My Role at BCS Wealth Management
Wealth can create increased complexity. Considerations become investment selection and oversight, tax management, asset protection, estate planning, risk management, and more. These factors come into play for high net worth and ultra-high net worth individuals and families. These things can create stress or anxiety, and in my role at BCS Wealth Management I work as a fiduciary with families to develop comprehensive, custom wealth management planning to help meet the family’s unique goals and objectives. Simply put, I work to take the stress and anxiety out of the wealth management process so that you can focus on other things that are important to you and your family.
I also serve as the Managing Partner of BCS Wealth Management. Alongside my business partners I am responsible for the strategic direction and overall management of our firm.
Education and Experience
I graduated from East Tennessee State University with a degree in Corporate Finance with a focus on Investments. Upon graduation in 2005, I started my career as a staff accountant doing tax work and tax preparation for individuals and families. In 2007 I shifted to an investment focus, earning my FINRA securities licenses and advising clients on various types of investments and strategy. In 2010 I joined BCS Wealth Management and transitioned my practice to a holistic approach in an effort to focus on all areas of wealth management.
In 2022 I completed the Certified Private Wealth Advisor® (CPWA®) Certification and Executive Education program from University of Chicago Booth School of Business and Investments and Wealth Institute®. The CPWA® certification program was developed by the Investments & Wealth Institute®, and focuses on the life cycle of wealth – accumulation, preservation, and distribution. CPWA® professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize, and protect assets, maximize growth, and transfer wealth.
In 2015 I completed the education and testing requirements from the University of Georgia Terry School of Business and the College for Financial Planning to become a CERTIFIED FINANCIAL PLANNER™. This certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
I enjoy continuing education. Over the years, I have obtained various licenses and other professional designations in an effort to stay at the cutting edge of planning, strategy, and expertise. In addition to obtaining these licenses and designations, they also require ongoing reporting and continuing education requirements. Clients want to know that their advisors are going above and beyond the minimum requirements to sharpen their technical skills. This is important to me, and I encourage this with all staff in our firm.
Community Involvement and Personal Notes
My wife and I have three children, so most of my free time is spent with them. It seems like we are at a ball field or gym most of the time. It brings us a lot of joy watching our kids learn new things and compete. I enjoy playing golf and tennis, as well as watching just about any kind of sport on TV.
In 2011 I was recognized by the Business Journal of the Tri-Cities as one of 40 under Forty emerging stars of the business community. In 2015 I participated in our local Chamber of Commerce’s leadership program. I am a Paul Harris Fellow with Rotary International, and over the years I have served terms on many non-profit boards in our community.
*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.
