E-mail : cdelaney@bfjwealth.com Connor joined BFJ Financial Group in 2018 as a Wealth Management Specialist, working closely with the financial advisors to support their efforts delivering exemplary client experiences. In this role, Connor provides assistance with financial planning, investment research, and other client services. Connor graduated from the Robert H. Smith School of Business where he earned degrees in Accounting …
E-mail : dfrech@bfjwealth.com Debbie graduated from Pfeiffer College in December 1980 with an accounting degree. She worked for the Internal Revenue Service in Danville, Virginia as an auditor for three years. In 1985 she accepted a position with Linton Shafer & Company, CPAs in Silver Spring. She earned her Masters of Science in Taxation degree from the American University in …
E-mail : jurich@bfjwealth.com James joined BFJ Financial Group in January 2015. He provides diversified accounting, advisory, financial statement services, and tax services for both individuals and businesses. James is a licensed certified public accountant (CPA) and a member in good standing with the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA). Prior …
E-mail : JBell@bfjwealth.com Joe is a Partner and LPL Financial Advisor with BFJ Financial Group, and holds the Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) designations. Using his knowledge in financial planning and accounting, Joe specializes in creating tax-efficient investment strategies and wealth management solutions. Joe is currently the President of the Financial Planning Association of Maryland, and …
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