Bachelors in Business Administration, Finance Concentration and Psychology Minor from the University of North Carolina at Wilmington. Graduated Magna Cum Laude. I am an innovative advisor who's strategy is built on education and mutual understanding with my clients. As a younger advisor, I am invested in my clients future. I look forward to building long-term, multi-generational relationships.
It's a family business, but the breadth of our human capital is much larger than just our duo. We are a part of the BAM Alliance.
I won't dive into everyone at BAM, but here are two people at BAM that really help us with digesting and staying up to date on research.
Larry Swedroe, Director of Research for the BAM Alliance (watch "The Science of Investing" in our video library!)
Jared Kizer, CFA, Chief Investment Officer for the BAM Alliance (here's a link to his blog at BAM)
William Bunch II
Bill Bunch, CPA/PFS
Certified Public Accountant, NC License #14555, with over 30 years experience helping small businesses and high net worth individuals reach their goals with customized accounting, consulting, tax, and wealth management services.