The BDL, Inc. Team

Clinton Winey MBA, CFA, CFP® - Financial Analyst

Clinton joined the firm as a Financial Analyst in 2000.  Mr. Winey is a CFP®  certificant, CFA certificant and earned his Bachelor`s degree from Cornell University and his Master`s degree in Business Administration from San Diego State University.

Michael Kinnear MBA, MS, CFP® - Operations Manager

Michael Kinnear joined the firm as Operations Manager in 2002.  Mr. Kinnear is a CFP®  certificant and a graduate of San Diego State University earning both an MBA and a Master’s degree in Financial & Tax Planning.

Jennifer Finley- Office Manager

Jennifer Finley joined the firm as our Office Manager in 2015.

Pam Priest – Administration

Pam Priest joined the firm in 1996.