Celebrating Excellence in Financial Planning
The world of financial services has historically lacked diversity–in gender, age, and race. While we are proud to be an outlier in the industry, with a diverse and talented team of professionals, there is still work to be done. In honor of Black History Month, we turned to Kobe Bolanos and Manny Essien, two young […]
Charting a New Course: BFG’s Leadership Evolution and Vision for the Future
https://youtu.be/N1C7HmqFGFM Welcome to the BFG Financial Advisors Town Hall! Join Hannah Buckenmaier, Eric Brotman, Claudia Glover, Lena Nebel, and Yanni Niebuhr as they discuss the exciting leadership and role changes that took place in January 2026. Hear from the Executive Council as they share insights into their new positions, the firm’s remarkable growth—including reaching $1 […]
Stepping Into the C-Suite: Claudia Glover on Leadership, Investing, and What Comes Next
Claudia Glover has officially stepped into the role of chief investment officer at BFG Financial Advisors, marking an exciting new chapter for both her and the firm. With a career spanning institutional portfolio management, advisory leadership, and years of experience guiding BFG’s investment strategy, Claudia brings a thoughtful, disciplined, and people-first perspective to the C-suite. […]
From CIO to CFO: Yanni Niebuhr on Growth, Innovation, and What Comes Next
After more than a decade of growing alongside BFG Financial Advisors, Yanni Niebuhr is stepping into a new role as Chief Financial Officer. Having previously served as Chief Investment Officer, Yanni’s transition reflects our rapid growth, evolving leadership structure, and commitment to building for the long term. In this interview, he shares why the move […]
Meet Our New CEO: Lena Nebel on Leadership, Growth, and What Comes Next
On January 1, Lena Nebel officially stepped into the role of Chief Executive Officer of BFG Financial Advisors. After years of helping shape the firm’s culture, operations, and client experience, she’s now leading BFG into its next chapter at a pivotal moment of growth. In this Q&A, Lena shares what the transition means to her, […]
Graduating into a New Chapter: Eric Brotman on His Transition and the Future of BFG
After more than three decades of leading BFG Financial Advisors, Eric Brotman is stepping into a new chapter, not by stepping away, but by leaning into what comes next. As BFG prepares for a leadership transition on January 1, 2026, Eric will move from CEO to Chief Growth Officer, passing the CEO role to longtime […]
Why Your Budget Isn’t Working (and What to Do Instead)
If you’ve ever made a budget, stuck to it for a week, and then watched it fall apart, you’re not alone. Traditional financial advice often tells us that money is about math. Track your expenses. Cut what’s unnecessary. Save more than you spend. Easy, right? But if money were purely logical, most of us wouldn’t […]
How to Build Wealth in Real Estate Without Getting Your Hands Dirty
Real estate is often seen as a powerful wealth-building tool, but for many, the idea of becoming a landlord or managing properties can seem overwhelming. The good news is, you don’t have to get your hands dirty to benefit from the real estate market. There are ways to participate passively and still reap the financial […]
Breaking Generational Poverty: Real Change Starts with a New Conversation About Money
Money is one of the last great taboos. People will talk about almost anything—politics, religion, their favorite Netflix series—before they’ll open up about what’s in their checking account. But if we’re going to break the cycle of generational poverty, that conversation has to change. As the founder of The #BuildWealth Movement, Jasper Smith is on […]
Smart Wealth-Building Strategies for High Earners
Building wealth and achieving financial independence isn’t just about earning a high income—it’s about making strategic decisions to grow and protect your money. On a recent episode of the Don’t Retire… Graduate! podcast, Eric Brotman sat down with Jude Wilson, Chief Financial Strategist at Centrus Financial Strategies, to discuss practical strategies for high earners and […]