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About the Company


A cornerstone of financial planning is the recognition that everyone’s business and life situation is unique. Practitioner experience and skill are critical when planning for a successful financial outcome.

Our planning approach is based on the belief that a strong team of experts can deliver a more comprehensive solution than one practitioner, or even one firm. BRF is partnered with a large network of specialists in a wide range of disciplines that can help craft the best solution. (CPAs, Attorneys, Insurance Specialists, Money Managers, Benefits Consultants, Actuaries, Business Consultants, etc…)

The team based approach, and the connected professionals that make it work, is the result of working with many clients solving many different issues over the last three decades. Contact us today to see how we can help you.

Meet the Team

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