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Our Team

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  • Management Team
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  • Administration
Joseph T. Bell, Jr.
Partner/Financial Advisor
Deborah Frech
Partner/Financial Advisor
Jerome Jacobs
Partner/Financial Advisor
Janet Baier
Wealth Management Assistant
Joseph L. Bell
Partner/Financial Advisor
Connor Delaney
Wealth Management Specialist
Susan Johnson
Marketing
Pamela Jacobs
Wealth Management Coordinator
Lindsey Wenthen
Wealth Management Assistant
Joseph T. Bell, Jr.
Partner/Financial Advisor
Deborah Frech
Partner/Financial Advisor
Jerome Jacobs
Partner/Financial Advisor
Joseph L. Bell
Partner/Financial Advisor
Lindsey Wenthen
Wealth Management Assistant
Joseph T. Bell, Jr.
Partner/Financial Advisor
Deborah Frech
Partner/Financial Advisor
Jerome Jacobs
Partner/Financial Advisor
Joseph L. Bell
Partner/Financial Advisor
Janet Baier
Wealth Management Assistant
Connor Delaney
Wealth Management Specialist
Susan Johnson
Marketing
Pamela Jacobs
Wealth Management Coordinator
Lindsey Wenthen
Wealth Management Assistant

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions(IMS) Platform programs and services offered through Avantax Advisory ServicesSM. All other investment management and financial planning services are offered through BFJ Wealth Management, LLC. BFJ Wealth Management, LLC is not affiliated with Avantax Investment ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Method 10® is property of Avantax Wealth ManagementSM All rights reserved 2020.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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