Beacon Bridge Wealth Partners

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

James Schmidt

James Schmidt

Financial Advisor

Investment Manager
Visit James Schmidt's website
Christopher Chaves

Christopher Chaves

APMA®

Financial Advisor

Investment Specialist
Visit Christopher Chaves's website
Michael Stephenson Jr

Michael Stephenson Jr

Financial Advisor

Franchise Owner
Visit Michael Stephenson Jr's website
Kieran Cannon

Kieran Cannon

Associate Financial Advisor

Client Relationship Manager
Visit Kieran Cannon's website

Team

Kieran Cannon

Kieran Cannon

Client Relationship Manager,

Financial Planning Specialist
Kristen Lemesevski

Kristen Lemesevski

Operations Manager,

Marketing Manager
Megan Scott

Megan Scott

Business Development Director,

Chief Operating Officer

Qualifications

  • Megan received her B.A. in Organizational Psychology from the University of Maryland, College Park in 2001, and her Masters of Science in Organizational Leadership from Cabrini College in 2013.
  • She has over 12 years of corporate experience with teams, the last 7 in financial services.
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