Byron Financial Team

A wealth of experience.

William M. Byron

Managing Partner

William M. Byron founded Byron Financial, L.L.C. in 1986. Bill has over 37 years of experience in the Financial Services industry, a seasoned tenure that has equipped him with the skills and experience to serve clients by understanding their financial goals and developing customized solutions to address their needs. His primary passion and focus are working with clients to understand their overall financial objectives, assessing how to best serve them in all areas of their financial planning; he specializes in providing clients with ongoing, holistic value-added consultation. Bill provides leadership and vision for the firm through continuous development and implementation of high-level strategy in all areas of the business. He also manages Byron Financials’ business development initiatives. Bill holds FINRA Series 6, 63 and 65 securities registrations.

Bill was born in Charlottesville, Virginia and grew up in the Maryland suburbs of Washington, D.C. He moved to Charlotte in 1979 and has called it home ever since. Bill is a member of Myers Park Presbyterian Church and enjoys spending time with his family, traveling, golfing, racing, and sailing. Bill is married to his wife Dana, and they share two children, Kathyrn and William.

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. Prior 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 Planner™ (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 Client Relationships

At Byron Financial, Melissa is responsible for serving the needs of our current client base. Melissa manages the overall client experience including the onboarding of accounts, setting up client meetings and reviews, facilitating and tracking value add services, disseminating client communications, and addressing any concerns our clients or their next generation may have. She is the connector between clients and our team, and a key face of the company.

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

Director of Marketing

Stephanie is the Director of Marketing for Byron Financial, responsible for managing the firm’s overall strategy for new business development and marketing. She oversees PR, branding, communications, and special event planning. She is also one of our in-house notaries.

Before becoming a member of Byron Financial, Stephanie worked for nine years in the business development group at Barings, a global asset management company. During her tenure, 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 and graduated from Christopher Newport University where she received her Bachelor of Arts in Communication Studies. She lives in Charlotte with her husband, Riley, and their daughters, Georgie & Lottie.

STEPHANIE BONSALL

Marketing Coordinator

Stephanie is the Director of Marketing for Byron Financial, responsible for managing the firm’s overall strategy for new business development and marketing. She oversees PR, branding, communications, and special event planning. She is also one of our in-house notaries.

Before becoming a member of Byron Financial, Stephanie worked for nine years in the business development group at Barings, a global asset management company. During her tenure, 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 and graduated from Christopher Newport University where she received her Bachelor of Arts in Communication Studies. She lives in Charlotte with her husband, Riley, and their daughters, Georgie & Lottie.

Kollin Schrenk

Investment Associate

As Investment 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 Queens University as a student athlete where he received his Bachelor of Business Administration in Accounting. He lives in Charlotte with his wife, Karely.

Amanda Hogan®

Account Manager

As Account Manager, Amanda takes a client-centered approach, understanding each client’s unique financial situation and goals. Amanda is responsible for maintaining client relationships by ensuring high touch delivery of client requests. She assists Josh and the team working with our strategic alliances such as Schwab to achieve a seamless, exceptional client experience.

Before joining Byron Financial, Amanda worked as a Client Service Specialist in the insurance industry, assisting multiple advisors in a fast-paced environment. Amanda has over eight years of experience in the financial industry, providing white-glove client service, client retention, development solutions, and assisting in sales marketing.

Amanda earned her bachelor’s degree from Marshall University. She is originally from Charleston, West Virginia and now lives in Charlotte, NC with her daughter, Emma.

Liz Sumner

Marketing Coordinator

Liz is the Marketing Coordinator for Byron Financial, she helps manage the firm’s new business development process and cultivating prospect relationships. She partners with Account Managers to get updates on our existing client base and cultivate our referral network. Liz works alongside Stephanie planning special events. Liz is the primary liaison for Bill, handling his appointment scheduling and travel.

Before Liz joined the Byron Financial team, she spent two years at Pendergraph Management, a real estate development and property management company, as the Marketing Specialist. She also spent two years at Physician Solutions, a medical and dental staffing firm, as an Executive Administrator and Recruiter.

Liz graduated from the Poole College of Management at North Carolina State University with a Bachelor of Science in Business Administration, Concentration in Marketing. She lives in Charlotte with her dog, Fisher.