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Taylor M

CFP®, Series 63

Lutz, FL

OnePoint BFG Wealth Partners

Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Elena M

CFP®, Series 63

Lutz, FL

OnePoint BFG Wealth Partners

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Rebecca B

ChFC®, Series 63, Series 65

Lutz, FL

OnePoint BFG Wealth Partners

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Daniel G

CFP®, Series 63, Series 65

Lutz, FL

OnePoint BFG Wealth Partners

Daniel George is a CFP® with nine years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners, part of Bleakley Financial Group, and previously worked at Northwestern Mutual Investment Services LLC and AGW Capital Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jonathan C

CFP®, Series 63

Lutz, FL

OnePoint BFG Wealth Partners

Jonathan Clifford is a CFP® with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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