Chris Morgan –
Founder of Beacon Wealth Advisors, LLC and Managing Partner of the firm, Chris has been dedicated to assisting multiple generations of families in pursuing their financial goals for 30 years. He earned Bachelor of Science degree in Economics from Illinois State University and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He resides in Crystal Lake, Illinois and enjoys time with his four daughters on the boat and playing pickleball.
Founder of Beacon Wealth Advisors, LLC and Managing Partner of the firm, Chris has been dedicated to assisting multiple generations of families in pursuing their financial goals for 30 years. He earned Bachelor of Science degree in Economics from Illinois State University and his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He resides in Crystal Lake, Illinois and enjoys time with his four daughters on the boat and playing pickleball.
Josh Pratt –
Partner of the firm, Josh has over 25 years of experience helping clients plan for their financial goals and live generous lives. He takes pride in assisting client(s) build wealth, identify their goals, create lasting lifetime income, and planning for Medicare and social security. He holds the Financial Services Certified Professional designation through the American College of Financial Planning and the Certified in Long-Term Care designation. When not in the office, Josh enjoys family time with his wife, Deb, and their son. He also likes to travel, attend Canadian fishing trips, golfing the local courses, boating the chain of lakes, but mostly just spending time with friends and family.
Partner of the firm, Josh has over 25 years of experience helping clients plan for their financial goals and live generous lives. He takes pride in assisting client(s) build wealth, identify their goals, create lasting lifetime income, and planning for Medicare and social security. He holds the Financial Services Certified Professional designation through the American College of Financial Planning and the Certified in Long-Term Care designation. When not in the office, Josh enjoys family time with his wife, Deb, and their son. He also likes to travel, attend Canadian fishing trips, golfing the local courses, boating the chain of lakes, but mostly just spending time with friends and family.
Rachel Hook –
Rachel is a Financial Advisor and the Chief Compliance Officer for Beacon Wealth Advisors. She specializes in helping women simplify the complexities of investing and is passionate about providing her clients with unique strategies to navigate unfamiliar waters. Outside of the office she enjoys cooking, camping, and spending time with her friends and family. In the community Rachel is a charter member of the P.E.O. Bull Valley chapter, and active in the local McHenry Chamber of Commerce.
Rachel is a Financial Advisor and the Chief Compliance Officer for Beacon Wealth Advisors. She specializes in helping women simplify the complexities of investing and is passionate about providing her clients with unique strategies to navigate unfamiliar waters. Outside of the office she enjoys cooking, camping, and spending time with her friends and family. In the community Rachel is a charter member of the P.E.O. Bull Valley chapter, and active in the local McHenry Chamber of Commerce.
Michelle Limberg –
Michelle’s role at Beacon Wealth Advisors has advanced to the position of Office Manager. It is of highest importance to Michelle to keep the back office running smoothly and making each client a priority. Michele resides in Woodstock, where she has enjoyed becoming an active participant in her local community. In her free time, she likes to spend it with her three adult children and grandchildren and taking her Labrador, Summer, on hikes. The family cabin in the Northwoods of Wisconsin, is one of her favorite spots to getaway to, especially in the fall! And of course, GO BEARS!
Michelle’s role at Beacon Wealth Advisors has advanced to the position of Office Manager. It is of highest importance to Michelle to keep the back office running smoothly and making each client a priority. Michele resides in Woodstock, where she has enjoyed becoming an active participant in her local community. In her free time, she likes to spend it with her three adult children and grandchildren and taking her Labrador, Summer, on hikes. The family cabin in the Northwoods of Wisconsin, is one of her favorite spots to getaway to, especially in the fall! And of course, GO BEARS!
Tina Gaddini –
Tina serves as Beacon Wealth Advisors’ Bookkeeper. She is a partner of Beacon Tax Advisors and as an Enrolled Agent is a federally licensed tax practitioner who may represent taxpayers before the IRS. Tina resides in Hebron, Illinois, with her husband and three children. Even though her kids think she is boring because she doesn’t watch superhero movies, she actually enjoys good movies, beekeeping, and cooking.
Tina serves as Beacon Wealth Advisors’ Bookkeeper. She is a partner of Beacon Tax Advisors and as an Enrolled Agent is a federally licensed tax practitioner who may represent taxpayers before the IRS. Tina resides in Hebron, Illinois, with her husband and three children. Even though her kids think she is boring because she doesn’t watch superhero movies, she actually enjoys good movies, beekeeping, and cooking.
Catie Revels –
Catie has been in the industry as an Operations Assistant since 2014. She now serves as the head of our Marketing Department, overseeing correspondence with clients and producing marketing campaigns. She is a McHenry resident and has an Associate’s degree in Business from McHenry Community College. She enjoys reading, cooking, and spending time with her husband and son.
Catie has been in the industry as an Operations Assistant since 2014. She now serves as the head of our Marketing Department, overseeing correspondence with clients and producing marketing campaigns. She is a McHenry resident and has an Associate’s degree in Business from McHenry Community College. She enjoys reading, cooking, and spending time with her husband and son.