Laird Hepburn, Cfp
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Laird Hepburn, Cfp Email & Phone Number

Wealth Adviser & Managing Partner at Business-owner Strategies Group, LLC
Location: Apex, North Carolina, United States 11 work roles 2 schools
2 work emails found @bsgadvisers.com 4 phones found area 919 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email l****@bsgadvisers.com
Direct phone (919) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Wealth Adviser & Managing Partner
Location
Apex, North Carolina, United States
Company size

Who is Laird Hepburn, Cfp? Overview

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Quick answer

Laird Hepburn, Cfp is listed as Wealth Adviser & Managing Partner at Business-owner Strategies Group, LLC, a company with 6 employees, based in Apex, North Carolina, United States. AeroLeads shows a work email signal at bsgadvisers.com, phone signal with area code 919, and a matched LinkedIn profile for Laird Hepburn, Cfp.

Laird Hepburn, Cfp previously worked as Managing Partner at Business-Owner Strategies Group, Llc and Board Member at Xpx Triangle, Inc. Laird Hepburn, Cfp holds Bs, Computer Science from Texas A&M University.

Company email context

Email format at Business-owner Strategies Group, LLC

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{first}@bsgadvisers.com
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AeroLeads found 2 current-domain work email signals for Laird Hepburn, Cfp. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Leadership, Training, Management Consulting, Operations Management, and 23 others.

Current workplace

Laird Hepburn, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Business-owner Strategies Group, LLC
Business-Owner Strategies Group, Llc
Wealth Adviser & Managing Partner
apex, north carolina, united states
Website
Employees
6
AeroLeads page
11 roles · 5 years

Laird Hepburn, Cfp work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current

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.

Feb 2014 - Present

Board Member

Xpx Triangle, Inc

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.

2021 - May 2024

Board Member

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.

Jan 2012 - Sep 2016

Financial Consultant

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.

Aug 2008 - Jan 2014

Commander

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.

Aug 1980 - Jun 2010

Regional Vp & Senior Manager

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.

May 2002 - Jul 2008

Executive Board Member

Central City Association Of Los Angeles

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.

Jun 2002 - Dec 2004

Board Member

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.

Aug 2002 - Mar 2004

Senior Consultant, Strategy & Change

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.

May 2000 - May 2002

Managing Consultant

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%.

May 1998 - May 2000

Senior Consultant

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.

Dec 1995 - May 1998
Team & coworkers

Colleagues at Business-owner Strategies Group, LLC

Other employees you can reach at bsgadvisers.com. View company contacts for 6 employees →

2 education records

Laird Hepburn, Cfp education

Bs, Computer Science

Activities and Societies: Company N-1 (Neanderthals), Recon Company, MSC Political Forum, Lots of Dancing at the Hall of Fame!When I went.

Ms, Operations Research

The Naval Postgraduate School has one of the best Ops Research programs in the country (I hear Georgia Tech's is better) and I was blessed.

FAQ

Frequently asked questions about Laird Hepburn, Cfp

Quick answers generated from the profile data available on this page.

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 Business-owner Strategies Group, LLC?

Laird Hepburn, Cfp is listed as Wealth Adviser & Managing Partner at Business-owner Strategies Group, LLC.

What is Laird Hepburn, Cfp's email address?

AeroLeads has found 2 work email signals at @bsgadvisers.com for Laird Hepburn, Cfp at Business-owner Strategies Group, LLC.

What is Laird Hepburn, Cfp's phone number?

AeroLeads has found 4 phone signal(s) with area code 919 for Laird Hepburn, Cfp at Business-owner Strategies Group, LLC.

Where is Laird Hepburn, Cfp based?

Laird Hepburn, Cfp is based in Apex, North Carolina, United States while working with Business-owner Strategies Group, LLC.

What companies has Laird Hepburn, Cfp worked for?

Laird Hepburn, Cfp has worked for Business-Owner Strategies Group, Llc, Xpx Triangle, Inc, Cary Community Foundation, Equitable Advisors, and Us Navy.

Who are Laird Hepburn, Cfp's colleagues at Business-owner Strategies Group, LLC?

Laird Hepburn, Cfp's colleagues at Business-owner Strategies Group, LLC include Jennifer Clark, Cpa, Cameron Miller, Riley Sutter, Douglas Daffron, Cfp®, and Robert Picha.

How can I contact Laird Hepburn, Cfp?

You can use AeroLeads to view verified contact signals for Laird Hepburn, Cfp at Business-owner Strategies Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Laird Hepburn, Cfp attend?

Laird Hepburn, Cfp holds Bs, Computer Science from Texas A&M University.

What skills is Laird Hepburn, Cfp known for?

Laird Hepburn, Cfp is listed with skills including Leadership, Training, Management Consulting, Operations Management, Analysis, Business Planning, Management, and Strategic Planning.

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