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Our diverse team of professionals works collaboratively to help secure your future and your trust.

Our team approach, and our breadth and depth of expertise allow us to manage your wealth from a collective perspective. As a BDF client, you are assigned a core team of three financial professionals who work together to align your individual needs and goals with our myriad solutions and resources. We are able to provide a truly integrated investment strategy, because our wealth managers have access to a wide-ranging group of on-staff Certified Financial Planners®, Certified Public Accountants, attorneys, MBAs and other professionals. Our whole-life perspective gives you the means to not only see the big picture, but also helps you attain it.

630-875-4900

1-800-840-4740

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Leadership

Mark E. Balasa Heather L. Locus
CPA, CFP® CPA, CFP®
Co-CEO, CIO Principal
 
Armond A. Dinverno Jim King
JD, CPA, CFP® CPA, CFP®
Co-CEO, President Principal
 
Michael C. Foltz Matthew S. Mikula
JD, CPA, CFP® CFP®, CDFATM

Principal

Principal
   
  Julie Bucaro
  CFP®, CTFA
  Principal
   

Wealth Managers / Advisors

Chad Carlson Charles T. Neff Casey Shaw Matt Haas
CFP®,CFA CPA, MBA, CFP® CFP® CPA, CFP®
Wealth Manager Wealth Manager Wealth Manager    Advisor
       
Tom Collar Gary Pattengale  John D. Smith Cori Landphair
CFP® CPA, CFP® CFP® CFP®
Wealth Manager Wealth Manager Wealth Manager Advisor
       
Nicholas C. Cosky    Justin K. Peacock Phil Ridolphi

Neil Teubel

CFP® MBA, CFP® CFP® MS, CFP®
Wealth Manager Wealth Manager Senior Advisor Advisor
       
Jen Lake  Matthew S. Reznik Anthony Dinverno  
CFP® CPA, MBA, CFP®,CFA   CFP®  
Wealth Manager Wealth Manager Advisor  

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