Broker Check

Financial Advisors

Kathleen Benjamin, CFP®, CPA

Chief Operating Officer/Advisor

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Kathleen Benjamin, CFP®, CPA is Chief Operating Officer and Advisor at BFG Financial Advisors. She possesses more than 25 years of corporate and financial planning experience and has a strong niche working with physicians and...

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Eric Brotman, CFP®, AEP®, CPWA®

Chief Executive Officer/Advisor

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Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning...

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Jaclyn Dunn, CFP®, MBA

Associate Advisor

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Jaclyn Dunn joined BFG Financial Advisors in April 2018 as an Associate Advisor after working for over 8 years in the financial industry. As an Associate Advisor, Jaclyn demonstrates a keen awareness of client needs and delivering...

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Andrew Harrell

Associate Advisor

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Andrew Harrell joined BFG Financial Advisors in May 2018 as an Associate Advisor. As he takes on this role, he will be assisting the firm’s lead advisors with the development and updating of financial plans. He will attend client...

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Lena M. Nebel, CFP®, MSFS

Director of Financial Planning/Advisor

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Lena M. Nebel, CFP®, MSFS joined BFG Financial Advisors as an advisor in 2018 and quickly advanced to Director of Financial Planning and Principal in 2019. Her primary role at BFG Financial Advisors is to provide wealth management...

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Yanni M. Niebuhr, CFP®

Director of Investment Operations/Advisor

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Yanni Niebuhr, CFP® is Director of Investment Operations at BFG Financial Advisors. His primary roles are to collaborate with the firm’s advisory team in the development of financial planning and wealth management advice and...

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Beth Nori

Associate Advisor

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Beth Nori joined BFG Financial Advisors in October 2016 as an Associate Advisor. She has over four years of experience in the financial services industry, having spent three years as an Operations Specialist and one year as a Client...

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Zachary Scott, CFP®

Advisor

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Zachary Scott is a CERTIFIED FINANCIAL PLANNERTM (CFP®) Practitioner at BFG Financial Advisors. His primary roles are to collaborate with the firm’s advisory team in the development of financial planning and wealth management...

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