Meet Brett's Team

Brett Dalton, CFP®

Financial Planner

Investment Advisor Representative

Financial Services Representative

CA Insurance License # 0D35575

 

 

 

 

 

Michael Cadis, CFP® 

Financial Planner

Financial Advisor

Financial Services Representative

CA Insurance License # 0D12253

 

 

 

 

Jordan Hirn

Marketing Director

Jordan supports BDFS with marketing; implementing marketing strategies and branding.

 

 

 

 

 

 

Rachel McCullough

Marketing Manager

Rachel supports BDFS with marketing; implementing marketing strategies and branding.

 

 

 

 

 

 

Anna George

Marketing Manager

Anna supports BDFS with marketing strategy and branding implementation with an emphasis in corporate education.

 

 

 

 

 

 

Vanessa Billes

Marketing Assistant

Vanessa supports BDFS administratively, with marketing and business processing.

 

 

 

 

 

 

Erin Durkin

Financial Planning Coordinator

Erin supports BDFS with financial planning; building case studies and conducting market research.

 

 

 

 

 

Margarit Shirikdijian

New Business Analyst

Margarit supports BDFS with business processing and underwriter communication.