Meet The Team

 

Who We Are

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.


Jeff Jacobson

Jeffrey Jacobson, CRPC®, CPFA®, CFS

President and Branch Leader

Phone: 636-692-5710
Mobile: 636-697-2255
Email: jeff@bridgeheadfg.com

Learn More About Jeffrey


Lisa Leonard

Lisa Leonard

Head of Branch Recruiting and Succession

Mobile: 913-961-2282
Email: lisa@bridgeheadfg.com

Learn More About Lisa


Peter Lucier

Peter Lucier

Dallas area

Mobile: 214-558-1779
Email: peter.lucier@osaicwealth.com

Learn More About Peter


Ron Chapman

Ron Chapman

Assistant to BFG Advisors

Phone: 636-692-5710
Mobile: 636-248-3386
Email: ron@bridgeheadfg.com

Learn More About Ron

Our Advisor Team:

Christine Brookins, Canonsburg, PA

Teri Stitzinger, Brookville, PA

Nancy Bidrowski, Lincoln, NE

Erik Bidrowski, Lincoln, NE

Nancy McMillan, Fort Smith, AR

Brett McMillan, Fort Smith, AR

Ryan (Phillip) Horton, Jacksonville, FL

Jeff Smith, Chesterfield, MO

Carole McNichol, Suwanee, GA

Jeffrey Englert, Pittsburgh, PA

Jennifer Kritz, Manchester, IA

Zach Sheets, La Follette, TN

Renita Dick, LUTCF, Tahlequah, OK

Renda Reese-Davis, Tahlequah, OK

Pat Kelley, Chesterfield, MO

Chris Myers, Chesterfield, MO

Steve Mueller, Chesterfield, MO

Brian Johnson, Erie, PA

Peter Lucier, Dallas, TX

Sibyl Slade, Atlanta, GA

Marlo Machalinski, Erie, PA

Derik Sullivan, Blanchard, OK

Jeremiah Rogers, Fort Smith, AR

 

 

Join the BFG Team: Success, Celebration, and Giving Back

We recently hosted our annual BFG Branch Meeting, a dynamic two-day event filled with valuable training sessions, exclusive sponsor dinners, and heartfelt retirement celebrations.

For the past two years, our gatherings have focused on more than just business. This year, the incredible generosity of our team and sponsors raised over $3,000 for Friends of Kids with Cancer.

If you want to be part of a culture that treats you like family and passionately gives back to the community, we would love to connect. Reach out today to see if BFG is the perfect fit for your career.

 

 

 

Contact Us to Learn More