Financial Resources & News

Bio – Henry VanBuskirk

Henry VanBuskirk, CFP® Wealth ManagerSchedule time with meHenry is a Wealth Manager where his main responsibilities are constructing and monitoring financial plans pursuant to each client’s unique goals as well as being a member of the investment committee for BFSG.  Prior to joining BFSG, Henry worked for a private wealth management firm as a CERTIFIED FINANCIAL PLANNER™ professional and...

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Bio – Antonia Lipovac

Antonia Lipovac Client Service ManagerAntonia joined Benefit Financial Services Group in 2020 and currently serves as a Client Service Manager for a number of corporate and public clients. Prior to joining BFSG, Antonia worked for a private wealth management firm as a Financial Advisor Associate. Antonia graduated from the Mihaylo College of Business and Economics at California State University,...

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Bio – Aksana Munoz

Aksana Munoz, QKA Lead Client Service Manager | Plan Compliance SpecialistAksana joined Benefit Financial Services Group in 2013 and currently serves as a Lead Client Service Manager and Plan Compliance Specialist for a number of corporate and public clients. Her previous experience includes risk analysis of daily executed energy trades for Exelon Corporation, as well as providing assistance for...

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Bio – Robert Verdugo

Robert Verdugo, CMFC®, APMA®, CMT® Financial Analyst, Senior TraderAs a Financial Analyst, Robert assists in the execution of trades, account analysis, and performance reporting. He has previously worked for the Los Angeles Angels of Anaheim, LLP in their finance department. Robert graduated from the University of California, Irvine with a bachelor’s degree in Business Economics. He currently...

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Bio – Justin Nardo

Justin Nardo, MBA, CFP® Senior Relationship ManagerJustin rejoined the firm in 2019 and is responsible for the overall client experience and financial planning. He has assisted high net worth individuals and families with financial planning and wealth management at TIAA, Fidelity, and Vanguard. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and holds his MBA and undergraduate degrees from...

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Bio – Keith Johnson

Keith Johnson, CFP® Senior Education Specialist | Financial PlannerSchedule time with meKeith is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of financial sector experience. He has extensive experience conducting financial planning workshops, seminars and has acted as key-note speaker at several national conferences. As a Senior Education Specialist, Keith takes an active role in...

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Bio – Mark L. Blom

Mark L. Blom, CFP® Managing Director, Senior Wealth ManagerSchedule time with meMark is a CERTIFIED FINANCIAL PLANNER™ professional and his main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund investments, financial planning and reviewing portfolios with clients. Prior to joining our team, Mark was involved in portfolio and wealth...

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Bio – Braden Priest

Braden Priest, CFA® Retirement Plan ConsultantBraden joined Benefit Financial Services Group in 2015 and is currently a Retirement Plan & Investment Consultant to a number of corporate and public clients. His current responsibilities include serving as the Client Service Manager to a number of public and private retirement plan clients. He began his career at Aon Hewitt, administering client...

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Bio – Kyle Nixon

Kyle Nixon Operations & Systems ManagerKyle is responsible for all of our back office operations including our portfolio management and performance reporting system, accounting, budgeting, meeting all of our technology and computer needs, and anything else needed in order to keep our practice running smoothly, using all of the systems and information available to us. Kyle has a Bachelor of...

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Bio – Arash Navi

Arash Navi, CPA, CFP® , AWMA® Controller | Wealth ManagerSchedule time with meAs the Controller, Arash oversees the firm’s accounting functions, including monthly GAAP financial reporting, budgeting and forecasting. He works closely with the Chief Compliance Officer to meet SEC and Sarbanes-Oxley regulatory requirements. Arash is also a Wealth Manager at BFSG. His responsibilities include...

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Bio – Paul Horn

Paul Horn, CFP® , CPWA® Director of Financial PlanningSchedule time with meAs a Senior Financial Planner & Wealth Manager, Paul takes an active role in educating clients to help them grow, manage and protect their wealth. Paul assists clients in various aspects of wealth management including clients in transition, retirement planning, succession planning for business owners and planning for...

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Bio – Nora Rascon-Brooks

Nora Rascon-Brooks, FPQP™ Senior Operations Manager | Portfolio AdministratorAs the Senior Operations Manager, Nora handles the wealth management division’s internal organization, including financial management, and organizational effectiveness to create an outstanding client service environment. She also assists with portfolio administration, which includes providing clients with account...

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Bio – Darren Stewart

Darren Stewart, JD Principal | Senior Retirement Plan ConsultantDarren joined Benefit Financial Services Group in 2006 and currently serves as the primary Investment Consultant to a number of corporate and public clients. His legal background is instrumental in the review of contracts and service agreements on behalf of BFSG’s clients and during his tenure he has contributed significantly to the...

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Bio – Nicole Chou

Nicole Chou Client Service ManagerNicole joined Benefit Financial Services Group in 2018 and currently serves as a Client Service Manager for a number of corporate and public clients. Prior to joining BFSG, Nicole worked in real estate and was a Collateral Management Specialist at State Street. Nicole graduated Magna Cum Laude from the University of the Pacific with a bachelor’s degree in...

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Bio – Chad A. Noorani

Chad A. Noorani, QKA Retirement Plan Consultant | Operations ManagerSchedule time with meChad joined Benefit Financial Services Group in 2011 and is currently a Retirement Plan & Investment Consultant to a number of corporate and public clients.  In addition to his client responsibilities, Chad is responsible for leading the design and development of new client deliverables and creating...

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