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
Starting in Financial Services in the late ’90s, Rachelle offers clients many years of comprehensive wealth management experience specializing in personal financial planning to clients. Rachelle focuses on earning the trust of her clients and building relationships. She uses her extensive experience to help clients navigate through various complex wealth management issues including retirement, estate and trust, education, philanthropy, risk management, and business succession planning, as well as cash flow analysis. Her comprehensive approach and customized plans help clients preserve and protect their legacies.
Rachelle has earned the professional designations of CFP® and CTFA. She obtained her JD degree from Georgia State University College of Law and her Bachelor’s degree from the University of Georgia.
Rachelle serves on the Board of Ethics for the City of Dunwoody, the Board of Ethics for the CFP®, and the Board of Directors for The Atlanta Estate Planning Council. In her spare time, Rachelle enjoys cooking, traveling, and spending time with her husband and two daughters.