Our Firm

 

 

 

Thomas F. Levasseur, CLU, MS Ed. - Founding Principal of the Beacon Retirement Group, has been a consultant and Registered Representative for more than 30 years. Tom earned the CLU designation from the American College in 1991.

His experience and industry knowledge has made him a valued friend and ally to his clients. He is committed to providing the best possible information and solutions, as well as a high level of service and attention to detail.

"I consider myself a coach, philosopher and philanthropist dedicated to progress of others. It is my passion to promote and activate the American Retirement Dream for as many individuals as I can. My unique approach focuses on a client-centric process for simplification, education and balanced decision making."

 

Educational Background & Professional Designations

  • Master of Science in Education
  • Chartered Life Underwriter

Affiliations

  • Society of Financial Services Professionals
  • National Association of Insurance and Financial Advisors
  • Million Dollar Round Table – Life & Qualifying Member & Top of the Table Member**
  • Platinum Knight of the Million Dollar Round Table Charitable Foundation
  • Wentworth Douglass Hospital Healthcare Foundation Board of Directors 
  • Communituy Action Partnership of Strafford County Board of Directors
  • Dover Chamber of Commerce Ambassador and Volunteer of the Year ***This award is based on community service

 

 

 

 

Jared B. Koelker, financial planner and partner at The Beacon Retirement Group, provides his clients with needs-based financial solutions custom to their unique needs and goals.

After earning his Bachelor of Science degree from the University of Maine, Orono, and becoming a financial planner and licensed life insurance professional in Maine, Massachusetts and New Hampshire, Jared joined Thomas F. Levasseur and the other professionals at The Beacon Retirement Group.

Jared seeks to provide the optimal client experience, for both their current needs and their future financial goals. He believes that client relationships are just as important as the financial services he provides and is dedicated to giving ongoing financial guidance now, and for years to come.

The fourth of seven children, Jared’s roots are in strong family values. Jared married his long-time companion Lindsay in 2009, and the couple welcomed their first child Madelyn in April of 2012. When Jared isn’t helping clients or spending time with his family he enjoys being active in the community and furthering his education.

**Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.