The Picture Boxes element allows to display a list of features arranged in content boxes with images.

Besides the standalone usage, the Picture Boxes element is also the core part of the following elements:

  • Staff
  • Services
  • Works (Case Studies)
  • News

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Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

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Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

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Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

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Meet Our Team

Diverse views, common values and a team approach to creating better outcomes

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Our Difference

How our approach in serving our clients sets us apart from other advisory firms

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Taking the Long View

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

Picture Boxes — Staff

"Staff" element

Bruce Schragin

President

Bruce Schragin is President of Clayton Biltmore Financial. He has extensive experience in the financial area helping clients plan for a stress-free financial retirement. In addition to extensive experience in Finance, Bruce is also an MBA from Washington University in St. Louis and has taught Undergraduate and Graduate Business Classes at the university level.

At Clayton Biltmore Financial our team of experts focuses on one client at a time providing insightful analysis and a customized retirement plan designed to meet their individual retirement objectives.

Chris McCormack

Retirement Specialist

With me, the client is first and foremost. I live to serve others. After spending my commitment in the United States Submarine Service, I came back to the civilian workforce. To give you some perspective, after returning from the service and finding out, that my mother’s trusted financial advisor had lost her money while the advisor was still making money, I found a new mission…to help my mother and other folks avoid those types of situations. With my guidance, my mother was able to retire within 2 months and now has a secure financial future while leaving a legacy for each of her grandkids. I want to help others with my expertise and guidance so they can experience the financial security my mother and all my clients have.

In my spare time I lead a volunteer group in my local area that partners with several non-profit organizations to help underprivileged families and elderly people stay in their homes. I’ll treat you like family and I would do anything to protect and take care of my family. I’m fanatical about the success and protection of my clients’ financial future. Let me show you how I can help you plan a secure financial retirement.

Cortney Humpherys

Administrative Assistant

Cortney has extensive experience supporting her team and caring for customers. She values and shares the ‘people first’ mindset that the Clayton Biltmore team embodies. She handles all communication and situations with grace.

In her spare time, she enjoys reading, baking, and hiking.

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Financial Advice

Comprehensive and objective advice for all your financial questions

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Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting

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Retirement Planning

We can help you carefully consider your financial strategy for retirement

Picture Boxes — Case Studies

"Works" element

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"News" element

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"News" element

No matter what stage of your financial life your are in, we can help you make the most of what you have!