About Our Firm

Our family serving your family.

J. Biance Financial

Providing investment advice is not a sales process; it is a construction project. Through our Retirement Design System™, we construct plans that are built to last. This sort of project takes a team of professionals who have diverse skill sets and a desire for excellence.

Justin M. Biance, CEP®

Founding Partner

Jason C. Biance, CFP®

Founding Partner


Carlton W. Murrey, MBA

VP of Wealth Management & Wealth Management Advisor

Jonathan Joles, CEP®

VP of Wealth Management & Wealth Management Advisor

Sarah M. Dupree

VP of Operations & Wealth Management Advisor

Renée G. Harris

Wealth Management Advisor

Thomas Connelly

Wealth Management Advisor


Becky Poverud

Vice President of Client Service

Ron Harris, FPQP®

New Business Specialist

Victoria Norman

Processing Specialist

Annie Carr

Client Service Manager

Bradley Clark

Asheville Branch Manager

Shelby Blount

Sebring Branch Manager

Amelia Shechet

Hendersonville Branch Manager

Christopher Ratzel

Greer Branch Manager

Colton Pooler

Jacksonville Branch Manager

Summer Joles

Health Insurance Professional