Serving in the role of client service associate, Anna brings over 20 years of experience in financial and administrative services. Anna will be assisting our advisors and service team in the areas of client and account onboarding, ongoing service, and operations. Anna grew up in Birmingham, attended Briarwood Christian High School, and graduated from […]
Professional Experience: Lead Servicing Advisor & Senior Banking Specialist at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC. As lead servicing advisor and senior banking specialist, Bradley services client accounts, provides financial planning, investment advisory, and is available as a resource for clients’ banking needs. Prior to joining BMSS Wesson, […]
Professional Experience: Associate at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC. Chase previously worked as a paraplanner and Financial Advisor for an RIA in Phoenix, AZ where he provided support for other advisors and met with clients to organize their financial future. He started a two-year long fellowship with […]
Professional Experience Client Service Associate at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC. Benaiah previously worked as an associate advisor for RIA in Lincoln, NE helping the CEO with financial planning and research. He started a year long fellowship with BMSS Wesson as a Wealth Management Associate providing support […]
Professional Experience Supervisor at BMSS, LLC Abigail joined BMSS in 2014 as an intern and joined the firm as a full-time team member in 2015. Her responsibilities as a supervisor include tax planning and compliance for closely held entities in various industries, individual tax planning and compliance, and assisting with reviews of private business and […]
Professional Experience: Tank is a Wealth Advisor for BMSS Wesson Wealth Solutions, a fee-only Registered Investment Advisory firm owned by BMSS, LLC CPA Firm. Tank served as the Wealth Management Director and Senior Wealth Advisor for PNC Bank. Tank served as Senior Wealth Advisor and Relationship Manager at SouthTrust/Wachovia/Wells Fargo. Tank started his financial services […]
Professional Experience Operations and Client Service Manager at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC. Leslie’s previous experience has been as a Practice Manager for an ultra-high net worth estate and legacy planning firm. In her role, she provided personalized service to clients, overall operations management of the firm […]
Professional Experience Senior Wealth Manager at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC. Rhonda has worked in the wealth management, trust and estate, insurance and banking industry for more than 30 years. Her previous experience has been as Chief Operating Officer for DeBuys and Company, a New York Life […]
Professional Experience: Daniel is a member of the BMSS, LLC team whose responsibilities include managing compilations and reviews, forecasts, business valuations, and the BP settlement process. In particular, Daniel assists clients in preparing lost revenue schedules, and helps develop cash flow forecasts to assist clients in obtaining financing. As a Certified Valuation Analyst, he also […]
Professional Experience: Bill is a member who joined BMSS, LLC in 2006, bringing 22 years of experience in public accounting to the CPA firm. Primarily, he specializes in tax planning and consulting for large consolidated multi-state companies, taxation of partnerships and research & development (R&D) tax credits. In addition to being a member of BMSS, […]
