BGW WEALTH MANAGEMENT - Key Persons

Adam Boatsman

Job Titles:
  • Owner / Visionary

Amir Dadabhoy

Job Titles:
  • Wealth Advisor

Ben McDonald - CEO

Job Titles:
  • CEO
  • Owner
  • Owner / Wealth Manager

Beth Bowker

Job Titles:
  • Wealth Management Associate

Blaine Hawkins

Job Titles:
  • Owner

Carl Conrad

Job Titles:
  • Owner

Carrie Dyckman

Job Titles:
  • Owner

Fun Fact

Job Titles:
  • Football Coach at Heart Who Does Accounting to Make a Living

Gary Frey

Job Titles:
  • Director of Business Development

Jeff Cline

Job Titles:
  • Owner

Keith Stabasefski

Job Titles:
  • Senior Portfolio Manager

Keith Williams

Job Titles:
  • Financial Planning Consultant

Laura Bossert

Job Titles:
  • Owner / Integrator

Matt Andersen - COO

Job Titles:
  • Director of Operations

Patti Baker

Job Titles:
  • Owner / Hendersonville Market Director

Raymond Burrows

Job Titles:
  • Staff Member

Rebecca Cole

Job Titles:
  • Finance & Admin Director

Richard Blum

Job Titles:
  • Owner

Tonya Steele

Job Titles:
  • Myrtle Beach Market & IT Director

William Thompson

Job Titles:
  • Senior Wealth Advisor