About BDF

Your BDF Team

Our team approach and our breadth and depth of expertise allows us to manage your wealth from a collective perspective. Our team includes attorneys, CPAs, Certified Financial Planner® professionals, Chartered Financial Analysts, Certified Divorce Financial Analysts® professionals, MBAs and other professionals. Simply click on a name below to get to know our team.

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Jonathan Baker

JD, LLM, CPA, CFA
Wealth Manager

Mark Balasa

CPA, CFP®
Co-Founder & CIO

Julie Bucaro

CFP®, CTFA
Owner, Wealth Manager, & Director of Client Experience

Chad Carlson

CFP®, CFA
Owner, Wealth Manager & Director of Research

Tom Collar

CFP®
Owner & Wealth Manager

Nick Cosky

CFP®
Owner & Wealth Manager

Dave Deschamps

CFP®
Wealth Manager & Widows Practice Group Leader

Anthony Dinverno

CFP®
Owner, Wealth Manager, & Director of Technology

Armond Dinverno

JD, CPA, CFP®
Co-Founder & President

Mike Foltz

JD, CPA, CFP®
Co-Founder & Wealth Manager

Meg Kamberis

Manager of Hiring and Administration