Our Culture
We created Bison with a vision that families benefit from 3 simple concepts. Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives.
As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist, and Professional Sports Team Owner the family was amazed to see all the products, services, and capabilities that became available to them. Bison seeks to make these family office tools available to Bison clients.
View Our Leadership
In 2011, Brian McGinnis founded Serve & Protect Financial with a focus on assisting law enforcement, public safety and other special high-risk classifications. With his strong working knowledge of the Florida Retirement System (FRS), as well as many Municipal Retirement Plans, Brian takes great pride in assisting first responders with all their financial planning and retirement needs. His success has come from the fact that he served as a law enforcement officer and has a special bond trust with other men and women working in the Public Safety field.
Brian McGinnis worked as a Deputy Sheriff in Florida for 25 years. His career in law enforcement included areas of corrections, courts security, patrol division, community policing, detective division, and SWAT, retiring as a sergeant in the patrol division in 2012.
Brian’s financial designations include Life, Health & Annuities (2-15), Series 6, Series 65, and Series 7. He holds a bachelor’s degree in business management and a master’s degree in criminal justice and behavioral science from Hodges University in Naples, Florida.
In 2023, Brian joined forces with Ray Hansen and Elio Chiarelli to form Capital Defender Advisors (CDA) as a wealth management firm under the RIA of Bison Wealth of Atlanta, Georgia.
*Capital Defender Advisors is an affiliated investment advisor.