My role at BCS Wealth Management
My role as financial advisor is to work closely with clients, helping them to develop strategies to meet their financial goals through investment management, planning, education and other services. I focus on investment and retirement accounts, wealth preservation and estate planning. I really enjoy walking beside clients, helping them protect and maximize what they have worked so hard for. It’s a responsibility that I don’t take lightly.
Education and Experience
I graduated from ETSU in 2001 with a degree in Corporate Finance and Investments and continued my education in Birmingham, AL, receiving my Law Degree from Cumberland School of Law, Samford University, in 2006. I missed the hills of east Tennessee and immediately returned home where I began work with a small local law firm. I then moved to a business setting in 2008, taking over management of a family business which was sold in 2013. I believe my diverse experience and expertise allows me to advise clients on a wide array of issues. Having legal experience in estate planning and the business world only helps me to holistically advise my clients.
I have been with BCS Wealth Management since 2013, and became a partner in 2017. I’m a licensed attorney and hold my series 7 and 66 securities licenses, as well as life and health insurance licenses. I received the CERTIFIED FINANCIAL PLANNER™ designation in 2020.
Community Involvement and Personal Notes
I am a past Rotary President and was honored as a 40 under Forty recipient from the Business Journal of Tri-Cities. I have served on the Board of Directors for many local non-profit and community focused organizations. Most of my free time is spent with my two daughters, Jovie and Lindy, who are the joy of my life. I enjoy golf and fishing, and particularly enjoy supporting music and the arts, and helping children to have every opportunity to succeed. I attend Christ Fellowship church in Kingsport, TN.
*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.