John Smith CFP®, AEP®

Wealth Manager    


What do you enjoy most about being a part of the BDF team?

ALL team members live and breathe our culture. It is great working with people who all share the same vision of doing what’s best for our clients and at the same time are focused on helping each other.

Why did you choose to get involved on the Business Owner Team?

Business owners spend all of their time working in and on their businesses which often times results in neglect on the personal financial side. I think it is critical for business owners to integrate these two aspects of their lives (business and personal) in order to give them the opportunity to enjoy a life outside of the business.

What is the one thing you wish every person knew when making financial decisions?

It is not about getting it right all of the time; it’s about minimizing the number of big mistakes along the way. Emotions make this very difficult for most people to do on their own.

What’s the most influential book you’ve read and why?

“The Art of Possibility” – This self-improvement book presents a philosophy and strategy for seeing and living in the world from a standpoint of abundance and possibility vs. scarcity and restriction. There are great anecdotes and examples designed to help achieve a paradigm shift of viewing the world and your surroundings with optimism and full of possibility.

Who in your life has influenced your career choices?

I have been with BDF since the very early stages of my career and have been greatly influenced by watching the founders of BDF help make BDF the company it is today. I have also learned a lot over the years from clients I work with in understanding the steps they have taken to become successful and live rewarding lives.