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Our Team

Team photo

HIGHLY SPECIALIZED PROFESSIONALS HELPING OTHERS LIVE THEIR BEST LIVES

At Bison Wealth Management we believe in a collaborative approach to planning with multiple advisors on each case, ensuring each area of your plan is addressed thoroughly and proactively. We’re here to provide strategic guidance for every step of your journey, and our multigenerational team is prepared to support your family today and for many years to come.

Brendan W McDermott CFP®, CLU®, RICP®

Partner and Wealth Management Advisor

Chad D McKinney MBA

Partner and Financial Advisor

Jason Allen Hartbauer

Partner and Financial Advisor

Cory Wesley Schroeder MBA, M.S., CFP®

Partner and Wealth Management Advisor

Kenzie R. Spear ChFC®, CFP®

Financial Planning Analyst

Alison K Prim CLU®

Director of Insurance Operations and Services

Kurt D Davies

Director of Investment Operations and Services

Maran Funderburk

Associate Financial Representative

Jenny J Charles

Associate Financial Representative

Reata Jo Gross MBA

Director of Retirement Plans

Riata Day

Client Service Associate