Silver Pointe Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Lori Bean

Lori Bean

MSFS, CFP®, BFA, ChFC®, CRPC, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lori Bean's website
Advisor photo for Samuel L Powers

Samuel L Powers

Financial Advisor

Visit Samuel L Powers's website


Team

Karen Burrell

Karen Burrell

Operations Manager

Roles & Responsibilities

  • Scheduling
  • Preparing for client meetings including updating financial information
  • Processing and tracking new business
  • Coordinating client events
  • Maintaining client records
  • Assisting clients with website navigation
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