BKD Wealth Advisors
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BKD Wealth Advisors Employees
BKD Wealth Advisors October 2014 - Present
Community Foundation of the Ozarks August 2012 - September 2014
Community Foundation of the Ozarks October 2011 - August 2012
Neale & Newman, LLC August 2007 - May 2011
Skills
Public Speaking, Leadership Development, Community Outreach, Social Media, Customer Service, Fundraising, Event Management, Microsoft Office, Team Building, Strategy, Event Planning, Team Leadership, Nonprofits, Training, Leadership
Education
Missouri State University 2011 — 2012
Masters, Business Administration
Missouri State University 2007 — 2011
Bachelor of Science, Entrepreneurship
Missouri State University August 2014 - May 2015
BKD Wealth Advisors October 2013 - August 2014
AG Financial Solutions May 2013 - September 2013
Evangel University August 2010 - September 2013
Holmes Murphy & Associates May 2012 - August 2012
Skills
Basic Spanish, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Typing, prezi, Wordpress, Data Analysis, Salesforce.com, Public Speaking, Jack Henry, Accurint, Facebook, WordPress, Marketing Strategy, Management, Insurance, Customer Service, Leadership, Social Media
Education
Missouri State University 2014 — 2015
Master of Business Administration (M.B.A.), Marketing
Evangel University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Management
BKD Wealth Advisors December 2014 - Present
Edward Jones February 2012 - November 2014
Edward Jones February 2010 - February 2012
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Series 7, Mutual Funds
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Business Administration (BBA), Organizational Behavior, Finance
FirstWave Financial September 2015 - Present
BKD Wealth Advisors August 2014 - July 2015
Budros, Ruhlin & Roe, Inc. May 1997 - July 2014
RJ Peck and Associates, Inc. October 1994 - May 1997
AgriCommunicators, Inc. February 1993 - October 1994
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Financial Planners, Investments, Tax, Retirement, Financial Advisory, Asset Allocation, Risk Management, Mutual Funds, Investment Management
Education
University of Michigan
BA, History
Culver Military Academy
BKD Wealth Advisors September 2013 - Present
Great-West Financial 2007 - 2013
U.S. Bank 1997 - 2007
Bank of America 1995 - 1997
Bank of Oklahoma 1984 - 1995
Skills
401(k) Plans, Plan Administration, Plan Reviews, Employee 401(k) Seminars, ERISA Document Review, 401(k) Plan Regulations, Operational Efficiency, Plan Implementation, Contract Negotiation, Relationship Management, Retirement Planning, Employee Benefits, Customer Service..., Call Centers, Mutual Funds, Investments, Financial Services, Profit Sharing, 401k, Series 6, Defined Benefit, Series 63, Retirement Plan..., Retirement, Investment Advisory, Series 7, Asset Allocation, Wealth Management
Education
Missouri Southern State University
Bachelor's degree, Accounting, Magna Cum Laude
OrangePoint June 2014 - Present
BKD Wealth Advisors May 2013 - May 2014
University of Missouri Office for Financial Success August 2012 - May 2013
BKD Wealth Advisors May 2012 - August 2012
Skills
eGRC, Project Management, Vendor Management, Risk Management, Policy Writing, PCI DSS, HIPAA
Education
University of Missouri-Columbia 2008 — 2013
BKD Wealth Advisors January 2014 - Present
Smith Anglin Financial March 2006 - December 2013
H.D. Vest Financial Services 2000 - 2006
US Army October 1990 - October 1994
Education
University of North Texas 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Plano Senior High School
BKD Wealth Advisors January 2010 - Present
Skills
Accounts Receivable, Accounts Payable, QuickBooks, Customer Service, Teamwork, 401k Rollovers, Human Resources, audit assistance, Invoicing, Financial Analysis, Strategic Planning
Education
Northeastern Illinois University 2004 — 2005
Bachelor of Arts (BA), Justice Studies
Sheaff Brock Investment Advisors September 2015 - Present
Morning Dove Therapeutic Riding, Inc. November 2011 - Present
CFA Institute 2010 - Present
JR Humphreys May 2015 - August 2015
BKD Wealth Advisors September 2003 - May 2015
United Bankshares August 2000 - September 2003
Charles Schwab 1995 - 2000
Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research
Education
Marshall University 1985 — 1990
BBA, finance
BKD Wealth Advisors May 2014 - Present
Fidelity Investments December 2011 - May 2014
American Cenury Investments March 2004 - December 2011
Heartland Community Church May 1999 - March 2004
Skills
Certified Financial...
Education
College of Financial Planning 2005 — 2007
Business, Management, Marketing, and Related Support Services
University of Kansas 1994 — 1999
BS, Business Communications
Legacy Capital Group December 2014 - Present
DataPath Investment Advisors, Inc. October 2010 - December 2014
BKD Wealth Advisors March 2004 - October 2010
Wachovia Securities / A G Edwards 2002 - 2003
LRCVB 2002 - 2002
Stephens Inc. 1992 - 2002
Cranford Johnson Robinson Woods 1985 - 1990
Skills
Employee Benefits, Financial Analysis, Investment Advisory, Business Analysis, Financial Modeling, Due Diligence, Insurance, Investments, Project Management, Microsoft Office, Wealth Management, Management Consulting, Training, Financial Advisory, Finance, Retirement, Accounting, Retirement Planning, Pensions, Consulting, Sales, Risk Management
Education
John Brown University 1997 — 1999
Bachelor of Science, Organization Management
North Little Rock Northeast High School 1974 — 1977
AccountAbilities Bookkeeping & Tax LLC September 2010 - Present
Heim, Young & Associates September 1995 - August 2011
BKD Wealth Advisors 2002 - 2003
Skills
Accounting, Quickbooks, Payroll, General Ledger, Reconciliation, Accounts Payable, Accounts Receivable, Tax Preparation, Bookkeeping, Small Business, QuickBooks, Account Reconciliation, Tax Returns, Payroll Taxes, Employee Benefits, Tax, Fixed Assets, Financial Statements, Sales Tax, Journal Entries, Accountants
Education
Northwestern University
College of DuPage
Lee Memorial Health System September 2014 - Present
HBKS Wealth Advisors July 2011 - September 2014
Naples Capital Advisors August 2010 - May 2011
BKD Wealth Advisors February 2004 - August 2009
Skills
Qualified Retirement..., Fiduciary Services, Financial Planning, Retirement
Education
Kansas State University 1999 — 2003
Bachelor of Science, Personal Financial Planning
Sonas Financial Group, Inc. August 2002 - Present
BKD Wealth Advisors October 1999 - July 2002
Neill & Associates, Inc. March 1996 - October 1999
Black & Veatch January 1995 - March 1996
Ernst & Young August 1992 - January 1995
Education
Rockhurst University 1988 — 1992
B.S., Accounting
O'Hara High School 1984 — 1988
BKD Wealth Advisors 2004 - Present
First Tennessee Bank 2001 - 2004
UMB Bank 1997 - 2000
Federal Reserve Bank of Kansas City 1985 - 1996
Skills
Strategic Financial..., Investments, Financial Analysis, Investment Strategies, Equities, Wealth Management, Asset Allocation, Presentations
Education
College for Financial Planning 1996 — 1997
University of Central Missouri 1980 — 1983
BS BA
BKD Wealth Advisors March 2000 - Present
Boatmen's Bank/Bank of America 1987 - 2000
Education
Missouri State University 1983 — 1987
Master of Business Administration (MBA), Finance, General
BKD Wealth Advisors November 2014 - Present
Wolf & Company LLP May 2014 - November 2014
Hunter Benefits Consulting Group, Inc. March 2010 - April 2014
John Hancock Retirement Services August 2003 - March 2010
John Hancock USA (aka Manulife Financial) 2003 - March 2010
State Street Research May 2001 - October 2002
Scudder Investments November 1996 - April 2000
H.D. Vest Financial Services April 1996 - September 1999
Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k
Education
Benedictine University 2009 — 2012
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.)
BKD Wealth Advisors August 2015 - Present
North Central College March 2014 - Present
PTAM (PT Asset Management, LLC) June 2014 - August 2014
Wheaton Property Partners June 2013 - August 2013
Skills
Economics, Financial Modeling, Statistics, Financial Analysis, MBS, Hedge Funds, Microsoft Excel, Valuation, Fixed Income, Municipal Bonds, Bloomberg, Public Speaking, VBA, Customer Service, Teamwork, Microsoft Office, Microsoft Word, Social Media, Research
Education
North Central College 2011 — 2015
Double Major: Finance & Management, Finance and Management
PNC September 2011 - Present
BKD Wealth Advisors November 2008 - September 2011
J.P. Morgan July 1988 - October 2008
Northern Trust August 1984 - July 1988
Skills
Wealth Management, Investments, Financial Analysis, Banking, Portfolio Management, Strategic Financial..., Risk Management, Customer Service, Asset Management, Strategic Planning, Asset Allocation, Loans, Alternative Investments, Commercial Lending, Private Banking, Treasury Management, Team Management, Business Strategy, Commercial Banking, Financial Planning, Investment Management, Management Consulting, Cash Management, Market Research, Business Development, Retirement Planning, Credit, Business Planning, Series 7, Leadership, Sales Management, Business Analysis
Education
Miami University 1979 — 1984
Bachelor's degree, Marketing
BKD Wealth Advisors November 2014 - Present
Calamos Investments March 2014 - November 2014
Institute for Regulatory Policy Studies May 2012 - March 2014
Wolf Financial Management LLC June 2008 - August 2010
First United Mortgage Corporation October 2005 - June 2008
Skills
Economics, Microsoft Excel, Data Analysis, Leadership, Detailed Organization, Microsoft Word, Teamwork, Process Improvement, Research, Analysis, Written Communications, Economic Analysis, Process Management, Account Reconciliation, Creative Problem Solving, Project Administration, SharePoint, SharePoint Designer, Report Preparation, Troubleshooting, PowerPoint
Education
Illinois State University
August 2010 - May 2013, Bachelor of Science, Economics, Magna Cum Laude
BKD Wealth Advisors December 2010 - Present
BKD Wealth Advisors May 2008 - January 2011
BKD Wealth Advisors November 2006 - May 2008
Skills
Investment Management, Financial Analysis, Alternative Investments, High Net Worth..., Wealth Management, Portfolio Management, Model Portfolios, Stock Market Analysis, Market Research, Stock Research
Education
Missouri State University 2004 — 2008
BS, Finance
BKD Wealth Advisors June 2014 - Present
UGA Aspire Clinic January 2014 - May 2014
Edward Jones May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Customer Service, Teamwork, Microsoft Word, Leadership, Research, Personal Financial..., Networking, Training, Sales, Team Leadership
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Family Financial Planning
Creative Planning Inc. July 2014 - Present
BKD Wealth Advisors June 2008 - July 2014
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning, Management Services
Optiv Inc April 2015 - Present
FishNet Security August 2014 - April 2015
BKD Wealth Advisors April 2014 - August 2014
BKD Wealth Advisors June 2012 - April 2014
Skills
Profit Sharing, Employee Benefits, Compliance Testing, Microsoft Excel, Microsoft Office, Retirement Planning, 403 b, Retirement, ESOP, 401k, Data Entry, Data Analysis, Financial Analysis, Investments, Wealth Management, Asset Allocation, Financial Accounting, Financial Reporting, Business Analysis, Account Reconciliation, Accounting, Finance, Analysis, Budgets, PowerPoint, Time Management, Leadership
Education
Kansas State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
BKD Wealth Advisors November 2014 - Present
Wolf Financial Management LLC April 2001 - October 2014
Skills
Retirement Plan..., Retirement Planning, 401k, Defined Benefit, Profit Sharing, Pension Administration, Qualified Retirement..., Strategic Financial..., Pensions, Financial Reporting, Defined Contribution, Pension Funds, 403 b
Education
College of DuPage
BKD Wealth Advisors March 2014 - Present
Goldstone Financial Group September 2013 - October 2013
The Tranel Financial Group May 2011 - August 2013
Abt Electronics September 2009 - June 2011
Fifth Third Bank February 2009 - May 2009
Kampen Investments April 2007 - August 2008
E*TRADE Financial December 2005 - April 2007
Skills
Mutual Funds, Series 7, Investments, Sales, Sales Operations, Financial Advisory, Client Service Oriented, Finance, Process Improvement, Securities, CRM, Superior Client Service, Outstanding time..., Management, Series 63, Customer Service, Time Management, IRAs, Portfolio Management, Alternative Investments, Asset Allocation, Banking, New Business Development, Selling, Credit, Sales Management, Sales Process, Retirement Planning, Retail, Account Management, Financial Services, Investment Strategies, Social Networking, Social Media, Investment Advisory, Wealth Management, Investment Management, Insurance, Coaching, Asset Management, Relationship Management, Forecasting, Retirement, Financial Modeling, ETFs, Series 65, 401k, Separately Managed..., Financial Planning, Variable Annuities
Education
DePaul University 2000 — 2005
Bachelors of Science, Finance
BKD Wealth Advisors October 2013 - Present
BKD Wealth Advisors March 2011 - Present
BKD Wealth Advisors March 2008 - Present
BKD Wealth Advisors January 2006 - Present
Skills
Investments, Wealth Management, Financial Analysis, Retirement Plan..., Estate Planning, Asset Allocation, Qualified Retirement..., High Net Worth..., Certified Financial..., Investment Strategies, Retirement, Finance
Education
University of Missouri-Columbia 2001 — 2005
Personal Financial Planning, Finance
Notre Dame Academy
BKD Wealth Advisors March 2015 - Present
BKD, LLP August 2003 - Present
Skills
CPA, PHR
Education
Missouri State University
B.S & Master, Accounting
BKD Wealth Advisors June 2008 - Present
Morgan Asset Management 2004 - 2008
Stephens Inc 2000 - 2004
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, Asset Allocation, Chartered Financial..., Wealth Management
Education
University of Arkansas at Little Rock 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Hendrix College 1994 — 1998
Economics
The Commerce Trust Company, a division of Commerce Bank November 2007 - Present
BKD Wealth Advisors November 2000 - November 2007
Springfield Trust Company November 1997 - October 2000
Commerce Bank July 1982 - November 1997
Education
The College for Financial Planning, Denver,CO 1991 — 1993
Certified Financial Planner Designation
Missouri State University 1982 — 1986
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General