Theo Frick is the Director of Client Experience at Beacon Wealth Management, where he focuses on creating a seamless, organized, and relationship-driven experience for every client on their Journey to the Summit™. He is dedicated to making each touchpoint clear, thoughtful, and personal so clients feel supported and confident at every stage of the process.

Born in Clarksburg, West Virginia, Theo later lived in several states across the U.S. before returning to his home state to be close to family and reconnect with the community he considers home. He spent meaningful years of his childhood on the Navajo Reservation, an experience that shaped his appreciation for diverse cultures, perspectives, and personal stories.

Theo earned his Bachelor of Science in Biology from Salem University. While initially preparing for a career in the medical field, he discovered a deeper passion for finance, working directly with people, building relationships, and improving the experience others have during life’s largest moments and decisions. He currently holds his insurance license and is actively working toward obtaining his securities license to further expand his ability to support clients and their financial journey.

Outside the office, Theo enjoys spending time backpacking, nature photography, training in Jiu-Jitsu, and being with his family and his dog, Luka. He ensures every client feels welcomed, understood, and cared for throughout their Journey to the Summit™.