When you think about a successful business you think of the different experts that are a part of the business.
There is a Chief Executive Officer, Chief Operation Officer, Chief Technical Officer, Chief Financial Officer. Each of these titles conveys a layer of expertise and oversight. A business owners first hire once they have become successful and gone beyond the startup phase is usually the Chief Financial Officer.
What we do is help our clients by being their Chief Financial Officer at home. We are their Personal CFO. Our clients have already achieved success.
A Personal CFO does not know everything, what they do know is who to bring in, when to bring them in, why to bring them in and how to utilize their expertise to coordinate with your plans.

J. Kevin Best, CFP®, AEP®, MS
Personal CFO
Kevin’s purpose is to bring value to his family, business, and community. This value is harnessed through the Serving Leader model.


Doreen J. Haller, CFP®, CRPC®
Personal CFO
Doreen is well-versed in insurance, investment, and retirement income planning with a wealth of supporting credentials to serve her clients.


John R. Skomski CFP®
Personal CFO
John joined Best Times Financial Planning in 2014. He graduated with a bachelor’s degree in business management in 2012 and he holds FINRA Series 7 and 63 securities registrations. Prior to joining Best Times, he worked as a collegiate academic coach, advising students and their families regarding the course and cost structure of their degree.


Norma Recchia
Practice Manager

Georgette Peterson
Registered Planner Assistant
Georgette has been working with clients in the financial services and insurance field since 2005, With the experience and customer first demeanor. She holds FINRA Series 7 and 66 securities registrations, as well as life, health, and accident licenses.