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BFB Announces Completion of SSAE 16 Type II Certification
 

October 27, 2011

CHARLOTTE, NC. Burns-Fazzi, Brock is pleased to announce that it has completed its Statement on Standards for Attestation Engagements No. 16 (SSAE 16) Type II certification.  This certification shows that BFB has undergone an extensive Service Organization Control 1 (SOC 1) audit by an independent accounting firm to verify the effectiveness of BFB’s internal controls and security.

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Kraig Klinkhammer Joins the BFB Team
 

September 1, 2011

CHARLOTTE, NC     Kraig Klinkhammer has joined the BFB team. Kraig manages investment and portfolio strategy for Burns-Fazzi, Brock. He works closely with asset management firms, life insurance companies and other financial service organizations to ensure the firm’s principals and consultants have competitive solutions to meet unique client objectives.

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NAFCU Webcast - Board Due Diligence & Executive Compensation
 

August 10, 2011

Title: Board Due Diligence & Executive Compensation. Presenter: James Patterson, Partner, Sherman & Patterson; Jennifer Jackson, VP Compliance and Information, Burns-Fazzi, Brock

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NAFCU Webcast - Benefit Liability Management
 

August 10, 2011

Title: Benefit Liability Management™ Presenter: TJ Telford, Regional VP and Christine Burns-Fazzi, Founder and Principal, Burns-Fazzi, Brock

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Corinne Anderegg Has Joined the BFB Team
 

August 5, 2011

CHARLOTTE, NC     Corinne Anderegg joined the BFB team in July of this year. Corinne is responsible for development, implementation and administration of executive benefit plans as well as the monitoring of regulatory and IRS compliance guidelines.

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