Beau Horack has over 20 years of experience in the financial services industry. During that time he has worked as a financial advisor at several firms including Edward Jones, TIAA-CREF, and Merrill Lynch. He started Capital Plan Advisors with Jim Lowry in 2005. The firm's primary focus has always been Investment Management, Financial Planning and Consulting for corporate retirement plans, their fiduciaries and their participants.
Beau, a native Charlottean, currently resides in Concord, NC with his wife Amy and his daughter Ashton. He is a veteran of the United States Coast Guard. Following his military service, he attended Western Carolina University and received a degree in Business Administration with a major in Corporate Finance.