My Role at BCS Wealth Management
More often than not wealth can create increased complexity. Investment selection and oversight, tax management, asset protection, estate planning, risk management, etc. All of these, and more, come into play for high net worth and ultra-high net worth individuals and families. Many times 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 unique goals and objectives of your family. 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.
I enjoy continuing education and over the years I have obtained various licenses and professional designations in an effort to stay at the cutting edge of planning, strategy and expertise. 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 and that 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 also participated in our local Chamber of Commerce’s local 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.