My Role at BCS Wealth Management
My primary role is to help individuals and families have clarity about financial planning and investing. This often centers on investing for their long-term financial goals. An additional focus is to lead the research for our team. This includes both individual investments and full portfolios.
Education and Experience
I graduated from Babson College in Wellesley, Massachusetts with a B.S. in Business Management in 2007. I entered the family business after college, where I worked in accounting, finance, and operations at the Phil Bachman auto dealerships. I joined BCS Wealth Management in 2015. To further my practical education, I completed the Certified Investment Management Analyst® executive education course through Yale School of Management in 2020.
Community Involvement and Personal Notes
I am proud to live in Johnson City and the Tri-Cities region. I volunteer as a board member for the Rotary Club of Johnson City and Girls Inc. of Johnson City/Washington County. My wife, Amanda, and I are members of Munsey United Methodist Church.