BSC Capital Partners, LLC

Cory Millmier is a financial advisor at BSC Capital Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Athene USA from 2014 to 2019. Millmier serves as a finance committee member for St Ambrose Catholic Cathedral, where he reviews budgeted and actual expenses as well as planned capital improvements. BSC Capital Partners serves individual and high-net-worth clients through ongoing asset management and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach using diversified mutual funds and ETFs, and is closely affiliated with an accounting practice to offer integrated planning opportunities.

Matthew Evans is a financial advisor at BSC Capital Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves on the Finance Board Committee for Oakwood Methodist Church and is also licensed to sell life insurance products. BSC Capital Partners serves individual and high-net-worth clients through asset management and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach focused on diversified mutual funds and ETFs, and benefits from its affiliation with an accounting practice that offers integrated tax and accounting services.

Jason Shaw is a financial advisor with BSC Capital Partners, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at several firms including United Planners Financial Services and Cambridge Investment Research, and has been associated with Boelman Shaw and Co. and RDA Financial Network, Inc. since 2012 and 2013, respectively. BSC Capital Partners serves individual and high-net-worth clients through asset management and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory, with a focus on diversified mutual funds and ETFs, global diversification, and tax-aware strategies. Its affiliation with an accounting practice and the presence of multiple CPAs among representatives offer integrated planning opportunities.