Boyer Corporon Wealth Management, LLC (BCWM) announces that Cindy Wysong, CFP®, and Cory Bloodgood, CFA, have joined the firm’s ownership group.
With their addition, BCWM is now a team of seven owners, thus providing the company with a solid foundation that will allow it to continue to grow and expand.
Founded in 2007, the personal wealth and institutional capital management firm of BCWM began with five team members managing $162 million in assets. Over the past ten years, the company has grown both in terms of personnel and assets: currently, fourteen members serve clients in thirty-six states with approximately $500 million of assets under management.
Richard Boyer, CEO, notes, “adding Wysong and Bloodgood to the ownership group is part of an intentional effort at BCWM to ensure that the principal owners will be able to provide the best financial guidance for many years to come.”
Cindy joined BCWM in 2012 and was promoted to Wealth Advisor in 2014. She assists clients nationwide with portfolio management and investment-planning strategies. She has an MBA, and in 2014 she earned the Certified Financial Planner™ certification.
Cory joined BCWM in 2014 and became a Portfolio Manager/Research Analyst in 2015. He plays a vital role in guiding the firm’s investment decisions, conducting macroeconomic research and individual security analysis. He has an M.S. in Finance and also holds the Charted Financial Analyst designation.
On the Move at BCWM
We are proud to announce the promotion of Brittani Price from Director of First Impressions to the role of Para-Planner. “As Director of First Impressions, Brittani quickly internalized and mastered the client-first service model at BCWM. As our firm continues to grow, we are eager to provide her with greater, well-deserved opportunities to professionally develop as one of our Para-Planners,” notes Senior Wealth Advisor Eric Clark.
Replacing Brittani is our new Director of First Impressions, Courtney Smith. Courtney is a Lee’s Summit native who has recently relocated back to the Kansas City area. She brings expertise and experience in marketing and community outreach to the firm, and we’re pleased to welcome her as the most recent addition to our team.
This information is provided for general information purposes only and should not be construed as investment, tax, or legal advice. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.