What is “boom”?
In sailing, the boom is the pole along the bottom of the mainsail that helps control the angle and shape of the sail. It helps the sailor navigate an easy and straight path. Our goal is to empower you to navigate your financial future and help you live the life you dream about. It’s this unique voyage that we aspire to bring to financial services—we want the process to be energetic, engaging, and most of all, effective. Meet the team that can help steer you, your business and your family in the right direction for decades to come.
Meet the founder
Amy R. Blodgett*, CFP®
Office Phone: 415-364-0201
Meet the Founder and CEO of Boom Planning.
Amy Blodgett*, MBA, CFP, Fiduciary, Friend
Amy’s boundless energy, enthusiasm and empathy are the kickoff point with Amy! With a mission to create meaningful impact with her clients, Amy has been interested in helping people effectively plan for the security of their financial futures for over 25 years.
Amy has been the trusted advisor that clients turn to for help reaching their goals and dreams. Her east coast core values of pragmatism, honesty and integrity have helped to guide and advise her clients using a one-size-does-not-fit-all approach. Her holistic and down to earth planning approach make the sometimes-overwhelming task of financial planning fun and enjoyable. Easy going and passionate about helping others, it’s clear Amy really enjoys what she does, and she has fun with the clients and the planning process. However, don’t let that easygoing exterior fool you, Amy is an award-winning industry leader, served on and led advisory boards and has earned numerous professional distinctions and honors,
After starting her finance career in Boston, Amy moved west to earn her MBA degree and the CFP designation. She has built her Bay Area based practice focusing on the LGBTQ+ community, singles, couples, families, business owners, and the causes they care about. She offers next-level service, goes easy on the challenges, and leads with kindness. She may be most proud of the decades-long relationships she has built with her clients.
A recent empty nester, Amy lives in the Bay Area with her husband Bill, and their sweet mutt pup rescue Lukie. Determined to find a balanced lifestyle, Amy loves spending time outdoors hiking, skiing and paddle boarding with her family and never tires of the remarkable beauty of the Bay Area, the Sierras, and her native New England.
Meet the team
Office Phone: 415.367.0232
Mobile Phone: 513.678.6488
As President, Chief Operating Officer and Partner of Boom Planning, John’s responsibilities include daily oversight of the firm, helping to drive business growth, and recruiting and retaining high-quality team members. In addition, John leads our client service and support, marketing and events, technology, training, human resources, vendor relationships and more. He thoroughly enjoys working with the talented Boom Planning team and their creative and diverse clients.
Office Phone: 415.364.0211
Marjorie has been working closely with Amy for over 25 years. A juggler of projects, she is dedicated to providing top-notch service to our clients. As Client Relations Manager, Marj directs and oversees a wide variety of client needs. She enjoys the diversity of our clients at Boom Planning, and getting to know and work with them over time. Marj appreciates the real fulfillment of helping clients get their financial house in order and continuing to work with them to keep it there.
Office Phone: 415.364.0226
Kristen entered the financial services industry in 2008. Prior to joining Boom Planning, she worked on the bond floor of the Chicago Board of Trade, traded options on the floor of the Pacific Stock Exchange and worked in investor relations for a private equity firm. She brings her vast experience in the financial world to her work as a financial planner. Kristen is committed to helping people reach their financial goals and she enjoys being a resource for all of her client’s financial-related questions and situations.
Rita M. Abraldes* CFP®, CRPC®
Office Phone: 415.364.0231
Rita works closely with Boom clients through the various stages in the planning process: preparing plans, developing portfolio solutions, reviewing budgets and updating financial goals to best meet our clients’ needs. She also collaborates with the team on systems-building to improve practice management, and is particularly interested and prepared for issues affecting older adults.
Ana Abraldes* CFP®
Office Phone: 415.364.0205
Ana is dedicated to providing comprehensive, personalized services to our Boom family of clients and to helping them reach their financial goals. She enjoys working with a dynamic, collegial team who share a passion for service and excellence and engaging our clients fully in the planning process.
Ana loves hiking and exploring the spectacular outdoors of Northern California with her family and friends. Her other passions include art, music, soccer, cooking, travel and lifelong learning.
Office Phone: 415.364.0204
Bryan was born and raised in the San Francisco bay area before moving to Nashville, TN. His hobbies include golf, supporting his favorite football team – Liverpool FC, and working on his 1966 Ford Mustang.
Office Phone: 415.364.0221
As an Associate Financial Planner, Hale ensures that the financial needs of clients are met with the greatest attention and care. Detail-oriented and always wanting to learn, he enjoys the balance between analytics and team collaboration that his position provides. Hale is also very passionate about sustainability and impact investing.
Office Phone: 415.364.0215
Luke started in the financial services industry in 2005. Before joining Boom Planning, he worked as an operations specialist with other financial service companies and as a Registered Investment Advisor in Orange County, CA. Because of his diverse experience, Luke is consistently called upon during challenging situations; his extensive knowledge makes him a great addition to the Boom Planning team to help solve complex issues. He enjoys learning, staying ahead of the curve, and then passing on that knowledge to clients and advisors alike.
Office Phone: 415.364.0207
Maricela Simkins brings over 20 years of financial services expertise to the Boom family. Her talents span from the oversight of the firms operations, technology, training and most importantly the care of existing clients and supporting their new business opportunities. Because of her unique abilities to problem solve, she discovers solutions and wow’s clients with her specialized and client centric approach, ensuring a celebrated outcome.
Jennifer Elliott ChFC®, CLU
Office Phone: 415.364.0206
Jennifer began working in the financial services industry in 2000. Before joining Boom Planning, she worked in various operations and service-focused positions at a large insurance and investments company. Jennifer enjoys detail-oriented work and problem solving. She works remotely from southwestern Ohio.
Office Phone: 415.364.0235
Karina has been working with Amy since 2008. Karina wears many hats at Boom Planning including research and analysis of financial instruments, design of asset allocations and strategies and trading. She greatly enjoys the mathematical analysis involved with each situation and being able to translate data into something that clients can relate to and understand.
Marshall Dearden CFP®
Office Phone: 415.364.0211
Over his 30+ years with the company and in the financial industry, Marshall has served many roles. His focus now is to work with the client portfolios implementing a variety of financial roadmaps tailored to client needs. Marshall holds a variety of FINRA registrations and serves the company remotely from the Mid Atlantic.
Mobile Phone: 510.672.7158
Bob Swires provides Boom Planning clients with unparalleled knowledge involving financial strategies and products that allow clients to take control of their financial lives. He most enjoys when he’s able to help appreciative clients gain financial success and security.
Office Phone: 619.829.2821
Yvette Taliaferro is an independent Financial Professional with Boom Planning. She believes everyone’s economic and life situation is unique and will work with you to accomplish your financial goals.
Yvette has been in the financial industry for 20 years. When she was with FESCO Securities; she was the recipient of the Million Dollar Producer award in 2003.
She received her B. A. in Finance from Sonoma State University. She also holds a 7 and 63, 65 registrations granted by the Financial Industry Regulatory Authority (FINRA). In addition, to her securities registrations, she is licensed to provide Life, Health, Long Term Care, Disability Income Insurance, as well as Variable* and Fixed Annuity products in the State of California.
She believes in giving back to the community. Yvette volunteers at Jump$tart Coalition (K-12 Personal Finance Literacy). She enjoys yoga, golf and spending time with her family and friends.
Bartley A Corfee*
Office Phone: 303.674.0188
Bart is a 4th Generation Native born and raised in Sacramento and Davis, California. In 1992, Bart and his wife Toni moved to Evergreen, Colorado where his practice, Corfee & Associates, a branch office of Boom Planning, is located.
After college, Bart pursued a career in Investment Asset Management with Sutro & Company and E.F. Hutton & Company in San Francisco, California. Since 1980 Bart has specialized in Asset Management for his client practice.
Bart is a 3rd generation Mason, a Past Master of Idaho Springs Lodge #26 in 2016 and a Scottish Rite KCCH honoree in 2017, a member of Scottish Rite Masonic Center Committee, a member of the Scottish Rite Masonic Finance Committee, a member of the Scottish Rite Masonic Centennial Line of Perfection and a member of the El Jebel Shrine.
Toni and Bart are blessed with two wonderful children, Katelyn who works for Unbridled Solutions, Denver and Brenden, a student at San Diego State University studying Business / Economics.
Jeffrey J. Heitzman*
Office Phone: 616.774.2372
As CEO of Heitzman & Associates, a branch office of Boom Planning located in Grand Rapids MI, Jeff thrives on customizing plans for clients based on their needs, objectives, and risk tolerances. Jeff recognizes that client’s needs are different, and so he offers a variety of products and services to fulfill those needs including referrals to other professionals such as attorneys and CPAs. With over 50 years of combined financial service experience in their firm comes a certain wisdom, knowledge, and "common sense", essential in quality financial planning strategies.
Jeff is very passionate about the education system in West Michigan and is actively involved in raising money for and supporting Christian education. He has also been active in the Foundation for Catholic Secondary Education and is currently a Board Member
Jeff has been married to his wife, Alice, for over 25 years and they have four wonderful children. While not in the office, Jeff enjoys watching his kids play soccer, baseball, basketball, rugby and much more. Personally, Jeff likes to camp, fish, and hunt with his three sons.