Individual Financial Consulting Team

    Individual Financial Consulting Team

     

    The Financial Planning team builds financial plans for our clients. A financial plan could include investment management, retirement planning, estate planning, business succession planning, and risk management.

     

    Kim Moore

    CFP®, CLU®, ChFC®

    BFG Shareholder

    Financial Planning

    Kim's Bio

    Scott Portlock

    CFP®, CLU®

    Brittany Weynand

    Client Service Specialist

    Financial Planning

    Brittany's Bio

    Madeline Rapp

    Senior Operations Specialist

    Retirement Plans & Financial Planning

    Madeline's Bio