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

Dan Beyer CPA, CEPA

Director of Tax and Accounting

Ethan Burroff
CPA

Tax Associate

Kelsey Dumo

Tax Manager

Caitlin Fastiggi, CFP®, CPWA®, ECA

Director of Financial Planning

Gregg Gillaspy, CPA, CFP®

Tax Manager

Crystal Kozlak
CFP®

Associate Financial Planner

Gage Legare
CFP®

Associate Financial Planner

Shane Mason
CPA/PFS, CFP®, CPWA®

Co-Founder

James McDougal
CFP®, ECA

Senior Financial Planner

John Owens
CFP®, EA, ECA, CPWA®

Managing Partner

Tiffini Parker
CPA, MST

Tax Manager

Jessica Radwick
aPHR®

HR & Operations Coordinator

Kurtis Rohlf
CFP®, ECA

Senior Financial Planner

Kody Sherlund
CFP®, ECA

Senior Financial Planner

Melanie Taylor
CFP®, ECA

Associate Financial Planner

 

Eduard (Ed) Zolotarev
CPA, MST, CFP®, ECA

Senior Financial Planner

Charlie

FLEA‑E‑O (firm mascot)