We help you enjoy a full life

We take wealth management personally

Your Team

“Taxes matter. Smart planning can significantly reduce tax drag on your wealth.”
Jim King CPA, CFP® Wealth Manager & Insurance Practice Group Leader
“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 & Co-CIO
“Effectively managing wealth involves many considerations. A lasting legacy results when wealth is thoughtfully passed on to future generations.”
Mike Foltz JD, CPA, CFP® Co-Founder & Wealth Manager
“The better I understand what‘s most important to you, and why, the more help I can be.”
Mark Balasa CPA, CFP® Co-Founder & Co-CIO
“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
“We consider being your advisor a great honor and we feel the weight of that responsibility every day.”
Justin Peacock MBA, CFP® Wealth Manager
“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
“We passionately serve our clients when, where, and how they want it.”
Julie Bucaro CFP®, CTFA Wealth Manager & Director of Client Service
“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
“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
“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

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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