Our Team

                                         
Wm. Eric Bishoff - LPL Financial Advisor/Branch Manager
 
No matter your financial experience or background, Eric will treat you and your family with the utmost respect. Eric's clients receive the highest quality of financial expertise through his knowledge, dedication, and attention to detail. By helping his clients discover their life objectives, goals, and dreams, Eric is able to help move people towards things they never thought possible. Read Eric's extended biography.
Kathryn Burris - LPL Financial Advisor/ Assistant Branch Manager
 
Working to provide service to clients as needed, Kathryn Burris consistently puts clients first. Through her role, Kathryn works to aid in servicing clients with their investment accounts and wealth plans. No matter your request or question, Kathryn is available to help! Read Kathryn's extended biography.
Richard Mills - LPL Financial Advisor
 
Richard aims to help his clients accomplish their life goals through sound financial planning. Not only does he advise current clients on the proper ways to manage assets, but he also cultivates relationships with potential clients so they, too, can work towards financial fulfillment. Read Rich's extended biography.
Heather Bishoff - Business Manager/Team Leader 
 
Due to her appreciation for BFG clients, Heather is always looking to improve the service these clients experience. This is accomplished through anything from updating client information to visiting with them at various events. If there is anything Heather can do to make your experience with The Bishoff Financial Group more pleasant, don’t hesitate to ask. She’s always willing to help!
Mo Palmer - Office Assistant
 
Mo does a little bit of everything, including manning the phones, scheduling appointments, greeting clients, managing the files - all of the little things that help make the big things flow more smoothly. And we can’t forget Mo’s incredible cookie baking abilities! No matter the task, Mo always has a smile on her face.
Tami Schultz - Senior Operations Associate

 
With the responsibility of opening new accounts and processing transfers, contributions, redemptions, and beneficiary changes, Tami has her hands full. No matter the request, Tami is always aiming to provide clients with an efficient and positive back office experience.
Vanessa Estadt - Para-Planner
V
 
With the help of clients and research sources, Vanessa takes a client’s entire financial position (i.e. investments, debt, bank accounts, insurance policies, etc.) and inputs it into the BFG’s financial planning software. The end result is a visual and interactive picture of the client’s net worth. Not only does Vanessa’s hard work help clients better understand their current positions, but it also helps the BFG provide clients with the best financial plan for the future.

Amanda Thatcher - Director of Communications
A                                                    
 
Dedicated to taking BFG and client communications to the next level, Amanda works to implement the BFG newsletter, website, and weekly market commentary e-mails. No matter the medium or method, Amanda works to let clients know what’s going on at the BFG.

Leave the field empty
Search