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Our Team

Richard Balkcom

Chief Executive Officer

LPL Investment Advisor Representative

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Rich has over 30 years of experience as an accomplished Financial Counselor with LPL Financial, Merrill Lynch, MetLife, Phoenix Home Life, New England Financial and Employee Benefit Counselor for telecommunication employees. He has provided counsel and planning services to universities, public schools, telecommunications and health care organizations among many clients through the years.

Rich and his wife Judith are residents of Trinity FL and Sevierville TN. They have four children and enjoy spending time with their grandchildren as well. Together they are extremely active in community affairs and public service, including serving on non-profit boards of directors as well as on local governmental committees.

Rich enjoys golf, baseball, and traveling.

PROFESSIONAL LICENSES:
Series 7, 63 and 22 – Securities registrations held with LPL Financial
Life, Annuities, and Health

Geoff Balkcom

Chief Financial Officer

LPL Investment Advisor Representative

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Geoff joined the family business straight out of the University of Central Florida after graduating with a bachelors degree in business. He supported BAI Financial during college, shadowing senior BAI team members both in the field and at the office. Since committing to BAI Financial full time, Geoff has obtained series 7, 66 and insurance and annuity licenses. Geoff’s passion and commitment is helping people with significant life decisions and he is energized for the challenge with BAI Financial.

He is a huge sports fan, whether playing or watching and he expects his strong will to win translates well to his job. He resides in Trinity, FL.

PROFESSIONAL LICENSES:
Series 7, 66 – Securities registrations held with LPL Financial
Life, Annuities, and Health

Judith Huskey Balkcom

Vice President
of Marketing

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Judith joined BAI Financial in August 2013 as the VP of Marketing.  From 1990 to 2013 Judith was the General Manager of Tanger Factory Outlets in Sevierville, TN where she was responsible for marketing, community relations, tenant coordination and management of over 100 stores.  She graduated from Lincoln Memorial University in Harrogate, TN with a degree in Psychology and Sociology and owned a boutique dress shop for 12 years called Another Me.

She enjoys reading, golf, the beach and traveling, but most of all spending time with her grandchildren.

Rick Balkcom

IT Director &
Operations Assistant

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Rick has provided Information/Technology and Operations support to BAI Financial since 2012. He has eleven years of experience in the wireless and electronics industry in management and sales positions at RadioShack, Sprint, Target Mobile and Verizon.  He is a graduate of the University of Central Florida with a Bachelor of Science in Business Administration and Marketing. Rick was a member of the Air Force JROTC program at River Ridge High School all four years where he earned the rank of Lt. Colonel and served as the Deputy Group Commander for the program in his senior year.

Football, baseball, golf and electronics are his passions and he loves traveling abroad with his family.  He resides in St. Petersburg, FL.

Pedey Balkcom

Chief Dog Officer

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Pedey happily joined BAI Financial in February 2014 from the Sarasota County Humane Society. Pedey is thrilled and energized (all the time) to assist you in reaching your life and financial goals. He frequently visits the office and is a very hard worker as long as he is rewarded with treats. Pedey loves car rides and meeting new friends on long walks in the neighborhood.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC.

Richard Balkcom may only discuss and/or transact securities business with residents of the following states: CO, DE, FL, MA, MI, NC, NJ, NM, RI and TN.

Geoff Balkcom may only discuss and/or transact securities with residents of the following states: CO, FL, MA, MI, NY, RI and SC.