Our Team

    STAFF DIRECTORY

     

    Our mission is to help clients pursue and preserve wealth while protecting against life’s major risks and securing a desired lifestyle, hope, and significance.

    We help clients develop financial plans and steer a course to grow strong, profitable businesses; fulfill personal dreams; and care for employees. To that end, our shareholders and staff rely on their more than 250 years of combined experience in the successful operation of businesses. Our consultants hold some of the highest certifications in their respective areas of expertise. Our experiences and ongoing, extensive training have helped make us sensitive to the ever-present, but sometimes hidden, realities that exist in our clients' lives and businesses. This insight helps us effectively interpret the needs and objectives of our clients, analyze the potential solutions in the marketplace and thereby make appropriate recommendations.

    Please click on the team members below for more information.

     

    Kim Moore

    CFP®, CLU®, ChFC®

    BFG Shareholder

    Financial Planning

    Kim's Bio

    Lynn Weirich

    AIFA®, RHU®, CLU®, ChFC®

    David Bird

    PHR®

    Chris Collins

    Client Service Coordinator

    Employee Benefits

    Christina Corona

    Receptionist

    Administrative Support

    Christina's Bio

    Sandra Diaz

    Elizabeth Gentry

    Client Service Coordinator

    Human Resources

    Elizabeth's Bio

    Joan Givens

    Accounting Assistant

    Administrative Support

    Joan's Bio

    Anne Marie Gray

    Mary Jo Haselhorst

    AIF®, RPA®

    Senior Financial Consultant

    Retirement Plans

    Mary Jo's Bio

    Kari Hulse

    Service and Operations Specialist

    Retirement Plans

    Kari's Bio

    Meghan Jaskowiak

    Marketing & Communications Specialist

    Administrative Support

    Meghan's Bio

    Elizabeth Knight

    Payroll Service Coordinator

    Payroll & Compensation Services

    Elizabeth's Bio

    Amanda Larson

    CEBS

    Scott Portlock

    CFP®, CLU®

    Senior Financial Consultant

    Financial Planning

    Scott's Bio

    Madeline Rapp

    Senior Operations Specialist

    Retirement Plans & Financial Planning

    Madeline's Bio

    Ana Romero

    Client Service Coordinator

    Financial Planning

    Aïssatou Sidimé-Blanton

    FPQP™

    Lori Wiese

    Benefits Design Technician

    Employee Benefits

    Lori's Bio