Beau joined Commonwealth in June 2023 as a retirement solutions consultant. In this role, he fields inquiries from our advisors and home office staff on all retirement-related topics and initiatives.

Before joining Commonwealth, Beau worked at LPL in roles ranging from retirement services and operations in a call center environment to ERISA and retirement oversight in compliance. In these roles, he gained extensive experience helping advisors grow their retirement business and working on advanced case management issues. Prior to LPL, he spent time at Scudder Investments in sales and service roles. Beau earned a BSBAM in business and finance from the University of Phoenix and holds CRC®, AIF®, and QKA® designations.