Boaty has served clients in the financial services industry since 2001 and has attained his Chartered Life Underwriter^® and Chartered Financial Consultant^® designations. Boaty focuses on developing strategies for successful companies, families and individuals. His approach to wealth management is consultative, objective and committed to excellence. Boaty strives to become a trusted advisor to each client in their pursuit of personal, financial and professional success through identifying goals, prioritizing financial needs and implementing a comprehensive plan that is reviewed routinely.

He is a graduate of The University of South Carolina.  Past and current board memberships include The Henderson County Chamber of Commerce Small Business Committee, The Henderson County Chamber of Commerce Ambassador's Committee, The Henderson County Education Foundation, The Charlotte Mechlenburg Neighborhood Matching Grants Board, and Charlotte Latin Alumni Board.

Boaty and his wife, Christie, reside in Hendersonville, North Carolina with their two Children. Together, they all enjoy spending time with family, being involved in the community, traveling to the Florida Keys and playing golf.

Bill is a Partner, Director and Wealth Manager with Steward Partners. He has over 25 years of experience in the Financial Services Industry.  Bill graduated from Villanova University in 1983.  Prior to joining Steward Partners in 2019, Bill worked at Merrill Lynch as the Manager of their Hendersonville office, and at UBS Financial Services, Inc. 

Bill has lived in Hendersonville since 2001. He has served on the Boards of Pardee Hospital Foundation, Henderson County Boys and Girls Club, Immaculata School, and the Hendersonville Country Club. Outside of work, he and his wife Kellie like to hike, golf, travel, give back to their community and they enjoy spending time with their four children.

Lori Ann is a Vice President and Senior Registered Client Administrative Manager with Steward Partners.  She has over 30 years of investment experience, having worked with Smith Barney, Merrill Lynch and UBS prior to joining Steward Partners in 2019.

Lori Ann is a performance driven professional who focuses on working with individuals to help identify and prioritize their financial needs.  She is committed to providing exceptional service in the areas of client communications, administration of accounts, and service-related inquiries.

Lori Ann attended Peace College and graduated from North Carolina State University in 1986.   She and her husband, Lewis, have lived in Henderson County for over 25 years.  They are active members of Biltmore Church and enjoy participating in many volunteer programs.  In her spare time, Lori Ann enjoys traveling, camping, hiking, kayaking and photography.