Laird Hepburn, CFP®

Laird Hepburn, CFP®

Managing Partner

What should you know about me? I'm a follower of Jesus Christ, a husband, a father, and a teacher to loads of elementary kids. I'm also a Managing Partner of BSG Advisers. I enjoy woodworking, volunteering, teaching, and puttering around the house. If I'm gone, I'm either travelling, hiking, camping, SCUBA diving, flying, sailing or laying on a beach. On rare occasions, I can be found playing guitar. Many moons ago, I was in a band, but I've mostly forgotten how to play (sad I know.)

This is my third career. My first career was as a Naval Aviator. My original life goal was to study horticulture, become a military pilot then become an astronaut and eventually a space farmer. I hatched that plan in 1978. I think I was a little ahead of my time. Perhaps in 100 years we'll be farming and living in space. But, back to the Navy. I served on active duty until 1995. It was really rewarding but it was also difficult. When I left active duty, I took my degree in applied mathematics and joined KMPG as a consultant. I also kept my foot in the military as a Navy Reservist until 2010. From 1995 to 2008, I worked with a lot of companies to help them improve their operations and business performance. I enjoyed my career, but it took a toll on my family and me. In 2008, I left the consulting world to focus on my family and community life in my adopted home of Cary, NC.

I learned early in life that many people have an unhealthy relationship with money. Some hoard it while others squander it. Some choose wisely and others foolishly. Some look to the future while others look only at today. My life experiences shaped my views on money. I started my personal financial planning career in 2008 and founded BSG with Bobby Picha in 2013. I enjoy working closely with business owners and families where our team can have high impact on their financial well-being through the creative use of investment and insurance solutions.


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