William M. Byron

Partner

BUSINESS

• 34 years in the Financial Services industry.
• Founder of Byron Financial, L.L.C. in 1986.
• 9-time “Top of the Table” member of the Million Dollar Round Table.
• Member of the Business Advisory Council in Washington, D.C.
• Multiple recipient of Top 20 designation with NMFN.
• Multiple recipient of the National Quality Award by the AALU.

PERSONAL

• Born in Charlottesville, Virginia – grew up in the Maryland suburbs of Washington, D.C. Moved to Charlotte, NC in 1979.
• Married to wife Dana with two children, Kathryn and William.
• Member of Myers Park Presbyterian Church.
• Enjoys spending time with his family, traveling, golfing, racing and sailing.
• Has served as Board Member of the American Heart Association, Charlotte Mecklenburg Senior Center, and Boards of two private schools.
• Was awarded “Father of the Year” in 2006 by the Charlotte Council of the American Diabetes Association.

Josh Mayor, CPA/PFS, CFP^®

Partner, Director of Investments & Compliance

Josh is a Partner at Byron Financial, and works in managing the turn-key process of our client’s investment services, which includes the asset management process, executing these plans as well as monitoring and servicing our investment accounts. His hands-on approach allows for in-depth knowledge of your financial picture and the most suitable way we can work to enhance it.

He comes to us from Greer & Walker Investment Advisors where he was a wealth manager for six years advising a variety of clients with their complicated investment and estate planning needs. Previous to this, he was a tax associate at PricewaterhouseCoopers preparing tax returns and researching tax planning opportunities for various entities.

Josh is a Certified Financial PlannerTM (CFP®), Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS), which is awarded to CPAs who meet specific experience, education and examination requirements. He graduated from the University of North Carolina and received his Master’s in Accounting from the UNC Kenan-Flagler Business School. He lives in South Charlotte with his wife Amy, and their sons, William and Walker.

MELISSA WEBER

Director of Operations

At Byron Financial, Melissa is responsible for serving the needs of our current client base by overseeing the daily operations of the firm. Her role is to manage the integration of al the firms’ service areas, improve operational efficiencies for the company, and cultivate client relationships with Byron Financial.

Melissa has experience in both the public relations and marketing field, as well as the insurance/ investment industry. Before joining the firm, Melissa was an agent and customer service/ claims specialist for a nationwide insurance company. She has also worked as a Marketing Representative for a $4 billion real estate investment trust, CNL Real Estate Services, specializing in the marketing, public relations and high-end special events for the company’s hotel and resort REIT, CNL Hotels & Resorts.

Melissa is originally from Florida, where she graduated from the University of Florida. She lives in Waxhaw, with her husband Shawn, and their daughters, Emma and Emilee.

STEPHANIE BONSALL

Marketing Coordinator

Stephanie is Marketing Coordinator for Byron Financial, responsible for managing the new business development process and cultivating prospect relationships. She also oversees special event planning and is the primary liaison for Bill, handling his appointment scheduling and travel.

Before becoming a member of Byron Financial, Stephanie worked for nine years in the business development group at a global asset management company where she organized proprietary and third-party events and activated sponsorships that helped strengthen the firm’s brand, build relationships, and engage prospects and clients to grow business.

Stephanie is originally from Virginia where she graduated from Christopher Newport University. She currently lives in Charlotte with her husband, Riley.

STEPHANIE BONSALL

Marketing Coordinator

Stephanie is Marketing Coordinator for Byron Financial, responsible for managing the new business development process and cultivating prospect relationships. She also oversees special event planning and is the primary liaison for Bill, handling his appointment scheduling and travel.

Before becoming a member of Byron Financial, Stephanie worked for nine years in the business development group at a global asset management company where she organized proprietary and third-party events and activated sponsorships that helped strengthen the firm’s brand, build relationships, and engage prospects and clients to grow business.

Stephanie is originally from Virginia where she graduated from Christopher Newport University. She currently lives in Charlotte with her husband, Riley.

Kollin Schrenk

Wealth Associate

As Wealth Associate, Kollin brings tax and planning experience with a focus on portfolio reviewing and year-end planning and reporting. He offers experience in working directly with high-net-worth clients. He supports the investment team with client service requests, new account openings, client onboarding and quarterly review preparation.

Before Kollin joined the Byron Financial team, he worked as a Tax Associate at Pesta Finnie & Associates. Kollin attended the Queens University as a student athlete where he received his Bachelor of Business Administration in Accounting. He lives in Charlotte with his wife Karely.

Patrick Keen, CFP^®

Wealth Advisor

As wealth advisor, Patrick is responsible for modeling and rebalancing client accounts, fund reviews, quarterly performance reporting, and monitoring the firm’s investment accounts. He also works closely with the team to assist clients in all areas of advanced planning. His keen attention to detail along with his relationship management experience brings a high level of personalized service to our clients.

Patrick joined the Byron Financial team from Vanguard where he worked as a financial advisor. In this role, he effectively established client relationships and actively sought value add opportunities to help foster high client satisfaction and retention rates. Before his role as financial advisor at the firm, he provided investment guidance and portfolio assessment and restructuring as a client relationship associate.

Patrick maintains the FINRA Series 65 (Uniform Investment Advisor) Securities Registration. He graduated from the Pamplin School of Business at Virginia Tech with a Bachelor of Science in Finance.

Alex Satterfield, CFP^®, MBA

Chief Operating Officer

As Byron's Chief Operating Officer, Alex is responsible for the day-to-day management and oversight of our staff, technology, strategy, and service delivery. Alex is part of Byron's Executive Team and is focused on maintaining a premier service experience with scalability and ease.

Prior to joining the Byron Financial team, Alex spent two years at Adhesion Wealth-- a local financial technology firm offering outsourced portfolio management for independent financial planners. As the Senior Director of Advisor Success with Adhesion, Alex served on the Executive Leadership team and led all client-facing functions from relationship management, client onboarding, and the platform services team. Alex also spent 12 years at Vanguard where he held several positions leading service teams, relationship management and financial planning teams, IT teams, and corporate strategy.

Alex earned his Master of Business Administration from Wake Forest University School of Business, and his Bachelor of Science in Business Administration from Elon University. He lives in Charlotte with his wife Maria, and their children, Genevieve and Louis.