●[ Founders ]

Built by advisors, for advisors.

BucketWise™ was created by practicing CERTIFIED FINANCIAL PLANNER™ professionals who use this platform with their own clients every day.

J. Bryan Ballentine, CFP®, CRPC™

President & Founder

Anthony Colancecco Jr, CFP®, CRPC™

COO & Founder

Sam LaCroce, CFP®, CRPC™

Wealth Advisor

Valerie Campbell

Office Manager

Shannon Hume

Bookkeeper and Administrative Assistant

Katelyn Ferrell

Marketing & Client Experience Coordinator

Jordan Durham, CRPC™, MBA

Marketing & Brand Strategist
[ OUR STANDARD ]

"We seek to passionately and empathetically provide the highest standard of fiduciary care, always putting our partners' clients' best interests before our own."

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