Beacon Financial Group, LLC is a partnership owned and operated by Pete Benson and Jon Maxson. During the initial planning stages, they realized they shared a passion for helping people and had common personal goals. Beacon Financial Group, llc began as a company which primarily focused on helping people in or near retirement with the specific challenges associated with that time of life. Since then the business has evolved and now offers investment solutions for people of all ages. The “Safer Money” approach which was the foundation of the company, remains the cornerstone of Pete and Jon’s approach when offering financial advice. Beacon Financial Group has grown from two co-owners to a company with nine employees and a new office building located in Franklin, Tennessee. Our clients range in age from 30’s to 80’s, come from all walks of life and are located throughout the Middle Tennessee area.
Our mission here at Beacon Financial Group, LLC is simple: take the mystery out of investing while we help you prepare for your retirement, manage your risk, and preserve your wealth. Based on our safer money philosophy and integrity based relationships, our ultimate desire is to guide our clients to a safer financial future.
Pete Benson
Pete is a founding co-owner and partner of Beacon Financial Group. While taking his Masters Degree in Counseling at a University in Boston, Pete discovered a passion for helping people with their finances. This developed into a vision of owning a business that focused solely on providing honest, simple financial advice for people of all ages. This vision has expanded and given Pete opportunities to talk to groups in the U.S., Canada and into Europe. Pete is married to his high school sweetheart, Ginne. They have three children and five grandchildren. Pete and Ginnie are involved in their local church and other non-profit organizations.
Jon Maxson
Jon is also a co-owner and partner in Beacon Financial Group. After spending several years in corporate America with a promising career ahead of him, Jon had a desire to do something that would allow him to have a direct impact on peoples’ lives. The opportunity to join Pete in a new business venture was exactly what Jon was looking for. Jon and Mary Ann have been married for 16 years. During the first 13 years of their marriage, they were childless. Since that time God has richly blessed them with two sons: Nathan, born March of 2006 and Noah, born March of 2008. While the business and two young sons keep Jon and Mary Ann extremely busy, they remain very involved in their local church.
Dan Benson
Daniel, Pete and Ginnie’s son, has worked for Beacon Financial Group for 2 ½ years. Three years ago, Daniel graduated from University with a Business degree. During an internship with Pete & Jon the previous summer, Daniel realized his career search was over and soon moved back to Nashville with his wife Ashley and daughter Kayleigh. Since that time Daniel has learned all aspects of the business and helps with our seminars and meets with both existing and prospective clients. Daniel’s focus on each and every client he comes in contact with has earned him tremendous respect. Daniel and Ashley had a son, Connor, on January 8 of this year and Kayleigh now gets to be the “big sister”. Down the road when Pete & Jon decide to “retire”, they know that Beacon Financial Group will be in good hands.
Ginnie Benson
During the first 10 years of Pete & Ginnie’s marriage, Ginnie was a stay at home Mom who taught piano lessons for a second income. Once their 3 children were all in school, Ginnie sought out some part time employment. She was called in for a 1-day assignment at BellSouth Mobility and it turned into a 13 year career. Ginnie was promoted several times and advanced to the level of Director of Telesales for Cingular Wireless. During this time, 2 grandsons were born, and Ginnie had a desire to spend time with them as well as with her and Pete’s families in Canada. She made the decision to end her career and has never had a moment’s regret! Ginnie now gets to help out at Beacon Financial Group on an “as needed” basis. She likes to spend her “spare time” helping with grandchildren, and travelling to Canada to spend time with family there.
Linda Higgins
Linda was born and raised in Michigan. She was been married to Scott for 17 years, and they have one son, Sean. While working for the airline industry, Linda was transferred to Nashville TN. She worked at AT&T for many years and was Administrative Assistant to Ginnie Benson. When Pete & Jon started BFG, Ginnie quickly recommended Linda as their first, full-time employee and she quickly earned her current position of Office Manager. She is responsible for the overall operation of the office and oversees our office staff. Linda’s loyalty and commitment to BFG make her an invaluable asset to our team!
Julie Moses
Julie was born and raised in Nashville, TN. She graduated from Middle Tennessee State University with a Bachelors degree in Criminal Justice. She has been married to Jim for 17 years and they have 3 sons, Dalton - 13, Ryan - 8 and Kain - 5. Julie was Security Manager for Macy’s for 17 years. She heard about Beacon Financial Group through a friend and upon interviewing Julie, we realized she had tremendous abilities and a wonderful personality and offered her a position immediately. Julie is our Transfer Specialist and will make sure you understand the process of moving money from your old account to your new account. She is our resident paperwork expert and her hands on approach and attention to detail ensure that each client’s accounts are handled efficiently and effectively.
Ashley Mize
Ashley Mize is our Client Relations Co-ordinator. She was born and raised in Mount Juliet, TN. Ashley attended Trevecca Nazarene University and attends Hermitage Church of the Nazarene where she is involved in the Upwards Sports Program. Pete met Ashley at church at a time Beacon FG was looking for someone to fill the Client Relations Coordinator position. She was offered the position and stays very busy assisting at our seminars and scheduling all appointments for Pete, Jon and Daniel. Clients have often remarked on Ashley’s “sweet” personality and winning smile. When you call to schedule your next appointment, Ashley will ensure you are treated royally!
Kelly Lusk
Kelly was raised in Gaffney, South Carolina. She moved to Tennessee where she attended Columbia State College. She fell in love with the area and with a you man, Paul Lusk, whom she is now married to. Kelly is in involved with the preschool program at the church she and Paul attend. Jon met Kelly while she was working at Cracker Barrel and took note of her consistent, positive attitude. He approached her about working for Beacon Financial Group as receptionist. Kelly accepted his offer and is now a valuable member of our team. She will answer your call and if she is not able to answer your questions, she will make sure you get to the appropriate person.
Jonathan Frazier
Jonathan Frazier, born and raised on the east coast of Florida, came to TN a few years ago in need of some new scenery. After spending a couple years at college in his home state, he decided it was time for a change and headed north to continue studying Christian Leadership at Belmont University in Nashville, TN. Upon moving Jonathan met his now wife within weeks of settling in, and hasn’t looked back since. Jonathan’s roles include head of marketing and event planning, in-house tech guy, and coffee barista extraordinaire.
