John Halterman and the Beacon Wealth Management Team Employee Directory

Financial ServicesUnited States2-10 Employees

At Beacon Wealth Management, we are a family-focused financial services firm dedicated to fostering authentic, lifelong relationships built on a foundation of truth and honesty. Our team is passionate about providing personalized financial guidance to help you define, pursue, and achieve your long-term goals. With decades of combined experience, each member of our team offers unique insights and specialized knowledge to ensure a well-rounded and tailored approach to your financial strategy.

We understand that every client’s journey is different, which is why we take the time to listen, learn, and collaborate with you to design solutions that reflect your individual needs, values, and aspirations. From navigating complex financial decisions to planning for the future you envision, we are here every step of the way.

Let us show you how a trusted partnership with Beacon Wealth Management can bring clarity and confidence to your financial future. Reach out today to connect with one of our dedicated professionals and take the first step toward building a brighter tomorrow!

Find John Halterman and the Beacon Wealth Management Team employees' phone numbers or email addresses

John Halterman and the Beacon Wealth Management Team Global Highlights

North America
8

United States Of America
8

John Halterman and the Beacon Wealth Management Team's Leadership

K. S.
Director Of Operations & Technology
Mobile Phone
Email
L. B.
Senior Wealth Advisor - Client Support
Mobile Phone
Email
J. H.
Certified Wealth Strategist
Mobile Phone
Email
Y. L.
Client Services Advisor
Mobile Phone
Email
H. B.
Relationship Coordinator
Mobile Phone
Email
K. B.
Communications Coordinator
Mobile Phone
Email
R. G.
Wealth Management Advisor
Mobile Phone
Email

Contact profiles from John Halterman and the Beacon Wealth Management Team

Name

Title

Contact Info

Location

Last Update

K. S.
Director Of Operations & Technology
Mobile Phone
Email
Oct 22, 2024
L. B.
Senior Wealth Advisor - Client Support
Mobile Phone
Email
Sep 11, 2025
J. H.
Certified Wealth Strategist
Mobile Phone
Email
United StatesWest Virginia
Oct 24, 2025
Y. L.
Client Services Advisor
Mobile Phone
Email
United StatesWest Virginia
Oct 27, 2025
H. B.
Relationship Coordinator
Mobile Phone
Email
Oct 22, 2024
K. B.
Communications Coordinator
Mobile Phone
Email
Oct 22, 2024
R. G.
Wealth Management Advisor
Mobile Phone
Email
United States
Oct 30, 2025

Frequently Asked Questions

What is John Halterman and the Beacon Wealth Management Team known for?

John Halterman and the Beacon Wealth Management Team was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 4565 Benedum Dr, Bridgeport, West Virginia 26330, US; you can contact the main corporate office by phone at

+1-304-626-****

. Explore John Halterman and the Beacon Wealth Management Team's company overview page for more information.

What is John Halterman and the Beacon Wealth Management Team's most common email format?

John Halterman and the Beacon Wealth Management Team employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more John Halterman and the Beacon Wealth Management Team email formats with LeadIQ.

How many employees does John Halterman and the Beacon Wealth Management Team have currently?

John Halterman and the Beacon Wealth Management Team has approximately 9 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are John Halterman and the Beacon Wealth Management Team's key employees and leadership?

As of October 2025, John Halterman and the Beacon Wealth Management Team's key employees include:

Director Of Operations & Technology: K. S.
Senior Wealth Advisor - Client Support: L. B.
Certified Wealth Strategist: J. H.
Client Services Advisor: Y. L.
Relationship Coordinator: H. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking