Employee Bios

Employee Bios

OUR TEAM MEMBERS

  • Allan A. Cohen, CPA, CFP®

    Co-Founder, President/CEO

    Allan Cohen graduated from Jacksonville University with a B.S. in Accounting and went on to work as a Certified Public Accountant, adding an advanced certificate in Federal Gift and Estate Taxation. In 1983, he sold his CPA practice and became a Certified Financial Planner™ in order to pursue his dream of assisting people with their finances.

  • Jacqueline Bos

    Chief Compliance Officer (CCO) & Chief Operating Officer (COO)

    Jacqueline Bos joined B&C Financial Advisors when it was founded in 1995. As the Chief Compliance Officer and Chief Operations Officer of the firm, Jacque is responsible for the daily operations, along with implementing the firm’s vision while complying with all applicable regulatory requirements.

  • Thomas Ellis, AWMA®

    Executive Vice President

    Thomas Ellis has been with B&C Financial Advisors since 2009 and has spent over 18 years in the financial industry. He previously served as vice president at Bank of America in the Global Wealth Investment Management division. He has a B.S. in Business Administration from the University of North Florida and is an Accredited Wealth Management Advisor℠ (AWMA®).

  • Sean Guldi, CFP®

    Chief Investment Officer

    Sean Guldi is a Certified Financial Planner™ and has been a part of B&C Financial Advisors since 2013. He has ten years of experience in the financial services industry.

  • Adam Oerther, CFP®

    Investment Manager

    Adam Oerther is a Certified Financial Planner™ with a B.S. degree in Finance and a minor degree in Entrepreneurship from the University of Florida. He has been part of B&C Financial Advisors since 2012 and sees understanding the financial goals of the client as a must.

  • Adam Howard

    Assistant Investment Manager

    Adam Howard recently joined the B&C Financial Advisors team in mid-2016. He has spent over four years in the financial industry working for large financial services firms. Prior to B&C, Adam worked at Fidelity Investments on their trade desk and most recently as a financial advisor at Bank of America Merrill Lynch.

  • Jessica Schmidt

    Assistant Investment Manager

    Jessica Schmidt joined the B&C Financial Advisors team after completing a finance internship with the firm. She is a recent graduate of Flagler College with a B.S. in Business and minors in Finance and Economics. Jessica is eager to begin her career at B&C and is working towards becoming a Certified Financial Planner™.

  • Stephanie Lyman-Robinson

    Client Relationship Manager

    Stephanie Lyman-Robinson is B&C’s dedicated Client Relationship Manager. Originally from New Jersey, Stephanie moved to Jacksonville over 25 years ago. Before Stephanie came to B&C, she worked in financial services for three years and held her 2-14 Life Insurance license.

  • Emma Ambler

    Marketing Coordinator

    Emma Ambler joined B&C Financial Advisors in December of 2015. Emma assists with the firm’s day-to-day operations and develops marketing plans and materials for B&C. She enjoys interacting with our clients and learning more about their financial goals.

  • Ian Aguilar, CFP®, MBA

    Wealth Advisor

    Ian Aguilar is a Certified Financial Planner™ with a B.A. in Economics from Colgate University and an MBA from the Crummer Graduate School of Business at Rollins College. Ian started his career at Bank of America Merrill Lynch in 2012 before coming to B&C Financial Advisors in 2018.

  • Genevieve Stephenson

    Administrative Assistant

    Genevieve Stephenson is responsible for providing administrative support to advisors and staff.  Genny helps in various client services and is grateful to be a part of an organization that puts the client’s needs first.