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.
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 |
Wealth Managers / Advisors
