About BDF

Your BDF Team

Our team approach and our breadth and depth of specialization allows us to manage your wealth from a collective perspective. Our team includes CPAs, CFP® professionals, CFA® charterholders, MBAs, CDFA® professionals, and an Attorney, AEP, CEPA & CTFA. Simply click on a name below to get to know our team.

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Jonathan Baker

JD, LLM, CPA, CFA®
Wealth Manager & Director of Research

Tina McMorris Barrile

CFA®, CFP®
Wealth Manager

Julie Bucaro

CFP®, CTFA
Partner & Director of Client Service

Kristina Caragiulo

CFP®, CDFA®
Wealth Manager

Chad Carlson

CFP®, CFA®
Partner, President & Chief Investment Officer

Jenny Chung

CFP®, CIMA®, CDFA®
Wealth Manager

Breanna Coffey

MBA, CFP®
Wealth Manager

Michael Denton

CPA, MBA, CFP®
Senior Advisor

Dave Deschamps

CFP®
Partner & Director of Client Experience

Anthony Dinverno

CFP®
Partner & Chief Technology Officer