Meet the BGW Team of Trusted Advisors

The Dream Team

BGW people are passionate and dedicated to providing excellent accounting services, wealth planning, and more. Get to know the team behind BGW.

We don’t think of them as employees. They’re innovators. They’re our family.

We really love to brag on them.

Inside our ranks, you’ll find Certified Public Accountants, tax and audit* pros, bookkeepers, a dedicated tax attorney, wealth planners, M&A specialists—you name it. Whatever your business needs financially, we’ve got the right people to handle it.

But here’s what really sets us apart: most accountants haven’t run a business. But enough of our leadership team has to make it matter.

We’ve been in the trenches, just like you. That firsthand experience shapes how we think, how we work, and how we show up for our clients.

We don’t just check boxes—we solve real problems.

Forget everything you thought an accounting firm could be. Meet the dream team.

*Attest services provided by BGW CPA, LLP. Advisory services provided by BGW Advisors.

Our Management Team

Adam Boatsman CEO

Adam Boatsman

Owner / Visionary
CPA License: NC #34370
Fun Fact: Makes a mean guacamole
Ben McDonald

Ben McDonald

Owner & Director of Destination Wealth Advisors
Fun Fact: Owns ten sheep
Gary Frey

Gary Frey

Owner / Director of Business Development
Fun Fact: Calls himself McGyver
Jeff Cline

Jeff Cline

Owner
CPA License: NC #18212
Fun Fact: Football coach at heart who does accounting to make a living
Jim Dunn

Jim Dunn

Director of BGW Growth Services
Fun Fact: Was in the movie Remember The Titans
Laura Bossert

Laura Bossert

Owner / Integrator
CPA License: NC #26572
Fun Fact: Majored in Spanish
Matt Pugh

Matt Pugh

Tax Leader
Fun Fact: Has a twin brother
Patti Baker

Patti Baker

Owner / Hendersonville Market Director
CPA License: NC #36606
Fun Fact: Met George W. Bush and Stevie Ray Vaughn
Stephanie Taylor

Stephanie Taylor

Owner / Accounting Solutions Leader
CPA License: NC #40285
Fun Fact: Has 3 daughters and enjoys CrossFit
Tonya Steele

Tonya Steele

Owner / Myrtle Beach Market & IT Director
CPA License: NC #29006
Fun Fact: Lives at the ocean but won't go in the water

Anything But Typical®?

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