Meet the Team
Working Together for Your Wellbeing
We look forward to helping you achieve your financial goals.
For Eric, wealth management has always been about people, not just portfolios. He believes the best financial advice begins with listening — understanding each client’s goals, values, and concerns — and building trusted relationships that often span multiple generations.
Whether helping clients prepare for retirement, navigate major life transitions, or create a lasting legacy for their families, Eric enjoys bringing clarity and confidence to complex financial decisions.
Eric’s passion for investing began at an early age. Growing up in White Plains, New York, he started caddying when he was just 10 years old. The golf course taught him the value of hard work, responsibility, and earning his own money, while his parents taught him something equally important: save consistently, invest wisely, and allow time to work in your favor. Those early lessons sparked a lifelong interest in investing and continue to influence the advice he gives clients today.
Eric began his career as an institutional foreign exchange market maker with Bank of America in New York City, where he gained a deep understanding of global financial markets.
After eight years in institutional investing, he transitioned to personal wealth management, joining A.G. Edwards & Sons, Inc. in Wilmington, North Carolina, in 2001, a predecessor firm of Wells Fargo Advisors. Today, with more than 30 years of experience in both institutional and retail financial services, Eric helps successful individuals and families make thoughtful financial decisions through every stage of life.
Eric enjoys working with high-net-worth families whose financial lives often involve multiple generations, business interests, charitable giving, estate planning, and complex tax considerations. In recognition of his commitment to clients and his profession, Eric has been named a 2025 and 2026 Forbes Best-in-State Wealth Advisor.
Eric graduated with honors from the University of California, Santa Cruz, earning a Bachelor of Arts in Economics. He later earned a Master’s Degree in International Business from the University of South Carolina and spent seven months working for Polaroid in Offenbach, Germany, gaining valuable international business experience.
Eric and his wife, Amy, live in Wilmington with their two daughters, Ella and Mae, and their dog, Bruno. They enjoy traveling together, spending time at the beach, skiing, and making the most of the outdoors.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Partner
For Jody, investment planning is about more than numbers—it’s about understanding each client’s goals, values, and vision for the future. Known for his genuine care and client-first approach, he combines disciplined portfolio management with proactive communication to help clients feel informed and confident in their decisions. Jody is very mindful of there being continuity of care for his client families’ younger generations, so he is very much looking forward to his son, Graham, to transition to Beacon Wealth Management from his career in the Navy next year to train to become a financial advisor. Graham’s servant heart, work ethic, and meticulous strategizing will add instant value to his Beacon teammates and clients. Clearly, Graham’s commitment to serving is rooted in family values.
Dedicated to giving back, Jody serves on the UNC-Wilmington Foundation Board and previously on the Alumni Board. He and his wife, Emily, are also active supporters of pet rescue and adoption agencies. Enjoying putting his handyman skills to use, Jody has volunteered on multiple Habitat for Humanity building projects. Outside of work, Jody and Emily make time for fun. They enjoy family time and staying active through pickleball, mountain biking, and water sports.
Managing Partner
Although Tyler’s professional resume is extensive, he still has a long career runway ahead of him. We trust him to uphold the level of service that Beacon is known for, helping ensure that it remains intact for future generations of your loved ones. His favorite part of the business is building meaningful, lasting relationships with clients and their families.
Inspired by his grandmother, Tyler discovered his passion for helping people live their best life and move into retirement with confidence. Without a financial advisor of her own, his grandmother scrimped, saved, and often held herself back from travel, conveniences, and truly enjoying the life she worked hard for. Tyler’s mission is to help clients avoid that same struggle—striking the right balance between living well today and preserving wealth for tomorrow.
Outside of the office, Tyler enjoys time with his wife, Jennifer, and their two children, Roman and Asli. Their family also includes a puppy, Lola, who keeps them all on their toes. Tyler loves traveling and staying active outdoors with his kids!
Senior Financial Advisor
Holly Lawrence
Senior Registered Wealth Services Specialist
Holly holds FINRA Series 7, 63, and 65 securities registrations, as well as her Series 9 and 10 Qualified Supervisor Registration. Her broad experience and deep understanding of client service make her an invaluable resource for both our team and our clients.
Known for her attention to detail and commitment to excellence, Holly works diligently to ensure that every client’s administrative needs are handled efficiently and accurately. She plays a key role in welcoming new clients, opening accounts, facilitating account and cash transfers, and maintaining beneficiary information. Her goal is to make every process as smooth and straightforward as possible while providing exceptional support along the way.
Holly grew up in New York state, but with parents who were natives of North Carolina, she was drawn south and came to Wilmington to attend UNC Wilmington, where she graduated in 1997. Although her journey has taken her to several places—including Uganda, where she participated in mission work—Wilmington has always felt like home.
Holly and her husband, Erik, have two grown children, Anna and Collin. Outside the office, she enjoys traveling with her family, both internationally and across the United States, and embracing the outdoors. Whether she's exploring a hiking trail, boating on the water, or even snow skiing, Holly enjoys every opportunity for adventure.
Senior Registered Wealth Services Specialist
We believe that clients fully trust Donna to fulfill their administrative and operational needs with utmost accuracy and efficiency. Her organizational skills are impressive, which keeps the team well-prioritized and running smoothly. Donna manages all aspects of client requests from start to finish, including establishing new accounts, updating client information, and coordinating money movement. Donna currently holds her FINRA Series 7 securities registration.
Outside the office, Donna devotes her time to her family. She and her husband, Eric, have three grown children—Ashley, Zach, and Brandon. She is also an enthusiastic grandmother to Ashton, Leland, and Paisley. Their family enjoys exercising and spending time at the beach with their faithful dog, Marley. While her demeanor couldn’t be more amicable, Donna avidly pursues martial arts. In fact, she has earned a second-degree black belt in Tae Kwon Do!
Senior Wealth Services Specialist
Originally from Cleveland, Ohio, Maddie decided she wanted to trade fresh water for saltwater! She is excited about both her new home in Wilmington, and the opportunity to make an immediate impact on our team. As the Client Relations Specialist, she is dedicated to making clients lives easier in any way she can. She feels the best way to do so is by deeply engaging with client to building the strong, lasting relationships that are central to Beacon’s mission.
Maddie holds her FINRA Series 7 registration to further her knowledge in the financial services industry and better serve clients. She was drawn to wealth management because she has always had a passion for helping people and understands the important role that financial security plays in every stage of life. She finds it incredibly rewarding to be able to help individuals and families grow their wealth, work towards their goals, and gain confidence in their financial futures. Maddie is excited to continue expanding her knowledge of the industry, delivering exceptional service to our clients, and being trusted resource to our team.
Outside of work, Maddie leads an active lifestyle. She enjoys running, working out, and spending time at the beach. She has completed two half marathons and is always looking for her next challenge. She also loves traveling, exploring new coffee shops, and being with family and friends—embracing all that comes with her new life on the Carolina coast.
Client Relations Specialist
