Our Qualifications

Our owners and associates have over 100 years of combined experience in the successful operation of businesses. We believe that our experiences have helped make us sensitive to the ever-present but sometimes hidden realities which exist in the lives of our clients. This "insight" has helped us to effectively interpret the needs and objectives of our clients, analyze the potential solutions in the market place and thereby make appropriate recommendations.

Leading the BFG team of navigators are our Shareholders:

 

Kim J. Moore 

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Certified Family Business Specialist (CFBS)
     

Lynn Weirich

  • Accredited Investment Fiduciary® (AIF®)
  • Registered Health Underwriter (RHU)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Fellow, Life Management Institute (FLMI     

             

 Todd Wright

  • Associate in Risk Management (ARM)
  • Risk Manager
  • Adjuster