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About Us

Our Team

     
                 
                                                               
               Debra Schatzki Photo                                                  
                   Read Bio                  
                             
                                     
               

Debra Schatzki

                                 
Founder, Principal
                             
                         
                                         
                                                                         
                   

Debra Schatzki

Founder, Principal


WHAT she does for our clients
Clients say that Debra helps them fulfill their dreams by using our proprietary process, Security Income Planning® (SIP). This process makes it easy for them to Build, Protect, and Preserve Wealth for Generations™.

WHEN she started 
Debra has been a professional in the wealth management business for over 30 years. She started while in college working with her mother to create pension plans. In 1997 she created Financial Services in a Box which is a financial planning model used by accounting firms. She ran accounting firms’ Financial Services, Investment Advisory and Family Office divisions for 12 years. In 2010 she set up her own consulting company BPP Wealth Solutions, LLC. 

WHERE she went to school and what degrees she has
Debra went to Pace University in New York City, where she studied accounting and finance. She completed her Certificate in Financial Planning in 1987 earning her the right to use the CFP® mark. She is certified as a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP).

WHY she does what she does
Debra loves being an independent advocate for people. She gets to help our clients achieve their goals and she is inspired by people who care deeply about their families, their businesses, and their futures.  Debra knows what she does is integral to ensuring that all BPP’s clients get the planning and service they need to grow their futures.

FUN FACT
Debra has always had a desire to help others fulfill their dreams. This passion and her expertise in financial planning was invaluable to her and her husband when they created Project Enterprise (PE), a Community Financial Development Institution that provided business training, business loans and networking opportunities to micro-entrepreneurs and tiny businesses. Debra is also passionate about cooking and traveling; she lives in NJ with her husband Nick, an actor and voice-over artist. They have two children, a 31 year old daughter and 12 year old son.

                 
               
                                   
               
                                                               
               Tracy Salomon Goldenberg Photo                                                  
                   Read Bio                  
                             
                                     
               

Tracy Salomon Goldenberg

                                 
Director of Client & Investment Services
                             
                         
                                         
                                                                         
                   

Tracy Salomon Goldenberg

Director of Client & Investment Services


WHAT she does for our clients
Tracy is our internal Certified Financial Planner®, investment coordinator and client service manager. She takes care of clients from the outset, ensures data accuracy and manages the investment operations. She works closely with all of BPP Wealth’s clients, as well as sub-advisors, 401k plan administrators, and investment custodians. 

WHEN she started
Tracy has an extensive background in financial services. She began her career in 1988, working in retirement plan marketing for large asset managers and brokerage firms. After a move to the suburbs she switched to sales and service for a major insurance company and an independent RIA firm prior to coming to BPP in 2016. 

WHERE she went to school and what degrees she has
Tracy graduated from Emory University in 1988 with a BA in economics and minors in Psychology and French. In 1994 she began studying for her MBA at NYU Stern School of Business and completed it at Melbourne University in Australia. She received her Certification in Financial Planning in 2000. 

WHY she works at BPP
BPP Wealth’s mission to help clients Build, Protect and Preserve Wealth for Generations™ via their proprietary Security Income Planning® process is what drives Tracy. She has always felt that holistic planning and focusing entirely on client goals is the most important aspect of this business. Fulfillment comes when clients accomplish their goals year after year and feel secure about their financial future. 

HOW she sees what she does at BPP matters
Tracy feels most accomplished when she can solve a complicated request, problem or issue for a client. While she would like to live in an ideal world where problems never occur in the first place, she is comforted by the fact that she is able to solve them when they do. 

FUN FACT
During her time away from financial services to care for her two children, Tracy worked in construction, renovating and building “green” homes for re-sale.  She will always have a passion for anything related to real estate. 

                 
               
                                   
               
                                                               
               Denise Paige Anderson Photo                                                  
                   Read Bio                  
                             
                                     
               

Denise Paige Anderson

                                 
Security Income Planner
                             
                         
                                         
                                                                         
                   

Denise Paige Anderson

Security Income Planner


WHAT she does for our clients
Denise works as a Security Income Planner to help clients build a model to achieve their hopes and dreams, preserve their wealth along the way and protect the outcome for generations ahead.  

WHEN she started
Denise has over 25 years of financial services experience in both Europe and the US.  She started in the Salomon Brothers training program where she sold foreign securities and derivatives.  She then worked for Credit Suisse for many years in both London and New York selling interest rate derivatives to global clients.  Denise started at BPP in March of 2018.

WHERE she went to school
Denise received a BA in Economics from Reed College and an MBA from Columbia University where she studied International Finance and Economics. 

WHY she works at BPP
Denise is passionate about helping clients solve their problems and achieve financial literacy.  Working at BPP allows her to utilize the registered Security Income Planning process to provide clients with an in depth analysis and effective framework to Build, Protect and Preserve their Wealth for Generations™. 

HOW she sees what she does at BPP matters
Denise is driven to improve the lives of others.  Her personal experiences have given her resolve to help diffuse the concerns and confusion that often occurs around finances.  She strives to improve financial literacy in her community. 

FUN FACT
Denise lived in London for 11 years where she obtained her British citizenship.  She loves to race sail boats, ski and spend quality time with her two daughters.  In 2012 Denise earned a degree in gemology fulfilling a lifelong passion. 

                 
               
                                   
               
                                                               
               Laura Lee Flanagan Photo                                                  
                   Read Bio                  
                             
                                     
               

Laura Lee Flanagan

                                 
Chief Compliance Officer
                             
                         
                                         
                                                                         
                   

Laura Lee Flanagan

Chief Compliance Officer


WHAT she does for our clients
Laura serves as BPP’s General Counsel and Chief Compliance Officer, and works with individual BPP clients as a Security Income Planner. Laura also works with other independent RIAs and private funds as a legal and compliance advisor. 

WHEN she started
Laura began her career as a practicing attorney in 2004 in a private New York City practice. She joined BPP Wealth Solutions in 2013. 

WHERE she went to school and what degrees she has
The Chapin School
Marymount Manhattan College – BA
Stony Brook University (SUNY) – PhD
Albany Law, Union University - JD 

WHY she works at BPP
Laura’s personal and professional experience has taught her the critical need for financial planning and transparency in the financial services industry. Laura’s broad focus is on protection and security for BPP’s individual and family clients. 

HOW she sees what she does at BPP matters
BPP’s clients strive to make a difference in the lives of the people they love and the industries in which they work. Laura finds it a privilege to support those individuals and companies so they can focus on excelling in their homes and their businesses. 

FUN FACT
Laura has dual citizenship with Italy, is a life-long equestrian, avid animal lover, painter and a writer. She is married to a rock-star (literally) and loves cooking and plants. 

                 
               
                                   
               
                                                               
               Denise Weidman Photo                                                  
                   Read Bio                  
                             
                                     
               

Denise Weidman

                                 
Bookkeeper
                             
                         
                                         
                                                                         
                   

Denise Weidman

Bookkeeper

WHEN she started
Denise began working with small companies back in 2002, helping them with their accounting needs and finance projects. She has been working with BPP since 2015.

WHERE she went to school and what degrees she has
Born and raised just outside Chicago, Denise attended Eastern Illinois University in Charleston, Illinois and graduated with a B.S. in Business Management. 

WHY she works at BPP
Being actively engaged with a team that is helping clients achieve financial security provides Denise with a unique opportunity to be of service to others.  Denise also provides bookkeeping services for key clients.

FUN FACT
Denise enjoys traveling, hiking and spending time with her husband, three daughters and her toy cock-a-poo, Desmond. 

                 
               
                                   
           
   

Strategic Partners

           

Build

Investments


Fidelity
Morningstar
Oliver Luxxe Assets
Pershing
Schwab

Investment Options Include but are not limited to:


Individual Stocks
Taxable Bonds
Municipal Bonds
ETFs
Mutual Funds
Tax deferred products


Business & Corporate Services
 


Becker & Poliakoff, LLP
Cindy Gomerdinger, CPA, Gomerdinger & Associates (Centennial, CO)
The Egan Law Firm
Financial Computer Services
Gluck Solutions
Jeremy Steinberg, Steinberg & Shebairo
Kupfer & Associates PLLC
Rick Sklar, CPA
Strategic Coach



Protect

INSURANCE


Agency One
AIG
Axa Equitable Life Insurance Company
Berkshire - Guardian
Delaware Life Insurance Co Of NY
Genworth Life Insurance Company
ING ReliaStar
John Hancock Life Insurance Co. NY
Lincoln National Life Insurance Company
Met Life Insurance Company
Mutual Of Omaha
Nationwide Life Insurance
Principal Life Insurance Company
Prudential Life Insurance Company
Unum
Voya



Preserve

Estate Planning
 


Elizabeth Forspan @ Ronald Fatoullah & Associates
Naim D. Bulbulia, Esq. @ Hartman Doherty Rosa Berman & Bulbulia, LLC
Neil Prupis, Esq. @ Wilson Elser Moskowitz Edelman & Dricker LLP
Russell Fishkind @ Saul Ewing Arnstein & Lehr LLP
Tim Jordan @ Minor & Brown (Denver, CO)

      


Oliver Luxxe Assets

Security Income Planning is such a robust process that we are always looking for the best and brightest to make each aspect of a SIP (Building, Protecting and Preserving) the very best it can be. 

To that end, in 2016 we started working with a unique investment management firm called Oliver Luxxe Assets (“OLA”). OLA is a full service, comprehensive asset management firm with a specialty in fixed income. OLA focuses on purchasing the highest quality individual stocks and bonds along with mutual funds depending on the individual needs of our clients. 

Using their process and strategy, OLA, like BPP works to Secure Income. With an eye toward improving our process and offerings, we have integrated OLAs investment management services into our Security Income Planning process. 

To learn more about OLA please visit them at www.oliverluxxe.com

Debra Schatzki Photo
Read Bio

Debra Schatzki

Founder, Principal

Debra Schatzki

Founder, Principal


WHAT she does for our clients
Clients say that Debra helps them fulfill their dreams by using our proprietary process, Security Income Planning® (SIP). This process makes it easy for them to Build, Protect, and Preserve Wealth for Generations™.

WHEN she started 
Debra has been a professional in the wealth management business for over 30 years. She started while in college working with her mother to create pension plans. In 1997 she created Financial Services in a Box which is a financial planning model used by accounting firms. She ran accounting firms’ Financial Services, Investment Advisory and Family Office divisions for 12 years. In 2010 she set up her own consulting company BPP Wealth Solutions, LLC. 

WHERE she went to school and what degrees she has
Debra went to Pace University in New York City, where she studied accounting and finance. She completed her Certificate in Financial Planning in 1987 earning her the right to use the CFP® mark. She is certified as a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP).

WHY she does what she does
Debra loves being an independent advocate for people. She gets to help our clients achieve their goals and she is inspired by people who care deeply about their families, their businesses, and their futures.  Debra knows what she does is integral to ensuring that all BPP’s clients get the planning and service they need to grow their futures.

FUN FACT
Debra has always had a desire to help others fulfill their dreams. This passion and her expertise in financial planning was invaluable to her and her husband when they created Project Enterprise (PE), a Community Financial Development Institution that provided business training, business loans and networking opportunities to micro-entrepreneurs and tiny businesses. Debra is also passionate about cooking and traveling; she lives in NJ with her husband Nick, an actor and voice-over artist. They have two children, a 31 year old daughter and 12 year old son.

Tracy Salomon Goldenberg Photo
Read Bio

Tracy Salomon Goldenberg

Director of Client & Investment Services

Tracy Salomon Goldenberg

Director of Client & Investment Services


WHAT she does for our clients
Tracy is our internal Certified Financial Planner®, investment coordinator and client service manager. She takes care of clients from the outset, ensures data accuracy and manages the investment operations. She works closely with all of BPP Wealth’s clients, as well as sub-advisors, 401k plan administrators, and investment custodians. 

WHEN she started
Tracy has an extensive background in financial services. She began her career in 1988, working in retirement plan marketing for large asset managers and brokerage firms. After a move to the suburbs she switched to sales and service for a major insurance company and an independent RIA firm prior to coming to BPP in 2016. 

WHERE she went to school and what degrees she has
Tracy graduated from Emory University in 1988 with a BA in economics and minors in Psychology and French. In 1994 she began studying for her MBA at NYU Stern School of Business and completed it at Melbourne University in Australia. She received her Certification in Financial Planning in 2000. 

WHY she works at BPP
BPP Wealth’s mission to help clients Build, Protect and Preserve Wealth for Generations™ via their proprietary Security Income Planning® process is what drives Tracy. She has always felt that holistic planning and focusing entirely on client goals is the most important aspect of this business. Fulfillment comes when clients accomplish their goals year after year and feel secure about their financial future. 

HOW she sees what she does at BPP matters
Tracy feels most accomplished when she can solve a complicated request, problem or issue for a client. While she would like to live in an ideal world where problems never occur in the first place, she is comforted by the fact that she is able to solve them when they do. 

FUN FACT
During her time away from financial services to care for her two children, Tracy worked in construction, renovating and building “green” homes for re-sale.  She will always have a passion for anything related to real estate. 

Denise Paige Anderson Photo
Read Bio

Denise Paige Anderson

Security Income Planner

Denise Paige Anderson

Security Income Planner


WHAT she does for our clients
Denise works as a Security Income Planner to help clients build a model to achieve their hopes and dreams, preserve their wealth along the way and protect the outcome for generations ahead.  

WHEN she started
Denise has over 25 years of financial services experience in both Europe and the US.  She started in the Salomon Brothers training program where she sold foreign securities and derivatives.  She then worked for Credit Suisse for many years in both London and New York selling interest rate derivatives to global clients.  Denise started at BPP in March of 2018.

WHERE she went to school
Denise received a BA in Economics from Reed College and an MBA from Columbia University where she studied International Finance and Economics. 

WHY she works at BPP
Denise is passionate about helping clients solve their problems and achieve financial literacy.  Working at BPP allows her to utilize the registered Security Income Planning process to provide clients with an in depth analysis and effective framework to Build, Protect and Preserve their Wealth for Generations™. 

HOW she sees what she does at BPP matters
Denise is driven to improve the lives of others.  Her personal experiences have given her resolve to help diffuse the concerns and confusion that often occurs around finances.  She strives to improve financial literacy in her community. 

FUN FACT
Denise lived in London for 11 years where she obtained her British citizenship.  She loves to race sail boats, ski and spend quality time with her two daughters.  In 2012 Denise earned a degree in gemology fulfilling a lifelong passion. 

Laura Lee Flanagan Photo
Read Bio

Laura Lee Flanagan

Chief Compliance Officer

Laura Lee Flanagan

Chief Compliance Officer


WHAT she does for our clients
Laura serves as BPP’s General Counsel and Chief Compliance Officer, and works with individual BPP clients as a Security Income Planner. Laura also works with other independent RIAs and private funds as a legal and compliance advisor. 

WHEN she started
Laura began her career as a practicing attorney in 2004 in a private New York City practice. She joined BPP Wealth Solutions in 2013. 

WHERE she went to school and what degrees she has
The Chapin School
Marymount Manhattan College – BA
Stony Brook University (SUNY) – PhD
Albany Law, Union University - JD 

WHY she works at BPP
Laura’s personal and professional experience has taught her the critical need for financial planning and transparency in the financial services industry. Laura’s broad focus is on protection and security for BPP’s individual and family clients. 

HOW she sees what she does at BPP matters
BPP’s clients strive to make a difference in the lives of the people they love and the industries in which they work. Laura finds it a privilege to support those individuals and companies so they can focus on excelling in their homes and their businesses. 

FUN FACT
Laura has dual citizenship with Italy, is a life-long equestrian, avid animal lover, painter and a writer. She is married to a rock-star (literally) and loves cooking and plants. 

Denise Weidman Photo
Read Bio

Denise Weidman

Bookkeeper

Denise Weidman

Bookkeeper

WHEN she started
Denise began working with small companies back in 2002, helping them with their accounting needs and finance projects. She has been working with BPP since 2015.

WHERE she went to school and what degrees she has
Born and raised just outside Chicago, Denise attended Eastern Illinois University in Charleston, Illinois and graduated with a B.S. in Business Management. 

WHY she works at BPP
Being actively engaged with a team that is helping clients achieve financial security provides Denise with a unique opportunity to be of service to others.  Denise also provides bookkeeping services for key clients.

FUN FACT
Denise enjoys traveling, hiking and spending time with her husband, three daughters and her toy cock-a-poo, Desmond.