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The CI Brightworth Team Jan 5, 2022 5:43:09 PM 6 min read

Announcing Brightworth's New Partners in 2022

We at Brightworth are excited and proud to announce that Bud Boland, Brett Covert, Jason Cross, Chase Mouchet, Mike Quinlan, and Patricia Sklar have been promoted to Partner!


Bud Boland

Bud came to Brightworth in 2016 after working for 6 years with Smith & Howard and 4 years with Apogee Family Office. He is a CFP® and was promoted to Wealth Advisor at the end of 2017. Bud primarily works within the Corporate Professionals and Executives Practice Area, but also works with some small business owners as well.

Bud is a member of the Atlanta Estate Planning Council, the Capital Group of Atlanta, and the Children’s Healthcare of Atlanta Legacy Advisors. He also serves as a mentor to students in the Tiger Ties Mentorship Program in the Clemson College of Business and has greatly helped Amanda with our Clemson recruiting efforts.

Bud has been a contributing author to CNBC and Kiplinger and has been quoted in the Atlanta Business Chronicle and the Wall Street Journal. He is a regularly featured financial expert guest on Fox 5 Atlanta. Bud is also one of the co-authors of our Building Your Wealth Inside Corporate America book.

We are so appreciative of all of Bud’s efforts to solidify and stabilize the legacy Smith & Howard relationships he helped bring over to Brightworth when he first joined our firm and his contributions and efforts with many of our client relationships over the years. We are so proud of his continued and growing success as a Wealth Advisor, and now a Partner.

Brett Covert

Brett came to Brightworth in 2018 after spending a decade in the UHNW Private Wealth divisions of Wells Fargo Private Bank and BB&T. He has a JD from the West Virginia University College of Law and is a CFP®. During his time as Wealth Advisor at Wells and BB&T, Brett focused on developing/deepening client relationships and serving as the point of contact for the firm's most affluent clients. In early 2018, Brett relocated with his family from the Washington, DC Area to take a role as a Wealth Advisor in the Dental Practice Area.

From day one, Brett has been a fantastic collaborator both internally and externally. Brett serves on our Client Experience Committee and has participated in multiple Practice Areas. He has presented on behalf of the firm via webinar as well as McGill & Hill Group seminars. Brett is also one of the co-authors of our Building Your Wealth Inside Corporate America book.

We are so appreciative of all of Brett’s efforts to solidify and transition into many of Jeff Harrell’s legacy relationships, as well as to educate our clients and team on our expanding capabilities. Brett has developed our internal tagline of “WAWWAW” (Where are we winning and why) and has been a consistent cheerleader for our team’s new initiatives. We are proud of his continued and growing success as a Wealth Advisor and now a Partner.

Jason Cross

Jason came to Brightworth in 2015 after working for Robert W. Baird & Co. and as a Trust Officer with SunTrust. He has a JD from the Emory School of Law, is a CFP®, and holds a Certified Trust and Financial Advisor (CTFA) certification from the American Bankers Association. Jason was promoted to Wealth Advisor at the end of 2017. He has previously worked with corporate professionals and executives and small business owners, but in late 2018 Jason and his family relocated to Charlotte where he has since been primarily working within the Dental Practice Area.

Jason has worked in significantly more of our practice areas than maybe anyone else. We are so appreciative of all his contributions and efforts to many of our client relationships across offices and he is always willing to lend his experience and expertise to help a fellow team member with a complex estate or trust planning question/situation. We are pleased and proud to now be able to call Jason our Partner.

Chase Mouchet

Chase came to Brightworth in 2015 after working for 2 years with Strategic Financial Planning in Plano, TX, and 3 years with Alpha Financial Management in Savannah. He is a CFP®, CIMA®, and was promoted to Wealth Advisor at the end of 2017. Chase has worked with corporate professionals and executives and small business owners and is now primarily working within the Retiring Well Practice Area. He was instrumental in getting our firm transitioned over to BrightView and eMoney.

Chase is a member of the Children’s Healthcare of Atlanta Legacy Advisors and the Georgia Planned Giving Council. He is a former president of the UGA Alumni Association’s Savannah chapter, served as co-chair of a local chapter of UGA HEROs, and has greatly helped Amanda with our UGA Financial Planning School recruiting efforts.

Chase has been featured in Money Magazine’s “Money Makeover” and has been published in the Atlanta Journal Constitution, the Dallas Morning News, and Kiplinger. Chase is also one of our most frequent blog contributors.

We are so appreciative of all of Chase’s contributions and efforts to many of our client relationships and to the firm. We are so proud of his continued and growing success as a Wealth Advisor, and now a Partner of our firm.

Mike Quinlan

Mike first came to us through a strategic relationship with Brightworth back in 2018 via VECTAC Advisory Services, a consulting firm Mike formed specifically to work with business owners preparing for and executing through an exit strategy. This relationship included the use of the proprietary I.M.G.O.O.D. Checklist™️ and proven 5-Phase exit process. That relationship transitioned in 2020 when Mike formally joined us as Managing Director of our Business Owner Services practice area and The Business Owners Transition Academy (TBOTA). Since that time there have been several very successful cohorts of TBOTA™ including several successful and significant client exits, and several now in process.  

Mike’s professional history includes being a Senior Wealth Director at BNY Mellon Wealth Management; a Principal at Henssler, an Atlanta-based wealth management firm, and a Commander and flight officer for the U.S. Navy.

Mike has contributed not only his leadership in the development of our business services capabilities but also in providing mentorship and coaching across our planners and advisors in helping them approach their business development and prospect closing. Mike is now focusing his efforts on building out Business Owner Services and TBOTA™ to be able to make these services available across the CIPW platform. This includes the recent development of a TBOTA™ Podcast.

We are excited to have Mike promoted to Partner where he will continue to contribute to the development of our people while building out services that are important to our clients and future clients.      

Patricia Sklar

Patricia came to Brightworth in 2016 after working for 5 years with BT Wealth Management and Bennett Thrasher, and 2 years with Deloitte. She is a CPA, CFA Charterholder, and CFP®. She was promoted to Wealth Advisor at the end of 2017. Patricia primarily works within the Corporate Professionals and Executives and Propel Your Wealth Practice Areas, but also spearheads our targeted efforts in the film industry.

Patricia is a member of the American Institute of Certified Public Accountants, an active member of the Junior League of Atlanta, is currently a board member for Essential 2 Life, and is also a member of the Georgia Production Partnership. She has also volunteered with 3DE and many other organizations.

Patricia’s articles and quotes on wealth management have been featured in Accounting Today, CNBC, Financial Advisor Magazine, Georgia Family Magazine, and the Money Savage Podcast. Patricia is also one of our most frequent blog contributors.

We are so appreciative of all of Patricia’s efforts and contributions to many of our client relationships over the years, and more recently as a founding member and co-Practice Area Leader of Propel. We are so proud of her accomplishments already and cannot wait to see what she accomplishes going forward as our Partner.

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The CI Brightworth Team

CI Brightworth is a nationally recognized, fee-only wealth management firm with offices in Atlanta, GA, and Charlotte, NC. The wealth advisors at Brightworth have deep expertise across the financial disciplines, allowing us to provide ongoing, comprehensive financial advice to families across the country.