The Beacon Team
Mark S. Germain CFP™, MBA | Founder and CEO |
 Mark Germain CFP®, MBA is the founder and CEO of Beacon Wealth Management and has over thirty years of trusted experience giving financial guidance to high net-worth individuals and families. His career highlights started with the "Big Eight" accounting firm of Touche Ross and Company (Deloitte and Touche) where he honed his financial forecasting skills as a municipal bond specialist. Later, Mark worked as Chief Financial Officer and Head of World Wide Field Operations at Apogee Networks, an international software company. A tax efficient expert, Mark assists his clients in the dynamic management of their investment portfolios, financial planning, retirement, estate planning, insurance, tax and ad hoc business planning. He is a specialist in advanced portfolio construction and creates an investment model that meets the unique needs of every investor using a fee-based, independent and unbiased methodology. A relentless tactician, Mark manages his clients' financial lives with passion, precision and purpose. Mark holds the CERTIFIED FINANICIAL PLANNER (CFP®) designation and has an MBA in Finance from Northeastern University where he also taught accounting. He received his bachelors in economics and accounting at Southern Connecticut State University and was honored in 2011 as a distinguished alumnus. Currently, he is an adjunct at Fairleigh Dickinson University teaching future CFP® candidates the Investment Planning curriculum. Mark has been featured on Fox Business News and is one of Worth Magazine's Leading Wealth Advisors. His articles on wealth preservation are published in the Orthopreneur Online Journal and the Journal of Medical Economics. |
 Dr. Norman Sohn has over forty years of experience running a successful, referral based surgical practice. He understands the complexity of issues facing medical professionals — namely asset protection, principal protection, investment tax strategies, maximizing revenue, and freedom from dealing with multiple advisors. From this perspective, Dr. Sohn provides expert guidance to surgeons, physicians, and the medical community. He is also cofounder of the annual Ira W. Sohn Investment Research Conference, along with his wife Judith. After graduating magna cum laude, Phi Beta Kappa with honors from City College of New York, Dr. Sohn attended New York University School of Medicine and then went on to complete a fellowship in Colon and Rectal Surgery at the Lahey Clinic in Boston. In 2003, Dr. Sohn received his MBA from Fairleigh Dickinson University and successfully completed the coursework required for Certified Financial Planner designation (CFP™). He is also Series 65 licensed and a member of Beacon’s Investment Advisory Committee. |
Tina Powell | Director of Business Management |
Tina Powell directs communications, marketing, business development, and client service for Beacon Wealth Management. Powell is responsible for assuring an exceptional Beacon service experience for all clients and team members. She brings twenty years of experience as an entrepreneur, head of operations and management professional. Her past roles include Vice President of Operations & Marketing for an international industrial metals supplier, founder and CEO of Powell Graphics, and a retail district manager. Tina's commitment to lifelong education includes her current graduate studies at New York University and a Magna Cum Laude BS in Business Management at Fairleigh Dickinson University where she devotes her personal time and mentors future business leaders. |
Sean Filipowicz | Financial Planner |
With over seven years of tax and audit experience, Sean Filipowicz takes a comprehensive approach to financial planning. His public accounting background adds to his careful analysis, focus on long-term plans, and ability to create strategies that best fit the needs of our clients. Prior to joining Beacon Wealth Management, Sean was a Staff Accountant at Malesardi, Quackenbush, Swift & Co. LLC and at Traphagen Investment Advisors, where he also served as a Para Financial Planner. Sean graduated Cum Laude from Felician College with a BS in Accounting. While at Felician, he also earned the 2003 Men’s Student Athlete of the Year award after a four-year successful baseball career. Sean is currently working towards recertifying his Series 65 license. |
Claudia Capilla | Client Services Manager |
All clients will recognize Claudia as our senior client services manager. She is in her 4th year with Beacon and holds the ParaplannerSM Certification. Claudia’s strict attention to detail provides our clients with the highest standards of account management. Born in Italy, she speaks fluent Italian, and is working towards a degree in Humanities after studying International Business at William Paterson University.
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Christopher Cacchiola | Client Services Manager |
A strong mantra of client service and ambition stands behind Christopher Cacchiola in his role as Client Service Manager. Most recently, Christopher was with Ernst & Young and their Employee Financial Services division where he helped clients with comprehensive financial planning. He has a genuine passion for investments and received his B.S. in Finance from Kean University and holds his series 65 License. Currently, Christopher is completing course work for the coveted Certified Financial Planner (CFP®) designation at New York University in hopes of achieving certification in the near future. |
Kerry Crowley | Senior Portfolio Specialist |
Kerry’s strong analytical capabilities enhance the preparation of all Beacon reports. Part of her daily routine includes the reconciliation of hundreds of millions of dollars with TD Ameritrade, Schwab, and other investment firms. Kerry earned her BS in Economics from Drew University and was part of their winning softball team. As a competitor, she strives to improve the output and robustness of the Beacon experience.
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David Hyun, MBA | Analyst |
As an investment analyst, David demonstrates a wide variety of financial modeling, research and analytics. His decision models aid in the design, selection and allocation of Beacon client's portfolios. Previously, David was with Sony Music Entertainment where he worked as a Royalties Analyst. Prior to that, he was a Lab Technician for one of the premier Dairy Laboratory Service companies in North America. David earned his Master's in Business Administration in Finance at Fairleigh Dickinson University and bachelors in biology from Carleton College in Minnesota. He passed the CFP® - Certified Financial Planner examination in July 2010. |
Kelly Leuck | Administrator |
Organizational efficiency is a vital component to Beacon operations and comes naturally to Kelly. Previously, she worked for PricewaterhouseCoopers as an Associate Consultant in preparation of Personalized Benefit Communication Materials. She is also a graduate of St. Thomas Aquinas College with a Bachelor's Degree in Business Administration. Currently, Kelly is completing a certificate program in bookkeeping and QuickBooks.
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NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
505 Main Street, Suite 214 – Hackensack, New Jersey, 07601 | Phone: (201) 447 - 9500 | Toll Free: (866) 403 - 6310 | Fax: (201) 447 - 6226