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: Associate Advisor at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC. Daniel has worked in the wealth advisory industry since 2012, serving previously as a Trust Portfolio Manager and Investment Analyst in the Wealth Service division of Cadence Bank. He specializes in providing investment portfolio management, financial and […]
Professional Experience: Mark is the CEO of BMSS Wesson Wealth Solutions, a fee-only Registered Investment Advisory firm owned by BMSS, LLC firm. He created the Wealth Services Division of Cadence Bank in 2011 as EVP Wealth Services with full responsibility for the private banking, trust, brokerage and RIA lines of business with $6.2B in loans, […]
