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Black Balsam Wealth Advisors is a dedicated group of individuals working collaboratively to ensure the best results for our clients. When you become our client, you entrust in us to help make your vision and dreams a reality. We will honor that trust with the help of our expert staff. Together, we make a strong commitment to customer service.

William J. Cooper CLU®, ChFC®


Austin D Pullicin CFP®, CLU®, AEP®


Jake Bishop

Director of Investment Operations and Services

Julie H Lunsford

Director of Insurance Operations and Services

Blair Aylor

Planning Assistant

Donald E Reed CLU®, ChFC®

Financial Representative

Breeana Clayton

Marketing Coordinator