Experience

As a founding member of and lead advisor for Beacon Parters, Jim Polcaro uses his more than 20 years of experience in the financial services industry to drive the team’s client-focused approach to wealth management. Jim specializes in investment management, financial planning, and insurance solutions. He collaborates with clients’ CPAs and other trusted professionals to build personalized financial strategies.

Prior to co-founding Beacon Partners, Jim worked as an investment consultant serving clients nationwide, where he honed his investment managements skills and ability to provide clients with personalized guidance.

Outside of work, Jim enjoys spending time with his wife, Kate, and their children, Lilah and Hunter. He is someone who values family, adventure, and exploring new places.

As a founding members of Beacon Partners, Charley Hutson has honed a highly personalized approach to wealth management spanning over four decades. He takes a goals-based approach to financial planning, developing investment strategies and long-term legacy plans tailored for each individual client.

Upon graduating from Vassar College in 1977, Charley first worked in retail management. Seeking greater career challenges, in 1981 he walked into PaineWebber's Washington, DC office to become a financial advisor. He completed their training program within a year, and has been with the firm ever since. (UBS acquired PaineWebber in 2000.)

Charley, his wife of over 40 years, and their three children share a love of nature, and Charley serves as a Wildlife Management Volunteer at Grand Teton National Park.

Michael Brick is a senior partner with Beacon Partners and is dedicated to helping families, individuals, and small business owners manage their investments, retirement planning, and other financial decisions. He has more than 25 years of experience in the financial services industry, and prioritizes getting to know his clients so that he can make informed decisions to help them achieve their goals.

Michael received his Bachelor of Arts degree in Economics from Syracuse University and lives in Maryland with his wife Krista.  They have four adult children that they love travelling to see often.

Chris Casey is passionate about helping families and individuals achieve their financial and retirement goals. With almost ten years of experience with UBS and a Certified Financial Planner designation, Chris enjoys working closely with clients throughout the financial planning process.

Prior to joining Beacon Partners, Chris was a wealth planning associate at UBS supporting teams across the Washington, DC market. Originally from the Boston area, Chris now lives in Northern Virginia with his wife, Ellen. When not in the office, you can find Chris at the golf course or experimenting with new recipes.

Kimberly French brings her passion for working with people from all walks of life and more than 30 years of experience at UBS into each conversation she has with our clients. Having spent 15 years as the lead administrator for the entire Bethesda branch, Kimberly is adept at keeping her team on task and has the wherewithal to tackle any client need, question or issue that comes her way.

Kimberly has a degree in retail management from Penn State, a previous career managing an upscale boutique, and experience in cemetery administration. When she's not with her husband, children and grandchildren, she enjoys riding horses and honing her photography skills.