Lynne Barr assists and supports BFB’s operations and accounting systems. She has over 11 years experience in office administration and accounting. Lynne received a Bachelors of Science Degree in Business Administration from Wingate University.

Michael Blank is a consultant with BFB and has many years of experience in the financial services industry. His emphasis includes nonqualified plan design, implementation, and administration for the Credit Union industry.

Michael has a Bachelors Degree in Risk Management and Insurance from the University of Georgia. He also holds Series 6, Series 63, Variable and Life Insurance licenses.

Jatana Bremer has over 25 years of experience in the insurance industry. She manages the internal processes of new business to ensure consistency and best practices in underwriting, support to producers in moving cases to new business, develop and maintain strong carrier relationships and resolve client issues.

Karin has 15 years in the financial and business related industries. She coordinates the underwriting process for new business including obtaining products from carriers, arranging parameds, completing application forms, and sending wiring instructions and delivery requirements to the credit unions.

Jeremy DeBruin is responsible for new business development, oversight of benefit programs administration, and for performance, regulatory and IRS compliance monitoring of plan assets for clients located in the Western United States.

Jeremy has 9 years of experience in the Financial Services Industry. His career has been focused on design and administration of nonqualified benefit plans for Bank and Credit Union Executives.

Jeremy has a Bachelors Degree in Business Economics from The University of California Los Angeles.

Dave Emery has more than 25 years of experience counseling both corporate and individual clients in virtually every aspect of financial planning. For 20 of those years, his work has focused on nonprofit financial institutions, or Credit Unions, with emphasis on financial, estate and executive benefit planning.

As a consultant for BFB, Dave designs, implements and manages executive benefits and compensation plans for Credit Unions in the Western United States.

Emery holds a Bachelor of Science degree from John Brown University and has completed graduate work in financial planning at the College for Financial Planning and Executive Development programs at Stanford University. He received the CFP designation from the College for Financial Planning.

Rob Fitzgerald is responsible for new business development, for oversight of benefit programs administration, and for performance, regulatory and IRS compliance monitoring of plan assets for our clients located in the Midwest to Eastern United States.

Rob has 8 years of experience in the Financial Services Industry. His career has been focused on the benefits for Executives in the Bank and Credit Union market.

Rob has a Bachelors Degree in General Business from the University of Georgia.

Jennifer Jackson is responsible for development, implementation and administration of executive benefit programs as well as ongoing monitoring, validation and due diligence regarding plan assets for our clients located in the Northeast and Mid-Atlantic states. She also monitors all laws and regulations that affect the provision of Executive benefits within the Credit Union industry.

Altogether, Jennifer has 12 years of experience in the financial services industry, with specialization in design and implementation of executive benefit plans.

Jennifer earned a Bachelor of Arts degree in Mathematics from Converse College in Spartanburg, South Carolina.

Joan Lyerly assimilates and gathers market and peer research, summary reports and other work products. She is committed to both the quality of the product and the standard of client service that is synonymous with BFB.

Joan is a graduate of Appalachian State University, having earned a Bachelor of Science in Business Administration and Management.

Pilar Perotti oversees all BFB marketing, corporate communications and event management. She coordinates development of advertising campaigns for both print and electronic media, manages convention marketing and sales programming, and is responsible for all BFB's formal internal and external communications functions.

Pilar is a graduate of the University of Georgia, where she earned a Bachelor of Science in Education.

Jeff Prescher manages technical support services both internally and externally, and has oversight for internal operations including accounting, actuarial, and reporting systems for Burns-Fazzi, Brock. Jeff works with the firm’s Principals and Consultants to ensure our clients have the best possible solutions for their benefit programs.

Prior to joining BFB, Jeff served as manager of plan design and analysis for national benefits and consulting firm Clark Consulting, where he specialized in the community Banks arena. Jeff has more than 20 years of experience in benefits consulting.

Jeff is a graduate of Luther College in Decorah, Iowa where he earned a Bachelor’s Degree in Accounting and Economics.

Tyler Quigley has more than 13 years of experience in marketing in the financial services industry. His experience includes the comprehensive management of a national financial services firm.

At BFB, Tyler works to enhance brand recognition on behalf of the company, in leveraging partner and vendor relationships to generate new business, while also supervising all marketing efforts of the company.

Tyler holds a Bachelor of Arts degree from Utah State University.

Stephen Stanley has more than 33 years of experience in the financial services industry. Stephen’s career has been focused on providing solutions for financial institutions and actuarial analysis of in-force Credit Union compensation and benefit programs.

Stephen has an undergraduate degree in mathematics education from the University of North Carolina at Chapel Hill. He is a member of the American Academy of Actuaries and attained his Fellowship in the Society of Actuaries in 1975.

TJ Telford has 8 years of experience in the financial industry.

TJ brings his expertise in consulting, designing, and implementing nonqualified executive benefit plans to Credit Unions, having done so to numerous multi-million, and multi-billion dollar Credit Unions. He also provides expertise in areas of NCUA regulations, section 409a compliance, and accounting regulations and guidelines. TJ excels in developing client relationships through professionalism, trust, and integrity.

Karen White manages the daily functions of Burns-Fazzi, Brock including scheduling, travel management, and oversight of office procedures and facilities.

Prior to joining BFB, Karen worked for more than 15 years in the Banking & insurance industries, serving as administrator for a privately held insurance firm, trust department administrative assistant, administrative assistant in the money department of Sun Trust and the Federal Reserve Bank of Richmond.

Jeff Ziliani is responsible for complete oversight of the Company's finances. Jeff provides financial information and technical support to management in order to facilitate sound strategic business decisions.
Before joining BFB, Jeff worked for twelve years in the Assurance and Business Advisory Services group at PricewaterhouseCoopers.
Jeff has a Bachelors Degree in Accounting from The College of New Jersey and has been an active Certified Public Accountant since 2002. Jeff is a member of the American Institute for Certified Public Accountants and the North Carolina Association of Certified Public Accountants.