Experience you can trust.

Lindsay Moran is a highly detail-oriented professional with a unique perspective, holding a Bachelor’s of Science in Economic Research and a Master’s of Education. Her career history in Financial Planning has equipped her with a strong analytical skillset and a unique eye for attention to detail. After dedicating time to raising her four children, Lindsay re-entered the workforce, initially with some nervousness with leaving her children for the first time. However, joining Blue Jean Financial has not only added to her already large family but also made her feel right at home. She finds immense joy in her professional endeavors, particularly in connecting with clients and helping to make their financial decisions less stressful, which brings her great happiness.

Residing in Kinderhook, NY, Lindsay is married to Steven Moran, and together they are actively involved in supporting their children’s athletic pursuits across the country, which are their greatest joy and keep them wonderfully busy. Their active children have participated in a variety of sports, including motocross, wrestling, football, basketball, cheerleading, and lacrosse. Watching her children compete keeps Lindsay and Steven young, and the memories they build together are priceless.

Outside of her professional life, Lindsay enjoys gardening, family outings on the lake, and traveling. The Moran family also includes their beloved Goldendoodle, Ralph, who is affectionately considered their fifth child. Adding to their lively household are three cats and ten chickens, often making their home feel more like a zoo – but they wouldn’t want it any other way.

Kaitlyn Mendez Marin is an Account Manager at Blue Jean Financial, serving Bryan McWayne,
Bill Bufkins, and Logan Simms. Kaitlyn has previous experience in financial services, higher
education, human resources, and public relations. She has a Bachelor’s degree in Business
Management and Journalism, and good communication is at the heart of everything she does.
Kaitlyn is a young professional seeking to make the client experience clear and simple for all.

Kaitlyn worked at Bank of America/Merrill Edge, a large financial firm, and understands how
complex and confusing financial services can be. A client is not just a number to her; she strives
to make a connection with each interaction. From calendar invites to retirement contributions,
she streamlines administrative processes so Blue Jean Financial’s advisors can help clients
make their ambitions a reality.

Kaitlyn works well individually and aims to bring structure and stability to every team she is part
of. When she’s not working full-time, she’s writing. Kaitlyn is a Disney enthusiast. She loves
consuming and creating Disney theme park content. She writes articles for her blog, produces
YouTube videos for her channel, and posts regularly on her Instagram page. If she’s not in a
Disney park, she’s thinking about her next trip.

Kaitlyn has been married to her husband, Oscar, since 2024. They live in Holly Springs, North
Carolina, a suburb of Raleigh. She enjoys traveling, hiking, strength training, attending concerts,
playing card or board games, watching movies, and spending time with her family and friends.

Growing up in Tulsa, Oklahoma, Tracy’s path led her to Oklahoma State University, where she earned her Bachelor of Science in Psychology. This academic foundation prepared her for a career dedicated to helping others, initially through impactful work in non-profits before transitioning into educational sales and management. Across these experiences, she ultimately found the most fulfillment in roles where she could be serving clients, emphasizing her unwavering commitment to excellent customer service. Each position deepened her understanding of people and organizations, shaping her approach to problem-solving and collaboration.

After the arrival of her first child, Tracy made the decision to become a stay-at-home mom. Now, with five kids, life is a busy and rewarding adventure. Tracy is a homeschool mom, with two high school students, two middle school students, and a 2nd grader. She has been happily married for 24 years, building a life centered on faith and family. She is also active in her church, where she serves in the youth ministry.

In 2021, a new chapter began, an answer to prayer. Tracy had been hoping for a role where she could work from home, and that’s when God brought the opportunity to work with Ben Blowers. This blossomed, leading her to officially join the Blue Jean Financial team in 2022.

Since then, Tracy has had the privilege of serving in a few different roles at Blue Jean Financial, contributing to a company culture that genuinely puts clients first. She’s excited to see what the future holds, both in her professional journey and as part of the Blue Jean team. Outside of work and family life, she finds joy in running, camping, visiting new national parks, and getting lost in a good book.

Frank Deno is a founding Blue Jean Financial partner. Frank brings over three decades of uniquely diverse experience spanning military service in the U.S. Army and leadership roles across a multitude of sectors. His professional journey encompasses residential and commercial construction, information technology (development and infrastructure), government banking, electrical power markets, healthcare, financial planning and investments, and leadership of not-for-profit organizations. As a serial entrepreneur, Frank has founded and operated multiple successful businesses.

His extensive and varied background, complemented by a Doctorate of Business Administration in Organizational Leadership, an Executive MBA in Management, and a B.S. in Mathematics and Computer Science, provides a robust foundation for his expertise in coaching, consulting, and leadership development. Further enhancing his capabilities are certifications in Change Management, Product Management, Operations Management (Lean Six Sigma Black Belt), MBTI, Coaching, and numerous technology certifications.

Currently, Frank leverages his comprehensive skillset to coach business executives, owners, entrepreneurs, and non-profit leaders, as well as consult in strategic planning, technology solutions, and business and non-profit management.

Beyond his professional endeavors, Frank is an avid outdoorsman who enjoys cycling, rock and ice climbing, ski diving, hiking, and skiing. He also holds certifications as a White Water Rafting Guide and SCUBA Dive Master. Above all, Frank values spending quality time engaging in activities with his friends and family.

Coming soon.

I chose to join Blue Jean because it aligns perfectly with how I approach the market. Technical analysis forms the foundation of my trading strategy, and I’m excited to apply those skills in a professional setting. I find it deeply rewarding to capitalize on price patterns that have stood the test of time and ultimately drive value for clients. Beyond the strategy, Blue Jean’s values, particularly its emphasis on faith and serving the everyday American, resonate strongly with me. I was also drawn to the small-team environment, which I believe fosters stronger connections and greater personal growth.

A Fun Fact About Me: I’m a bit of an adrenaline junkie. Skiing, skydiving, cliff jumping, and river fishing are some of the things that I’ve done in the past. It makes me feel the most alive! 

My Hobbies and Interests: Trading, Fitness, Eating/cooking food, Golf, Fishing, Skiing

My Favorite Quote or Motto: “I’m a great believer in luck, and I find the harder I work, the more I have of it”

Something I’m Looking Forward to in This Role: Being able to pursue my passion in a professional setting while learning from those who have gathered years of experience in this field. 

Ben Blowers has been working in financial services since 2017. Since day one in our industry, Ben has been focused on fighting for what we call the “Everyday American.” Ben combines his financial expertise with his previous experience in the trades to help entrepreneurs bring stability to their cash flow. His early-life experiences also make him uniquely qualified to help people realign their priorities to more closely reflect their goals and values.

Ben’s faith and values are clear in his professional work. Those shared values at Blue Jean Financial are what made it an easy decision for him to be here the day the company launched. He enjoys soaking up the wisdom of more experienced advisors as much as pouring it into the newer ones, so you’ll often see him working alongside other advisors. The client is always the priority.

Aside from traditional financial planning, Ben truly enjoys helping couples combine finances, escape debt, and when desired, become a one income household.
Outside of work, Ben enjoys travelling the country with Wife, Samantha, and their four children, Ella (13), Breason (10), Asher (9), and Charlie (5) in their 32′ RV, Harvey. So far they have visited 46 states, and hope to complete the “lower 48” in 2026. Visiting National Parks, Historic Sites, and Recreation areas, his kids have each earned over 70 Junior Ranger Badges!

Ben self-identifies as “the youngest snowbird you’ll know” spending his summers on the Sacandaga Lake and trying his best not to participate in winter, often seeking refuge near Houston or Orlando.

Bryan McWayne grew up farming alongside his parents, where he learned early that work wasn’t something to shy away from, it’s a way of life. That upbringing shaped his values and instilled the kind of grit and reliability he still brings to his work with clients today.

Numbers always came naturally to Bryan, which led him to study economics at Rensselaer Polytechnic Institute, where he also played football. He’ll be the first to tell you he loved football more than the classroom, but it was during those college years that everything changed. He met Jamie, the love of his life, and more importantly, he encountered a faith that gave him clarity on what really matters.

Bryan and Jamie have four wonderful kids and a house that’s full of life, laughter, and the occasional argument over who left the screen door open or the lights on. They love being outside- whether growing onions and garlic in the garden, taking a hike or bike ride, or just enjoying the afternoon in the pool. Family is huge for Bryan, and it’s what fuels his commitment to the families he serves.

He brings a farmer’s work ethic, a head for numbers, and heart for people into every relationship. He’s walked his own path through trial, faith, and experience, and now helps others do the same-building financial plans that are honest, simple and built to last.

Bill grew up on the North Fork of Long Island. His parents were originally from Kentucky and moved to LI when his dad got stationed at Suffolk County Air Force Base. The Base was closed in December of 1969 – 8 months after Bill was born. When he was 5 they moved to Mattituck into what would be their family home for the next 40 years. His first job was on a farm, hoeing weeds, stacking straw, hay, and clover bales, moving irrigation pipes, picking raspberries, and harvesting potatoes.

He went to college at NYU, earning a BA in Psychology. Throughout most of that time he worked as a work study student first for the Vice President of Student Affairs and later for the Vice President of Enrollment Services. When he graduated he knew there were openings in the Financial Aid Office at NYU and began to work there first as an Administrative Assistant, moving up to Financial Aid Counselor and eventually taking over as Manager of Financial Aid at NYU’s College of Dentistry.

After a brief stint at Fordham University as the Associate Director of Financial Aid – where he learned he doesn’t like to be micromanaged – he took a position with a joint venture of Chase and Sallie Mae called Education First, marketing student loans.

He will tell you that he didn’t enjoy either of those jobs but now sees the value of the experience he gained. He uses the knowledge he accumulated over those 22 years in Higher Education in his practice now to help families navigate the college planning process, a process that is hardly transparent and produces a large amount of anxiety for families.

He started his career as a Financial Advisor in 2012, becoming a founding advisor at Blue Jean Financial when the company began in July of 2024. He has also served on the Board of Directors for the local Habitat for Humanity affiliate and as an Associate Pastor and Worship leader at the church he, his wife Mary, and their four sons attend. One month a week he and his family do a church service at a local assisted living facility. His message to the residents is the same one he imparts to himself, “finish strong.”