Press Releases

David Brock Joins BFB as a Regional Vice President

January 1, 2012

CHARLOTTE, NC     David Brock has joined BFB as a Regional Vice President. David will consult with Credit Unions in Texas, Oklahoma, and New Mexico.

Read More
BFB Welcomes New Team Member Jenna Girton

November 1, 2011

CHARLOTTE, NC     Jenna Girton joined the BFB team in October of this year. Jenna is responsible for the ongoing administration of benefit plans as well as the monitoring of regulatory and IRS compliance guidelines relating to plan assets for our clients located in the Rocky Mountain Region.

Read More
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.

Read More
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.

Read More
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.

Read More

‹ First  < 3 4 5 6 >