Meet The Team

The people you see below are some of the kindest and most driven folks in the business. Think of us as the powerhouse team that’s always in your corner. BKFi team members come from diverse backgrounds and are here because they love what they do - helping our clients reach financial independence.

Learn a bit more about the people of BKFi and our combined 147 years of financial services experience.

ALLY JANE (AJ) AYERS,

CFP®, EA, CEP

Co-Founder

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Dan Beyer,

CPA, CEPA

Director of Tax and Accounting

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Ethan Burroff,


CPA

Tax Associate

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Kelsey Dumo

Tax Manager

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Caitlin Fastiggi,

CFP®, CPWA®, ECA

Director of Financial Planning

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Gregg Gillaspy,

CPA, CFP®

Tax Manager

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Crystal Kozlak,


CFP®

Associate Financial Planner

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Gage Legare,


CFP®

Associate Financial Planner

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Shane Mason,


CPA/PFS, CFP®, CPWA®

Co-Founder

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James McDougal,

CFP®, ECA

Senior Financial Planner

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John Owens,


CFP®, EA, ECA, CPWA®

Managing Partner

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Tiffini Parker,


CPA, MST

Tax Manager

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Jessica Radwick,


aPHR®

HR & Operations Coordinator

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Kurtis Rohlf,

CFP®, ECA

Senior Financial Planner

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Kody Sherlund,


CFP®, ECA

Senior Financial Planner

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Melanie Taylor,


CFP®, ECA

Senior Financial Planner

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Eduard (Ed) Zolotarev,

CPA, MST, CFP®, ECA

Senior Financial Planner

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Charlie

FLEA‑E‑O (firm mascot)