BKD Wealth Advisors

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BKD Wealth Advisors Employees

Employee
Years
Job
Industry
Travis Liles Travis Liles Springfield, Missouri Area Details
Travis Liles's BKD Wealth Advisors Experience October 2014 - Present
Job Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
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

Lauren McCreight Lauren McCreight Springfield, Missouri Details
Lauren McCreight's BKD Wealth Advisors Experience October 2013 - August 2014
Job Leadership Development Associate at Principal Financial Group
Industry Financial Services
Experience
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

Jeffrey Lenhart Jeffrey Lenhart Kansas City, Missouri Details
Jeffrey Lenhart's BKD Wealth Advisors Experience December 2014 - Present
Job Senior Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
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

John E. Roessler, CFP®, CPA John E. Roessler, CFP®, CPA Satellite Beach, Florida Details
John E. Roessler, CFP®, CPA's BKD Wealth Advisors Experience August 2014 - July 2015
Job FirstWave Financial
Industry Financial Services
Experience
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

Cathy Bearden Cathy Bearden Springfield, Missouri Area Details
Cathy Bearden's BKD Wealth Advisors Experience September 2013 - Present
Job Managing Consultant | Benefit Plans Consulting | BKD Wealth Advisors
Industry Financial Services
Experience
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

Michael Blumreich Michael Blumreich Overland Park, Kansas Details
Michael Blumreich's BKD Wealth Advisors Experience May 2013 - May 2014
Job Consultant at OrangePoint
Industry Information Technology and Services
Experience
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

Philip Floyd Philip Floyd Dallas/Fort Worth Area Details
Philip Floyd's BKD Wealth Advisors Experience January 2014 - Present
Job Senior Managing Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
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

Alia Hannon Alia Hannon Oak Brook, Illinois Details
Alia Hannon's BKD Wealth Advisors Experience January 2010 - Present
Job Senior Consultant at BKD Wealth Advisors
Industry Accounting
Experience
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

Edward JR Humphreys II, CFA, CAIA Edward JR Humphreys II, CFA, CAIA Indianapolis, Indiana Area Details
Edward JR Humphreys II, CFA, CAIA's BKD Wealth Advisors Experience September 2003 - May 2015
Job Senior Portfolio Manager at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
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

Justin Wheeler CFP® Justin Wheeler CFP® Kansas City, Missouri Area Details
Justin Wheeler CFP®'s BKD Wealth Advisors Experience May 2014 - Present
Job Senior Managing Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
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

Teressa Rambo Teressa Rambo Little Rock, Arkansas Area Details
Teressa Rambo's BKD Wealth Advisors Experience March 2004 - October 2010
Job Senior Managing Retirement Plans Advisor at Legacy Capital Group
Industry Investment Management
Experience
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

Rondi Lindquist, EA, CB Rondi Lindquist, EA, CB Bella Vista, Arkansas Details
Rondi Lindquist, EA, CB's BKD Wealth Advisors Experience 2002 - 2003
Job QuickBooks ProAdvisor & Tax Pro Serving NWA and SWMO
Industry Accounting
Experience
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

Chad D. Tillery, CFP®, AIF® Chad D. Tillery, CFP®, AIF® Fort Myers, Florida Area Details
Chad D. Tillery, CFP®, AIF®'s BKD Wealth Advisors Experience February 2004 - August 2009
Job Retirement Plan Consultant at Lee Memorial Health System
Industry Financial Services
Experience
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

Jim Meysenburg Jim Meysenburg Kansas City, Missouri Area Details
Jim Meysenburg's BKD Wealth Advisors Experience October 1999 - July 2002
Job Owner, Sonas Financial Group, Inc.
Industry Investment Management
Experience
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

Lynn Mayabb CFP Lynn Mayabb CFP Kansas City, Missouri Details
Lynn Mayabb CFP's BKD Wealth Advisors Experience 2004 - Present
Job Managing Director at BKD Wealth Advisors
Industry Investment Management
Experience
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

Jeff Layman Jeff Layman Springfield, Missouri Area Details
Jeff Layman's BKD Wealth Advisors Experience March 2000 - Present
Job Chief Investment Officer at BKD Wealth Advisors
Industry Investment Management
Experience
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

Thomas O'Shaughnessy, CFP® Thomas O'Shaughnessy, CFP® Greater Chicago Area Details
Thomas O'Shaughnessy, CFP®'s BKD Wealth Advisors Experience November 2014 - Present
Job Director BKD Wealth Advisors
Industry Financial Services
Experience
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.)

Ryan Kent Ryan Kent Greater Chicago Area Details
Ryan Kent's BKD Wealth Advisors Experience August 2015 - Present
Job Junior Advisor at BKD Wealth Advisors
Industry Investment Management
Experience
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

Nadine S. Givens Nadine S. Givens Indianapolis, Indiana Area Details
Nadine S. Givens's BKD Wealth Advisors Experience November 2008 - September 2011
Job Senior Vice President, Market Director Wealth Management at PNC
Industry Financial Services
Experience
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

Kelly L. Rongaus Kelly L. Rongaus Greater Chicago Area Details
Kelly L. Rongaus's BKD Wealth Advisors Experience November 2014 - Present
Job Consultant at BKD Wealth Advisors
Industry Financial Services
Experience
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

Zach Swartz Zach Swartz Springfield, Missouri Area Details
Zach Swartz's BKD Wealth Advisors Experience December 2010 - Present
Job Portfolio Manager at BKD Wealth Advisors
Industry Financial Services
Experience
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

Charlsie Ashlock Charlsie Ashlock Indianapolis, Indiana Details
Charlsie Ashlock's BKD Wealth Advisors Experience June 2014 - Present
Job Advisor at BKD Wealth Advisors, LLC
Industry Financial Services
Experience
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

Justin Cole, CFP® Justin Cole, CFP® Kansas City, Missouri Details
Justin Cole, CFP®'s BKD Wealth Advisors Experience June 2008 - July 2014
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
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

Alex Mueller Alex Mueller Kansas City, Missouri Area Details
Alex Mueller's BKD Wealth Advisors Experience April 2014 - August 2014
Job Financial Planning Analyst at Optiv Security (formerly Fishnet Security)
Industry Accounting
Experience
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

Angela Handzic Angela Handzic Greater Chicago Area Details
Angela Handzic's BKD Wealth Advisors Experience November 2014 - Present
Job Senior Managing Consultant at BKD Wealth Advisors
Industry Financial Services
Experience
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

Simon Manoyan Simon Manoyan Greater Chicago Area Details
Simon Manoyan's BKD Wealth Advisors Experience March 2014 - Present
Job Senior Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
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

Don Larsen, CFP® Don Larsen, CFP® Greater St. Louis Area Details
Don Larsen, CFP®'s BKD Wealth Advisors Experience October 2013 - Present
Job Senior Managing Advisor at BKD Wealth Advisors
Industry Investment Management
Experience
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

Jennifer Larkin Jennifer Larkin Springfield, Missouri Area Details
Jennifer Larkin's BKD Wealth Advisors Experience March 2015 - Present
Job Operations Manager at BKD Wealth Advisors
Industry Accounting
Experience
BKD Wealth Advisors   March 2015 - Present
BKD, LLP  August 2003 - Present

Skills
CPA, PHR

Education
Missouri State University
B.S & Master, Accounting

Matt Wahl, CFA, CFP(R), CPA Matt Wahl, CFA, CFP(R), CPA Little Rock, Arkansas Area Details
Matt Wahl, CFA, CFP(R), CPA's BKD Wealth Advisors Experience June 2008 - Present
Job Portfolio Manager at BKD Wealth Advisors
Industry Investment Management
Experience
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

Jill Reynolds Jill Reynolds Springfield, Missouri Area Details
Jill Reynolds's BKD Wealth Advisors Experience November 2000 - November 2007
Job Vice President/Trust Officer at Commerce Bancshares, Inc.
Industry Banking
Experience
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