Our Team
- Mike Alread
- Mike Alread, CFP® was a founding partner when BCS Wealth Management, LLC was launched in May 1998. He has been serving clients in the financial services industry almost 20 years. Mike oversees the day-to-day operations of the firm along with providing wealth management services to our clients. Mike is a native of Augusta, Georgia and graduated with honors from Milligan College. He resides in Jonesborough, Tennessee with his wife and family. He is actively involved with First Christian Church, Milligan College, Mountain States Health Alliance Planned Giving and is also a graduate of the Chamber of Commerce’s Leadership 2015 program.
Email Mike at: mike@bcswealth.com
- Nick A. Clay
- Nick A. Clay, AAMS® is a Partner and provides additional brokerage services to clients through BCS Wealth Management, LLC. Nick holds the Accredited Asset Management Specialist℠ (AAMS®) designation, his Series 7 license, Series 66 license, Series 99 license, and his Life, Accident, and Health Insurance Licenses. He graduated from ETSU in 2005 with a Bachelor Degree in Corporate Finance and Investments with a Minor in Marketing Management. Nick is also a recent 40 Under Forty Recipient from the Business Journal of Tri-Cities Tennessee/Virginia. Nick is a member of the Rotary Club, Grace Fellowship Church and serves on the board of directors for Summit Leadership Foundation and the Children’s Advocacy Center of the 1st Judicial District.
Email Nick at: nclay@bcswealth.com
- James Motte
- James Motte, CPA, CFP® joined BCS Wealth Management, LLC in April 2004 and is the Chief Compliance Officer. His responsibilities include monitoring the firm’s ongoing SEC compliance requirements as well as managing client portfolios. James is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Certified Public Accountant. He is a member of the Tennessee State Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Email James at: james@bcswealth.com
- Myra O’Dell
- Myra O’Dell, CFP® joined BCS Wealth Management, LLC in January of 2004 as an intern while attending college. She graduated Magna Cum Laude in May 2004 with a B.S. in Business Administration and Mathematics from Milligan College. She received her M.B.A. from Milligan College in 2008 and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Her responsibilities include overseeing the firm’s back office operations and providing wealth management services.
Email Myra at: myra@bcswealth.com
Tyler Mackie- Tyler Mackie joined BCS Wealth Management, LLC during the expansion of the insurance division. Tyler has been in the insurance industry for almost ten years specializing in individual and group insurance plans as well as retirement and estate planning techniques. While the majority of his career has been in Asheville, North Carolina, he is originally from Middle Tennessee, and he and his family are happy to call Boone's Creek home. Tyler sits on the Mountain States Planned Giving Committee, assists in Fundraising for the Niswonger Children's Hospital, and has a heart for Young Life Ministry as well as being actively involved at Redeemer Community Church.
Steven Blackburn- Steven Blackburn joined BCS Wealth Management, LLC in August of 2011 as part of the firm's insurance division expansion. Steven is fully licensed in the State of Tennessee with his Life and Health insurance licenses. His areas of practice include various forms of life insurance and business group benefits. Steven his wife Allison just welcomed their first child, Jeffery Finn, and they attend Redeemer Community Church where Steven is a small group leader and a member of the preaching team.
Email Steven at: sblackburn@bcswealth.com
Correne Mann
- Correne Mann is the administrative assistant for BCS Wealth Management. She provides day-to-day support for the staff and partners of BCS Wealth, as well as front desk responsibilities. She came to BCS Wealth with 9 years of experience as an administrative assistant and front desk worker. Correne has also been a volunteer with Victory Junction Gang Camp for children with chronic illnesses. She is actively involved with Grace Fellowship Church.
Email Correne at: cmann@bcswealth.com
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments through PKS or RIA are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY
