Jeffrey B. Byas, CFP®, AAMS®
Certified Financial PlannerTM
Wealth Advisor
Jeffrey Byas’s two-decade journey through the financial services industry has established him as a beacon of financial acumen and client advocacy. His professional narrative is punctuated by the prestigious CFP® and AAMS® designations, affirming his expertise and adherence to the highest financial planning standards. The launch of Byas Wealth Management was a deliberate step towards realizing his vision of a client-centric advisory practice.
At the core of Byas Wealth Management, Mr. Byas stands as a steadfast fiduciary committed to aligning his advice with the best interests of his clients. His philosophy is built on the bedrock of clear and effective communication, fostering a collaborative environment where clients actively participate in their financial journey. Mr. Byas's personalized financial blueprints are not static documents but dynamic, evolving strategies that reflect the individual goals and life changes of those he serves.
Mr. Byas's dedication to financial enlightenment transcends his client interactions. He is a celebrated educator, imparting wisdom through seminars catering to various professionals, including corporate executives, business owners, and public servants. His seminars are a conduit for demystifying the complexities of finance, enabling attendees to make empowered decisions. His eloquent simplification of financial jargon and strategies has earned him accolades as an accessible and engaging financial mentor.
Away from the demands of his profession, Mr. Byas is deeply invested in family life and the joys of travel, which broaden his understanding and infuse his work with a sense of global awareness. His academic roots at Tuskegee University, where he earned a BS in Finance, along with his extensive interactions with various client demographics, have equipped him with the tools to be an effective guide through the financial landscapes of today. Jeffrey is not just a financial planner; he is a dedicated partner in the pursuit of financial serenity.
Genevieve Schaefer
Administrative Assistant
Genevieve is an Administrative Assistant with over 20 years in customer service, ten of which have been in the financial services industry. She graduated from Colorado State University in Fort Collins, where she’s lived and worked most of her career. Genevieve lives in Northern Arizona with her partner, two dogs, and two cats. She enjoys working with and attending to the needs of all clients, always with the highest level of service.
Brandon Azargoon
CFO
Brandon is an LPL employee and is part of the CFO solutions program that supports multiple advisor's businesses. He provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations.
Brandon has extensive experience in the financial services industry, working for several large companies in various corporate finance roles. Prior to joining the CFO Solutions team, he was a Relationship Manager with LPL serving over 500+ advisors in multiple territories across the US. In this role, Brandon helped advisors grow their practices, meet goals, help utilize LPL’s resources, and owned the overall satisfaction of their relationship. In previous roles, Brandon worked in the HNW space, helping advisors with reporting on the Fortigent Platform. Brandon brings a various set of skills from his experiences that can help guide advisors through business decisions as well as providing them with insight into what others do around the industry.
Brandon currently holds the FINRA Series 7 and Series 66 licensing. He is looking forward to beginning the process of completing the education modules for the CFP designation. Brandon earned his Bachelor of Science in Finance from The University of North Carolina – Charlotte.
Brandon was born in Boston, Massachusetts, however grew up in North Smithfield, Rhode Island. He currently resides in Charlotte, NC, and enjoys spending time with his wife by exploring what is new in the ever growing Charlotte area. He also is very active in sports such as basketball, golf, and football.