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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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

Heather Locus

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

Matt Mikula

CFP®, CDFA®
Owner & Wealth Manager

Justin Peacock

MBA, CFP®
Owner & Wealth Manager

Matt Reznik

CPA, MBA, CFP®, CFA
Wealth Manager

John Smith

CFP®, AEP®
Wealth Manager