Meet the BGW Team of Trusted Advisors

These are the people behind the work.

No hype. No rotating cast.

Just the people who know your business and stay involved.

Here’s what that looks like in practice.

Inside our ranks, you’ll find a team of nearly 80 Certified Public Accountants, tax and audit pros, bookkeepers, wealth planners, business growth consultants, M&A specialists, and more. Whatever your business needs financially, the right people are already here.

But here’s what really sets us apart: most accountants haven’t run a business. The majority of our leadership team has — and that changes how we think, how we work, and how we show up for our clients.

We don’t just check boxes — we solve real problems.

It's work shaped by experience, not just theory.

*Advisory services provided by BGW Advisors.

Meet Our Leadership Team

Adam Boatsman

Owner / Visionary

CPA License: NC #34370
Fun Fact: Makes a mean guacamole

Gary Frey

Owner / Director of Business Development

Fun Fact: Calls himself McGyver

Jeff Cline

Owner

CPA License: NC #18212
Fun Fact: Football coach mindset, accountant skillset

Laura Bossert

Owner / Integrator

CPA License: NC #26572
Fun Fact: Majored in Spanish

Stephanie Taylor

Owner / Director of Portfolio Management

CPA License: NC #40285
Fun Fact: Started as an intern at BGW

Matt Pugh

Tax Leader

Fun Fact: Has a twin brother

Jon Lambeth

Director of Client Accounting and Advisory Services (CAAS)

CPA License: SC #35345
Fun Fact: One of BGW's many boomerangs — left once, happily returned

Patti Baker

Owner / Hendersonville Market Director

CPA License: NC #36606
Fun Fact: Met George W. Bush and Stevie Ray Vaughn

Tonya Steele

Owner / Myrtle Beach Market

CPA License: NC #29006
Fun Fact: Lives at the ocean but won't go in the water

Rachel Coughtry

Chief People Officer

Fun Fact: Was once on a billboard

Taylor Schmitt

Chief Growth Officer

Fun Fact: Lifts absurdly heavy things in pursuit of Strongman title

Our passion lies in partnering with growth-oriented, private, closely held businesses that are frustrated by being stagnant and are ready for lasting change in their businesses and their lives.

BGW is the brand name under which BGW Advisors, LLC provide professional services. BGW Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BGW Advisors, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the BGW brand are independently owned and are not liable for the services provided by any other entity providing the services under the BGW brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by BGW Advisors, LLC.