Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab

For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents in New Jersey, Peter returned to Switzerland at 8 years old where he lived until he returned to the U.S. to complete his medical training. After 30 years of active …

24th Annual River Garden Gala

B&C Financial Advisors is proud to be a sponsor of the 24th Annual River Garden Gala. As a Circle of Friends level sponsor, B&C hosted guests at a table where they enjoyed delicious food and a night of “Pure Imagination.” The night included entertainment from Anita & the Party Life Band and an amazing silent …

Dreams Come True Golf Tournament

On Monday, November 7th, B&C sponsored the Riverwood Men’s Club Charity Golf Tournament benefiting Dreams Come True, a local nonprofit organization that grants once-in-a-lifetime experiences for children battling life-threatening illnesses. To date, Dreams Come True has fulfilled the wishes of over 3,000 children in Northeast Florida and Southeast Georgia. Wealth Advisor Thomas Ellis enjoyed playing …

Client for a Cause

One of the best parts about living in Northeast Florida is being able to enjoy the beautiful outdoors. From the beach to the river, there is something for everyone. For B&C clients Mike and Sharon Koppenhafer, it wasn’t enough to just enjoy the nature around them – they wanted to work to preserve it as …

A Day of Food, Wine & Charity

On Sunday, October 2nd, B&C’s Jacque Bos and Sean Guldi enjoyed a day of delicious food and wine – all for a good cause. St. Augustine Independent Restaurant Association (SAiRA) presented the 7th annual Food & Wine Festival where guests enjoyed tasty food from 17 area restaurants and had the opportunity to taste over 100 …

Client for a Cause: Jean Francis & Mayo Clinic

B&C client Jean Francis has a clear passion for helping others. Jean’s work in the healthcare field began in 1966 when she was a teen volunteer at St. Vincent’s in Jacksonville. She earned her BSN at Duke University, and then served in the US Army Nurse Corps where she became a Pediatric Nurse Practitioner (PNP). …

Clients for a Cause: Field of Dreams

Baseball – America’s favorite pastime. Every spring, thousands of kids across the United States don uniforms and play in baseball leagues across the country. It is a time-honored tradition, and one that many families look forward to year after year. Larry and Gail Slocum, longtime B&C clients, weren’t sure if their grandsons would ever be …

JU Global Citizen Award

This past February, Jacksonville University President Tim Cost honored filmmaker Ken Burns with the second annual Global Citizen Award. This award is presented to “an extraordinary, visionary leader whose impact is felt well beyond the bounds of their recognized responsibilities”. B&C Financial Advisors sponsored the event, and Allan & Kathy Cohen attended with B&C clients …

Leukemia & Lymphoma Society Honor

Our very own Chief Compliance Officer Jacque Bos was acknowledged as a Bright Lights Club Member at the Leukemia & Lymphoma Society’s 2015 Annual Volunteer Recognition and Mission Update. Held at Mayo Clinic, the night was an opportunity to honor volunteers and learn about new advances in treating blood cancers. Jacque has been involved with …

23rd Annual River Garden Gala

B&C Financial Advisors participated in a table sponsorship at the 23rd Annual River Garden Gala held at the Sawgrass Marriott on Saturday, November 21. This year’s event, Meet Me in Havana, was an evening to remember with River Garden’s world renowned silent auction and featured entertainment, Chéz-zam. River Garden Foundation’s mission is to support the …