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Professional Profile

The BDM Group provides services and strategies that support the life priorities that matter most to you. Such support can only be achieved by establishing a relationship based on trust. This includes treating each interaction with the feel of an intimate family gathering. Connecting on a personal level enables the understanding needed to design, implement and continually refine goals-based strategies that align to your short and long-term objectives.

The process that supports these strategies delivers a customized, transparent and consistent experience to assist you in areas that go beyond wealth accumulation, preservation and corresponding portfolio management. Using the vast resources of BB&T Scott & Stringfellow, advice and guidance is provided in a variety of important areas in one’s life. This includes income management, education funding, retirement planning, long-term care, insurance, wealth transfer and estate planning services.

Providing access to the investing insights of BB&T Scott & Stringfellow and the banking convenience of BB&T offers you a seamless and balanced approach to managing all aspects of your financial life. As your one-stop financial resource, the team is able to assist you with both sides of your balance sheet. This includes working closely with other professionals, such as attorneys, accountants and tax professionals to provide the customized, personalized service needed to help simplify the management of your finances and associated life priorities in today’s ever-changing markets.

The BDM Group understands that high-net-worth investors require customized strategies that help address multiple objectives and interests in new investment opportunities. Leveraging extensive analytical skills, decades of advisory experience and a passion for providing the level of service that you desire. This helps to ensure that what matters most to you is what matters most to us.

Based in Charlotte, NC and serving clients throughout the United States the team looks forward to the opportunity to assist you.

Our Team

Jeff J. Bulger
Managing Director | Financial Advisor
Jeff graduated from the State University of New York at Potsdam in 1999 with a bachelor’s degree in economics and business. He began working at Bank of America Investment Services, now Merrill Lynch Wealth Management, in 1999 and joined BB&T Scott & Stringfellow in 2017. As a financial advisor for The BDM Group, Jeff has a passion for building meaningful client/advisor relationships through thoughtful communication that respects and addresses each client’s unique investment personality. His core focus is to help clients identify the personal and professional financial goals that matter most to them, and create the appropriate strategies that are best suited to achieve their stated goals. When Jeff is not in the office, he is enjoying activities with his wife Danielle and their three boys in the Lake Norman area of Charlotte, NC.

Jason A. Mertz
Managing Director | Financial Advisor
Jason graduated from the University of California at Santa Cruz in 1997 with a bachelor’s degree in economics and finance. Jason joined Bank of America Investments Services, now Merrill Lynch Wealth Management, as a financial advisor in 1999 and joined BB&T Scott & Stringfellow in 2017. As a Portfolio Manager, Jason – in addition to providing traditional advice and guidance – is responsible for the custom investment strategies the team implements on behalf of its clients. This may include the use of individual stocks and bonds, third-party asset managers or one of the BDM Group’s proprietary strategies which are managed on a discretionary basis. Jason and his wife, Leyla, live in Charlotte, NC with their two daughters.

Michael Bish CFP®, CRPC®
Vice President | Financial Advisor
Michael has been in the financial services industry since graduating from Slippery Rock University in 2000 with a bachelor’s degree in finance. Michael relocated to Charlotte in January of 2008 from the DC Capital area to serve as a client manager with Premier Banking and Investments at Bank of America before joining Merrill Lynch’s Private Client Group in 2009 and BB&T Scott & Stringfellow in 2017. Michael’s primary goal is to become an essential lifelong resource to those who have trusted him to assist with accumulating, preserving and distributing wealth. Michael is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselorâ„  designation. Michael and his wife Jen are residents of Huntersville, NC along with their two children.

Greg Hudson
Vice President | Financial Advisor
Greg graduated from Wake Forest University in 2007 with a bachelor’s degree in business. Prior to joining BB&T Scott & Stringfellow in 2017, Greg spent five years as a financial advisor for Merrill Lynch Wealth Management, and previously managed the Edward Jones branch office in Dilworth for more than four years. Providing guidance as a financial advisor since 2008, Greg implements a disciplined wealth management process that begins with understanding the goals and objectives that are most important to his clients. Using this information, Greg and his team develop a tailored strategy to meet each client’s specific needs. Greg and his wife Alison reside in Charlotte with their daughter.

Rebecca Kishbaugh, CRPC ®
Business Development Officer
Rebecca Kishbaugh is a North Carolina native and a graduate of the University of North Carolina at Chapel Hill. She joined The BDM Group in May 2016 as a registered senior client associate and has been in the financial industry since 2006. Rebecca holds the Chartered Retirement Planning Counselorâ„  (CRPC®) designation administered by the College for Financial Planning. She is responsible for all areas of client service, including account opening, asset transition and maintenance as well as banking and money transfers. Rebecca lives in Charlotte with her husband, Chris, and their two daughters.

Erin Luckhaupt
Business Development Officer
Erin specializes in providing responsive client service and has worked with The BDM Group since 2014. Throughout Erin’s 20 year career at Merrill Lynch, she has held multiple client-service focused positions. She is tasked with overseeing the client service operations of The BDM Group. In addition, she is responsible for all areas of client service, including account opening, asset transition, maintenance as well as banking and money transfers. Erin lives on Lake Norman and enjoys spending time on the lake, as well as travelling.

Kristin Thomas
Client Service Associate
Kristin Thomas has served in the financial industry since 2011 in a variety of service-related roles. She joined BB&T Scott & Stringfellow in 2015 as a client service associate in Columbia, SC. Kristin draws on her years of experience in banking and investments to assist the valued clients of The BDM Group.

The BDM Group

  • Jeff Bulger
  • Jason Mertz
  • Michael Bish
  • Greg Hudson

Charlotte, NC

200 S. College St., STE 750
Charlotte, NC 28202
P: (704) 496-4062

Publications of Interest