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, a proud native of Temple, TX. 

Outside of my professional life, I have a deep love for photography and scrapbooking—capturing life’s special moments and preserving them for years to come. I’ve been happily married to my high school sweetheart for 40 wonderful years, and together we enjoy dancing, gardening, caring for our chickens, and embracing all aspects of homesteading. I also cherish time spent outdoors, especially playing with and training our beloved dogs.

As a financial advisor With 26 years of experience in the financial services industry, I brings both a deep knowledge and a thoughtful, personalized approach to each client relationship. Whether you're planning for retirement, navigating life transitions, or simply want to make sure your current plan is still aligned with your goals, I am here to guide you every step of the way. I take pride in making complex financial topics feel clear and manageable, so you can make confident decisions for yourself and your family. My mission has always been to help clients live a balanced money-balanced life, and I am honored to continue serving you with care, clarity, and commitment.

Kate Rodeffer

Director of Business Development

I was born and raised in Temple, TX, where my family’s roots run deep and where I met my husband. I earned my BBA in Finance from the University of Mary Hardin-Baylor and am now working toward becoming a financial advisor. I’m truly passionate about this path as it will give me the opportunity to empower people to feel confident and informed about their financial decisions, whether they’re planning for the future or navigating life’s big transitions.

When I’m not working, you’ll often find me baking something new, curled up with a good book, or spending time outdoors hiking and kayaking.

Lisa Swarr

Office Manager

Originally from Cleveland, OH, I pursued my love for the culinary arts by attending culinary school—a decision that continues to fuel my passion for cooking and baking. After moving to Texas, I met my wonderful husband, and together we’ve been blessed with a beautiful baby girl. I find great joy in balancing family life with my professional pursuits, always striving to infuse creativity and structure into everything I do.

For the past 5 years, I have been the friendly voice you often hear when you call in and the steady hand that keeps our office running smoothly. As your Office Manager, I handle everything from coordinating appointments and managing paperwork to making sure important details don’t fall through the cracks. I have an eye for attention to detail, organization, and genuine care for our clients to ensure that every interaction you have with our office is seamless, timely, and stress free. Whether you're calling with a question, need help with a form, or just want to confirm a meeting, I am here to support you with warmth and efficiency every step of the way.