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Meet the Team

Our team includes CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselors™ (CRPC™), and Chartered Financial Analysts® (CFA®). We are certified fiduciary advisors dedicated to acting in your best interest and helping you navigate financial transitions with clarity and care

Leadership Team

Bryan is the president and founder of BCA Private Wealth. As a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™, Bryan’s passion lies in helping his clients navigate their financial life and helping them to ultimately achieve their greatest financial goals. With over 25 years of experience, he guides his clients based on the principles of objectivity, independence, and client-centered financial planning, focusing extensively on retirement and investment issues such as retirement income planning, IRA rollovers, employer qualified plans (401k, 403b, profit sharing, cash balance, etc.), investment management, and tax planning strategies. Today, Bryan works with a select private client group and certain businesses to provide independent advice and services regarding retirement and investment planning. Bryan believes strongly in the management of individual behavioral mistakes that are often made in traditional financial and investment planning. Top Financial Planning Firms,

J Bryan Ballentine, CFP®, CRPC™

Wealth Advisor / President

Anthony Colancecco Jr, CFP®, CRPC™

Wealth Advisor / COO

Investment Team

Ballentine Capital Advisors staff picture

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions
Ballentine Capital Advisors staff picture

Eric Stein, CFA®

Partner, East Bay Investment Solutions

Wealth Advisors

Sam LaCroce, CFP®, CRPC™

Wealth Advisor
John is a Wealth Advisor and Chartered Retirement Planning CounselorTM with BCA Private Wealth, and he joined the firm to guide clients and create tailored financial plans to help them achieve their financial goals. As a wealth advisor, he is responsible for maintaining client relationships, as well as providing market knowledge and objective financial advise. John attended Clemson University, graduating with a BS in Finance with an emphasis in Financial Planning and a minor in Accounting. John and his wife Graysen currently live in Greenville, SC with their dog, Hank. He is originally from Lamar, SC and enjoys golfing, spending time with friends and family, and cheering on the Clemson Tigers.

John Saverance, CRPC™

Wealth Advisor

Jonathan Burns, CRPC™

Wealth Advisor

Paraplanners/CSR

Katrina C. Morris, ChFC®, CRPC™, TPCP®

Financial Planning Analyst & Client Services Specialist

Stephanie Monroe, CFP®, CRPC™, FPQP®, TPCP®

Financial Planning Analyst & Client Services Specialist

Kiel Pederson, MBA

Operations Specialist

Garrett Bonacci

Operations Specialist

Kristen Parrott

Client Service Representative

Anna Grace Reeves

Client Service Representative

Executive Team

Jordan Durham, CRPC™, MBA

Marketing & Brand Strategist

Katelyn Ferrell

Marketing & Client Experience Coordinator

Valerie Campbell

Office Manager

Shannon Hume

Bookkeeper & Administrative Assistant

Cristina Alcala

Executive Assistant

Preston Ballentine

Project Coordinator