BCFA - Key Persons
Job Titles:
- Associate
- Managing Partner
John A. Lemme, CLU, ChFC, CFS, CRPC is our Senior Wealth Strategist as well as the firm's Managing Partner and founder. John is a graduate of Bryant University with a Bachelor in Science in Business Administration degree and holds FINRA Series 6, 63, 7, 24, 65 licenses in addition to Health, Life, and Variable licenses.
Judith P. Higgins acquired her undergraduate degree in Accounting from Bryant University. She began her public accounting career with a large regional CPA firm in Providence, RI. Her experience also includes 13 years in private industry and 19 years in public accounting. Judith is a member of the AICPA and RI Society of CPA's. Her practice specialty consists of accounting and taxation for small business, individuals, trusts, and estates with an emphasis on the small business owner. Judith is a Registered Investment Advisor Representative with BlueChip Financial Advisors, LLP through which she provides financial planning and investment advisory services.
Job Titles:
- Associate
- PARTNER
- Wealth Manager
Michael T. Moretti Jr., is the firm's Wealth Manager, Mike assists our clients in achieving their goals through detailed interactive financial planning and proper asset allocation. Michael has a Bachelors degree in Business Administration from Bryant University, and holds FINRA Series 66, 7, & 24 licenses in addition to life, health and variable licenses. Mike's knowledge is in portfolio analysis and construction, which enables him to develop unique strategies that meet the clients objectives.
Job Titles:
- Associate
- Client Services Manager
- Office Manager
Stacy L. Borges is the firm's Office Manager and Concierge Service Coordinator. In addition to her office duties, her primary goal is to ensure our clients receive world-class service. She has been with the firm for almost two decades and is an invaluable resource to our clients.
William graduated from Central Connecticut State University in 1981 with a degree in Accounting and Taxation. He has been a RIA Representative of BlueChip Financial Advisors, LLP since 1999, specializing in employee benefits. He is also the owner of WD & Associates, which offers Health Care to small and mid-size businesses. He is on the local and national advisory committee for United Health and a co-founder of the RI Business Health Care Advisors Council.