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.

  • Reset Filter

Heather Locus

CPA, CFP®, CDFA®
Partner & National Divorce Practice Group Leader

Matt Mikula

CFP®, CDFA®
Partner

Michele Murphy

MBA
Director of Talent Experience

Matt Reznik

CPA, MBA, CFP®, CFA®
Wealth Manager

Baili Roy

CFP®
Senior Advisor & Recruiting Specialist

John Smith

CFP®, AEP®
Partner

Neil Teubel

MS, CFP®
Partner & Director of Financial Planning