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At BBMP our dedicated team of Advisors and professionals brings over 100 years of experience in all areas of financial planning, including investment advisory, business, retirement, tax strategies, trust, and insurance. Each of our advisors specializes in one or more of the areas and are confident in their ability to work as a team to provide you with a thorough wealth management plan.

Mike Bellotti

Private Wealth Advisor and Partner

Chris Bodney CLU®, ChFC®, CFP®

Partner and Private Wealth Advisor

Matt Patterson MSFS, CFP®, CLU®

Partner and Private Wealth Advisor

Alexander H Smith

Chief Strategy Officer

Michael D Gutterman

Partner and Financial Advisor

Devin Tarr

Private Wealth Advisor

Betsy Burman

Director of Investments

Sarah Walker

Marketing and Client Relations Manager

Kaylin Sheppard

Associate Private Wealth Advisor