Our advisors

Lee Bugay

Lee Bugay

CFP®, MBA, APMA®

Private Wealth Advisor

Managing Director of Bugay, Watson & Associates
Learn more about Lee Bugay
Larkin Watson

Larkin Watson

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Bugay, Watson & Associates
Learn more about Larkin Watson
Roy Simmons

Roy Simmons

CFP®, APMA®, RICP®, CLU®, CASL®

Associate Financial Advisor

Investment Specialist
Learn more about Roy Simmons
Van Matthews

Van Matthews

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Van Matthews

Our team

Michele Cockram

Michele Cockram

Paraplanner,

Client Service Manager

Personal Intro

Michele supports our team of advisors with their holistic wealth management services and is passionate about helping clients pursue their goals. She begins preparing for client meetings weeks in advance to ensure we are always doing the best job for those we serve, and often participates in client meetings.

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Robert Lord

Robert Lord

Paraplanner,

Investment Specialist

Personal Intro

Robert’s attention to detail is one of the many reasons we love having him on our team. His areas of specialty include delivering investment research, as well as providing prompt trade and money movement requests. He also participates in the Investment Committee and collaborates with the team on a wide range of investment strategies.

Qualifications

  • CMFC
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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 Spradlin

Kristen Spradlin

Paraplanner,

Financial Planning Assistant

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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