Laird Hepburn, Cfp

Laird Hepburn, Cfp Email and Phone Number

Wealth Adviser & Managing Partner @ Business-owner Strategies Group, LLC
apex, north carolina, united states
Laird Hepburn, Cfp's Location
Apex, North Carolina, United States, United States
Laird Hepburn, Cfp's Contact Details
About Laird Hepburn, Cfp

We are a team of highly-experienced financial advisers you can rely upon to help plan and manage your financial future. We provide financial planning, investment management and insurance services. More important than what we do is how we do it – planning first. We work closely with families and business owners that can benefit from our insightful use of investment and insurance solutions. We don’t simply give advice – we come alongside you over the long run to help improve your financial well-being. We provide analysis-based insight and financial education so you can make the best possible decisions. Our disciplined process is designed to move you toward a macro approach to making financial decisions. Our approach addresses all five things you can do with money: pay taxes, service debt, give generously, support your lifestyle and invest for tomorrow. It’s holistic and much broader than traditional planning.Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers. BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.

Laird Hepburn, Cfp's Current Company Details
Business-owner Strategies Group, LLC

Business-Owner Strategies Group, Llc

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Wealth Adviser & Managing Partner
apex, north carolina, united states
Website:
bsgadvisers.com
Employees:
6
Laird Hepburn, Cfp Work Experience Details
  • Business-Owner Strategies Group, Llc
    Managing Partner
    Business-Owner Strategies Group, Llc Feb 2014 - Present
    Apex, North Carolina, United States
    I never intended to start my own company. I've always been part of a team and think teamwork is often essential to doing things well. When I started in financial services at AXA (now Equitable), the first thing I did was to look for partners. After finding a good partner, we began looking at the best way to help our clients without undue interference from other interests. This process led us to start Business-owner Strategies Group, LLC (BSG Advisers.) We are financial planners first and foremost. In the process of planning, we help clients determine the best ways to manage risk, grow wealth and achieve their financial goals. We pride ourselves on guiding our clients with Investments, Insurance and the Insights they need to move toward their goals.
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  • Xpx Triangle, Inc
    Board Member
    Xpx Triangle, Inc 2021 - May 2024
    Raleigh, North Carolina, United States
    XPX Triangle, Inc. is a North Carolina non-profit and 501(c)6 focused on developing local knowledge, skills and abilities to help owners of privately-held businesses achieve a transition and exit.
  • Cary Community Foundation
    Board Member
    Cary Community Foundation Jan 2012 - Sep 2016
    Cary, Nc
    The Cary Community Foundation was an independent 501(c)3 that merged with the North Carolina Community Foundation. It was focused on promoting philanthropy among the citizens of the Town of Cary, NC.
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  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Aug 2008 - Jan 2014
    Raleigh-Durham, North Carolina Area
    I entered this career field intent on mastering it only to learn that it's just a little too hard to do...a team is essential and enriching for my clients as well as me. This is where I learned how to be a planner before setting off to start Business-owner Strategies Group, LLC. I'm thankful for folks like Hank, Jack, Henry, Ron and Bobby who've helped me immensely in this journey.
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  • Us Navy
    Commander
    Us Navy Aug 1980 - Jun 2010
    Various
    I enlisted in 1980 and enrolled in ROTC at Texas A&M. From there, I learned to fly aircraft, lead people and do a lot of things that most people will never have a chance to experience. I was blessed to have good leaders, mentors and teammates supporting me. I would say my career highlight was being Commanding Officer of TACRON 1294 and leading that squadron to two awards during my tenure.
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  • Dupont Safety Resources
    Regional Vp & Senior Manager
    Dupont Safety Resources May 2002 - Jul 2008
    Greater Los Angeles Area
    DuPont Safety Resources (DSR) was the brand for DuPont's consulting, training and safety management tools business. I had the good fortune to help DSR move from being a well-respected training organization to a global organizational-change and operations management consultancy. We delivered very high ROI to our Fortune 500 clients through multi-year share-in-savings consulting agreements. One of my key contributions beyond team leadership was defining and creating DSR's consulting processes, methods and tools. I'm indebted to Eric Moss from A.D. Little for recommending me to recruiter Tom Moran at TMP Worldwide.
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  • Central City Association Of Los Angeles
    Executive Board Member
    Central City Association Of Los Angeles Jun 2002 - Dec 2004
    Greater Los Angeles Area
    At the time I was associated with it, CCA was the leading business advocacy organization in Los Angeles. While a Board member, I worked to improve the local business climate and build relationships for my firm.
  • Valley Industry And Commerce Association (Vica)
    Board Member
    Valley Industry And Commerce Association (Vica) Aug 2002 - Mar 2004
    Greater Los Angeles Area
    During the time I was associated with it, VICA was one of the most influential business advocacy organizations in Southern California.
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  • Ibm Global Services
    Senior Consultant, Strategy & Change
    Ibm Global Services May 2000 - May 2002
    Greater San Diego Area
    I had the privilege to be part of this dynamic team that spearheaded significant changes in how IBM worked with senior business executives. Led by Ray Lamoureux, we grew this newly-formed practice from virtually nothing to over $200MM in three years through innovative strategy delivery and sell/pull-through of related products and services. Ray was a great practice leader whom we all miss since he passed away in 2008.
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  • Arthur D. Little
    Managing Consultant
    Arthur D. Little May 1998 - May 2000
    Cambridge, Ma
    This was a great position and it's disappointing that ADL went bankrupt after over a hundred years of innovation and invention. I was fortunate to move to IBM before that happened in large part due to the recommendation of my friend Karen Jones who recommended me to Ray Lamoureux at IBM.While at ADL, I was blessed to lead several proposal teams to an 85% win rate resulting in over $20MM in new contracts and $8MM in new business. I did some interesting work such as: - Helping a client improve their operational management of package delivery services. - Developing a client’s operations strategy to reduce delivery costs and improve service levels for their campus-wide IT system serving over 6,000 users. - Helping a client improve profitability by conducting due diligence and developing a business divestiture plan to spin off non-core units and realign the business.
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  • Kpmg Peat Marwick
    Senior Consultant
    Kpmg Peat Marwick Dec 1995 - May 1998
    Washington D.C. Metro Area
    This was my first consulting position after leaving active duty in the U.S. Navy. I'm indebted to my manager, Charles Beard, who was one of KPMG's youngest Partners. I learned a great deal about consulting and at the time didn't really understand or appreciate what I'd learned. While at KPMG, some of my work included:- Developing over $2MM in new business and supporting efforts that led to $20MM in new business. - Profitably managing teams in delivering over $4MM in consulting services.- Improving a client’s service delivery cost and customer satisfaction yielding a four-year ROI of >250% and with demonstrated capability to save over $175M annually upon full implementation. - Assisting a client in improving customer service and reducing service costs while demonstrating opportunities to reduce transportation costs more than $95MM annually.
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Laird Hepburn, Cfp Skills

Leadership Training Management Consulting Operations Management Analysis Business Planning Management Strategic Planning Project Management Program Management Team Building Small Business Business Analysis Financial Analysis Strategy Succession Planning Business Strategy Process Improvement Organizational Development Strategic Financial Planning Financial Planning Retirement Planning Wealth Management Life Insurance Disability Insurance Leadership Development Team Leadership

Laird Hepburn, Cfp Education Details

Frequently Asked Questions about Laird Hepburn, Cfp

What company does Laird Hepburn, Cfp work for?

Laird Hepburn, Cfp works for Business-Owner Strategies Group, Llc

What is Laird Hepburn, Cfp's role at the current company?

Laird Hepburn, Cfp's current role is Wealth Adviser & Managing Partner.

What is Laird Hepburn, Cfp's email address?

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What is Laird Hepburn, Cfp's direct phone number?

Laird Hepburn, Cfp's direct phone number is +191931*****

What schools did Laird Hepburn, Cfp attend?

Laird Hepburn, Cfp attended Texas A&m University, Naval Postgraduate School.

What skills is Laird Hepburn, Cfp known for?

Laird Hepburn, Cfp has skills like Leadership, Training, Management Consulting, Operations Management, Analysis, Business Planning, Management, Strategic Planning, Project Management, Program Management, Team Building, Small Business.

Who are Laird Hepburn, Cfp's colleagues?

Laird Hepburn, Cfp's colleagues are Douglas Daffron, Cfp®, Robert Picha, Jennifer Clark, Cpa, Suyoung Cha, Robert Shigley Clu, Chfc, Rfc, Riley Sutter, Cameron Miller.

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