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MEET THE TEAM


Portfolio Management Team

RICHARD BOYER, CFA, CFP®

RICHARD BOYER, CFA, CFP®

Chief Investment Officer

Richard is a Managing Member and Founder of BCWM. All client portfolios are managed in-house and Richard, as our Chief Investment Officer, oversees all asset allocation and security selection.

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LAURA CARLEY, CFA, CFP®

LAURA CARLEY, CFA, CFP®

Vice President of Investment Operations & Research Analyst
Principal

Laura is a vital member of the Portfolio Management team, providing analysis on a wide variety of securities and assists with portfolio allocation and investment recommendations.

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CORY BLOODGOOD, CFA

CORY BLOODGOOD, CFA

Director of Investment Operations & Research Analyst

Cory works on the front line of our relationships with banks and financial institutions, reconciling cash balances and accounts each day. Cory is the backbone of our back office support.

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MARK MILOSOVICH

MARK MILOSOVICH

Investment Operations Specialist

Our Portfolio Management team counts on Mark for downloading data and generating reports essential to planning, executing and measuring performance, along with providing trade activity support.

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Wealth Management Team

MINDY CORPORON

MINDY CORPORON

Chief Executive Officer

Mindy is a Managing Member and Co-Founder of BCWM and serves as Chief Executive Officer. Her focus is on continuously developing strategy and improving the firm's processes and suite of services.

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ERIC CLARK, CFP®

ERIC CLARK, CFP®

Senior Wealth Advisor and Principal

Eric is responsible for supervising the wealth advisory team with a focus on providing customized and sophisticated planning to BCWM clients.

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CINDY WYSONG, MBA, CFP®

CINDY WYSONG, MBA, CFP®

Wealth Advisor

A member of the wealth advisory team, Cindy assists BCWM clients with their portfolio management and investment planning strategies.

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SEAN EASTERLY, CFP®

SEAN EASTERLY, CFP®

Wealth Advisor

Sean is responsible for assisting clients with their investment planning strategies and portfolio management as part of the Wealth Management Team.

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MATTHEW MUNOZ

MATTHEW MUNOZ

Para Planner

Matt is responsible for supporting our lead advisors including gathering data, designing cases, building scenarios, and developing plans and presentations.

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Compliance & Operations Team

BRIAN HACKLEMAN

BRIAN HACKLEMAN

Chief Compliance Officer and Principal

Brian ensures that our systems, processes and data are all kept compliant with the rules and regulations of the Securities Exchange Commission (SEC).

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PAT BURNS

PAT BURNS

Director of Client Operations

Pat has more than 17 years and a wide range of industry experience. At BCWM, her delivery of superior customer service is essential, ensuring all client services are executed on time and with utmost accuracy.

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JEN BARKER, MBA

JEN BARKER, MBA

Client Service Representative

As our Client Service Representative, Jen is in charge of setting up and maintaining client accounts; compiling and completing client, custodian and firm documentation; and executing client and firm tasks, including asset transfers, report preparation and completing philanthropic gifts.

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BRITTANI PRICE

BRITTANI PRICE

Director of First Impressions

Brittani is our clients’ and visitors’ first point of contact, offering a warm welcome either by phone or in person. She anticipates needs and takes care of them behind the scenes.

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JANESSA GILBERT

JANESSA GILBERT

Investment Operations Associate

Janessa Gilbert joined BCWM in 2017 in a hybrid role assisting both the Portfolio Management and Wealth Advisor teams.

As an Investment Operations Associate, Janessa starts her day off before the market opens performing a vital function in reconciling custodial transactions and positions within our portfolio management system. She also assists with account maintenance, report generation, and trading activities.

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