Women of WAI

Meet the Women of WAI: 

We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.

 

We empower our clients with the investment and financial planning framework needed to make important life decisions.  Our mission and dedication is to give you Peace of Mind

– Shannon Eusey, President – Beacon Pointe

 

Karisa DiephouseDirector of Strategic Partnerships & Integration – Beacon Pointe Wealth Advisors

Karisa Diephouse is responsible for partnership integration and strategy execution across all Beacon Pointe Wealth Advisors offices located throughout the country. Karisa brings 11 years of experience in financial services, wealth management and retirement planning strategies and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance and client services. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married and lives with her husband and two young sons in Mission Viejo, CA. She enjoys taking long walks to the park with her kids, traveling, running and spending time with her family and friends.

 

 

Shannon EuseyFounder, President – Beacon Pointe Advisors

Shannon is the President of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee.  Shannon is a member of the CNBC Financial Advisor Council and is very passionate about financial education.  She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and Beacon Pointe’s Women’s Advisory Institute.  Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management, LLC. She was in charge of the socially responsible investments for several years at Roxbury. Shannon graduated from the University of California, Irvine where she played Division I Volleyball. Shannon received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon serves on the Board of the Young Presidents Organization (YPO) for the Orange County Chapter, serves on the UCI Athletic Fund Board and is currently an adjunct professor for the UCI Merage School of Business, and also serves on the Investment Committee of Sisters of St. Joseph in Orange. Shannon has served as Vice Chairman on the Board of Directors for the National Network to End Domestic Violence, served as a director on the Board of Miocean.  Shannon is married, has four children, and lives with her husband in Newport Beach, California.

 

Kelly DiGonzini, CFP®Senior Financial Planner – Beacon Pointe Advisors

Kelly is responsible for helping the firm’s private clients determine and meet their financial and estate planning goals. Prior to joining Beacon Pointe Advisors, Kelly spent four years doing financial planning at MetLife for individuals and small business owners. Kelly graduated from Gonzaga University School of Business with a concentration in Business Law. Kelly received her Personal Financial Planning certification from the University of California Irvine, and is a Certified Financial Planner. Kelly is very passionate about financial education.  She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and Beacon Pointe’s Women’s Advisory Institute. Kelly’s writing about various tax and financial planning topics has appeared in multiple publications including the Financial Planning Association, Elite Daily, LifeHealth Pro, MainStreet!, and Financial Advisor IQ.  Her hobbies include bike-riding, yoga, tennis and spending time with friends and family. She is a member of the Financial Planning Association of Orange County and volunteers for WomenSage. Kelly currently resides in Newport Beach, California.

 

Allison Hillgren, MCMDirector, Head of Marketing & Communications – Beacon Pointe Advisors

Alli oversees the internal and external marketing and communications for Beacon Pointe Advisors, working with both the Institutional Client and Private Client groups. Her responsibilities include website oversight, presentation and video development, social media and content planning, and market research. Alli is very passionate about financial education.  She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and Beacon Pointe’s Women’s Advisory Institute.  She also oversees the Marketing Subcommittee for UCI’s Center for Investment & Wealth Management Financial Literacy Summer Residential Program. Alli graduated from the Marshall School of Business at the University of Southern California where she was the Team Captain of the Division 1, Pac-12 USC Women’s Volleyball Team, and she also received a Masters in Communication Management (MCM) from the Annenberg School of Communication and Journalism at USC. Outside of work she enjoys working with her family’s non-profit organization, The Patriots Initiative. Alli also enjoys horseback riding, golfing, traveling, spending time with family.  She currently resides in Newport Beach, California.

 

Julie Johnson, CDFA®Senior Wealth Advisor – Beacon Pointe Advisors

Julie is responsible for client servicing and management in the Private Client Services Group at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Julie was a Retirement Income Specialist with AIG Sun America and prior to that with MetLife. She is very focused on helping clients meet their retirement goals and working through major life transitions. Julie earned her BS in Marketing from San Diego State University. She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and the Beacon Pointe Women’s Advisory Institute.  Julie also received the Certified Divorce Financial Analyst (CDFA®) designation. Outside of work she enjoys running, playing golf, and spending time with family. Julie and her husband live with their two children in Ladera Ranch, California.

 

 

Karen Sarten, CFP®Senior Wealth Advisor – Beacon Pointe Advisors

Karen is responsible for client servicing and management for the Private Client Services Group at Beacon Pointe. Karen is very passionate about financial education.  She is a founding member of the catchy finance-based educational email subscription program known as “The Sense” and serves as the Board Director for Beacon Pointe’s Women’s Advisory Institute. Prior to joining Beacon Pointe, Karen worked as an Investment Consultant, assisting individual investors with a wide range of investment and income related strategies. Karen earned her BA in Finance with honors from California State University, Fullerton and received the Certified Financial Planning (CFP®) designation. Karen is also a founding member of Athena OC, an organization dedicated to promoting work-life balance through the sharing of wisdom among women professionals.

 

 

Commie Stevens, JDPartner, Director of Strategic and Financial Planning – Beacon Pointe Advisors

Commie designed and oversees the firm’s approach to financial and estate planning.  She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals.  Prior to joining Beacon Pointe Advisors, Commie practiced as an estate planning attorney at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company.  She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California and an Investment Advisor Representative (Series 65).  She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal.  Commie is passionate about financial education and regularly speaks on a host of financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University.  She is also a founding member of Beacon Pointe’s Women’s Advisory Institute (“WAI”), a founding member of a financial education email subscription known as “The Sense” and has served as the Governance Chair for Hi Hopes Identity Discover Foundation.  Commie enjoys spending time with her husband and two daughters and resides in Laguna Niguel, California.

Contact Us

We’d love to hear from you!

(949) 718-1600

Meet Over Coffee

Email or call us and we’ll meet you when and where works best for you!

Beacon Pointe WAI Headquarters

24 Corporate Plaza Drive, Suite 150

Newport Beach, CA 92660

(949) 718-1600