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Beacon Wealth Advisors

(704) 947-8444

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Team

 
Shawn Lee is the founder of Beacon Wealth Advisors, a successful financial advisory firm specializing in providing retirees and near-retirees well-grounded, income producing portfolios.

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Drew started his insurance career in 1998 working for a mid-western company helping rural families with affordable and reliable health insurance. In 2005, he started CAPbenefits, Inc., an independent insurance agency. Drew quickly...

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Janine Cobb

Director of Marketing & Operations

704-274-3176

704-947-8555

Janine Cobb has comprehensive expertise in financial services; with over 20 years of experience, she has become a sought-after resource for clients and other industry professionals. As a veteran in the industry, Janine brings a...

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Amy Lee, Shawn's wife, is also part of the team at Beacon Wealth Advisors. Amy is in charge of accounting as well as human resource functions. Amy graduated from Appalachian State University with a double major in Human Resources and...

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Christina began her insurance career in 2008. As the Client Relations Manager she is responsible for general insurance office tasks. She makes client appointments, follows up with insurance companies to assure transactions are...

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