Bland Garvey Wealth Advisors, LLC

Aaron Byrkit is a CFP® professional with 15 years of experience in financial advising. He has been with Bland Garvey Wealth Advisors, LLC since 2015. Byrkit holds the Series 66 designation and works out of Richardson, TX. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and model portfolios.

Connor Lane is a financial advisor at Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation with three years of industry experience. He previously worked at American National Bank & Trust and has been affiliated with the University of North Texas since 2017. Bland Garvey Wealth Advisors provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds and model portfolios.

John Garvey is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 credential and bringing 19 years of industry experience. He is also a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm where he spends the substantial majority of his business time. Garvey has been involved with this accounting firm since 1991 and has worked at Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC serves individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses by providing investment management, retirement-plan advisory, and financial consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily through passively managed mutual funds and model portfolios.

Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.

Lori Eads is a financial advisor at Bland Garvey Wealth Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been a CPA and shareholder at the accounting firm Bland, Garvey, Eads, Medlock & Deppe, P.C. since 1994, where she spends the substantial majority of her business time. She has also been associated with Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory and emphasizes long-term, buy-and-hold asset allocation using primarily passively managed mutual funds and model portfolios.