BKD Wealth Advisors, LLC
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BKD Wealth Advisors, LLC Employees
Employee
Years
Job
Industry
Stephanie Hurt, CFA Stephanie Hurt, CFA's BKD Wealth Advisors, LLC Experience June 2007 - Present
Job Portfolio Manager at BKD Wealth Advisors, LLC
Industry Investment Management
Experience
BKD Wealth Advisors, LLC June 2007 - Present
US Bank Asset Management December 2002 - June 2007
Springfield Trust Company June 2002 - December 2002
Springfield Trust Company July 2000 - June 2002
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Advisory, Due Diligence, Asset Managment
Education
Missouri State University 1998 — 2002
bachelor's, finance
BKD Wealth Advisors, LLC June 2007 - Present
US Bank Asset Management December 2002 - June 2007
Springfield Trust Company June 2002 - December 2002
Springfield Trust Company July 2000 - June 2002
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Advisory, Due Diligence, Asset Managment
Education
Missouri State University 1998 — 2002
bachelor's, finance
Darin Snow, CIMA Darin Snow, CIMA's BKD Wealth Advisors, LLC Experience September 2003 - April 2010
Job Managing Partner at Denver Private Wealth Management
Industry Financial Services
Experience
Denver Private Wealth Management 2014 - Present
Gill April 2010 - 2014
BKD Wealth Advisors, LLC September 2003 - April 2010
Morgan Stanley 1994 - 2003
Skills
Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management
Education
University of Colorado at Boulder 1988 — 1993
BS, Kinesiology and Exercise Science
Denver Private Wealth Management 2014 - Present
Gill April 2010 - 2014
BKD Wealth Advisors, LLC September 2003 - April 2010
Morgan Stanley 1994 - 2003
Skills
Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management
Education
University of Colorado at Boulder 1988 — 1993
BS, Kinesiology and Exercise Science
Rhonda Christopher Rhonda Christopher's BKD Wealth Advisors, LLC Experience January 2010 - Present
Job Office Director and Director at BKD Wealth Advisors, LLC
Industry Investment Management
Experience
BKD Wealth Advisors, LLC January 2010 - Present
BKD CPAs & Advisors July 2006 - December 2009
BKD CPAs & Advisors January 1985 - July 1997
Education
Missouri State University 1980 — 1984
BS, Accounting
Kickapoo High School 1976 — 1980
BKD Wealth Advisors, LLC January 2010 - Present
BKD CPAs & Advisors July 2006 - December 2009
BKD CPAs & Advisors January 1985 - July 1997
Education
Missouri State University 1980 — 1984
BS, Accounting
Kickapoo High School 1976 — 1980
Nancy Johnson Jones Nancy Johnson Jones's BKD Wealth Advisors, LLC Experience October 2006 - August 2008
Job Chief Compliance Officer at BOSC, Inc., A subsidiary of BOK Financial Corp.
Industry Financial Services
Experience
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
Pamela Lamb Pamela Lamb's BKD Wealth Advisors, LLC Experience November 2008 - August 2012
Job Senior Vice President & Regional Managing Director for Arkansas Iberia Wealth Advisors a division of IBERIABANK
Industry Banking
Experience
Iberia Wealth Advisors a division of IBERIABANK August 2012 - Present
Arkansas Hospice Foundation 2006 - September 2013
BKD Wealth Advisors, LLC November 2008 - August 2012
BKD, LLP November 2008 - August 2012
Regions Bank November 2001 - November 2008
Bank One September 1997 - October 2000
First Commercial Bank January 1993 - January 1995
Skills
Estate Planning, Financial Analysis, Asset Managment, Investments, Banking
Education
University of Arkansas at Little Rock 2001 — 2004
BSA, Accounting
Mills High School 1985
Iberia Wealth Advisors a division of IBERIABANK August 2012 - Present
Arkansas Hospice Foundation 2006 - September 2013
BKD Wealth Advisors, LLC November 2008 - August 2012
BKD, LLP November 2008 - August 2012
Regions Bank November 2001 - November 2008
Bank One September 1997 - October 2000
First Commercial Bank January 1993 - January 1995
Skills
Estate Planning, Financial Analysis, Asset Managment, Investments, Banking
Education
University of Arkansas at Little Rock 2001 — 2004
BSA, Accounting
Mills High School 1985
Erica Tillery, MAcc, CPA's BKD Wealth Advisors, LLC Experience June 2001 - May 2005
Job Executive Vice President of Operations, CFO, COO, Secretary and Treasurer at Hodges University
Industry Education Management
Experience
Hodges University June 2010 - Present
Hodges University June 2013 - November 2014
Hodges University September 2011 - June 2013
Hodges University June 2010 - September 2011
Design Group West February 2010 - June 2010
SBC - Springfield May 2005 - June 2009
Guangxi Normal University August 2005 - January 2006
BKD Wealth Advisors, LLC June 2001 - May 2005
AUG 2001 - 2005
Skills
Financial Management, Financial Modeling, Financial Reporting, Financial Accounting, Strategic Planning, Managerial Finance, Internal Controls, Auditing, General Ledger, Higher Education, Budgets, Nonprofits, Microsoft Word, Time Management, QuickBooks, Policy, Management, Mergers, Leadership, PowerPoint, Accounts Payable, Accounting, Finance, Risk Management, Investments, Access, Team Building, Human Resources, Training, Public Speaking
Education
University of Missouri-Columbia 1996 — 2001
Master's Degree, Accountancy
University of Missouri-Columbia 1996 — 2001
Bachelor of Science, Accountancy
University of Missouri-Columbia 1996 — 2001
Bachelor of Science, Finance
Hodges University June 2010 - Present
Hodges University June 2013 - November 2014
Hodges University September 2011 - June 2013
Hodges University June 2010 - September 2011
Design Group West February 2010 - June 2010
SBC - Springfield May 2005 - June 2009
Guangxi Normal University August 2005 - January 2006
BKD Wealth Advisors, LLC June 2001 - May 2005
AUG 2001 - 2005
Skills
Financial Management, Financial Modeling, Financial Reporting, Financial Accounting, Strategic Planning, Managerial Finance, Internal Controls, Auditing, General Ledger, Higher Education, Budgets, Nonprofits, Microsoft Word, Time Management, QuickBooks, Policy, Management, Mergers, Leadership, PowerPoint, Accounts Payable, Accounting, Finance, Risk Management, Investments, Access, Team Building, Human Resources, Training, Public Speaking
Education
University of Missouri-Columbia 1996 — 2001
Master's Degree, Accountancy
University of Missouri-Columbia 1996 — 2001
Bachelor of Science, Accountancy
University of Missouri-Columbia 1996 — 2001
Bachelor of Science, Finance
Shelly Titus's BKD Wealth Advisors, LLC Experience June 2015 - Present
Job Managing Advisor, BKD Wealth Advisors, LLC
Industry Investment Management
Experience
BKD Wealth Advisors, LLC June 2015 - Present
InvestorServices located at Empire Bank March 2014 - April 2015
Empire Bank April 2005 - April 2014
Skills
Wealth Management..., Investments, Investment Advisory..., Estate Planning, Retirement Planning, Financial Planning, Strategic Planning, Succession Planning, Small Business..., Financial Analysis, Customer Service, Nonprofits, Asset Allocation, 401(k) rollovers, SEP IRAs, Portfolio Management, Banking and Financial..., Stocks, Mutual Funds, Municipal Bonds, Annuities, 403(b) plans, SIMPLE IRAs
Education
Missouri State University 1989 — 1993
Bachelor's Degree, Organizational Communications/Human Resources Management/Industrial Relations, Magna Cum Laude
BKD Wealth Advisors, LLC June 2015 - Present
InvestorServices located at Empire Bank March 2014 - April 2015
Empire Bank April 2005 - April 2014
Skills
Wealth Management..., Investments, Investment Advisory..., Estate Planning, Retirement Planning, Financial Planning, Strategic Planning, Succession Planning, Small Business..., Financial Analysis, Customer Service, Nonprofits, Asset Allocation, 401(k) rollovers, SEP IRAs, Portfolio Management, Banking and Financial..., Stocks, Mutual Funds, Municipal Bonds, Annuities, 403(b) plans, SIMPLE IRAs
Education
Missouri State University 1989 — 1993
Bachelor's Degree, Organizational Communications/Human Resources Management/Industrial Relations, Magna Cum Laude
Steve Toomey, MBA, CIMA's BKD Wealth Advisors, LLC Experience November 2002 - Present
Job Principal at BKD Wealth Advisors, LLC
Industry Investment Management
Experience
BKD Wealth Advisors, LLC November 2002 - Present
Waddell & Reed January 2002 - November 2002
George K. Baum & Company May 1994 - December 2001
Great American Insurance March 1992 - May 1994
Ernst & Young June 1991 - March 1992
Ford Motor Company June 1989 - June 1991
Skills
Investments, Wealth Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA, Investment Management Consulting
University of Nebraska-Lincoln 1987 — 1989
MBA, Finance
University of Nebraska-Lincoln 1982 — 1985
B.S., Business Administration
BKD Wealth Advisors, LLC November 2002 - Present
Waddell & Reed January 2002 - November 2002
George K. Baum & Company May 1994 - December 2001
Great American Insurance March 1992 - May 1994
Ernst & Young June 1991 - March 1992
Ford Motor Company June 1989 - June 1991
Skills
Investments, Wealth Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2002 — 2003
CIMA, Investment Management Consulting
University of Nebraska-Lincoln 1987 — 1989
MBA, Finance
University of Nebraska-Lincoln 1982 — 1985
B.S., Business Administration
Jack Thurman's BKD Wealth Advisors, LLC Experience February 2000 - Present
Job PartnerBKD, LLP/BKD Wealth Advisors
Industry Accounting
Experience
BKD February 2000 - Present
BKD Wealth Advisors, LLC February 2000 - Present
Merrill Lynch January 1986 - February 2000
Skills
Strategic Financial..., Investment Management, Investment Strategies, Strategic Planning, Management, Investments, Public Speaking, Leadership, wealth management
Education
Drury University 1979 — 1983
BA, Business Administration
BKD February 2000 - Present
BKD Wealth Advisors, LLC February 2000 - Present
Merrill Lynch January 1986 - February 2000
Skills
Strategic Financial..., Investment Management, Investment Strategies, Strategic Planning, Management, Investments, Public Speaking, Leadership, wealth management
Education
Drury University 1979 — 1983
BA, Business Administration
Susan McGinty's BKD Wealth Advisors, LLC Experience June 2002 - October 2003
Job Attorney at McClure McClure & Davis
Industry Law Practice
Experience
McClure McClure & Davis February 2012 - Present
Law Office of Susan J. McGinty February 2009 - February 2012
McClure McClure Davis Henn April 2008 - February 2009
National Collegiate Athletic Association January 2008 - April 2008
Indiana Finance Authority September 2007 - April 2008
Marion County Prosecutor's Office May 2007 - August 2007
Miami-Dade State Attorney's Office May 2006 - August 2006
A. G. Edwards and Sons, Inc. January 2004 - May 2005
BKD Wealth Advisors, LLC June 2002 - October 2003
Fifth Third Bank July 2001 - May 2002
Skills
Wills, Civil Litigation, Contract Negotiation, Succession Planning, Business Advisory, Bankruptcy, Probate, Trusts, Estate Planning, Trials, Courts, Portfolio Management, Fixed Income, Corporate Law, Legal Writing, Litigation, Legal Advice, Commercial Litigation, Legal Research, Business Litigation, Trial Practice, Hearings, Mediation
Education
Indiana University Robert H. McKinney School of Law 2005 — 2008
J.D., Law
University of Miami School of Law 2005 — 2006
Law
University of Florida - Warrington College of Business Administration 1995 — 1997
MBA, Finance
Handelshøyskolen BI 1996 — 1996
Finance, International Business
University of Florida - Warrington College of Business Administration 1984 — 1988
B.S.B.A., Marketing
Cardinal Gibbons High School 1977 — 1981
McClure McClure & Davis February 2012 - Present
Law Office of Susan J. McGinty February 2009 - February 2012
McClure McClure Davis Henn April 2008 - February 2009
National Collegiate Athletic Association January 2008 - April 2008
Indiana Finance Authority September 2007 - April 2008
Marion County Prosecutor's Office May 2007 - August 2007
Miami-Dade State Attorney's Office May 2006 - August 2006
A. G. Edwards and Sons, Inc. January 2004 - May 2005
BKD Wealth Advisors, LLC June 2002 - October 2003
Fifth Third Bank July 2001 - May 2002
Skills
Wills, Civil Litigation, Contract Negotiation, Succession Planning, Business Advisory, Bankruptcy, Probate, Trusts, Estate Planning, Trials, Courts, Portfolio Management, Fixed Income, Corporate Law, Legal Writing, Litigation, Legal Advice, Commercial Litigation, Legal Research, Business Litigation, Trial Practice, Hearings, Mediation
Education
Indiana University Robert H. McKinney School of Law 2005 — 2008
J.D., Law
University of Miami School of Law 2005 — 2006
Law
University of Florida - Warrington College of Business Administration 1995 — 1997
MBA, Finance
Handelshøyskolen BI 1996 — 1996
Finance, International Business
University of Florida - Warrington College of Business Administration 1984 — 1988
B.S.B.A., Marketing
Cardinal Gibbons High School 1977 — 1981
Jason Feilke's BKD Wealth Advisors, LLC Experience June 2010 - June 2012
Job Director of Retirement Plan Services at Meridian Investment Advisors
Industry Financial Services
Experience
Meridian Investment Advisors July 2012 - Present
BKD Wealth Advisors, LLC June 2010 - June 2012
Merrill Lynch 2006 - 2010
Education
University of Arkansas at Fayetteville 2002 — 2003
MBA, Finance
University of Arkansas at Fayetteville 1998 — 2002
BSBA, Financial Management
Meridian Investment Advisors July 2012 - Present
BKD Wealth Advisors, LLC June 2010 - June 2012
Merrill Lynch 2006 - 2010
Education
University of Arkansas at Fayetteville 2002 — 2003
MBA, Finance
University of Arkansas at Fayetteville 1998 — 2002
BSBA, Financial Management
Nick Withrow, CFA, CFP's BKD Wealth Advisors, LLC Experience September 2002 - Present
Job Portfolio Manager / Director at BKD Wealth Advisors, LLC
Industry Financial Services
Experience
BKD Wealth Advisors, LLC September 2002 - Present
Skills
Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Investment Management, Investments
Education
University of Missouri-Columbia 1998 — 2001
Personal Financial Management Services, Financial Planning and Services
BKD Wealth Advisors, LLC September 2002 - Present
Skills
Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Investment Management, Investments
Education
University of Missouri-Columbia 1998 — 2001
Personal Financial Management Services, Financial Planning and Services