Our Team

Batie & Company Capital Management, LLC engages directly with clients to help find the right match between individual goals and solid investment opportunities.  Our experienced team listens carefully, builds strong, customized portfolios and then manages these with leading-edge tools based on smart research and strategic financial planning.  We provide personalized guidance for our clients to invest in the companies that make America great. 


Our clients are our family. Contact today!

William ( Bill ) Batie
Senior Portfolio Manager
Owner and Founder

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Heather Schara
Operations Manager
Co Founder

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Julie Flores
Financial Advisor

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Matt Vining
Client Service Associate 
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