your business deserves people who get it.

We keep it pretty simple. Understand what our clients are building, answer when they call, and help them see what's coming. Your core team stays close, backed by nearly 80 professionals across four offices whenever more expertise is needed.

When more expertise is needed, that bench includes business growth advisory to help clients plan for what's coming. 

Leadership that stays involved

Adam-2

Adam Boatsman

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

Gary Frey

Partner/ Director of Business Development
Fun Fact: Calls himself McGyver
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Jeff

Jeff Cline

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

Laura Bossert

Partner / Audit Leader
CPA License: NC #26572
Fun Fact: Majored in Spanish
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Stephanie (Retake)

Stephanie Taylor

Partner / Director of Portfolio Management
CPA License: NC #40285
Fun Fact: Started as an intern at BGW
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Matt Pugh

Matt Pugh

Tax Leader
Fun Fact: Has a twin brother
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Jon Lambeth

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
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Patti (2)

Patti Baker

Partner / Hendersonville Market Director
CPA License: NC #36606
Fun Fact: Met George W. Bush and Stevie Ray Vaughn
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Tonya-1

Tonya Steele

Partner / Myrtle Beach Market
CPA License: NC #29006
Fun Fact: Lives at the ocean but won't go in the water
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Rachel Coughtry

Rachel Coughtry

Chief People Officer
Fun Fact: Was once on a billboard
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Taylor Schmitt

Taylor Schmitt

Chief Growth Officer
Fun Fact:  Lifts absurdly heavy things in pursuit of Strongman title
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FINAL WORD

tired of typical?

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.

LET’S SEE IF WE’RE A FIT
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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.