We are excited to announce that Shelley D’Imperio has recently joined the firm as a Client Service Specialist. In this capacity, Shelley will work closely with two of our financial advisors, Dean Karrash and Laura Brewer, to help support their clients.

Shelley comes to BLBB from Valley National Group where she spent 13 years as their Database Administrator, assisted a financial advisor with financial planning, and served on the Compliance Committee. Prior to joining Valley National Group, Shelley was a tax preparer for H&R Block.

Shelley is a graduate of DeSales University where she earned a B.S. in Accounting. Outside of work, Shelley loves to spend time with her nieces and nephews and volunteers at her church.


We would also like to thank Jennifer Wirts for her service to BLBB and congratulate her on the birth of her daughter, Louisa. We appreciate her hard work, dedication, and long hours — especially this past summer during the custodial transition period.

We wish her the best in all her future endeavors.

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500