Bud McRae, AAMS®

With 18 years of experience in financial planning and wealth management, Bud has dedicated his career to helping clients achieve their financial goals and secure their financial future. As an Accredited Asset Management Specialist (AAMS®), Bud specializes in comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, and estate planning. 

Bud's approach is client-centric, focusing on understanding each client's unique financial situation, goals, and risk tolerance. He believes in building long-term relationships based on trust, transparency, and personalized advice. His expertise spans across various sectors, including working with high-net-worth individuals, families, and small business owners. 

In addition to his financial expertise, Bud holds a B.A. degree in Music, specializing in piano performance. Outside of work, he is an avid hiker, especially enjoying trails with waterfalls, and has extensively traveled abroad, enriching his global perspective