Virtual Family Office - Team
Virtual Family Office
Senior Partner
860.983.5851
800.901.7181
rich@bfs-team.com
I have been in Financial Services for over 28 years. My concentration has been in the areas of wealth management and financial services (all areas: investments, insurance, tax planning etc.). In addition, I lead a group of professional...
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VP Platinum services - Proactive Coordinator - Licensed Professional
888-237-3127
800-901-7181
becca@bfs-team.com
Rebecca A LamoreVP & Proactive Coordinator for BFS Platinum ServicesI have been in the financial services business for over four years. My major areas of concentration are over seeing the Platinum Services side of Boundless Financial...
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Regional Managing Partner
850.532.9581
rob@bfs-team.com
Rob graduated from Florida State University in 1984 with a Master’s Degree in Statistics/Math. He worked 34 years in various positions as a federal employee serving the US Navy and retired from federal service on 31 March 2018....
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Tax Planning Expert
860-490-9741
800-901-7181
kfs829@icloud.com
A lifelong Connecticut resident, business owner Steven Bibisi prides himself on helping people benefit from his knowledge of the complex income tax system.Mr. Bibisi graduated from Central Connecticut State University with a...
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VFO - Financial Literacy and Business Coach
860-490-8856
800-901-7181
paul@bfs-team.com
“Helping people and families has been my career mission and being connected with companies that provide tools to reach this objective has been critical in my professional development.”Paul professional...
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VFO - Dave Ramsey Master Financial Coach
413.485.7628
iamchrismccrary@gmail.com
Every day many people carry around the burdens of debt and the anxiety of living pay check to pay check. Money worries are increasingly common and our society does little to teach principles that will help people gain a secure...
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VFO - Strategic Planning, Staffing, Payroll, HR Consulting
Crystal is the founder of A.T. Permanent Placement Services. A.T. Permanent Placement Services is "where it's A.T." for your Direct Hire recruitment needs. Crystal has been cultivating experience within the Staffing world...
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VFO - SERP - Advanced Premium Financing
After graduating from University College London, Trevor enjoyed a successful career with Lloyds Bank Plc, Barclays Bank Plc, and Bibby Financial Services as President of their North America Division. He moved to Florida in 2002 and...
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VFO - Annuity Specialist
Justin has been in the Insurance industry since 2011 with a focus in Retirement Planning and Annuities. He graduated from the University of Georgia in 2005, majoring in Marketing. He has a wife and son, and they are his...
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VFO - Life Insurance Specialist
Justin Jones is a 20 year veteran of the financial services industry with a unique set of experiences to draw from. After spending nearly 10 years as a wholesaler inside the walls of an international insurance company, Justin...
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VFO - Director RCNH - Rare coins & metals
Donald W. Dee is the Director of the Financial Services Division of Rare Coins of New Hampshire, the noted numismatic firm recognized for its unrivaled technical expertise and consumer protection practices. Don has worked exclusively...
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VFO - Software Service (Tax Review System)
Janel is the Chief Marketing Officer for TaxExact, the solution that revolutionizes the 1040 review process. She is an experienced B2B sales and marketing expert with over 25 years of experience in the FinTech and SaaS space, the past...
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VFO - Cyber Security Specialist
Andrew Lassise (pronounced La-Cease) is a serial entrepreneur and has helped build and scale several 6, 7, and 8 figure IT businesses. He is the CEO of Tech4Accountants, an IT company that specializes in tech and cyber security for...
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VFO - CFP Consultant
Kristen is managing partner of Investment Advisors, LLC, she is a Certified Financial Planner and has worked in the financial services industry for over a decade.An alumni of University of Washington with her Bachelor of Science in...
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VFO - Advanced Pension Plans
Aleksander R. Dyo is the Principal and Co-Founder of Profectus Financial and Profectus Wealth Management. He has been in the financial industry for over 14 years. In that time, he has studied and developed many creative strategies and...
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VFO - Premium Financing
Darren Sugiyama was born and raised in Long Beach, California and received a Bachelor’s Degree from Loyola Marymount University where he was also the team captain and 2nd Team All-Conference baseball player. He continued his...
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VFO - Premium Financing
Mark Goodman has consulted for Carlyle Group and investment banking firms of Goldman Sachs, Deutsche Bank, Credit Suisse, J.P. Morgan, and many others building premium financing models for the past 25 years.A featured speaker and...
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VFO - Cost Remediation
Josh is a CPA and CMI with specialist knowledge as state tax specialist who has significant experience with delivering cost reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic...
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VFO - Tax Mitigation
Loren’s passion is facilitating the success of others. He has enjoyed nearly two decades of success coaching and advising business owners and executives on how to increase profitability – through improving operational...
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VFO - Captive Insurance
Mark Sims is President of Global Business for Captive Alternatives LLC. With more than 25 years of experience, he is an expert in the field of enterprise risk management and insurance consulting. He helps businesses insure catastrophic...
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VFO - Employee Retention Credits and R&D Tax Credits
Michael Galdieri is a Technical Director at Alliant Group, specializing in the manufacturing, engineering, software and integration industries. During his tenure with Alliant Group, he has worked with dozens U.S. businesses to help...
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VFO - Disability Insurance Specialist
Michael has been in the financial and insurance services industry for over 23 years and has had a sole focus on educating and training advisors about individual disability insurance planning for over the past decade.As Vice President...
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VFO - Business Consultant
Mr. Bradley founded Forward Accountancy is 2010. Over the course of his career, Nathan has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.Nathan's...
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VFO - CPA - NJ
Jonathan has been a Certified Public Accountant, licensed in the State of New Jersey since 2012. Junior has helped hundreds of business owners and their families build the business and plan the future they want and for over the past decade.
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VFO - Digital Employees & Robotics
Mr. White is an entrepreneur with over 30 years of engineering experience. As an expert in multiple engineering disciplines, he found his true calling in Robotic Process Automation (RPA) and quickly realized how this technology could...
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VFO - Business Financing
Ami Kassar, is the founder and CEO of MultiFunding LLC, and author of The Growth Dilemma. He is a nationally renowned expert on access to capital for entrepreneurs. He’s committed to ensuring that business owners have the best...
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VFO - Employee Benefits Specialist
Andy Ruhland has 15+ years in benefits and Human Capital sales, service, and innovation with a focus on helping small- and medium-sized businesses run better and reduce costs. Andy educates clients on complex healthcare, administration...
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VFO - Life Insurance Specialist
Ashley began her career in 2006 working at MetLife. In 2007, she decided to make the cross-country move from Connecticut to sunny San Diego to further her insurance career where she then spent 9 years at LPL Financial mainly focusing...
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VFO - Tax Resolution Specialist
Ben started early as an entrepreneur. In 2003 at the early age of 27 he bought his first company. It wasn’t very long that he opened his second and ran them side-by-side for 10 years. His primary focus was income taxes, tax...
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VFO - Work Opportunity Tax Credits
Brian is the Managing Partner of CMS WOTC & iRecruit and has over 30 years of experience in the employment tax credit & software technology and the industries. CMS has been providing WOTC tax credit services since 1997 and in 2012...
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VFO - Advanced Qualified Plans
Bruce Gendein - A sought-after speaker on the topic of Qualified Retirement Plans, Bruce spends much of his time touring the country to share his insights with financial services professionals—financial advisors, brokers, CPAs,...
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VFO - Business Sale & Succession Planning
Chris is a CPA and Middle-Market Investment Banker specializing in the sale of closely held companies to institutional buyers. Chris began his career with a 30-person CPA firm, BiggsKofford, located in Colorado Springs. In 2004, Chris...
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VFO - Estate Planning
Chris Hall is the founder of Estate Plan Navigator and heads up strategic partnerships and business development for this industry leading cloud based legal solution.His current role with the team at Estate Plan Navigator is a mission...
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VFO - R&D Tax Credits
A licensed CPA since 1996, Chris has been consulting on specialty tax services since 2005. A Deloitte alumnus, he has been part of the Nevada accounting community for twenty years. He has a broad business background, having worked for...
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VFO - Outsourced Staffing Services
Christopher “Chris” Rivera is the Director of Client Relations at Entigrity Solutions LLC. He is anexpert at leading and managing teams actively from the front. His expertise in sales, training,coaching, mentoring,...
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VFO - Annuity Specialist
Christi started her career in Financial Services in 2009 after graduating from San Diego State University with a degree in Economics. She has been in the industry for the past 8 years, working for brokers dealers such as Mass Mutual...
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VFO - Tax & Estate Planning
Mr. Stone is the principal and president of Stone Law Offices, Ltd. He has been practicing in the State of Nevada since 1993 and provides legal counsel and services to affluent clients and families in the areas of wealth transfer and...
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VFO - Long Term Care
David Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care Insurance planning with business owners and...
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VFO - Captive Insurance Companies
Derek Spitzer began his career at a global tax consulting firm based in Dallas, Texas. As a consultant in the transaction tax practice, Derek worked directly with several Fortune 500 companies in the retail, healthcare, storage, and...
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VFO - Business Exit Planning
Donald S. Feldman, CExP™, CPA, CVA, MBA founded Keystone Business Transitions, LLC in 2009, a firm based in Lancaster, PA devoted to exit and succession planning for business owners. He has been a CPA for 30 years and a valuation...
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VFO - Business Valuation
Fritz Strehlow is a Senior Analyst with The Mentor Group with expertise and 25 years of experience in business valuations, mergers and acquisitions, raising equity, and business management. His work has involved private and public...
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VFO - Proactive Facilitator
After qualifying as a Chartered Accountant with Ernst & Young, Ian Welham moved out of public practice and became CFO of a Barcelona-based publicly traded company.He also held CEO and COO positions in Hong Kong, The Netherlands,...
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VFO - Advance Tax Planning Consultant
James M. Duggan is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Jim’s practice has concentrated principally on business and...
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VFO - Leadership - Consultant
Jeffrey Deckman is a consultant, thought leader, and an international award-winning author on the new leadership mindsets, models and methods being demanded by the modern economy.His recent book: “Developing the Conscious...
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VFO - Cost Segregation
Mr. Grushkin is the Regional Director of Cost Segregation Initiatives (CSI). He brings forty plus years of executive experience to the CSI organization. Over the last nine years Joel has directed cost segregation studies for developers...
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VFO - Charitable & Legacy Planning Specialist
John Frazier is a native Texan who spent several years in Northern Virginia before moving to Nashville. John has over 10 years experience as a top producer in the financial services industry and has earned numerous awards. Coupled with...
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VFO - Leadership - Consultant
Jonathan Kuttin is a nationally recognized financial advisor who has been the recipient of many awards. Jonathan has been recognized as one of Barron’s Top 100 Independent Advisors since 2007. In 2018, Jonathan was also...
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VFO - Business Coaching
Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. He was named Franchise Consultant of the Year in 2015 at...
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VFO - Qualified Plans
Born and raised in Orange County, California, Jordan graduated from the University of California, San Diego with a double major in Political Theory and Sociology. After working for a professional baseball agency assisting the firm with...
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VFO - ESOP Expert
Kim has over 30 years of experience and has been in the retirement plan industry since 1983. His areas of expertise include ESOPs and executive compensation planning. He uses his income tax and accounting background to help companies...
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VFO - Digital Marketing Consultant
Creative marketing professional with years of experience in developing marketing plans and delivering digital marketing strategies specifically to the professional services industry. Self motivated and solution oriented with a proven...
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VFO - Business Valuation
Advocating for clients to the finance and insurance industries... not the other way around. Wealth planning from a truly independent perspective.Michael has invested in and employs the CPA Team-Based Model and works as a Consultant to...
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VFO - 1031 Exchanges & DST
As a process, technology and data driven investment & capital markets consultant serving the registered investment advisor (RIA) and broker/dealer communities, high net worth investors & corporate clientele, Nick strives to bring...
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VFO - Merchant Processing
Founded on the principles of honesty, integrity, and outstanding service. Noel is able to offer his merchants the ability to process credit cards safe and securely, meeting all PCI-DSS & EMV-Chip industry standards.Card Group...
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VFO - Business Strategy Consultant
Paul is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.Whilst at...
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VFO - Tax and Estate Planning
Mr. Fox is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He has dedicated his career to helping individuals, professional advisors, charitable institutions and planned giving organizations,...
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VFO - Outsourced CFO Specialist
Ron has spent more than 30 years helping businesses make sense of the numbers, not just counting the beans but evaluating the root causes and developing corrective actions. He has achieved success by teaching companies how to...
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VFO - Cost Remediation
Scott Grotjan is the Managing Partner at Silverback. Scott provides a wide range of cost reduction and profit improvement solutions, including extensive experience with multi -location entities, diverse corporate cultures, and...
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VFO - M&A - Practice Acquisitions & Disposals
Todd offers nearly 30 years of experience emphasizing succession planning along with marketing and business development in the accounting and financial services industry.A respected leader in the industry, his experience includes...
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VFO - Outsourced CFO Specialist
Trevor’s business sense was developed as he grew, at the age of eightTrevor had his first job. He strategized each job he held to maximize quality performance. By developing this skill Trevor improved his employer’s...
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