We help you enjoy a full life

We take wealth management personally

Your Team

“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® Wealth Manager
“Your financial plan is dynamic and uniquely tailored to your family in order to achieve your goals.”
Neil Teubel, MS, CFP® Wealth Manager & Director of Financial Planning
“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® Wealth Manager & Divorce Practice Group Leader
“We passionately serve our clients when, where, and how they want it.”
Julie Bucaro, CFP®, CTFA Wealth Manager & 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® Wealth Manager
“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 President & Chief Investment Officer
“Taxes matter. Smart planning can significantly reduce tax drag on your wealth.”
Jim King, CPA, CFP® Wealth Manager & Insurance Practice Group Leader
“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
“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® Wealth Manager, Financial Professionals Practice Group Leader and Director of Client Experience & Growth
“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® Wealth Manager & Widows 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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