Team

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®

Principal

Office 828-210-3805


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Austin D Pullicin , CFP®, CLU®, AEP®

Principal

Office 828-210-3810


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Jake Bishop

Director of Investment Operations and Services

Office 828-210-3825


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Julie H Lunsford

Director of Insurance Operations and Services

Office 828-210-3817


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Blair Aylor

Planning Assistant

Office 828-253-0712


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Sandy Sawyer

Director of Client Relations and Marketing

Office 828-747-9699


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