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The BVB Group
Imagine a partner that helps you achieve the things you want for yourself and those you care about most.
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Protecting and Growing Your Cash
The BVB Group is a team of wealth management professionals who have experience working with affluent individuals and families. Our team members have broad expertise to support our clients' wealth management needs including three CFP® certifications, an MBA and a JD.
The relationships we build with our clients and their families is the most rewarding part of what we do. We view our clients as a partner in our process as we help them achieve peace of mind in their financial security.
We believe strongly in supporting various charities not only by serving on Boards, but also through donations and time.
The BVB Group donates our time to the community and leverages opportunities to expand our knowledge.
Helping our clients through financial decisions is our top priority. We've highlighted a few case studies that give insight into some of the services we offer, helping navigate unique situations and the impact its had in their lives.
Managing Director | Family Wealth Advisor
Director | Family Wealth Advisor
Family Wealth Advisor
Associate Financial Advisor | Assistant Vice President
Senior Client Specialist
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.