Since 1989, Ted Rosean and Sean O’Malley have maintained their offices at the historic Monadnock Building in Chicago’s financial district- offering financial counseling, constructing suitable portfolios, and implementing investment strategies to help clients pursue their goals.
Since 2008, our practice, Beacon Financial Services, Inc has aligned with LPL Financial. LPL is the nation’s leading independent broker dealer with more than 14,000 advisors,* and allows our clients at Beacon Financial Services a vast range of investment platforms, trust and estate services,** and access to state of the art technology.
Thousands of clients have relied on Beacon over the years to guide them through the often stormy cycles of the investment environment. Our personal and warm approach has reassured them that they can find independent and sound investment advice by calling us at the same number in the same address we have kept since 1989.
* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., and affiliate of LPL Financial.
Ted Rosean has been in the securities business since 1982. In 1989 he co-founded Beacon Investment Group, (now Beacon Financial Services, Inc.) with several colleagues from the investment community. He is a Series 7 Registered Representative, and has passed the examinations for General Securities Principal, (24); Financial & Operations Principal, (27); Uniform Securities Agent State Law Examination, (63); and the Examination for Direct Participation Programs, (22). All registrations are currently held with LPL Financial. He has earned an MBA with a Specialization in Finance from the University of Chicago. Ted and his wife Barbara raised their seven children in Wilmette, Illinois.
Sean O'Malley, CFP®
Sean A. O’Malley, CFP® has been in the securities business since 1985. In 1989 he co-founded Beacon Investment Group, (now Beacon Financial Services, Inc.) with several colleagues from the investment community. He earned his designation as a CERTIFIED FINANCIAL PLANNER™ in 1989. Sean and his wife Ann are raising their three children in Oak Park, Illinois.
Sean B. Rosean joined Beacon in 2011, after graduating with a Finance degree from the Eastern Illinois University in 2010. Sean supports the advisors in an administrative capacity as they service clients' financial needs. He holds a Series 7 securities registration, and passed the examination for Registered Investment Advisor, (66). All registrations are currently held with LPL Financial. Sean and his wife Christina live in downtown Chicago.
Marita Buckingham joined Beacon Financial Services, Inc. in 1998, and serves as the firm’s office manager. Previously, Marita had more than ten years experience as the office manager for a medical practice. Beacon’s more than 600 clients have come to know and appreciate Marita’s friendly voice as the one who usually answers before the second ring. Marita lives in Winnetka, Illinois.
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