Meet Your Financial Planning Partners

You may hear other financial planning and wealth management firms pledge to be your partner.

Our goal is for you to not only HEAR those words, but to FEEL that promise in every interaction you have with each member of our team.

David Rogers, Financial Advisor

David Rogers, CFP

Financial Advisor
david.rogers@investwithbfa.com
813-789-2491

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Andrea Johnson Swope, Blueprint Financial Advisors President

Andrea Johnson Swope

President
andrea.swope@investwithbfa.com
704-712-2900

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Samantha Large, Blueprint Financial Advisors Relationship Manager

Samantha Large

Relationship Manager
samantha.large@investwithbfa.com
704-408-8484

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Melissa Murtorff, Blueprint Financial Advisors Relationship Manager

Melissa Murtorff

Relationship Manager
melissa.murtorff@investwithbfa.com
980-202-2551

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Dynesha Moore, Blueprint Financial Advisors Relationship Manager

Dynesha Moore

Relationship Manager
dynesha.moore@investwithbfa.com
980-202-1143

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Justin Edmisten, Blueprint Financial Advisors Relationship Manager

Justin Edmisten

Relationship Manager
justin.edmisten@investwithbfa.com
336-223-4577

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Bettina Zemei, Blueprint Financial Advisors Relationship Manager

Bettina Zimei

Relationship Manager
bettina.zimei@investwithbfa.com
978-235-0516

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Jon Robinson, Blueprint Financial Advisors Portfolio Manager

Jon Robinson

Portfolio Manager

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Brandon Langley, Blueprint Financial Advisors Portfolio Manager

Brandon Langley

Portfolio Manager

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Ken Peters, Blueprint Financial Advisors Portfolio Manager

Ken Peters, CAIA

Portfolio Manger

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Joe Crawford, Blueprint Financial Advisors Director of Operations

Joe Crawford

Director of Operations

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Laurie Moore, Blueprint Financial Advisors Director of Compliance

Laurie Moore

Director of Compliance

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Nicole Hands, Blueprint Financial Advisors Director of Marketing

Nicole Hands

Director of Marketing

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Mike Carlone, Blueprint Financial Advisors Director of Business Development

Mike Carlone

Director of Business Development

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Bruce Atkinson, Blueprint Financial Advisors Chief Financial Officer

Bruce Atkinson, CPA

Chief Financial Officer

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David Rogers, Financial Advisor

David Rogers, CFP

Financial Advisor
david.rogers@investwithbfa.com
813-789-2491

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Andrea Johnson Swope, Blueprint Financial Advisors President

Andrea Johnson Swope

President
andrea.swope@investwithbfa.com
704-712-2900

Read Bio

Samantha Large, Blueprint Financial Advisors Relationship Manager

Samantha Large

Relationship Manager
samantha.large@investwithbfa.com
704-408-8484

Read Bio

Melissa Murtorff, Blueprint Financial Advisors Relationship Manager

Melissa Murtorff

Relationship Manager
melissa.murtorff@investwithbfa.com
980-202-2551

Read Bio

Dynesha Moore, Blueprint Financial Advisors Relationship Manager

Dynesha Moore

Relationship Manager
dynesha.moore@investwithbfa.com
980-202-1143

Read Bio

Justin Edmisten, Blueprint Financial Advisors Relationship Manager

Justin Edmisten

Relationship Manager
justin.edmisten@investwithbfa.com
336-223-4577

Read Bio

Bettina Zemei, Blueprint Financial Advisors Relationship Manager

Bettina Zimei

Relationship Manager
bettina.zimei@investwithbfa.com
978-235-0516

Read Bio

Jon Robinson, Blueprint Financial Advisors Portfolio Manager

Jon Robinson

Portfolio Manager

Read Bio

Brandon Langley, Blueprint Financial Advisors Portfolio Manager

Brandon Langley

Portfolio Manager

Read Bio

Ken Peters, Blueprint Financial Advisors Portfolio Manager

Ken Peters, CAIA

Portfolio Manger

Read Bio

Joe Crawford, Blueprint Financial Advisors Director of Operations

Joe Crawford

Director of Operations

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Laurie Moore, Blueprint Financial Advisors Director of Compliance

Laurie Moore

Director of Compliance

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Nicole Hands, Blueprint Financial Advisors Director of Marketing

Nicole Hands

Director of Marketing

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Mike Carlone, Blueprint Financial Advisors Director of Business Development

Mike Carlone

Director of Business Development

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Bruce Atkinson, Blueprint Financial Advisors Chief Financial Officer

Bruce Atkinson, CPA

Chief Financial Officer

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Adam Scherer, President Of Greenbeat Financial

Adam Scherer, MS, CFP

President
adam@greenbeat.financial
551-208-7815

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Steven Mrozek, Financial Advisor

Steve Mrozek, AIF

Founder
steve@refinedretirement.net
724-656-8030

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Let's Talk

To discuss how we can help build your financial roadmap