Patricia Rusk

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As part of BFJ’s client bookkeeping services, Patti’s focus for our clients includes monthly bookkeeping services, payroll services including filing of all state and federal tax forms, preparation of monthly, quarterly and annual financial statements. Before joining BFJ Financial Group, Patti spent 16 years in the Residential Management Field: 11 years as a Residential Property Manager and five years as …

Kenny Müller

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Staff Accountant  E-Mail: kmuller@bfjfinancial.com Kenny Müller is a Staff Accountant who works for BFJ Financial Group providing tax accounting services for both individuals and businesses. Kenny graduated with a Bachelor of Science in Accounting from University of Maryland, University College and is currently at UMUC working on getting his Masters in Accounting and Information Systems and CPA. In his spare …

Ziyun Demi Chen

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Staff Accountant E-Mail: zchen@bfjfinancial.com Ziyun Demi Chen joined the BFJ Financial Group in January of 2019 as a Staff Accountant. As an integral part of the tax team, Demi assists with preparation of individual and corporation tax returns, conducts tax research, provides accounting and bookkeeping support and performs other accounting services as needed. Demi graduated from Auburn University in Auburn, …

Pamela Jacobs

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Wealth Management Coordinator E-mail : pjacobs@bfjfinancial.com Pam Jacobs is a Wealth Management Coordinator with BFJ Financial Group. In this role, Pam provides all aspects of financial services support including client service, investment management, and administrative services. Pam has more than 25 years of experience in the financial services industry. Prior to starting with BFJ, Pam worked for three years with Santoni …

Connor Delaney

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Wealth Management Specialist E-mail : cdelaney@bfjfinancial.com Connor joined BFJ Financial Group in 2018 as a Wealth Management Specialist, working closely with the financial advisors to support their efforts delivering exemplary client experiences. In this role, Connor provides assistance with financial planning, investment research, and other client services. Connor graduated from the Robert H. Smith School of Business where he earned degrees …

Joseph L. Bell

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Manager, Advisory Services E-mail : JLBell@bfjfinancial.com Joe is a Financial Advisor with BFJ Financial Group, and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA) designations. Joe’s knowledge in financial planning and accounting provides him with the expertise needed to create tax-efficient investment strategies and wealth management solutions. Joe helps his clients manage their finances in accordance with their financial …

Susan Johnson

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Marketing  E-Mail : sjohnson@bfjfinancial.com Susan is the marketing specialist for BFJ Financial Group. Before joining BFJ Financial Group in 2004, Susan spent 15 years as a pharmaceutical sales representative. She was also the treasurer for the Town of Brookeville for 20 years and worked with the town commissioners on all financial responsibilities. Susan’s varied background in sales, marketing and finance …

Lee Ann Wahler

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Adminstrative Assistant E-Mail : lwahler@bfjfinancial.com Lee Ann was with Bell & Frech since June 1994, the firm’s inception. She is excited to be part of the newly merged BFJ Financial Group. Although employed part-time, she manages the administrative duties with a full-time attitude. Prior to employment with Bell & Frech, LLC, Lee Ann worked for CAE-Link in various administrative duties. …

Janet Baier

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Administrative Assistant E-Mail : jbaier@bfjfinancial.com As Administrative Assistant, Janet is responsible for customer service and maintenance of client accounts. Janet has a diverse background of experience that has helped shape her role at BFJ Financial Group, including eight years as a legal assistant, concentrating on estate planning and contracts and 17 years as an assistant in the insurance industry. Janet …

Chris Shepherd

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Certified Public Accountant E-Mail : cshepherd@bfjfinancial.com Chris Shepherd is a Certified Public Accountant for BFJ Financial Group. Chris delivers a comprehensive service package which includes financial statement compilations along with a full suite of tax services for individuals, businesses, estates and trusts. Chris graduated with a Bachelor of Science in Accounting from Saint Leo University. He has over 3 years …