Meet the Team
Our reasons for becoming financial professionals are deeply personal. Being interested in finance and being predisposed to serving others, we enjoy helping people map out their financial future. We feel that our understanding of wealth management coupled with our professional training helps people better prepare for tomorrow.
Over the years, we have found that a team approach is an effective method to help clients who have a wide variety of needs. We believe it benefits our clients to get opinions from several minds with diverse backgrounds, education, and experience. We feel this is particularly true in today’s increasingly complex world of financial services.
We invite you to discover and experience our capabilities. Our team represents multiple areas of specialization to address the specific needs of your family or business.
The BCS Wealth Management team holds the following professional designations:
Certified Financial Planner® – Nick Clay, Myra O’Dell, Nathan Goodwin, Eliza Parton
Accredited Investment Fiduciary® – Nick Clay
Certified Private Wealth Advisor® – Nick Clay
Retirement Management Advisor® – Scott Linn
Accredited Asset Management Specialist® – Nick Clay, John Brandon, Eliza Parton, Andrew Farmer
Certified Plan Fiduciary Advisor® – John Brandon
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, wishes and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.