Client LOGIN

Click here to learn how to upload documents in the portal.

Follow Us :

Facebook Linkedin Instagram Youtube

Looking for a specific advisor? Reach out to Amanda Pancake at apancake@bfgfa.com or ext. 224 for scheduling. 

book a call

Our Team

Advisors and Financial Professionals

Kobe Bolanos, CFP®

Financial Planning Associate

Kobe Bolanos, CFP®

Financial Planning Associate

Eric Brotman, CFP®, AEP®, CPWA®

Chairman & Chief Growth Officer

Eric D. Brotman, CFP®, AEP®, CPWA®

Chairman & Chief Growth Officer

Manny Essien, CFP®

Advisor

Manny Essien, CFP®

Advisor

Claudia Glover, CFP®, CIMA®, MSFP

Chief Investment Officer

Claudia Glover, CFP®, CIMA®, MSFP

Chief Investment Officer

Jason Harmon, CFP®

Advisor

Jason Harmon, CFP®

Advisor

Andrew Harrell, CFP®, CRPC®

Advisor

Andrew Harrell, CFP®, CRPC®

Advisor

Joseph Mills, CFP®

Financial Planning Associate

Joseph Mills, CFP®

Financial Planning Associate

Lena M. Nebel, CFP®, MSFS

Chief Executive Officer

Lena M. Nebel, CFP®, MSFS

Chief Executive Officer

Yanni M. Niebuhr, CFP®

Chief Financial Officer

Yanni M. Niebuhr, CFP®

Chief Financial Officer

Cody Niedermeier, CFP®, ChFEBC℠, MSF

Advisor

Cody Niedermeier, CFP®, ChFEBC℠, MSF

Advisor

Chip Roe, CFP®, CRPC®, CRPS®

Advisor

Chip Roe, CFP®, CRPC®, CRPS®

Advisor

Operations Team

Coral Bruce

Director of Operations

Coral Bruce

Director of Operations

Tina Crow

Client Relations Associate

Tina Crow

Client Relations Associate

Hannah Dennis

Client Relations Associate

Hannah Dennis

Client Relations Associate

Shakirrah Clarke Gunther

Client Service Associate

Shakirrah Clarke Gunther

Client service Associate

Daniel Halla, CLU®, CLTC®

Financial Planning Assistant & Insurance Specialist

Daniel Halla, CLU®, CLTC®

Financial Planning Assistant & Insurance Specialist

Rebecca Hartnett, WMS℠

Senior Client Service Associate

Rebecca Hartnett, WMSSM

Senior Client Service Associate

Jillian Howell

Client Service Associate

Jillian Howell

Client Service Associate

Akram Ibrahim, APMA®, MSFS

Performance Reporting Analyst & Lead Trader

Akram Ibrahim, APMA®, MSFS

Performance Reporting Analyst & Lead Trader

Beth Nori, CFP®

Senior Financial Planning Assistant

Beth Nori, CFP®

Senior Financial Planning Assistant

Kirby Ososki

Senior Client Service Associate

Kirby Ososki

Senior Client Service Associate

Jennifer Palumbo

Client Relations Associate

Jennifer Palumbo

Client Relations Associate

Amanda Pancake

Client Relations Associate & Director of Community Impact

Amanda Pancake

Client Relations Associate & Director of Community Impact

Designations

We value professional education and are proud of the designations and certifications earned by our team. Click on a badge below to learn more about it.