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.
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.
Cristina specializes in providing operational support, preparing new account and service paperwork, and facilitating and resolving client service requests. She enjoys connecting with clients from the time they enter the office, as well as over the phone. Cristina is a graduate of the University of Northern Colorado.
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.
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?”
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.
Sarah has experience in the service and financial industries and previously worked as a barista and manager at a local coffee shop where she built long-lasting relationships with her colleagues and customers. At Bugay, Watson & Associates she assists with greeting clients as they come into the office and scheduling and confirming client meetings.
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