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 twenty-five years of experience giving advice to high net-worth individuals and organizations. His career highlights started with the "Big Eight” accounting firm of Touche Ross and Company (Deloitte and Touche). Later, Mark worked as a senior officer in two high tech start-up companies with multiple responsibilities including World Wide Field Operations and Chief Financial Officer. As a Management Consultant, Mark was considered an experienced professional in Municipal Bond Finance and counseled clients on financial reporting strategies and strategic planning. As a financial advisor, Mark has built and customized plans for private and public corporation executives, educated professionals on all facets of asset and wealth management, and implemented strategies to help increase wealth, reduce taxes, and preserve and protect family wealth. After completing his BS in economics and accounting, Mark completed his MBA and graduate work in finance at Northeastern University and taught accounting. He keeps contemporary as an adjunct professor at Fairleigh Dickinson University teaching future CFP™ candidates the financial planning process. For more than 20 of the last 25 years, Mark Germain has provided financial guidance on investments, estate planning, insurance protection and ad hoc financial advice. A relentless tactician, Mark manages his clients' financial lives with passion and precision. He emphasizes to all Beacon Wealth Management clients that investment is a slow, yet steady art that requires a written policy and adherence to guidelines. E-Mail Mark Germain Mark Germain can be reached at 201-447-9500 or toll-free at 866-403-6310. |
 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. E-Mail Dr. Norman Sohn Dr. Norman Sohn can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Tina Powell | Director of Business Management |
 Tina Powell is Director of Business Management for Beacon Wealth Management. She is responsible for both internal and external communications and coordinating all Beacon marketing programs. Prior to joining Beacon Wealth Management, Tina was Vice President of Operations & Marketing for All Metals and Forge, and received the Best of Parsippany Award 2009 from the U.S. Chamber of Commerce for traditional and online media integration. For eight years previous, Tina was founder and principal of Powell Graphics, a full-service advertising and design firm. Currently, Tina is working towards her Masters at New York University. She is also a Magna Cum Laude graduate of Fairleigh Dickinson University and holds a B.S. in Business Management. E-Mail Tina Powell Tina Powell can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Julie Belardinelli, MBA | Financial Planner |
 Julie brings a wealth of experience to her role as a Beacon Financial Planner. She has a MBA in Finance from Pace University, a BBA in Marketing from St. Bonaventure University and multiple years of practice in the investment arena. Previously, Julie was a Financial Planner for American Express Financial Advisors and worked at Citibank Global Asset Management, helping manage portfolios for high net worth individuals. She also worked at Prudential Securities as a Junior Equity Analyst for the household products and cosmetics industry. Currently, Julie is adding her series 65 to her list of accomplishments prior to completing her CFP™ designation.
E-Mail Julie Belardinelli Julie Belardinelli can be reached at 201-447-9500 or toll-free at 866-403-6310. |
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. E-Mail Sean Filipowicz Sean Filipowicz can be reached at 201-447-9500 or toll-free at 866-403-6310. |
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.
E-Mail Claudia Capilla Claudia Capilla can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Akeela Careem | Client Services Manager |
Technical details never escape Akeela. She grew up in Dubai, United Arab Emirates and graduated from Fairleigh Dickinson University with a degree in Finance. She successfully tackles every aspect of client relations management, from opening new accounts to the final portfolio analysis. Akeela is both Series 65 licensed and a Registered ParaplannerSM.E-Mail Akeela Careem Akeela Careem can be reached at 201-447-9500 or toll-free at 866-403-6310. |
Kerry Crowley | Analyst |
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.
E-Mail Kerry Crowley Kerry Crowley can be reached at 201-447-9500 or toll-free at 866-403-6310. |
James Buzzanca | Analyst |
James keeps a constant focus on the market and conducts regular financial data analysis and economic research at Beacon. Previously, he worked for UBS Wealth Management as a trade support analyst on the fixed-income managed accounts trading desk. He also worked for the Intercontinental Futures Commodity Exchange, reporting futures and options trades on a live trading floor. James is a graduate of Rutgers University with a B.A. in Economics. E-Mail James Buzzanca James Buzzanca can be reached at 201-447-9500 or toll-free at 866-403-6310. |
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.
E-Mail Kelly Leuck Kelly Leuck can be reached at 201-447-9500 or toll-free at 866-403-6310. |
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
65 Harristown Road, Suite 101, Glen Rock, New Jersey , 07452 | Phone: (201) 447 - 9500 | Toll Free: (866) 403 - 6310 | Fax: (201) 447 - 6226