Eric’s priority is to build long term relationships with clients as he helps them achieve their financial goals. Wealth management for high-net-worth clients often involves a holistic familial approach. Such plans are complex, dynamic, and often involve conflicting goals, personalities, and experience among parties spread far and wide geographically and demographically. Deep knowledge, creative problem solving, collaboration with attorneys and accountants, and Beacon’s extraordinary services help Eric maintain lifelong relationships with multiple generations of client families. 

Eric began his career as an institutional foreign exchange market maker with Bank of America in New York City, where he developed his fundamental investment knowledge. After eight years in the foreign exchange business, he joined A.G. Edwards & Sons, Inc. in Wilmington, N.C., a predecessor firm of Wells Fargo Advisors in 2001 to provide financial advice for individuals and families. For over three decades, Eric has worked within the financial services industry on both the institutional and retail level. With extensive experience throughout major shifts in the markets, Eric has dedicated his career to delivering the personalized investment planning services his clients deserve.

After growing up in White Plains, NY, Eric graduated with a Bachelor of Arts and honors in economics from the University of California, Santa Cruz.  While earning his Master’s Degree in International Business from the University of South Carolina, he spent seven months working for Polaroid in Offenbach, Germany.

Eric spends his free time with his wife Amy, their two daughters, Ella and Mae and their dog Bruno. They like to travel, go to the beach, and snow ski. Eric especially enjoys being outdoors, exercising, and working on his golf game.

With more than 35 years of experience in financial services, Jody has guided clients through every stage of their financial journey. He works with individuals, families, and business owners to help grow and preserve their wealth through tailored financial strategies. Jody holds the Series 7, 9, 10, 63, and 65 securities registrations and is also a licensed life, health, and long-term care insurance agent. A Wilmington native, he attended UNC-Wilmington and earned his Bachelor of Science in Marketing from the Cameron School of Business.

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.

Tyler joins our team with a strong academic foundation. He earned his undergraduate degree in Operations from the University of North Carolina Wilmington, followed by a Master’s degree in Finance and Investments. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, further broadening his expertise. In addition, Tyler holds his Series 7 and 66 securities registrations as well as life insurance licenses.

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!

Holly is joining us as a Senior Registered Wealth Services Specialist. She brings 18 years of experience in the financial services industry, beginning her career with Wachovia Securities in August of 2007.  She held the role of Branch Liaison in our Wilmington office for many years, where she became adept at running branch operations in alignment with compliance policies. Holly took a position with Wells Fargo Advisors in Colorado Springs to hone her skills as a Registered Client Associate for a few years before returning to the Wilmington office in 2025.

Holly’s wealth of experience is of great benefit to our team and clients, aiming to ensure any and all administrative needs of client accounts have been met. She is conscientious, organized and focused on providing professional and consistent client service.  She holds a key role in onboarding new clients, establishing new accounts for existing clients, expediting account and cash transfers, and keeping beneficiary designations up to date.  

Holly is a graduate of the University of North Carolina at Wilmington and holds her FINRA Series 7, 63, and 65 Securities Registrations along with her 9 & 10 Qualified Supervisor Registration. 

Holly is married to Erik (Lawrence, that is) and has two grown children, Anna and Collin. She enjoys traveling with her family internationally, along with stateside adventures. She loves everything about the outdoors, including hiking, boating, and snow skiing.

Donna is a Senior Wealth Services Specialist who brings two decades of financial services industry experience to our team. Originally from Mississippi, she relocated to Raleigh in 2005, where she joined A.G. Edwards & Sons, Inc., a predecessor of Wells Fargo Advisors. Donna spent 16 years serving clients in the Raleigh branch, took a detour to work in Nashville, Tennessee for a bit, and returned to the Wilmington, North Carolina branch in 2023.  Each position and team provided her unique skills and industry insight that our clients benefit from daily.  

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! 

Maddie is a recent graduate of The Ohio State University, where she earned a degree in Finance with a minor in Human Nutrition. She brings fresh ideas and financial knowledge, along with the newest tech and modern tools to the team.  Maddie’s attention to detail is a rare find, and her genuine passion for helping others is steadfast.  Plus, her energy and enthusiasm are infectious!  

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.

Outside of work, Maddie leads an active lifestyle. She enjoys running, working out, and spending time at the beach. 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.