Our advisors

Lee Bugay, Private Wealth Advisor serving the Greenville, SC area - Ameriprise Advisors

Lee Bugay

CFP®, MBA, APMA®

Private Wealth Advisor

Managing Director of Bugay, Watson & Associates
Learn more about Lee Bugay
Larkin Watson, Private Wealth Advisor serving the Greenville, SC area - Ameriprise Advisors

Larkin Watson

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Bugay, Watson & Associates
Learn more about Larkin Watson
Van Matthews, Associate Financial Advisor serving the Greenville, SC area - Ameriprise Advisors

Van Matthews

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Van Matthews
Michele Cockram, Financial Advisor serving the Greenville, SC area - Ameriprise Advisors

Michele Cockram

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michele Cockram

Our team

Kelly Harris

Kelly Harris

Client Concierge,

Marketing Specialist

Personal Intro

Kelly assists with scheduling and confirming client meetings and coordinating marketing opportunities. She truly loves getting to know all who walk through our front door.

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Kristen Center

Kristen Center

Client Service Manager,

Financial Planning Specialist

Personal Intro

Kristen has a passion for relationships and service, and enjoys working with clients to ensure their financial goals are accomplished. She prepares the financial planning analysis and often assists in client meetings with our team of advisors. Kristen is a Notary Public and works closely with clients and attorneys during the estate planning process.

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Veronica Jurewicz

Veronica Jurewicz

Client Relationship Manager,

Client Concierge

Personal Intro

Veronica is passionate about providing superior client service. She leads the onboarding of client relationships and helps to reduce stress by streamlining our process. She fosters a digital experience for clients and has exceptional skills to train on those services. Veronica is our resident “Task Queen” and constantly asks, “What can I do to make a difference?”

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Zach Bostic

Zach Bostic

Client Service Specialist

Personal Intro

Zach has a passion for learning something new every day and delivering a superior client experience. Zach is an Upstate South Carolina native and graduated from Clemson University with a Business degree. He supports our team of advisors by preparing for client meetings and often assisting in meetings.

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Natasha Ramirez

Natasha Ramirez

Executive Assistant,

Office Manager

Personal Intro

Natasha's background in project management, along with her attention to detail, make her a perfect fit for our team. She supports Lee and Larkin in calendar management, communication, and keeps our office running smoothly.

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