OUR TEAM

Our team brings years of expertise in financial planning, dedicated to cultivating lasting client relationships. At BFG, we focus on helping you achieve your financial goals with a personalized, goals-based investment plan that aligns with your risk tolerance. We leverage technology to streamline client interactions, enhance research, and partner with affiliated firms to offer unique, customized portfolios, making your financial journey both efficient and tailored to your needs.

Melinda Bulls

Financial Advisor, Branch Manager

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

Beyond my professional life, I have a deep love for photography and scrapbooking. I've been happily married to my high school sweetheart for 40 years, and together we enjoy dancing, gardening, tending to our chickens, and embracing homesteading activities. I also find joy in spending time outdoors, playing with and training our beloved dogs. As a financial advisor, I’m passionate about helping clients achieve a balanced money-balanced life approach, drawing from 25 years of experience in the financial services industry.

Lisa Swarr

Office Manager

Originally from Cleveland, OH, I followed my passion for culinary arts by attending culinary school. I have a love for organization, cooking, baking, and reading, which keeps life both delicious and orderly. After moving to Texas, I met my wonderful husband, and we now have a beautiful baby girl. I enjoy balancing family life with my professional endeavors, always striving to bring creativity and structure into everything I do.

Kate Martin

Front Desk

Hi! My name is Katherine but you can call me Kate! I was born and raised here in Temple, TX, and have a profound love for Texas and my community. I am currently pursuing my undergraduate degree in Finance at the University of Mary Hardin-Baylor and I’m deeply committed to building a successful career in the financial industry. Outside of my academic life, I enjoy spending time outdoors, whether it’s hiking or kayaking. These activities help me stay balanced and inspired as I work toward my goals.