My Role at BCS Wealth Management

My role at the firm is to offer investment management and comprehensive financial advice. I enjoy creating investment strategies and plans specifically tailored to help clients manage their assets and meet their financial goals. My favorite areas of concentration are retirement planning, tax planning, and estate planning. Over the years, I’ve had the pleasure to work with clients in different stages of life with different goals and needs. It’s a privilege to work alongside my clients and a job that I take very seriously.

Education and Experience

I graduated magna cum laude from Milligan College in 2004 where I obtained a Bachelor Degree in Business Administration and Mathematics. During my time at Milligan, I played volleyball and tennis and was the recipient of the Wall Street Journal Student Achievement Award. I passed the CERTIFIED FINANCIAL PLANNER™ exam in 2005 and became a practitioner in 2007. In 2008, I received a Master of Business Administration degree from Milligan College.

Community Involvement and Personal Notes

I’ve participated in various community activities, including captaining USTA tennis league teams, completing two half marathons, serving on the finance committee at my church and singing in the choir. I’m a member of the Johnson City Chamber’s Leadership 2020 Program. In 2017, I earned the Business Journal’s 40 Under Forty Award and the Professional Excellence Award from Milligan College for outstanding accomplishments in the field of finance and bringing distinction to Milligan through professional achievements. I currently serve on the Milligan University PA Program Advisory Committee and the Campaign Steering Committee, as well as the Northeast State Community College Foundation Board. 

*A recipient of the 40 Under Forty award must be nominated. Nominees are judged on their business success and their achievements as an active member of the community and must live and work in East Tennessee or Southwest Virginia. Nominations are accompanied by letters of recommendations from places of employment and service organizations.

*A recipient of the Milligan Professional Excellence Award must be nominated. Nominations must include a completed nomination form and data supporting the candidate’s accomplishments. Candidates must have completed at least 24 credit hours at Milligan, graduated at least ten years prior, brought distinction to Milligan College through his/her career, and demonstrate high standards of integrity and Christian character.