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®
Wealth Manager

Mike Foltz

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

Nick Kerger

CFP®
Senior Advisor

Jim King

CPA, CFP®
Wealth Manager & Insurance Practice Group Leader

Matt Kocanda

CFP®
Wealth Manager, Financial Professionals Practice Group Leader and Director of Client Experience & Growth

Susan Chase Korin

Chief Compliance Officer & Chief Operating Officer

Adam Larson

CFA®
Wealth Manager & Director of Compliance

Josh Larson

CFP®
Senior Advisor

Heather Locus

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

Tina McMorris

CFA®, CFP®
Wealth Manager