Meet Your BFF Team

Chief Economist & Lead Wealth Strategist

Wealth Strategist

Employee Benefits & Group Insurance

Chief Compliance Officer, Retirement Plans

HR Risk Management Specialist

VP, Business Development & Relationship Manager for Professional Baseball

VP, Business Development & Relationship Manager for Professional Basketball

Operations/Client Service Manager

Special Projects Manager

Broker/Dealer, Member FINRA/SIPC, a Registered Investment Advisor

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Learn more about Why We Do It - Our Philosophy

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