We help you enjoy a full life

We take wealth management personally

Your Team

“We passionately serve our clients when, where, and how they want it.”
Julie Bucaro, CFP®, CTFA Partner & Director of Client Service
“We consider being your advisor a great honor and we feel the weight of that responsibility every day.”
Justin Peacock, MBA, CFP® Partner
“Dealing with the death of a spouse is uncharted territory. We guide clients as they make complex decisions, and provide them peace of mind as they plan for the future.”
Dave Deschamps, CFP® Partner & Director of Client Experience
“We are honored to help you and your family feel secure in your financial lives so you can focus on enjoying the things that matter.”
Breanna Coffey, CFP® Wealth Manager
“We help you balance the financial, tax and legal issues with the emotional components to create a strategy that achieves your family’s objectives and honors your values.”
Heather Locus, CPA, CFP®, CDFA® Partner & National Divorce Practice Group Leader
“Your financial plan is dynamic and uniquely tailored to your family in order to achieve your goals.”
Neil Teubel, MS, CFP® Partner & Director of Financial Planning
“We want our clients spending their energy on the things they can control and letting go of the worry created by things outside of their control.”
Nick Cosky, CFP® Partner
“It’s easy to prioritize your career over your personal finances, but finding time to plan allows you and your family more control of the future.”
Matt Kocanda, CFP® Partner, Financial Professionals Practice Group Leader & Director of Growth
“It’s all about making the complex understandable. Making your finances no longer something to worry about, but instead to harness in order to meet the goals you truly care about.”
Chad Carlson, CFP®, CFA Partner, President & Chief Investment Officer
“Taxes matter. Smart planning can significantly reduce tax drag on your wealth.”
Jim King, CPA, CFP® Partner & Insurance Practice Group Leader

See our full team

Why work with BDF?

We partner with you to get clarity on the path to achieve your goals, be confident in the decisions that you make, and take control of your future.

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Your full life summit

83% Probability of success in the confidence zone
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Let’s Plan For It

Whatever happens, we’ll help you get financially prepared. Whether that’s making sure your kids can go to college, you can retire when you want, or you have the freedom to give to charities you cherish.

We will help you build a financial plan for the future you dream of.

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