Press Releases

In Remembrance: Karen White

July 31, 2015

Karen White
April 27, 1954–July 31, 2015

Our collective hearts are broken in remembering our treasured friend and colleague, Karen White.

Karen’s courageous fight against cancer ended today with her family at her side. She endured grueling therapies, all the while maintaining her considerable Southern grace and charm. Karen’s true nature was to dote on others, even as her own struggle with cancer advanced.

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Burns-Fazzi, Brock Acquired by Arthur J. Gallagher & Co.

May 8, 2015

Long-term growth strategy strengthens client focus

Charlotte, NC (May 6, 2015)—Burns-Fazzi, Brock (BFB) announced today that it has been acquired by Arthur J. Gallagher & Company, one of the world’s largest international insurance brokerage and risk management services firms.

“A few years ago we began a search for a like-minded, client-focused strategic partner to help solidify and extend BFB’s position as the pre-eminent provider of credit union executive benefits and compensation solutions,” said Rich Brock, principal. “I’m thrilled to announce we’ve found the perfect partner in Gallagher.”

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Burns-Fazzi, Brock Announces Executive Compensation Split-Dollar Webinar

October 8, 2014

New Webinar Scheduled — Ins and Outs of Split-Dollar: Loan Rate and Product Risks
Wednesday, October 15, 2014 at 2:00 pm–3:00 pm ET

Charlotte, NC (October 8, 2014)—Burns-Fazzi, Brock (BFB) announced today the newest webinar in its award-winning Executive Benefits Learning Series, “Ins and Outs of Split-Dollar: Loan Rate and Product Risks,” presented by Chris Burns-Fazzi.

“As Credit Unions look to recruit, reward, and retain their leadership in an increasingly competitive market, Split-Dollar plans emerge as an attractive executive benefit,” said Chris Burns-Fazzi, principal at BFB. “Split-Dollar plans have appealing tax advantages and, if properly structured and administered, can ultimately return all money spent, plus interest, back to your Credit Union.”

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Burns-Fazzi, Brock Wins the 2014 NAFCU Services Corporation Innovation Award

August 25, 2014

Burns-Fazzi, Brock Wins the 2014 NAFCU Services Corporation Innovation Award
Executive Benefits Learning Series Sets Standard for Leadership Training

Charlotte, NC (August 25, 2014)—Burns-Fazzi, Brock announced today that it won a 2014 NAFCU Services Corporation (NSC) Innovation Award. The NAFCU Services Innovation Award is the credit union industry’s most recognized awards competition for groundbreaking solutions. Judged by the NAFCU Services Advisory Committee, comprised of credit union executives from around the country, the annual competition highlights outstanding innovations that help credit unions thrive in an increasingly saturated financial services market. Burns-Fazzi, Brock was selected for their introduction of its Executive Benefits Learning Series to the credit union community.

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We Moved!

August 25, 2014

New Headquarters and Phone Number

BFB's Charlotte headquarters has moved! Our new location features state-of-the art technology to better serve our clients. Plus, we now have one phone number with access to Charlotte headquarters and our corporate offices in California and Utah.

4600 Park Road, Suite 200

Charlotte, NC 28209


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