The Balanced Team
Corey Boerner
OWNER
Corey Boerner is the owner and founder of Balanced Financial Services. He has been a financial professional for over a decade. Corey graduated with an accounting degree and has specialized in tax for the last twelve years.
Contact us today to schedule a consultation.
Jade Theis
ADMINISTRATIVE ASSISTANT
Jade joined our team in February '23 as our administrative assistant and general Chaos Coordinator. She loves her work and enjoys spending time with her young son even more!
Leigh Workman
SENIOR ACCOUNT MANAGER
I began my professional journey in Public Accounting at Mauldin and Jenkins in Albany, GA, where I honed my skills for 5 years before transitioning to a controller position in the construction industry. Eventually, I ventured out on my own to establish my own accounting business in Georgia.
Thirteen years ago, I made the move to Maryland, where I continued my career as a controller for two construction companies. After a brief stint working for a local businessman, I joined Balanced in October 2023, returning to my roots as an accountant and bookkeeper.
In my spare time, I enjoy riding my horse, camping, and taking long walks with my dogs.
Ken Kigongo
CORPORATE & TAX RESOLUTION SPECIALIST
It is a rare opportunity to have a second chance in business. I am happy to say that over 10 years later, I have the opportunity of freely working with one of the best tax preparers/office managers I have had in 20 years of operations. Working together, we can provide our clients a very unique experience. With my 20 years of accounting experience joined with BFS's accounting, tax, and financial advising, we offer a suite full of services including Bookkeeping, Tax Services (Corporate, Personal, Estate, Non-Profit), Fractional CFO, and all Financial Management and Advisory Services. Working with a wide variety of clients over the years, my focus has become to create the best tax and financial plans for our clientele. I also love helping people navigate through the confusing world of collections and other IRS situations.
Brenna Foggo
FULL CHARGE BOOKKEEPER
Brenna joined our team as our bookkeeper in January 2024. She loves the client management aspect of the job the most.
Brenna is a Salisbury local who enjoys gardening and spending time outdoors.
Journey Smith-Wilson
DIRECTOR OF HR
Our Office Pups
BROCCOLI, PORCHOP, & TANNER