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

Senior Financial Planner

 

Eduard (Ed) Zolotarev,

CPA, MST, CFP®, ECA

Senior Financial Planner

Charlie

FLEA‑E‑O (firm mascot)