Senior Financial Advisor
Jeffrey Bagley is a founding partner of BCR Financial Services and a Certified Financial Planner with 27 years of experience. To learn more about Jeffrey, please visit (his website linked here).
Daniel Costa is a senior financial advisor and founding partner of BCR Financial Services. He began his career with Deloitte & Touche in 1991 and obtained his CPA designation. He then worked for American Express Financial Advisors...
Mark Rychel is a senior financial advisor and founding partner of BCR Financial Services. He began his career at Merrill Lynch International in London, England. He then worked for American Express Financial Advisors until he, along...
Senior Financial Advisors
Daniel and David Ward began their careers in the financial planning industry working with Janney Montgomery Scott in 1997 and joined BCR Financial in 2004. As SmartVestor Pros, Daniel and David are recommended by Dave Ramsey and the...
Leo joined BCR in 2012 and has nearly four decades of experience in the industry. Prior to BCR, he worked with Ameriprise Financial Services and American Express. He began his career at Prudential Securities. He specializes in...
As a Chartered Retirement Planning Counselor®, Andy is committed to providing quality financial advice and the highest level of client service. He is dedicated to comprehensive financial planning and enjoys working closely with...
Mike began his career in the financial planning industry working with Ayco in 1993 and joined BCR Financial in 2012. As a Certified Financial Planner® designee, Mike uses his extensive knowledge and experience in comprehensive...
David joined BCR Financial in 2016 and has been building his financial planning practice since 2001. Prior to this, he was affiliated with Northwestern Mutual Life Insurance Company and the independent broker dealer H.Beck, Inc.. David...
David has 21 years of experience in financial services and was with MetLife and Fortune Financial prior to joining BCR in 2016. As a Retirement Income Certified Professional, David specializes in financial, protection and retirement...
Planning Assistant to Daniel W. Costa, CPA, CFP, CRPC Heather joined BCR Financial Services, LLC in 2014, and works directly with Daniel Costa. She provides administrative support for Dan and is instrumental in servicing and...
Planning Assistant to Jeffrey T. Bagley, CFP
Operations Manager and Planning Assistant
Planning Assistant to Mark J. Rychel, CFP, CPFA
Bryan Byrd got his start in the financial planning industry working with H. Beck Inc. in 2014 and joined BCR Financial in 2016. Bryan runs his practice and collaborates with other advisors to help provide comprehensive planning,...
Planning Assistant to Daniel Ward, CRPC & David Ward, CRPC Christine joined BCR in 2016 and serves as the planning assistant to Daniel Ward and David Ward. With nearly a decade of experience in the financial services industry,...
Planning Assistant to: Daniel W. Costa, CPA, CFP, CRPC and Richard N. Mangieri, RFC Jennifer has been with BCR Financial Services, LLC since 2014. She began her BCR career providing administrative support toseveral financial...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.