Broker Check

Operations Team

Daniel Baker

Investment Operations Associate

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Daniel joined BFG Financial Advisors in June 2018 as a member of the firm’s investment operations department and is responsible for assisting in the management of account maintenance and client service. Daniel earned a Bachelor...

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Rachael Bayne, AIF®

Investment Operations Associate

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Rachael joined BFG Financial Advisors in August 2017 as a member of the firm's investment operations department and is responsible for the management of account maintenance and client service. She has been in the investment industry...

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Daniel Halla

Insurance Operations Associate

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Dan joined BFG Financial Advisors in July 2018 as a member of the firm’s insurance operations department. He is responsible for performing client service functions related to the risk management portion of the firm’s...

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Rebecca Hartnett

Investment Operations Associate

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Becky joined BFG Financial Advisors in January 2012 as a member of the firm's investment operations department and is responsible for the management of account maintenance and client service. She has been in the investment industry...

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Akram Ibrahim, APMA®

Investment Operations Associate

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Akram joined BFG Financial Advisors as an intern in November 2012 while still enrolled at Stevenson University. Upon his graduation in May 2013, he accepted a position as a full-time employee working in the firm's investment...

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Jennifer Palumbo

Client Relations Associate

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Jen joined BFG Financial Advisors in July of 2015 as a Client Relations Associate. Jen is the first point of contact for all of our clients. In her role, she serves as the office concierge and ensures that all of our clients are...

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Amanda Pancake

Client Relations Associate

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Mandy was an original member of the Brotman Financial Group team at our inception in 2003 and took a break from her professional roles to raise young children. She rejoined the firm in July 2018, which later changed its corporate...

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Monica Pozuc

Investment Operations Associate

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Monica joined BFG Financial Advisors as an intern in January 2018 while still enrolled at Stevenson University. Upon her graduation in June 2018, she accepted a position as a full-time employee working in the firm’s investment...

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Michelle Roberts

Operations Manager

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Michelle Roberts is an original member of the Brotman Financial Group team, having joined at the firm's inception in 2003, which later changed to BFG Financial Advisors. Ms. Roberts is Operations Manager of BFG Financial Advisors, an...

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