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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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Tamera Simonian

Client Relations Manager

704-274-3174

704-947-8555

Tamera Simonian is an invaluable member of the Beacon Wealth Advisors team. As Office Manager, she wears many hats. She’s the first to greet clients with a smile when they come to our office for a visit, and she diligently follows up...

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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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