Press Releases

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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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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Rich Brock Selected As President/CEO for BFB
 

June 2, 2011

CHARLOTTE, NC     Rich Brock has been selected as President/CEO at Burns-Fazzi, Brock (BFB), a Charlotte-based national executive benefits consultancy firm for credit unions. Chris Burns-Fazzi, Principal and Co-Founder of BFB made the announcement.

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Tom Telford Selected As Executive Vice President For BFB
 

May 2, 2011

CHARLOTTE, NC     Tom Telford has been promoted to Executive Vice President at Burns-Fazzi, Brock (BFB) a Charlotte-based national executive benefits consultancy firm for credit unions. Rich Brock, Principal and Co-Founder of BFB made the announcement.

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