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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Michele Murphy

MBA
Director of Talent Experience

Justin Peacock

MBA, CFP®
Wealth Manager

Matt Reznik

CPA, MBA, CFP®, CFA®
Wealth Manager

John Smith

CFP®, AEP®
Wealth Manager

Neil Teubel

MS, CFP®
Wealth Manager & Director of Financial Planning