Team

OUR TEAM

Our Team has several years of experience in the financial planning services industry. The culture that you will find as you navigate your financial journey with BFG is the dedication to developing lasting client relationships and serving our clients in achieving a goals-based investment plan while always aligning with our client's risk tolerance. We strive to utilize technology afforded to automation of client engagements, research tools and partnering with affiliated firms to offer unique and custom portfolios and ease of doing business.


Melinda Bulls

Financial Advisor, Branch Manager

Hello! I'm Melinda. I am a native to Temple, TX. 

Having worked in the financial services industry for more than 23 years and affiliated with the Dave Ramsey SmartVestor Pro program for 17 years, I bring the "heart of a teacher" as well as a supportive relationship to helping you get your financial household in order.

 

 

 

 

 

 

 

 

Lisa Swarr

Office Manager

Hello! I'm Lisa. Originally from Cleveland, OH.

After going to culinary school I found I needed a change and moved to Texas where I found my wonderful husband! Organization is my hobby. Through many different jobs, I found Melinda with Bulls Financial Group and have found a place that I love.