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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Matt Foltz

CPA, CFP®, CEPA
Wealth Manager

Drew Gibbons

MBA, CFP®
Wealth Manager

Leslie Girote

CFP®
Senior Advisor & Training Specialist

Jim King

CPA, CFP®
Partner & Insurance Practice Group Leader

Matt Kocanda

CFP®
Partner, Financial Professionals Practice Group Leader & Director of Growth

Susan Chase Korin

Partner, Chief Operating Officer & Chief Compliance Officer

Adam Larson

CFA®
Wealth Manager & Director of Compliance