BEACON BRIDGE WEALTH PARTNERS - Key Persons
Job Titles:
- Certified Financial Planner
John Jim, ChFC®, CRPC® Wealth Advisor | Growth Strategist John Jim, ChFC®, CRPC® Wealth Advisor | Growth Strategist Friends call me John (but sometimes Jim by mistake!) My passion is Helping people improve their lives. Key contributions to BBWP Bringing my 32 years of experience in the industry to the team. Developing deeply personal relationships with my clients that go far beyond our service meetings. Educational highlight I made a mid-career transition into the financial planning arena. Little known fact As a lover of the outdoors, I take joy in working in my yard and manicuring my lawn. It's gratifying to see the results of your labor instantly. Book or podcast I'm currently enjoying I'm enjoying listening to the Mike Rowe podcast The Way I Heard It-all 258 episodes! Personal wellness routine Remaining active, always on the go, playing golf, doing yard work, enjoying life, and not being sedentary. I don't have a workout routine, but I prefer daily activity to keep me healthy. Quote that best describes my why "I am here for a purpose and that purpose is to grow into a mountain, not to shrink into a grain of sand. Henceforth will I apply ALL my efforts to become the highest mountain of all and I will strain my potential until it cries for mercy." -Og Mandino Christopher Chaves, APMA®, CRPC® Wealth Advisor | Investment Director Christopher Chaves, APMA®, CRPC® Wealth Advisor | Investment Director Inspiration I want to focus on a core group of clients and forge longstanding relationships. Friends call me Chris My passion is Fitness and wellness, with emphasis on living a healthy lifestyle through nutrition and physical activity. Key contributions to BBWP Making sure accounts are tactically aligned with clients' financial goals, and helping clients get to a state of confidence with their finances. Educational highlight I'm a first generation college graduate, followed by my sister and brother, and the three of us are really proud to be able to accomplish what our parents were not able to do. Little known fact I'm training for my first bodybuilding competition, which is a huge commitment. The biggest challenge is learning the posing and routine. That, and giving up my other passion: making delicious desserts. Book or podcast I'm currently enjoying Zeitoun by Dave Eggers, which is about the struggles of a man in New Orleans during Hurricane Katrina. He stayed behind to help take care of others, which really inspired me. Personal wellness routine Lifting weights, long bike rides, hiking in nature, playing sports, friendly competitions. Quote that best describes my why "It's not how much money we make that ultimately makes us happy between nine and five. It's whether or not our work fulfills us." -Malcolm Gladwell Kristen Lemesevski Chief Operating Officer Kristen Lemesevski Chief Operating Officer Inspiration I strive to be a responsive resource for both our clients and our internal team, so they all feel truly heard and helped. Friends call me Kristen My passion is Holistic nutrition and fitness. Key contributions to BBWP Practice efficiency and maintaining talent. Educational highlight Bachelor's degree in marketing. Little known fact I will watch just about any documentary. Book or podcast I'm currently enjoying The Doctor's Farmacy with Mark Hyman, M.D. Personal wellness routine Peloton workouts, juicing, spending time with my family and friends. Quote that best describes my why "We cannot cure the world of sorrows, but we can choose to live in joy." -Joseph Campbell
Job Titles:
- Financial Planning Manager
Job Titles:
- Chief Vision Officer Partner
Job Titles:
- Client Experience Manager
Steven Krzywicki Jr., CFP® CEO & Wealth Advisor | Partner Steven Krzywicki Jr., CFP® CEO & Wealth Advisor | Partner Friends call me Steve My passion is Helping people reach great decisions by simplifying complex problems to make them understandable and solvable. Key contributions to BBWP Building trust and confidence with our clients to help them feel confident in their financial wellness journey. Developing our team members to reach their highest and best purpose. Educational highlight Starting out in corporate finance and subsequently realizing my passion was working with people. Spending the past 20 years as a CERTIFIED FINANCIAL PLANNER TM and impacting the lives of so many families over those years. Little known fact You can catch me on the soccer field during the fall, coaching my son's and daughter's travel soccer teams. I've learned more from these kids about teamwork, relationships and resiliency than I could ever teach them. Book or podcast I'm currently enjoying Grit-The Power of Passion and Perseverance by Angela Duckworth Personal wellness routine Summer vacations in Sea Isle with my wife and kids, Tuesday night pick-up hoops, Alex Toussaint classes on the Peloton, and 18 holes of golf! Quote that best describes my why "We should do three things every day of our life. Number one is laugh. You should laugh every day. Number two is to think, we should spend some time in thought. And, number three is you should have your emotions moved to tears." -Jim Valvano Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Megan Scott Chief Vision Officer | Partner Megan Scott Chief Vision Officer | Partner Inspiration Creating Total Wellness as an influencer, developer, strategy, relationship builder, and person who connects the dots. Friends call me Meg My passion is People and wellness. Key contributions to BBWP Attracting talent, strategic planning, developing partnerships and visioning. Educational highlight Master of Science in Organizational Leadership (MSOL). Little known fact I am a Shamanic Apprentice in the Pachakuti Mesa Tradition. Book or podcast I'm currently enjoying The Lion Tracker's Guide to Life by Boyd Varty Personal wellness routine Acupuncture, network chiropractic care, meditation, working out with a PiYo instructor, astrology and spending time with my favorite people including my 4 kids, my husband, my parents, sister and cousins… drinking wine… because balance is also important! Quote that best describes my why "The longest journey you will ever take is the 18 inches from your head to your heart." -Thích Nhat Hanh James Schmidt Wealth Advisor | Partner James Schmidt Wealth Advisor | Partner Friends call me Jim My passion is Hearing clients tell me they feel confident in the plan we have laid out for them, and that they look forward to what is ahead. Key contributions to BBWP Created our Investment Committee and built out many of the portfolios that are found in our clients' accounts today. I also work every day with clients to make sure they are making smart financial decisions and continuing on their wellness journey. Educational highlight After receiving my undergraduate degree in history, I shifted gears and got my M.B.A. in finance. That helped lead me down the road of financial services and to BBWP in 2015. Little known fact I impress my kids daily with my juggling skills. Book or podcast I'm currently enjoying No Laying Up podcast and Financial Advisor Success podcast with Michael Kitces. Personal wellness routine Trips to the North Carolina coast with my wife and three children, early morning rounds of golf with friends, meditation, and the occasional glass of bourbon. Quote that best describes my why "Every day I am reminded that our life's journey is really about the people that touch us." -Stuart Scott
Robyn Johnson Client Experience Manager Robyn Johnson Client Experience Manager Inspiration Because I love logistics and simplifying complicated processes, I enjoy designing what clients see on our platform, which is based on getting to know them and learning their needs. Friends call me Robyn My passion is Volunteering with animals, which started in college at the Miami-Dade Shelter and now I help locally at Providence Animal Center. Key contributions to BBWP Being the designated person for clients to contact whenever they need anything, and making their lives easier by getting things completed in a timely manner. Educational highlight I was a marketing intern for the Miami Heat back in 2014 when they were super popular, which was perfect for my sports management degree. Little known fact I love horror movies. That, and I rescued a cat that had been abandoned in front of my apartment, which resembled a horror movie at first because he was absolutely crazy. He has since settled down (a little). Book or podcast I'm currently enjoying The Five People You Meet in Heaven by Mitch Albom Personal wellness routine Yoga and meditation, eating a more plant-based diet and reducing meat consumption, which has had huge benefits, both physically and mentally; I no longer feel sluggish and have far more energy. Quote that best describes my why "Life is beautiful." Years ago, I saw this on a tattoo and it has resonated with me throughout my experiences in life since then. Because even when life is hard, it is indeed beautiful. Caitlin Escoffery Client Wellness Manager Caitlin Escoffery Client Wellness Manager Inspiration Supporting Total Wellness by taking a deeper dive into all aspects of our lives to see where additional resources might be needed in order to thrive-because we are more than just the sum of our parts. Friends call me Cait My passion is Helping to lift the human spirit. Key contributions to BBWP Taking a vision and making it come to fruition. Educational highlight I was a double major in international economics/business administration and French, and I received a full-ride fellowship to pursue a master's degree in French studies. Little known fact I am a singer-songwriter who wrote over 100 songs during the pandemic. Book or podcast I'm currently enjoying I picked up a French book called Fille by Camille Laurens at a Parisian library on a recent trip just to jog my language skills, and it is exceeding all of my expectations. What a deeply personal yet universal account of what it's like to be a girl, a woman, a mother. Personal wellness routine Daily yoga and meditation, getting out in nature, drinking half my body weight in ounces of water, enjoying nourishing whole foods, making music-writing, singing, and playing-quality time with friends and family, my husband and 5 kids. Quote that best describes my why "Wellbeing is about the combination of our love for what we do each day, the quality of our relationships, the security of our finances, the vibrancy of our physical health, and the pride we take in what we have contributed to our communities. Most importantly, it's about how these five elements interact." -Tom Rath Matthew Raniszewski Financial Planning Manager Matthew Raniszewski Financial Planning Manager Inspiration Because I love looking at numbers and making recommendations on portfolios. Friends call me Matt My passion is Constant self-improvement, whether that's reading, exercising, meditating, or whatever else helps me wake up as a better person than I was yesterday. Key contributions to BBWP Seeing the big picture, and helping clients get a finger on the pulse to see a macro view of their financial situation. Educational highlight I am the first in my family to graduate from college, earning a BA in economics from Temple University. Little known fact I won a couple of back-to-back spelling bees when I was in elementary school. Book or podcast I'm currently enjoying Meditations by Marcus Aurelius, a series of personal writings that record his private notes to himself and explain his philosophical worldview. Personal wellness routine Taking care of both body and mind with daily exercise and meditation to become the best version of myself that I can be. Quote that best describes my why "Our life is what our thoughts make it." -Marcus Aurelius