Advisory Board

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As a firm focused on the needs and wants of its clients, BFG Financial Advisors relies on the feedback and suggestions of clients to make most executive decisions. We created an advisory board of trusted, long-time clients and centers of influence who are invested in the future of our company and meet throughout the year to gain valuable insight about what we are doing right and what needs improvement.

Have ideas for improving our practice? Feel free to get in touch with one or more of our advisory board members listed below to provide suggestions that they can bring to our next board meeting.

Sarah Clever

Johns Hopkins Personlized Care

Sarah Clever

Johns Hopkins Personlized Care

Sarah Clever is a concierge Internal Medicine physician with Johns Hopkins Personalized Care. Prior to that she was on the faculty in the division of General Internal Medicine at Johns Hopkins.
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Email:sarah.clever@gmail.com

Sarah Clever

Johns Hopkins Personalized Care

James Deriu

KCI Technologies, Inc

James Deriu

KCI Technologies, Inc

James Deriu is a Vice President and Service Line Leader for KCI’s Water & Environment Service Line, responsible for the firm’s natural resources, water resources, geo-environmental and water/wastewater services across the Mid-Atlantic Region.
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Email:james.deriu@kci.com

James Deriu

KCI Technologies, Inc.

Jean Freels

Johns Hopkins Care at Home

Jean Freels

Johns Hopkins Care at Home

Jean is Director of Education and Project Management for Johns Hopkins Home Care Group, an organization providing an array of healthcare services to patients in the home and community. As a pharmacist with 35 years of experience, Jean has held various roles within the pharmacy and healthcare field.
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Email:freelsjl@gmail.com

Jean Freels

Johns Hopkins Care at home

Matt Garfinkle

Elev8ed Training

Matt Garfinkle

Elev8ed Training

Matt is the principal consultant at Elev8ed Training. His focus is learning and development, branding, and storytelling. He has over 20 years of experience helping individuals and companies craft compelling messages that rise above the noise to capture attention and drive people to action.
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Email:mattgarfinkle@gmail.com

Matt Garfinkle

Elev8ed Training

Joel Keels

KCI Technologies, Inc.

Joel Keels

KCI Technologies, Inc.

Joel Keels has been with KCI Technologies Inc. since 1999 – He has held positions with KCI beginning as a field Construction Manager, and progressing to his current role as Vice President – Professional Services / Mid-Atlantic Region.
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Email:Joel.Keels@kci.com

Joel Keels

KCI Technologies, Inc.

Michele Knorr

Michele Knorr

Michele Knorr is a dedicated professional and community advocate with a strong foundation in business and education. She graduated from Loyola College in 1991 with a Bachelor’s degree in Business Administration, concentrating in Marketing. Michele began her career as a liability claims specialist before shifting her focus to her most important role—as CFO and COO of her household.
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Email:mknorr444@gmail.com

Michele Knorr

Christine Koski

KCI Technologies, Inc.

Christine Koski

KCI Technologies, Inc.

Christine Koski is Chief Financial Officer at KCI Technologies Inc., a 100% employee-owned, multi-disciplined engineering firm that provides exceptional turnkey expertise to federal, state, and local government agencies, as well as institutional and private-sector clients. With over 30 years of accounting experience, Christine has spent the last 18 years of her career in the engineering industry.
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Email:Christine.Koski@kci.com

Christine Koski

KCI Technologies, Inc.

Ralph G. Loretta

Ralph G. Loretta

As a Price Waterhouse and KPMG Partner and Vice President with American Management Systems, Ralph built and managed consulting groups helping energy companies respond to sweeping industry shifts and game changing technologies. These experiences taught the value of identifying problems to be solved and how success is measured associated with mergers, large-scale system implementations, and broad business transformations.
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Email:ralph.loretta@gmail.com

Ralph G. Loretta

David Marlowe

Strategic Marketing Concepts

David Marlowe

Strategic Marketing Concepts

David Marlowe is the Principal of Strategic Marketing Concepts, a health care marketing consulting firm based in Ellicott City, Maryland. In this capacity, Mr. Marlowe is responsible for directing engagements involving the development of strategic marketing plans, market research, marketing function assessments, medical staff marketing, marketing metrics, new program development, pricing strategies and health care delivery system marketing issues.
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Email:dmarlow1@ix.netcom.com

David Marlowe

Strategic Marketing Concepts

Joe Mauldin

FutureVu Brands

Joe Mauldin

FutureVu Brands

Joe Mauldin is a native of Baltimore and he is proud that his family line can be traced back 12 generations in Maryland to around 1630. An interesting fact about Joe is that his great Grandfather owned 1,500 acres of land in Cecil County, MD that is now Elk Neck State Park. There is also a landmark in the park named “Mauldin’s Mountain.”
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Email:josephmauldin@gmail.com

Joe Mauldin

FutureVu Brands

Doug Medina

Hughes Network Systems

Doug Medina

Hughes Network Systems

Doug is currently Vice President of Business Sales at Hughes Network Systems, where he’s spent over two decades helping businesses across the U.S. and internationally adopt managed network services, particularly satellite-based solutions. With a background in engineering and leadership roles spanning sales, marketing, and business development.
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Email:kerrytroy12@gmail.com

Doug Medina

Hughes Network Systems

Kerry Murphy

U.S. Fish and Wildlife Service

Kerry Murphy

U.S. Fish and Wildlife Service

Kerry Murphy works for the U.S. Fish and Wildlife Service as the Deputy manager for Facility Operations at the National Conservation Training Center. Previous to her post at NCTC, she spent over ten years as an Emergency Management Planner within the Office of Emergency Management for the Department of the Interior. Her experience also includes disaster response deployments for hurricanes, flooding, and wildfires. Kerry started her career with five years as a Force Support officer in the U.S. Air Force and three years as a geotechnical engineer for Geo-Technology Associates.
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Email:kerrytroy12@gmail.com

Kerry Murphy

U.S. Fish and Wildlife Service

Rich Polt

Acknowledge Media

Rich Polt

Acknowledge Media

Rich Polt helps institutions, professionals, and families articulate their values and stories. As Community Engagement Director at 21/64, Rich works with a global community of multigenerational philanthropy and wealth advisors, helping them pursue professional development and peer-learning opportunities.
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Email:rich@acknowledgemedia.com

Rich Polt

Acknowledge Media

Steve Prichett

Evergreen Advisors Capital

Steve Prichett

Evergreen Advisors Capital

Steve is a Managing Director with Evergreen Advisors Capital. He has nearly two decades of strategic advisory and operational experience in the technology, aerospace, defense, and government services industries and extensive transactional expertise in middle-market mergers and acquisitions. Prior to Evergreen, he was a Partner at Vicour Holdings where he helped acquire, manage, and operate middle-market companies.
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Email:steve@vicour.com

Steve Prichett

Evergreen Advisors Capital

Greg Reisler

Baltimore Gas and Electric

Greg Reisler

Baltimore Gas and Electric

Greg earned his bachelor’s degree in accounting with a minor in computer science from Towson State University and an MBA from Loyola College. His certifications include Certified Public Accountant and Project Management Professional. Greg’s love of both accounting and computers has afforded him the opportunity to work in government, public accounting, financial services, and public utilities.
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Email:glreisler@gmail.com

Greg Reisler

Baltimore Gas and Electric

Jill A. Snyder, Esq.

Law Office of Jill A. Snyder, LLC

Jill A. Snyder, Esq.

Law Office of Jill A. Snyder, LLC

Jill Snyder is an estates and trusts attorney at the Law Office of Jill A. Snyder, LLC. Jill serves on the Board of Directors of the First Maryland Disability Trust and the Planned Giving Advisory Council for the Kennedy Krieger Institute. She is the Baltimore County Coordinator for the Maryland State Bar Association’s annual Law Day. Jill is a member of the Baltimore Estate Planning Council, the Estates and Trusts and Elder Law Sections of the Maryland State Bar Association, the Estates and Trusts Committee of the Baltimore County Bar Association, and the Planned Giving Roundtable.
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Email:jill@snyder-law.net

Jill A. Snyder, Esq.

Law Office of Jill A. Snyder, LLC

Mike VanderVat

SC&H Group

Mike VanderVat

SC&H Group

Mike VanderVat is currently serving as a Senior Manager in the Tech Advisory practice at SC&H Group. As a Senior Manager, Mike leverages his expertise in IT strategy development to work with organizations to effectively leverage technology, improve efficiency, and understand the potential business impacts to their organization. Mike specializes in leading complex IT projects and managing efforts in process and operational excellence, application development & support, systems integration, and infrastructure modernization.
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Email:mvandervat@schgroup.com

Mike VanderVat

SC&H Group

Harry Zhong

Stanley Black & Decker

Harry Zhong

Stanley Black & Decker

Harry Zhong is currently Director of DEWALT Experience at Stanley Black & Decker where he is charged with designing in person and virtual experiences to educate and excite the industry on the world class construction solutions DEWALT has to offer.
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Email:harryzhong@gmail.com

Harry Zhong

Stanley Black & Decker

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