journey from intern to Director of Financial Planning, check out this recent interview 👉 https://www.beaconwealth.com/why-im-a-beacon-jake-preston/