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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Matt Foltz

CPA, CFP®
Senior Advisor

Mike Foltz

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

Jim King

CPA, CFP®
Owner, Wealth Manager & Insurance Practice Group Leader

Matt Kocanda

CFP®
Wealth Manager & Financial Professionals Practice Group Leader

Susan Chase Korin

Owner, Chief Compliance Officer & Chief Operating Officer

Adam Larson

CFA
Wealth Manager & Director of Compliance

Heather Locus

CPA, CFP®, CDFA®
Owner, Wealth Manager & Divorce Practice Group Leader

Matt Mikula

CFP®, CDFA®
Owner & Wealth Manager

Gary Pattengale

CPA, CFP®
Wealth Manager