Meet The Team
The people you see below are some of the kindest and most driven folks in the business.
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.
Co-Founders
ALLY JANE (AJ) AYERS, CFP®, EA, CEP
Co-founder
SHANE MASON,
CPA/PFS, CFP®, CPWA®
CO-FOUNDER
Management
JOHN OWENS, CFP®, EA, ECA, CPWA®
Managing Partner
jESSICA rADWICK, APHR®
hr & oPERATIONS cOORDINATOR
Tax Team
Dan beyer, CPA, CEPA
Director of tax and accounting
Tiffini Parker,
CPA, MST
Tax Manager
Gregg Gillaspy, CPA, CFP®
tax manager
Kelsey DUmo
Tax Manager
EThan burroff, CPA
tax associate
Financial Planning Team
Caitlin Fastiggi, CFP®, CPWA®, ECA
Director of Financial Planning
Kurtis Rohlf,
CFP®, ECA
Senior Financial Planner
eduard zolotarev,
CPA, MST, CFP®, eca
Senior financial planner
KODY SHERLUND, CFP®, ECA
sENIOR FINANCIAL PLANNER
MELANIE Taylor, CFP®, ECA
Senior FINANCIAL PLANNER
JAMES MCDOUGAL, CFP®, ECA
Senior FINANCIAL PLANNER
Gage Legare, CFP®
aSSOCIATE FINANCIAL PLANNER
Crystal Kozlak,CFP®
Associate Financial Planner
FLEA-E-O
CHARLIE
FLEA-E-O
Charlie joined the firm in 2019 and spends most of his days sleeping under Shane’s desk.
*Employee of our sister firm Brooklyn FI Tax