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Our Team

Our Team

Our highly qualified team provides comprehensive financial services for our clients. With our experience in financial planning, wealth management, risk solutions, tax planning, retirement income strategies and estate planning, we can meet your needs.

Lisa Crosta

Lisa Crosta, CFP®, CPA, MBA

Director Of Wealth Management

Kelly Pearce

Kelly Pearce

Investment & Retirement Professional

Denise Weidman

Denise Weidman

Bookkeeper / Family Office Management

Kelsey Fitzsimmons

Kelsey Fitzsimmons

Administrative Coordinator

Strategic Partners

BPP has strategically aligned themselves with independent partners and industry experts, some of which are listed below.

Oliver Luxxe Assets

Independent Portfolio Manager

Second-generation portfolio managers providing customized portfolios with a commitment to our clients’ individual goals whether it be to maximize cash flow and safety or provide maximum growth and return.

Mutual Securities

Broker/Dealer and Investment Advisory Platform

An independent broker dealer who primarily works with independent wealth managers to provide an array of annuities and other alternative investment vehicles to complement our client portfolios.


Independent Insurance Advisory and Consulting

A team of top industry professionals who work exclusively with 100 advisors to provide our clients the best professional expertise to design and solve insurance and advanced planning needs.



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