We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include tax planning and estate planning at a very high level. On the investing front, our five financial advisors take a long-term approach in managing asset allocation and having prudent diversification.
- July 15, 2020
- July 13, 2020
Investments and Financial Planning
You appreciate the relationship between making wise financial decisions and fulfilling your dreams. We help you accomplish these things by building a relationship with you and getting to know your financial goals. Our philosophy is to advise what is in your best interest. We provide a variety of investment options to build a personalized portfolio, and we offer portfolio management with a long-term perspective.
Group Benefits and Business Services
A solid foundation of benefits helps attract and retain quality employees. We help businesses and non-profit organizations offer top quality benefits to their employees. We work with numerous reputable retirement plan companies and insurance companies to ensure you have the best possible rate and plan. We offer consultation, design, communication and management for retirement plans, corporate 529 plans, health insurance and short-term and long-term disability insurance.
It is wise to be prepared for the unknown. Since insurance is an important aspect to a well-rounded financial plan, our services include providing life insurance, long-term care insurance and disability insurance.
Our resources allow us to approach your situation holistically to meet your needs, whether it be a personal financial plan with implementation, retirement planning assistance, an annual checkup, an insurance review or other objective. We have the capacity to offer fee-based, transactional and hourly management services.
We are confident that we have all the resources necessary to achieve your objective and/or to put a financial plan into place. Combined with our strategic partnership with Blackburn, Childers & Steagall, CPAs; Charles Schwab; and Purshe Kaplan Sterling Investments, BCS Wealth Management has the access, tools and professional oversight to help clients through all walks of life.
Learn what it means to be a fiduciary
We believe three characteristics that are key to our culture are our commitment to faith, family, and community; our team approach; and the youthful demographics of our staff. We value and protect our faith-, family-, and community-oriented culture. Our team approach is evident in the way multiple people have ownership of client success. Our financial advisors have nearly 60 years of combined experience and look forward to being here for decades to come. Thus, we feel we are positioned to not only put a financial plan into place but also to see the plan realized over the long term.
Our team works hard to stay informed of trends, research, and regulations so that we can provide timely and proactive advice. We value continuous learning. Professional designations are one demonstration of this. In addition to the rigorous education programs and exams behind such designations, our credentials require ongoing learning each year in order to maintain them. Our advisors’ designations consist of:
Partner & Senior Financial Advisor
Nathan Goodwin, JD joined BCS Wealth as a Financial Advisor in January of 2013 and became a partner in January 2017. He is based in the Kingsport office but has clients throughout the region. Nathan is a licensed attorney and holds his Series 7 and 66 securities licenses, and his Life, Accident, Health insurance licenses.
Managing Partner & Senior Financial Advisor
Nick A. Clay, CFP®, AIF®, AAMS® has been a partner since January 2011. Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Accredited Asset Management Specialist℠ (AAMS®) designation, his Series 7, 66 and 99 securities licenses, and his Life, Accident, Health, Property and Casualty insurance Licenses.
Partner and Investment Advisor
Myra O’Dell, CFP® is a Partner and Investment Advisor with BCS Wealth Management, LLC. She started at BCS Wealth Management in 2004. Myra passed the CERTIFIED FINANCIAL PLANNER™ exam in 2005 and became a practitioner in 2007. She became a partner in 2017.
Financial Advisor, Investment Management & Portfolio Research
Philip Bachman, CIMA® joined BCS Wealth Management as a financial advisor in 2015. Philip, also known as P.B., is a Certified Investment Management Analyst® designee. He holds the Series 7 and Series 66 securities licenses. He works with individuals and families to provide a holistic approach to wealth management and investments.
Senior Insurance Advisor, Financial Advisor & Trust Operations
Paul joined BCS Wealth Management and First Covenant Trust & Advisors in March of 2016, and currently serves as head of the insurance and employee benefits division of BCS Wealth Management. He brings expertise in individual life, disability and long-term care insurance planning and analysis, as well as in structuring employee benefit plans for local businesses.
Office Administrator, Client Support & Operations
Kim Blankenstein is administrative assistant for BCS Wealth Management. She provides day-to-day support for the staff of BCS Wealth, as well as front desk responsibilities. She came to BCS Wealth Management with approximately 30 years of experience providing administrative and operational support in the financial industry.
Scott Hoilman graduated summa cum laude from East Tennessee State University with a Bachelor of Science Degree in Mathematics with a Statistics Concentration and a Minor in Economics. He was the sole recipient of the ETSU Department of Mathematics & Statistics Faculty Award in 2016-2017.