Advisory Board

As a firm focused on the needs and wants of its clients, BFG Financial Advisors relies on the feedback and suggestions of clients to make most executive decisions. We created an advisory board of trusted, long-time clients who are invested in the future of our company and meet throughout the year to gain valuable insight about what we are doing right and what needs improvement.

Have ideas for improving our practice? Feel free to get in touch with one or more of our advisory board members listed below to provide suggestions that they can bring to our next board meeting.

Tina Beliveau

The Beliveau Group of EXP Reality

A Baltimore native, Tina Beliveau is enormously driven and is a gifted marketer, salesperson, and leader. Her business philosophy is that every client deserves diligent work, detailed follow-through, clear communication, and a first-class real estate experience. 

Tina is the visionary behind The Beliveau Group client experience, sales and operations processes, and well-known brand. Under Tina’s leadership and vision, The Beliveau Group has grown into a renowned brand that has been nationally recognized for top-of-the-line marketing, world-class results, and demonstrating deep care and commitment to serving clients in such a way that they become raving fans who stay connected with and refer the team for life. The Beliveau Group has represented over 800 clients since forming in 2014, and the team’s cumulative experience exceeds 1,200 home sales. 2019 was TBG’s sixth consecutive year of serving over 100 clients annually. 

Tina is a sought-after speaker for national conferences such as Sales Mastery and Emerging Leaders United, and has been honored with the following awards: Top 100 Influential Agents in Maryland, The Daily Record’s Twenty in their 20’s, Smart CEO Magazine Future50 Emerging Business Leader, and The Daily Record’s Most Admired CEOs. She has a Bachelor’s Degree in Mass Communication & Advertising from Towson University, professional graphic design experience, and extensive home staging expertise. Tina has been a licensed Realtor since 2005.

Passionate about charity, developing leaders, and giving back to her community, Tina is extremely involved in the Maryland SPCA as a board member, governance committee member, and Urbanites young professionals chair. In 2017, Tina gifted the Maryland SPCA with a transport van that made it possible for the SPCA to double its capacity to spay, neuter, deliver food to housebound pet owners, and transport homeless animals between local shelters.

Tina and her husband are also avid supporters of Abilities NetworkGuiding Eyes for the BlindEarl’s Place, and Lab Rescue. Tina also serves as an advisory board member for BFG Financial Advisors and on the board of her neighborhood HOA, Seminary Ridge.

Tina lives in Lutherville with her husband, Andrew, their son, Austin, and their 3 dogs: Jonah, Teddy, and Tucker. When Tina isn’t building companies or serving her community, she is spending quality time with her family, pets, and friends, reading, traveling, mentoring women in business and personal development, and working out on her spin bike!

Lynn Dymond

Lynn has been an accountant in the venture capital industry for 35 years and is currently the CFO for Questmark Partners.  She began her career at New Enterprise Associates (NEA) in Baltimore.  Lynn worked for NEA for 11 years, while earning her BS in accounting and CPA. After NEA, she was a financial consultant to several  start-up venture capital and private equity firms where she established best practices and built accounting teams.  While consulting for over a decade, Lynn really enjoyed working with and mentoring young accounting professionals new to the industry. 

Jean Freels

Johns Hopkins Home Care Group

Jean is Director of Education and Project Management for Johns Hopkins Home Care Group, an organization providing an array of healthcare services to patients in the home and community. As a pharmacist with 35 years of experience, Jean has held various roles within the pharmacy and healthcare field.

Jean is a Baltimore native and earned her professional degree from the University of Maryland School of Pharmacy in 1987. Jean has been active in various professional associations serving as President of the Maryland Pharmacist Association (MPhA) in 1997.

Jean lives in Perry Hall with her husband Leo, and has two adult children, Brittany and Kaitlyn. She enjoys traveling with family, gardening, and participating in outdoor activities.

Matt Garfinkle

Elev8ed Training

Matt is the principal consultant at Elev8ed Training. His focus is learning and development, branding and storytelling. He has over 20 years of experience helping individuals and companies craft compelling messages that rise above the noise to capture attention and drive people to action.

He has worked in recruiting, marketing and leadership development roles for organizations of all different sizes and in a variety of fields. Companies that Matt has worked for include Whole Foods Market, Marriott, Total Wine & More, Chevy Chase Bank, and Brightview Senior Living.

He holds a BA in Communications and Psychology from the University of Pennsylvania and an MA in Education and Human Development from the George Washington University. 

Sarah Guy

Founder and Principal of SG Insights, LLC

Sarah Guy is the Founder and Principal of SG Insights, LLC. SG Insights is a comprehensive research and consulting firm, providing top-tier services to public, private, and nonprofit clients across industries. Sarah has over 15 years of experience in applied business, economic, and community research and consulting, specializing in data analytics, scenario analysis, strategic planning, and economic impact estimation. She has helped hundreds of organizations investigate complex concepts, make better-informed decisions, and communicate project findings to a variety of stakeholder groups. She has a passion for leadership development and mentoring.

Sarah is a graduate of Leadership Maryland, Class of 2016 and Shore Leadership, Class of 2019. She is the current President of the Salisbury Sunrise Rotary Club and member of the Perdue School of Business Career Advisory Board. She also serves as the faculty advisor to the Salisbury University Student United way and is a past Chair of the board for Junior Achievement of the Eastern Shore. Sarah was selected as Salisbury Sunrise Rotarian of the Year for 2015-2016, the winner of the Daily Records’ 20 in Their Twenties award (2014), the Daily Record’s Leading Women award (2018), and the Daily Record’s Top 100 Women award (2020).

Sarah holds a Ph.D. in Organizational Leadership from the University of Maryland Eastern Shore as well as an MBA, a B.Sc. in Marketing, and a B.Sc. in Management from the Franklin P. Perdue School of Business at Salisbury University. 

Christine Koski

KCI Technologies, Inc.

Christine Koski is Chief Financial Officer at KCI Technologies Inc., a 100% employee-owned, multi-disciplined engineering firm that provides exceptional turnkey expertise to federal, state, and local government agencies, as well as institutional and private-sector clients. With over 30 years of accounting experience, Christine has spent the last 18 years of her career in the engineering industry.

Christine is a Certified Public Accountant and earned her bachelor’s degree in accounting, with a minor in computers, from Stevenson University (formerly Villa Julie College) in 1994. She is a graduate of Leadership Maryland’s Class of 2019 and is active in numerous industry and local organizations, including serving as a member of the United Way Audit and Finance Committee and holding long-standing membership with both the Maryland Association of CPAs and the American Council of Engineering Companies.

Christine recently moved to Parkton and has three adult children, Rob, Brittney, and Samantha. She enjoys crossword puzzles, going to the beach, and building with Lego.

Ralph G. Loretta

 

As a Price Waterhouse and KPMG Partner and Vice President with American Management Systems, Ralph built and managed consulting groups helping energy companies respond to sweeping industry shifts and game changing technologies.  These experiences taught the value of identifying problems to be solved and how success is measured associated with mergers, large-scale system implementations, and broad business transformations.

While leading due diligence acquisitions and divestitures in more than 20 countries Ralph learned the importance of working with people from different cultures. He understands the value of talented people is limited unless they can collaborate to consider problems from multiple viewpoints. During SEC investigations, judicial fact witness testimony, and regulatory expert witness proceedings, Ralph understands how openly communicating and delivering messages in a cordial yet honest manner can open topics for meaningful discussion.

Ralph has served as a Chief Financial Officer and Board Member and continues as a trusted advisor successfully launching businesses and securing critical sources of funding. Ralph’s leadership capabilities offer useful insights to help sense trouble ahead of time and intuitively see the effects of actions through an uncertain and complex future.

David Marlowe

Strategic Marketing Concepts

David Marlowe is the Principal of Strategic Marketing Concepts, a health care marketing consulting firm based in Ellicott City, Maryland.  In this capacity, Mr. Marlowe is responsible for directing engagements involving the development of strategic marketing plans, market research, marketing function assessments, medical staff marketing, marketing metrics, new program development, pricing strategies and health care delivery system marketing issues.  Since forming Strategic Marketing Concepts in 1999, Mr. Marlowe has provided marketing consulting support to over 150 organizations ranging from critical access hospitals to academic medical centers to regional multi-hospital systems.

Prior to forming Strategic Marketing Concepts, Mr. Marlowe served as Vice President-Strategic Consulting for First Strategic Group (Whittier, CA), Vice President-Strategic Services for Market Strategies, Inc. (Richmond, VA), Vice President-Planning and Marketing for St. Agnes Hospital (Baltimore, MD) and Director of Marketing for Harbor Health System (Baltimore, MD).

Mr. Marlowe has over 43 years of health care marketing and planning experience as a consultant and a provider based executive.  In addition, he has held adjunct faculty positions at Avila College (Kansas City), the University of Baltimore, Georgetown University and Virginia Commonwealth University.  Mr. Marlowe is a frequent author and lecturer for national and local professional organizations such as the American College of Healthcare Executives, the Forum for Health Care Strategists, the Medical Group Management Association and the Society for Healthcare Strategy and Market Development. 

Mr. Marlowe is the co-author and editor of the book “Building a Foundation for Effective Health Care Market Research” and is the author of the books “Healthcare Marketing Plans That Work” and “A Marketer’s Guide to Measuring ROI”.  Mr. Marlowe is also on the Editorial Review board of “Strategic Healthcare Marketing” and for 18 years was on the Editorial Review board of “Marketing Health Services”. He is a past President of the Society for Healthcare Strategy and Market Development of the American Hospital Association and in 2005 Mr. Marlowe was given the Award for Individual Professional Excellence by the Society for Healthcare Strategy and Market Development, the highest honor bestowed by this national professional association.

Mr. Marlowe holds a B.S. degree in accounting from Syracuse University and a Masters of Management degree in marketing from the J.L. Kellogg Graduate School of Management at Northwestern University. 

Joe Mauldin

FutureVu Brands

Joe Mauldin is a native of Baltimore and he is proud that his family line can be traced back 12 generations in Maryland to around 1630. 

An interesting fact about Joe is that his great Grandfather owned 1,500 acres of land in Cecil County, MD that is now Elk Neck State Park.  There is also a landmark in the park named “Mauldin’s Mountain.” 

Joe is the father of two beautiful children and happily married to his best friend.  An avid lover of travel, history, cooking and art; he has built a life around his family and service to others.  He completed his undergraduate studies at Salisbury (State) University and his graduate studies at Towson University.

For more than 20 years, Joe has enjoyed a successful career in the field of signs, graphics, physical security and energy conservation.  He has successfully worked with fortune 500 companies in more than 60 countries and consulted some of the most recognizable brands in the world with global branding projects.  Joe is honored to have served on the Board of Directors for the Northeast Chapter of the International Sign Association (ISA) for the past 5 years. 

Joe is currently the Vice President of Sales for FutureVu Brands based in Atlanta, GA.  He currently works in the window glazing industry where he helps Commercial and Government clients strengthen their building envelope while simultaneously reducing energy costs.  Joe is passionate about making buildings safer and more energy efficient for current and future generations.    

Kerry Murphy

U.S. Fish and Wildlife Service

Kerry Murphy works for the U.S. Fish and Wildlife Service as the Deputy manager for Facility Operations at the National Conservation Training Center. Previous to her post at NCTC, she spent over ten years as an Emergency Management Planner within the Office of Emergency Management for the Department of the Interior. Her experience also includes disaster response deployments for hurricanes, flooding, and wildfires. Kerry started her career with five years as a Force Support officer in the U.S. Air Force and three years as a geotechnical engineer for Geo-Technology Associates. 

A lifelong learner, Kerry has a B.S. in Civil and Environmental Engineering from Clarkson University (Potsdam, NY); a graduate certificate in Natural Resource Policy and Administration from the University of Florida (Gainesville, FL); and several graduate courses in civil engineering from North Carolina State University (Raleigh, NC). 

In her spare time, Kerry loves to spend time outdoors as a part-time ski instructor in addition to hiking, kayaking, and biking with her husband, 3 kids, and their dog. 

Rich Polt

Acknowledge Media

Rich Polt helps institutions, professionals, and families articulate their values and stories. As Community Engagement Director at 21/64, Rich works with a global community of multigenerational philanthropy and wealth advisors, helping them pursue professional development and peer-learning opportunities. As Founder and Producer at Acknowledge Media, Rich helps families celebrate and preserve their legacies for future generations through video production and other forms of media. Before launching Acknowledge Media, Rich built two P.R. agencies, Louder Than Words and Communicate Good. A Pikesville, MD native, Rich currently lives in Baltimore County with his wife, Jennifer, and his two sons, Samuel and Ethan. He is a passionate cyclist and yogi, and also enjoys reading, skiing, camping, and crossword puzzles.

Steve Prichett

Evergreen Advisors Capital

Steve is a Managing Director with Evergreen Advisors Capital. He has nearly two decades of strategic advisory and operational experience in the technology, aerospace, defense, and government services industries and extensive transactional expertise in middle-market mergers and acquisitions. Prior to Evergreen, he was a Partner at Vicour Holdings where he helped acquire, manage, and operate middle-market companies. Steve was a Principal with Stifel Nicolaus/Legg Mason for eight years where he provided investment banking services primarily to IT service companies and federal government contractors. His executed deal value is over $2.3 billion through a range of transactions including representing buyers and sellers, raising private capital and raising public equity.

Prior to earning his MBA at Duke University’s Fuqua School of Business, Steve worked as an economic development consultant with the International Finance Corporation and the Soros Foundation in several locations, including extended time in Mongolia and Belarus.  Steve also holds an MA in International Relations from Johns Hopkins’ School of Advanced International Studies and a BA from Drew University where he graduated Phi Beta Kappa.

Steve has served as Treasurer and a Trustee for the Friends School of Baltimore and was actively involved in coaching his three children, Alex, Zach and Olivia, in baseball, basketball and soccer. He is an avid traveler, having visited more than 40 countries.

Greg Reisler

Baltimore Gas and Electric

Greg earned his bachelor’s degree in accounting with a minor in computer science from Towson State University and an MBA from Loyola College.   His certifications include Certified Public Accountant and Project Management Professional.  Greg’s love of both accounting and computers has afforded him the opportunity to work in government, public accounting, financial services, and public utilities.  Most of his career has been with Baltimore Gas & Electric which provides gas and electric service to the Baltimore area.  He has held roles in Auditing, Information Systems, and Finance.  In his current role, Greg provides technical and operational support for corporate budgeting and special projects.  

Greg is a Baltimore native and lives with his wife Kim in Hunt Valley.  He has two adult children and one grandchild that he loves to spoil.  He enjoys backpacking and hiking in the Western United States, scuba diving in warm, clear water, and is starting to explore more of the world through travelling. 

Jill A. Synder

Jill A. Snyder, Esq.

Law Office of Jill A. Snyder, LLC

Jill Snyder is an estates and trusts attorney at the Law Office of Jill A. Snyder, LLC. Jill serves on the Board of Directors of the First Maryland Disability Trust and the Planned Giving Advisory Council for the Kennedy Krieger Institute.  She is the Baltimore County Coordinator for the Maryland State Bar Association’s annual Law Day.  Jill is a member of the Baltimore Estate Planning Council, the Estates and Trusts and Elder Law Sections of the Maryland State Bar Association, the Estates and Trusts Committee of the Baltimore County Bar Association, and the Planned Giving Roundtable.  She participates in the Estate and Gift Tax Study Group of the Maryland State Bar Association and volunteers for the Baltimore County Bar Association’s 60+ Program.

Jill has lectured on estate planning, probate, and trust administration to diverse audiences, appeared on public radio, and has been published in print and on-line media sources.  She is an author and presenter for the National Business Institute and has served as an expert trial witness in estate-related litigation. 

Prior to opening her own practice, Jill worked as a senior attorney in the Division of Enforcement of the United States Securities and Exchange Commission.  She graduated cum laude from Georgetown University Law Center in 1995, and was admitted to practice in Maryland.  Jill received her bachelor’s degree in Public Policy Studies from Duke University in 1992.

Mike VanderVat

SC&H Group

Mike VanderVat is currently serving as a Senior Manager in the Tech Advisory practice at SC&H Group. As a Senior Manager, Mike leverages his expertise in IT strategy development to work with organizations to effectively leverage technology, improve efficiency, and understand the potential business impacts to their organization. Mike specializes in leading complex IT projects and managing efforts in process and operational excellence, application development & support, systems integration, and infrastructure modernization.

 

Prior to joining the SC&H Group, Mike served as CIO Advisor, COO, and Senior Technology Leader for multiple large organizations and three technology start-ups including serving as VP, Senior Business Manager of Global Technology Services (GTS) for T.Rowe Price and as Senior Director of IT for the Sheppard Pratt Health System, leading all technological initiatives at Sheppard Pratt.

 

Mike is a proven senior technology leader with a passion for helping people and a 25+ year track record building, transforming, and leading technology and consulting organizations. Mike has broad expertise in business strategy, technical development and management, and corporate communications and has served as a key member of several executive management teams. Mike has led a broad array of successful programs including advanced technology implementations, strategic technical planning, custom technology development, corporate integrations, and program management initiatives.

 

Mike holds a B.S. in Accounting/Information Systems from the University of Maryland, College Park, and has been an active alumnus serving on several boards and is a member of the ODK Leadership Fraternity. He is a passionate advocate for the behavioral health industry, is an active community volunteer, and served as a youth sports coach for more than 15 years.