Buckingham Family of Financial Services
Industry: Company
DescriptionFounded: 1994 Subsidiaries: Buckingham Asset Management, LLC, BAM Advisor Services, LLC, Wealth Management Consultants, LLC
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Buckingham Family of Financial Services Employees
Employee
Years
Job
Industry
Cameron Sellers Cameron Sellers's Buckingham Family of Financial Services Experience January 2015 - May 2015
Job Trust Administrative Officer at US Trust
Industry Financial Services
Experience
U.S. Trust June 2015 - Present
Buckingham Family of Financial Services January 2015 - May 2015
Buckingham Asset Management November 2011 - January 2015
The Starting Block January 2011 - November 2011
Northwest YMCA Neptunes April 2011 - October 2011
Munchy'z June 2010 - October 2011
TimeLine Recruiting March 2010 - October 2010
Skills
Organizational..., Microsoft Office, Public Speaking, Strategic Planning, Problem Solving, Inventory Management, Cost Analysis, Quickbooks, POS, Purchasing, Buying, Technical Writing, Attention To Detail, QuickBooks, Financial Advisory, Real Estate, Retirement Planning
Education
University of Missouri-Columbia 2006 — 2010
BS BA, Management
U.S. Trust June 2015 - Present
Buckingham Family of Financial Services January 2015 - May 2015
Buckingham Asset Management November 2011 - January 2015
The Starting Block January 2011 - November 2011
Northwest YMCA Neptunes April 2011 - October 2011
Munchy'z June 2010 - October 2011
TimeLine Recruiting March 2010 - October 2010
Skills
Organizational..., Microsoft Office, Public Speaking, Strategic Planning, Problem Solving, Inventory Management, Cost Analysis, Quickbooks, POS, Purchasing, Buying, Technical Writing, Attention To Detail, QuickBooks, Financial Advisory, Real Estate, Retirement Planning
Education
University of Missouri-Columbia 2006 — 2010
BS BA, Management
Kent W. Schmidgall, CFP® Kent W. Schmidgall, CFP®'s Buckingham Family of Financial Services Experience October 2013 - Present
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services October 2013 - Present
Northwestern Mutual February 2009 - October 2013
HawkeyePedershaab January 2004 - February 2009
Skills
Wealth Management, Investment Management, Retirement Planning, Financial Planning, Insurance, Estate Planning
Education
Iowa State University 2001 — 2003
B.S., Finance, Management Information Systems
Buckingham Family of Financial Services October 2013 - Present
Northwestern Mutual February 2009 - October 2013
HawkeyePedershaab January 2004 - February 2009
Skills
Wealth Management, Investment Management, Retirement Planning, Financial Planning, Insurance, Estate Planning
Education
Iowa State University 2001 — 2003
B.S., Finance, Management Information Systems
Natasha Allen Natasha Allen's Buckingham Family of Financial Services Experience September 2014 - Present
Job Portfolio Advisor
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2014 - Present
Moneta Group November 2011 - September 2014
BMO Harris Bank June 2011 - November 2011
Commerce Bancshares, Inc. August 2010 - June 2011
Skills
Finance, Portfolio Management, Commercial Banking, Financial Risk, Investments, Wealth Management, Securities, Loans, Retirement Planning, Strategic Financial...
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Banking & Finance
Ladue Horton Watkins High School 2002 — 2006
Buckingham Family of Financial Services September 2014 - Present
Moneta Group November 2011 - September 2014
BMO Harris Bank June 2011 - November 2011
Commerce Bancshares, Inc. August 2010 - June 2011
Skills
Finance, Portfolio Management, Commercial Banking, Financial Risk, Investments, Wealth Management, Securities, Loans, Retirement Planning, Strategic Financial...
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Banking & Finance
Ladue Horton Watkins High School 2002 — 2006
Anna Beasley Anna Beasley's Buckingham Family of Financial Services Experience November 2011 - Present
Job Benefits Specialist at Buckingham Family of Financial Services and BAM Advisors
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2011 - Present
BAM Advisor Services November 2011 - Present
Suite101.com 2010 - January 2013
Demand Media February 2011 - November 2011
Lindenwood University January 2011 - September 2011
Geneva Woods Health Care Services August 2009 - May 2010
KTVI 2009 - 2009
Skills
Editing, Proofreading, Human Resources, Newsletters, Interviews, Leadership, Social Media, Public Relations, Facebook, Social Networking, New Hire Orientations, Public Speaking, Event Planning, Research, Microsoft Office, Blogging, Creative Writing
Education
Lindenwood University 2010 — 2011
Master of Science, Human Resources Management
Southern Illinois University, Edwardsville 2005 — 2009
BA, Mass Communications
Buckingham Family of Financial Services November 2011 - Present
BAM Advisor Services November 2011 - Present
Suite101.com 2010 - January 2013
Demand Media February 2011 - November 2011
Lindenwood University January 2011 - September 2011
Geneva Woods Health Care Services August 2009 - May 2010
KTVI 2009 - 2009
Skills
Editing, Proofreading, Human Resources, Newsletters, Interviews, Leadership, Social Media, Public Relations, Facebook, Social Networking, New Hire Orientations, Public Speaking, Event Planning, Research, Microsoft Office, Blogging, Creative Writing
Education
Lindenwood University 2010 — 2011
Master of Science, Human Resources Management
Southern Illinois University, Edwardsville 2005 — 2009
BA, Mass Communications
Michael Clayman, CFP® Michael Clayman, CFP®'s Buckingham Family of Financial Services Experience July 2015 - Present
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2015 - Present
Buckingham Family of Financial Services February 2014 - Present
Hufford Advisors, LLC February 2014 - September 2014
Charles Schwab 2002 - January 2014
Charles Schwab August 1999 - October 2002
Skills
Portfolio Management, Investments, Certified Financial..., Equities, Financial Advisory, Investment Advisory, Bonds, Asset Allocation, ETFs, Options, Financial Services, Finance, Fixed Annuities, Series 7, 9/10, 63, 66., Life and Health..., Chess
Education
Purdue University 1991 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Buckingham Family of Financial Services July 2015 - Present
Buckingham Family of Financial Services February 2014 - Present
Hufford Advisors, LLC February 2014 - September 2014
Charles Schwab 2002 - January 2014
Charles Schwab August 1999 - October 2002
Skills
Portfolio Management, Investments, Certified Financial..., Equities, Financial Advisory, Investment Advisory, Bonds, Asset Allocation, ETFs, Options, Financial Services, Finance, Fixed Annuities, Series 7, 9/10, 63, 66., Life and Health..., Chess
Education
Purdue University 1991 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bethany Ketron, CFP®'s Buckingham Family of Financial Services Experience June 2010 - Present
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2010 - Present
20/20 Sight & Vision OnSite August 2008 - June 2010
Dr. Doris H. Chao October 2006 - January 2008
Skills
Personal Financial..., Personal Budgeting, Retirement Planning, Portfolio Management, Wealth Management, Risk Management, College Savings Plans, Investments, Estate Planning, Asset Managment, Asset Allocation, Financial Analysis, Mutual Funds
Education
Southern Methodist University 2010 — 2011
Financial Planning
University of North Texas 2006 — 2008
Bachelor of Arts, International Studies
West Texas A&M University 2004 — 2006
Communications
John Cabot University 2005 — 2005
Italian, World Religions
Buckingham Family of Financial Services June 2010 - Present
20/20 Sight & Vision OnSite August 2008 - June 2010
Dr. Doris H. Chao October 2006 - January 2008
Skills
Personal Financial..., Personal Budgeting, Retirement Planning, Portfolio Management, Wealth Management, Risk Management, College Savings Plans, Investments, Estate Planning, Asset Managment, Asset Allocation, Financial Analysis, Mutual Funds
Education
Southern Methodist University 2010 — 2011
Financial Planning
University of North Texas 2006 — 2008
Bachelor of Arts, International Studies
West Texas A&M University 2004 — 2006
Communications
John Cabot University 2005 — 2005
Italian, World Religions
Amy Burdge Amy Burdge's Buckingham Family of Financial Services Experience July 2014 - Present
Job Client Development Manager at The Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2014 - Present
Eat It, St. Louis! March 2011 - Present
BAM Advisor Services July 2014 - July 2015
Ready & Willing, Inc. March 2014 - September 2014
Freelance Projects August 2010 - July 2014
Emerson January 2014 - June 2014
FEAST Magazine June 2011 - July 2013
St. Louis Homes & Lifestyles Magazine April 2012 - July 2012
Missouri Lawyers Media January 2008 - July 2010
St. Louis Magazine February 2005 - January 2008
Skills
Client Relationship..., Cross-functional Team..., Strategic Planning, Social Media Marketing, Marketing Communications, Budget Management, Event Planning, Publications, Event Management, Staff Development, Marketing Strategy, Presentation Development, Negotiating Contracts, Blogging, Social Media, Publishing, Facebook, Magazines, CRM, Marketing, Copy Editing, B2B, Proofreading, Editing, Copywriting, Web Content, Budgets, Advertising, Editorial, Strategy, Newsletters, Email Marketing, Digital Media, Storytelling, Fundraising, Press Releases, Market Research, Public Speaking, Media Relations, Trade Shows, Online Marketing, Newspapers, Direct Mail, Management, Strategic Communications, Content Development, Publicity, Integrated Marketing, Content Strategy, Digital Marketing
Education
James Madison University
BA
The American College
Chartered Life Underwriter (CLU)
Buckingham Family of Financial Services July 2014 - Present
Eat It, St. Louis! March 2011 - Present
BAM Advisor Services July 2014 - July 2015
Ready & Willing, Inc. March 2014 - September 2014
Freelance Projects August 2010 - July 2014
Emerson January 2014 - June 2014
FEAST Magazine June 2011 - July 2013
St. Louis Homes & Lifestyles Magazine April 2012 - July 2012
Missouri Lawyers Media January 2008 - July 2010
St. Louis Magazine February 2005 - January 2008
Skills
Client Relationship..., Cross-functional Team..., Strategic Planning, Social Media Marketing, Marketing Communications, Budget Management, Event Planning, Publications, Event Management, Staff Development, Marketing Strategy, Presentation Development, Negotiating Contracts, Blogging, Social Media, Publishing, Facebook, Magazines, CRM, Marketing, Copy Editing, B2B, Proofreading, Editing, Copywriting, Web Content, Budgets, Advertising, Editorial, Strategy, Newsletters, Email Marketing, Digital Media, Storytelling, Fundraising, Press Releases, Market Research, Public Speaking, Media Relations, Trade Shows, Online Marketing, Newspapers, Direct Mail, Management, Strategic Communications, Content Development, Publicity, Integrated Marketing, Content Strategy, Digital Marketing
Education
James Madison University
BA
The American College
Chartered Life Underwriter (CLU)
Sheetal Bagde Sheetal Bagde's Buckingham Family of Financial Services Experience December 2014 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services December 2014 - Present
UBS Wealth Management February 2014 - October 2014
Hewlett-Packard February 2005 - February 2014
Parsons Corporation June 2004 - September 2004
Skills
Risk Management, Financial Modeling
Education
UC Berkeley 2013 — 2015
Financial Planning & Wealth Management
University of Maryland Baltimore County 2002 — 2004
MS, Engineering Management
Pune University 1998 — 2002
BE, Electronics and Telecommunication Engineering
Buckingham Family of Financial Services December 2014 - Present
UBS Wealth Management February 2014 - October 2014
Hewlett-Packard February 2005 - February 2014
Parsons Corporation June 2004 - September 2004
Skills
Risk Management, Financial Modeling
Education
UC Berkeley 2013 — 2015
Financial Planning & Wealth Management
University of Maryland Baltimore County 2002 — 2004
MS, Engineering Management
Pune University 1998 — 2002
BE, Electronics and Telecommunication Engineering
Jovita Honor, CFP® EA CIMA® Jovita Honor, CFP® EA CIMA®'s Buckingham Family of Financial Services Experience January 2014 - Present
Job Office Director at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services January 2014 - Present
Buckingham Asset Management September 2012 - Present
Founders Financial Network February 2011 - October 2012
Prialta Advisors, Inc. January 2003 - February 2011
Wade Financial Advisory December 1997 - December 2002
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Investment Management, Retirement, Financial Services, Wealth, Risk Management, Entrepreneurship, Wealth Management..., Financial Planners, Finance, Management
Education
University of California, Berkeley 1988 — 1992
B.S.
BUCKINGHAM Family of Financial Services January 2014 - Present
Buckingham Asset Management September 2012 - Present
Founders Financial Network February 2011 - October 2012
Prialta Advisors, Inc. January 2003 - February 2011
Wade Financial Advisory December 1997 - December 2002
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Investment Management, Retirement, Financial Services, Wealth, Risk Management, Entrepreneurship, Wealth Management..., Financial Planners, Finance, Management
Education
University of California, Berkeley 1988 — 1992
B.S.
Alissa Albinson Alissa Albinson's Buckingham Family of Financial Services Experience October 2013 - Present
Job Database Administrator III at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services October 2013 - Present
BUCKINGHAM Family of Financial Services October 2013 - December 2014
Centene Corporation June 2011 - October 2013
BUCKINGHAM Family of Financial Services 2013 - 2013
Centene Corporation March 2010 - June 2011
Jupiter Consulting Services April 2008 - March 2010
Monsanto April 2008 - March 2010
Sisters of Mercy Health System February 2008 - April 2008
Sisters of Mercy Health System November 2005 - February 2008
Maritz Travel Company April 1999 - November 2005
Skills
SSIS, Microsoft SQL Server, Database Administration, SSRS, Disaster Recovery, Data Warehousing, Databases
Education
Maryville University of Saint Louis 1989 — 1993
BS
Buckingham Family of Financial Services October 2013 - Present
BUCKINGHAM Family of Financial Services October 2013 - December 2014
Centene Corporation June 2011 - October 2013
BUCKINGHAM Family of Financial Services 2013 - 2013
Centene Corporation March 2010 - June 2011
Jupiter Consulting Services April 2008 - March 2010
Monsanto April 2008 - March 2010
Sisters of Mercy Health System February 2008 - April 2008
Sisters of Mercy Health System November 2005 - February 2008
Maritz Travel Company April 1999 - November 2005
Skills
SSIS, Microsoft SQL Server, Database Administration, SSRS, Disaster Recovery, Data Warehousing, Databases
Education
Maryville University of Saint Louis 1989 — 1993
BS
Emily Zuniga, PHR Emily Zuniga, PHR's Buckingham Family of Financial Services Experience November 2014 - Present
Job HR Coordinator at Buckingham Family of Financial Services
Industry Staffing and Recruiting
Experience
Buckingham Family of Financial Services November 2014 - Present
Volt Workforce Solutions March 2014 - October 2014
Volt Workforce Solutions August 2013 - March 2014
Volt Workforce Solutions August 2012 - August 2013
Volt Workforce Solutions April 2012 - August 2012
Skills
Talent Management, Applicant Tracking..., Microsoft Office, Coaching, Customer Service, Human Resources, Interviews, Employee Relations, Recruiting, Onboarding, Sourcing, Internet Recruiting, Talent Acquisition
Education
The Ohio State University
Bachelor of Arts (B.A.), International Development and Strategic Communications
Buckingham Family of Financial Services November 2014 - Present
Volt Workforce Solutions March 2014 - October 2014
Volt Workforce Solutions August 2013 - March 2014
Volt Workforce Solutions August 2012 - August 2013
Volt Workforce Solutions April 2012 - August 2012
Skills
Talent Management, Applicant Tracking..., Microsoft Office, Coaching, Customer Service, Human Resources, Interviews, Employee Relations, Recruiting, Onboarding, Sourcing, Internet Recruiting, Talent Acquisition
Education
The Ohio State University
Bachelor of Arts (B.A.), International Development and Strategic Communications
Kelly Drury Kelly Drury's Buckingham Family of Financial Services Experience January 2015 - Present
Job Human Resources Specialist at Buckingham Family of Financial Services
Industry Investment Management
Experience
Buckingham Family of Financial Services January 2015 - Present
QRS Recycling April 2014 - January 2015
Summit Strategies September 2006 - March 2014
MasterCard 1998 - 2006
Boatmen's Trust Company 1993 - 1998
Education
Saint Louis University 1988 — 1992
Bachelor of Science in Business Administration
Buckingham Family of Financial Services January 2015 - Present
QRS Recycling April 2014 - January 2015
Summit Strategies September 2006 - March 2014
MasterCard 1998 - 2006
Boatmen's Trust Company 1993 - 1998
Education
Saint Louis University 1988 — 1992
Bachelor of Science in Business Administration
Jada Diedrich Jada Diedrich's Buckingham Family of Financial Services Experience February 2013 - Present
Job Portfolio Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Family of Financial Services February 2013 - Present
Swink, Fiehler & Company August 1996 - February 2013
Edward Jones October 2000 - May 2001
Skills
Certified Public..., QuickBooks, CPA, Financial Statements, Tax Research, Tax Preparation
Education
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Science Degree, Accounting, cum laude
Buckingham Family of Financial Services February 2013 - Present
Swink, Fiehler & Company August 1996 - February 2013
Edward Jones October 2000 - May 2001
Skills
Certified Public..., QuickBooks, CPA, Financial Statements, Tax Research, Tax Preparation
Education
Southern Illinois University, Carbondale 1992 — 1996
Bachelor of Science Degree, Accounting, cum laude
Kyle Veltrop Kyle Veltrop's Buckingham Family of Financial Services Experience January 2010 - Present
Job Content Marketing Specialist at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2010 - Present
BAM Advisor Services January 2010 - Present
Fleishman-Hillard February 2008 - December 2009
The Sporting News Publishing Co. 1994 - 2008
Sporting News 1994 - 2008
Skills
Editing, Copy Editing, Writing, Journalism, Copywriting
Education
University of Missouri-Columbia 1988 — 1992
Journalism
Buckingham Family of Financial Services January 2010 - Present
BAM Advisor Services January 2010 - Present
Fleishman-Hillard February 2008 - December 2009
The Sporting News Publishing Co. 1994 - 2008
Sporting News 1994 - 2008
Skills
Editing, Copy Editing, Writing, Journalism, Copywriting
Education
University of Missouri-Columbia 1988 — 1992
Journalism
Alyssa Hermann's Buckingham Family of Financial Services Experience June 2014 - May 2015
Job Financial Analyst at Parkside Financial Bank & Trust
Industry Financial Services
Experience
Parkside Financial Bank & Trust June 2015 - Present
Buckingham Family of Financial Services June 2014 - May 2015
Ameriprise Financial Services, Inc. February 2014 - June 2014
Saint Louis University August 2013 - May 2014
Saint Louis University January 2011 - May 2013
Collins & Hermann, Inc. June 2005 - August 2012
Skills
Leadership, Oral & Written..., Organization &..., Collaborative Problem..., Ethical Decision Making, Microsoft Office, Social Media, Construction, Event Planning, Sales, Management, Proposal Writing, Project Management, Time Management, PowerPoint, Microsoft Excel
Education
Saint Louis University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship
Saint Louis University 2010 — 2013
Bachelor of Science, Business Administration, Finance
Loyola University of Chicago 2009 — 2010
Loyola University Chicago John Felice Rome Center
Parkside Financial Bank & Trust June 2015 - Present
Buckingham Family of Financial Services June 2014 - May 2015
Ameriprise Financial Services, Inc. February 2014 - June 2014
Saint Louis University August 2013 - May 2014
Saint Louis University January 2011 - May 2013
Collins & Hermann, Inc. June 2005 - August 2012
Skills
Leadership, Oral & Written..., Organization &..., Collaborative Problem..., Ethical Decision Making, Microsoft Office, Social Media, Construction, Event Planning, Sales, Management, Proposal Writing, Project Management, Time Management, PowerPoint, Microsoft Excel
Education
Saint Louis University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship
Saint Louis University 2010 — 2013
Bachelor of Science, Business Administration, Finance
Loyola University of Chicago 2009 — 2010
Loyola University Chicago John Felice Rome Center
Jake Bleyenberg Jake Bleyenberg's Buckingham Family of Financial Services Experience February 2015 - Present
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services February 2015 - Present
Education
Lindenwood University 1997 — 2001
BS, Business
Buckingham Family of Financial Services February 2015 - Present
Education
Lindenwood University 1997 — 2001
BS, Business
Al Sears Al Sears's Buckingham Family of Financial Services Experience January 2015 - Present
Job Chief Operating Officer at The Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Missouri State Treasurer Investment Advisor Council March 2012 - Present
Employment Connection January 2010 - Present
Buckingham Family of Financial Services December 2009 - Present
BAM Advisor Services 2003 - December 2014
BAM Advisor Services January 2007 - December 2012
Skills
Asset Allocation, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Portfolio Management, Strategic Financial..., Training, Wealth Management
Education
University of Massachusetts, Amherst
BA, Economics
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Missouri State Treasurer Investment Advisor Council March 2012 - Present
Employment Connection January 2010 - Present
Buckingham Family of Financial Services December 2009 - Present
BAM Advisor Services 2003 - December 2014
BAM Advisor Services January 2007 - December 2012
Skills
Asset Allocation, Asset Management, Finance, Financial Advisory, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Portfolio Management, Strategic Financial..., Training, Wealth Management
Education
University of Massachusetts, Amherst
BA, Economics
Mike Torney Mike Torney's Buckingham Family of Financial Services Experience June 2014 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2014 - Present
Cambridge Estate Planning May 2014 - Present
Education
Washington University in St. Louis School of Law 2013 — 2014
LL.M. - Taxation
Washington University in St. Louis School of Law 2010 — 2013
Doctor of Law (J.D.)
Franklin & Marshall College
B.A, Government
Buckingham Family of Financial Services June 2014 - Present
Cambridge Estate Planning May 2014 - Present
Education
Washington University in St. Louis School of Law 2013 — 2014
LL.M. - Taxation
Washington University in St. Louis School of Law 2010 — 2013
Doctor of Law (J.D.)
Franklin & Marshall College
B.A, Government
Jake Fechter Jake Fechter's Buckingham Family of Financial Services Experience June 2014 - Present
Job Compliance Specialist at BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2014 - Present
BAM Advisor Services June 2014 - Present
Answers October 2013 - April 2014
Saint Louis University August 2010 - December 2013
Saint Louis University High School July 2013 - October 2013
Enterprise Fleet Management May 2012 - August 2013
Saint Louis Univeristy High School June 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Access, Customer Service, Leadership, Teamwork, Event Planning, Social Media, Process Scheduler, Data Analysis, Data Entry, Research, Facebook, Social Networking, Marketing Communications, Accounting, Outlook
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Buckingham Family of Financial Services June 2014 - Present
BAM Advisor Services June 2014 - Present
Answers October 2013 - April 2014
Saint Louis University August 2010 - December 2013
Saint Louis University High School July 2013 - October 2013
Enterprise Fleet Management May 2012 - August 2013
Saint Louis Univeristy High School June 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Access, Customer Service, Leadership, Teamwork, Event Planning, Social Media, Process Scheduler, Data Analysis, Data Entry, Research, Facebook, Social Networking, Marketing Communications, Accounting, Outlook
Education
Saint Louis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Elizabeth Mesker Elizabeth Mesker's Buckingham Family of Financial Services Experience July 2011 - Present
Job
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2011 - Present
Skills
Leadership, Management, Sales, Training
Education
Loyola Marymount University 1981 — 1983
Bachelor of Arts (BA), Communication, General
Saint Louis University 1979 — 1981
Communication, General
Buckingham Family of Financial Services July 2011 - Present
Skills
Leadership, Management, Sales, Training
Education
Loyola Marymount University 1981 — 1983
Bachelor of Arts (BA), Communication, General
Saint Louis University 1979 — 1981
Communication, General
Alex Perkins's Buckingham Family of Financial Services Experience January 2015 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
Accenture January 2010 - January 2015
Bank of America June 2008 - August 2009
General Electric August 2006 - August 2007
Skills
Asset Allocation, Wealth Management, Portfolio Management, Diversification, Business Strategy
Education
Purdue University 2005 — 2009
Bachelor of Science, Industrial Engineering, Economics
Buckingham Family of Financial Services January 2015 - Present
Accenture January 2010 - January 2015
Bank of America June 2008 - August 2009
General Electric August 2006 - August 2007
Skills
Asset Allocation, Wealth Management, Portfolio Management, Diversification, Business Strategy
Education
Purdue University 2005 — 2009
Bachelor of Science, Industrial Engineering, Economics
Thelia Eagan, CPA/PFS Thelia Eagan, CPA/PFS's Buckingham Family of Financial Services Experience November 1998 - Present
Job Wealth Advisor Office Director at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 1998 - Present
Wealth Management Consultants, LLC 1998 - 2010
Pisenti & Brinker, LLP 1990 - 1998
Skills
Personal Financial..., Retirement Planning, Estate & Gift Tax..., Income Tax Planning, Asset Protection..., Charitable Gift Planning, Wealth Management, Asset Management, Investment Management
Education
Golden Gate University
Graduate Certificate in Estate Planning, Taxation
Pacific Union College 1987 — 1990
BBA, Accounting
Buckingham Family of Financial Services November 1998 - Present
Wealth Management Consultants, LLC 1998 - 2010
Pisenti & Brinker, LLP 1990 - 1998
Skills
Personal Financial..., Retirement Planning, Estate & Gift Tax..., Income Tax Planning, Asset Protection..., Charitable Gift Planning, Wealth Management, Asset Management, Investment Management
Education
Golden Gate University
Graduate Certificate in Estate Planning, Taxation
Pacific Union College 1987 — 1990
BBA, Accounting
Micky Reeves Micky Reeves's Buckingham Family of Financial Services Experience September 2008 - Present
Job Office Director & Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2008 - Present
JWA Financial Group, Inc. September 2008 - June 2013
USAA January 2004 - August 2008
ICMA Retirement Corporation February 2000 - January 2004
Education
Texas A&M University 1993 — 1997
BS, Industrial Distribution
James Madison High School
Buckingham Family of Financial Services September 2008 - Present
JWA Financial Group, Inc. September 2008 - June 2013
USAA January 2004 - August 2008
ICMA Retirement Corporation February 2000 - January 2004
Education
Texas A&M University 1993 — 1997
BS, Industrial Distribution
James Madison High School
Steven Nothum's Buckingham Family of Financial Services Experience 2005 - 2009
Job Finance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Belden Inc. March 2013 - August 2014
Belden Inc. August 2011 - February 2013
Belden Inc. July 2012 - August 2012
Belden Inc. January 2011 - April 2011
Belden Inc. June 2010 - August 2010
Buckingham Family of Financial Services 2005 - 2009
Buckingham Family of Financial Services 2003 - 2005
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investments, Financial Reporting, Accounting, Financial Planning, Finance, Strategic Planning, Strategy, Analysis, Management, Forecasting
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance, Accounting
Taylor University 1999 — 2003
B.A., Economics
University of Oxford 2002 — 2002
N/A, European Union Economic Policy
Wells Fargo Advisors September 2014 - Present
Belden Inc. March 2013 - August 2014
Belden Inc. August 2011 - February 2013
Belden Inc. July 2012 - August 2012
Belden Inc. January 2011 - April 2011
Belden Inc. June 2010 - August 2010
Buckingham Family of Financial Services 2005 - 2009
Buckingham Family of Financial Services 2003 - 2005
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investments, Financial Reporting, Accounting, Financial Planning, Finance, Strategic Planning, Strategy, Analysis, Management, Forecasting
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance, Accounting
Taylor University 1999 — 2003
B.A., Economics
University of Oxford 2002 — 2002
N/A, European Union Economic Policy
Kristin (Otten) Poole Kristin (Otten) Poole's Buckingham Family of Financial Services Experience July 2013 - December 2013
Job Director of Advisory Services
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services July 2013 - December 2013
BUCKINGHAM Family of Financial Services May 2011 - December 2013
St. Louis Financial Services Company 2010 - 2011
Cornerstone Financial Group 2008 - 2010
Cornerstone Financial Group 2007 - 2010
Cornerstone Financial Group 2006 - 2010
A St. Louis Home Care Company 2004 - 2006
Colegio Marymount 2002 - 2004
Skills
Wealth Management, Estate Planning, Retirement Planning
Education
Saint Louis University 2005 — 2007
Master of International Business
University of Missouri-Columbia 1997 — 2002
BA, English Literature
University of Missouri-Columbia 1997 — 2002
BA, Spanish
Clayton High School 1993 — 1997
High School
BUCKINGHAM Family of Financial Services July 2013 - December 2013
BUCKINGHAM Family of Financial Services May 2011 - December 2013
St. Louis Financial Services Company 2010 - 2011
Cornerstone Financial Group 2008 - 2010
Cornerstone Financial Group 2007 - 2010
Cornerstone Financial Group 2006 - 2010
A St. Louis Home Care Company 2004 - 2006
Colegio Marymount 2002 - 2004
Skills
Wealth Management, Estate Planning, Retirement Planning
Education
Saint Louis University 2005 — 2007
Master of International Business
University of Missouri-Columbia 1997 — 2002
BA, English Literature
University of Missouri-Columbia 1997 — 2002
BA, Spanish
Clayton High School 1993 — 1997
High School
Maureen (Meaux) Costello Maureen (Meaux) Costello's Buckingham Family of Financial Services Experience September 2013 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2013 - Present
Vista Center for the Blind and Visually Impaired July 2012 - June 2013
Junior League of Palo Alto-Mid Peninsula June 2011 - May 2012
Vista Center for the Blind and Visually Impaired 2008 - 2012
Electric Power Research Insitute (EPRI) January 2006 - December 2010
DLA Piper 1997 - 2006
Murray & Murray 1992 - 1997
ALZA Corporation 1986 - 1989
Skills
Problem Solving, Strategic Planning, Business Strategy, Collaboration, Cross-functional..., Risk Assessment, Teamwork, Strategic Communications, Acquisitions, Mergers, Corporate Law, Intellectual Property, Legal Writing, Corporate Governance, Mergers & Acquisitions, Westlaw, Licensing, Analysis, Leadership, Venture Capital, Strategic Partnerships, Legal Research, Due Diligence, Cross-functional Team...
Education
Santa Clara University
B.S.C., Finance
Santa Clara University School of Law
J.D. - cum laude
Buckingham Family of Financial Services September 2013 - Present
Vista Center for the Blind and Visually Impaired July 2012 - June 2013
Junior League of Palo Alto-Mid Peninsula June 2011 - May 2012
Vista Center for the Blind and Visually Impaired 2008 - 2012
Electric Power Research Insitute (EPRI) January 2006 - December 2010
DLA Piper 1997 - 2006
Murray & Murray 1992 - 1997
ALZA Corporation 1986 - 1989
Skills
Problem Solving, Strategic Planning, Business Strategy, Collaboration, Cross-functional..., Risk Assessment, Teamwork, Strategic Communications, Acquisitions, Mergers, Corporate Law, Intellectual Property, Legal Writing, Corporate Governance, Mergers & Acquisitions, Westlaw, Licensing, Analysis, Leadership, Venture Capital, Strategic Partnerships, Legal Research, Due Diligence, Cross-functional Team...
Education
Santa Clara University
B.S.C., Finance
Santa Clara University School of Law
J.D. - cum laude
Ed Goldberg's Buckingham Family of Financial Services Experience October 1995 - Present
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services October 1995 - Present
M-G Drug Sales Company May 1972 - June 1995
Skills
Investments, Retirement Planning, Investment Management, Wealth, Financial Planning, Wealth Management, Asset Management, Investment Advisory, Portfolio Management, Asset Allocation, Financial Advisory, Strategic Financial...
Education
Purdue University 1965 — 1969
BS, Industrial Management
Buckingham Family of Financial Services October 1995 - Present
M-G Drug Sales Company May 1972 - June 1995
Skills
Investments, Retirement Planning, Investment Management, Wealth, Financial Planning, Wealth Management, Asset Management, Investment Advisory, Portfolio Management, Asset Allocation, Financial Advisory, Strategic Financial...
Education
Purdue University 1965 — 1969
BS, Industrial Management
Julia Sites Julia Sites's Buckingham Family of Financial Services Experience September 2012 - Present
Job Client Data Operations Associate at Buckingham Family of Financial Services and BAM Advisors
Industry Financial Services
Experience
BAM Advisor Services September 2012 - Present
Buckingham Family of Financial Services September 2012 - Present
Skills
Nielsen iXPRESS, SAP BusinessObjects, Microsoft Office 2007, R, SAS, Visual Basic, MapInfo, MapPoint, Windows XP Pro, Web Intelligence, eSpatial, Business Objects, Microsoft Excel, Access, Creative Problem Solving, Databases, Employee Training, Analysis, Budgets, Software Documentation, Data Analysis
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Mathematics
BAM Advisor Services September 2012 - Present
Buckingham Family of Financial Services September 2012 - Present
Skills
Nielsen iXPRESS, SAP BusinessObjects, Microsoft Office 2007, R, SAS, Visual Basic, MapInfo, MapPoint, Windows XP Pro, Web Intelligence, eSpatial, Business Objects, Microsoft Excel, Access, Creative Problem Solving, Databases, Employee Training, Analysis, Budgets, Software Documentation, Data Analysis
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Mathematics
Shannon O'Toole Kuhlman Shannon O'Toole Kuhlman's Buckingham Family of Financial Services Experience January 2015 - Present
Job Chief Talent Officer at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Buckingham Asset Management January 2011 - December 2014
BAM Advisor Services January 2011 - December 2014
Buckingham Asset Management August 2008 - December 2010
BAM Advisor Services August 2008 - December 2010
Renaissance Financial May 2004 - August 2008
Big Brothers Big Sisters November 2001 - May 2004
TRS Worldwide 2000 - 2001
General Mills June 1999 - May 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Financial Advisory, Investment Strategies, Recruiting, Management, Financial Services, CRM, Human Resources, Fixed Income
Education
University of Missouri-Columbia 1995 — 1999
BA, Consumer & Family Economics
High school
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Buckingham Asset Management January 2011 - December 2014
BAM Advisor Services January 2011 - December 2014
Buckingham Asset Management August 2008 - December 2010
BAM Advisor Services August 2008 - December 2010
Renaissance Financial May 2004 - August 2008
Big Brothers Big Sisters November 2001 - May 2004
TRS Worldwide 2000 - 2001
General Mills June 1999 - May 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Financial Advisory, Investment Strategies, Recruiting, Management, Financial Services, CRM, Human Resources, Fixed Income
Education
University of Missouri-Columbia 1995 — 1999
BA, Consumer & Family Economics
High school
Alanna Sablotny's Buckingham Family of Financial Services Experience January 2008 - December 2011
Job Reference Librarian | Empowers people to reach their full potential.
Industry Libraries
Experience
St. Louis County Library June 2015 - Present
Germanic Genealogy Special Interest Group 2010 - Present
Kirkwood Public Library August 2014 - June 2015
Kirkwood Public Library August 2014 - June 2015
Kirkwood Public Library May 2014 - June 2015
Federal Reserve Bank of St. Louis January 2014 - April 2014
TQM Inc dba Two Rivers Medical July 2012 - November 2013
Buckingham Family of Financial Services January 2008 - December 2011
Buckingham Family of Financial Services June 2006 - January 2008
University of Illinois at Springfield August 2005 - May 2006
Skills
Customer Service, Passion for Helping..., Caring, Microsoft Word, MS Reporting Services, T-SQL Stored Procedures, Genealogy, Data Entry, Clerical Skills, Librarians, Research, Microsoft Office, HTML, Access, Microsoft Excel, Outlook, Data Analysis, SQL, CSS, PowerPoint, Social Media, Photoshop, Web Development, Critical Thinking, Databases, SSRS, Facebook, Library, Library Research, Editing, Blogging, Community Outreach, Training, Microsoft SQL Server, Analysis, Libraries
Education
University of Missouri-Columbia 2011 — 2014
Master's Degree, Information Science & Learning Technologies with an Emphasis in Library Science, 4.0
University of Illinois Springfield 2003 — 2008
Master's Degree, Computer Science, 3.6
Webster University 2000 — 2002
Bachelor of Arts (BA), History
Springfield College in Illinois 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
St. Louis County Library June 2015 - Present
Germanic Genealogy Special Interest Group 2010 - Present
Kirkwood Public Library August 2014 - June 2015
Kirkwood Public Library August 2014 - June 2015
Kirkwood Public Library May 2014 - June 2015
Federal Reserve Bank of St. Louis January 2014 - April 2014
TQM Inc dba Two Rivers Medical July 2012 - November 2013
Buckingham Family of Financial Services January 2008 - December 2011
Buckingham Family of Financial Services June 2006 - January 2008
University of Illinois at Springfield August 2005 - May 2006
Skills
Customer Service, Passion for Helping..., Caring, Microsoft Word, MS Reporting Services, T-SQL Stored Procedures, Genealogy, Data Entry, Clerical Skills, Librarians, Research, Microsoft Office, HTML, Access, Microsoft Excel, Outlook, Data Analysis, SQL, CSS, PowerPoint, Social Media, Photoshop, Web Development, Critical Thinking, Databases, SSRS, Facebook, Library, Library Research, Editing, Blogging, Community Outreach, Training, Microsoft SQL Server, Analysis, Libraries
Education
University of Missouri-Columbia 2011 — 2014
Master's Degree, Information Science & Learning Technologies with an Emphasis in Library Science, 4.0
University of Illinois Springfield 2003 — 2008
Master's Degree, Computer Science, 3.6
Webster University 2000 — 2002
Bachelor of Arts (BA), History
Springfield College in Illinois 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Katie Keary, CFP® Katie Keary, CFP®'s Buckingham Family of Financial Services Experience March 2014 - Present
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services March 2014 - Present
Moneta Group February 2011 - February 2014
The Sher Group May 2008 - February 2011
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Insurance, Marketing, Asset Management, Microsoft Excel, Portfolio Management, Estate Planning, Investment Advisory, Investment Strategies
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning
BUCKINGHAM Family of Financial Services March 2014 - Present
Moneta Group February 2011 - February 2014
The Sher Group May 2008 - February 2011
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Insurance, Marketing, Asset Management, Microsoft Excel, Portfolio Management, Estate Planning, Investment Advisory, Investment Strategies
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning
Jim Lankford, CFA, CFP Jim Lankford, CFA, CFP's Buckingham Family of Financial Services Experience April 2015 - Present
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management May 2000 - May 2011
Harold Lankford & Associates, Inc. October 1990 - May 2000
American Merchant Bankers, Inc. November 1987 - October 1990
Education
Southern Methodist University
BSME, Mechanical Engineering
The University of Dallas
MBA, Finance, Investments, Management
Buckingham Family of Financial Services April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management May 2000 - May 2011
Harold Lankford & Associates, Inc. October 1990 - May 2000
American Merchant Bankers, Inc. November 1987 - October 1990
Education
Southern Methodist University
BSME, Mechanical Engineering
The University of Dallas
MBA, Finance, Investments, Management
David George CPA / PFS David George CPA / PFS's Buckingham Family of Financial Services Experience 1997 - Present
Job Wealth Advisor Office Director at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services 1997 - Present
California Society of CPAs 2001 - 2002
Merrill Lynch 1994 - 1997
George & Starr Certified Public Accountants 1978 - 1994
Skills
Retirement Planning, Asset Allocation, Modern Portfolio Theory, Wealth Transfer, Estate Planning, Tax, Investments, Financial Planning, Investment Advisory, 401(k) Solutions
Education
California State University-Long Beach - College of Business Administration 1968 — 1974
Bachelors, Economics, Accounting
Buckingham Family of Financial Services 1997 - Present
California Society of CPAs 2001 - 2002
Merrill Lynch 1994 - 1997
George & Starr Certified Public Accountants 1978 - 1994
Skills
Retirement Planning, Asset Allocation, Modern Portfolio Theory, Wealth Transfer, Estate Planning, Tax, Investments, Financial Planning, Investment Advisory, 401(k) Solutions
Education
California State University-Long Beach - College of Business Administration 1968 — 1974
Bachelors, Economics, Accounting
Austin Garber Austin Garber's Buckingham Family of Financial Services Experience July 2015 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2015 - Present
PNC April 2013 - July 2015
PNC April 2012 - March 2013
PNC May 2008 - April 2012
Regions Bank May 2007 - May 2008
Regions Financial Corporation May 2006 - May 2007
Education
Southern Illinois University, Edwardsville 2005 — 2014
Bachelor's Degree, Business Administration, Specialization in Management
Metamora Township High School 2002 — 2005
Buckingham Family of Financial Services July 2015 - Present
PNC April 2013 - July 2015
PNC April 2012 - March 2013
PNC May 2008 - April 2012
Regions Bank May 2007 - May 2008
Regions Financial Corporation May 2006 - May 2007
Education
Southern Illinois University, Edwardsville 2005 — 2014
Bachelor's Degree, Business Administration, Specialization in Management
Metamora Township High School 2002 — 2005
Naomi Nelson Naomi Nelson's Buckingham Family of Financial Services Experience June 2012 - Present
Job Guest Receptionist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2012 - Present
Education
St. Louis Community College
Buckingham Family of Financial Services June 2012 - Present
Education
St. Louis Community College
Sarah Stickels Sarah Stickels's Buckingham Family of Financial Services Experience May 2015 - Present
Job Executive Assistant at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services May 2015 - Present
Zion Partners March 2015 - May 2015
Zion Partners December 2013 - May 2015
Heritage Exposition Services January 2013 - October 2013
Kemp Auto Museum June 2012 - December 2012
State Farm Insurance 2011 - 2012
The Butterfly House August 2011 - November 2011
Lockhaven Country Club June 2010 - August 2010
Education
Missouri State University 2007 — 2011
Bachelors, Entertainment Management
Roxana High School 2004 — 2007
Buckingham Family of Financial Services May 2015 - Present
Zion Partners March 2015 - May 2015
Zion Partners December 2013 - May 2015
Heritage Exposition Services January 2013 - October 2013
Kemp Auto Museum June 2012 - December 2012
State Farm Insurance 2011 - 2012
The Butterfly House August 2011 - November 2011
Lockhaven Country Club June 2010 - August 2010
Education
Missouri State University 2007 — 2011
Bachelors, Entertainment Management
Roxana High School 2004 — 2007
Ivan AuBuchon Ivan AuBuchon's Buckingham Family of Financial Services Experience October 2012 - Present
Job Buckingham Family of Financial Services and BAM Advisor Services
Industry Media Production
Experience
Buckingham Family of Financial Services October 2012 - Present
BAM Advisor Services October 2012 - Present
Studio E March 2012 - September 2012
Monsanto August 2011 - March 2012
Once Films 2010 - 2012
Avatar Studios May 2011 - September 2011
ALIVE Magazine September 2010 - May 2011
Scottrade March 2011 - April 2011
Adamson Advertising USA February 2010 - March 2010
Skills
Video, Video Production, Studio Lighting, Location Lighting, Final Cut Studio, Panasonic Camera Work, Editing, Videography, Camera Operation, DVD Studio Pro, Cinematography, Corporate Communications, Final Cut Pro, DVD authoring, HD, Pre-production, Documentary, After Effects, Production, Lighting, Video Editing, Post Production, Camera, Shooting, Mac, Documentaries, Photoshop, Color Correction, Motion Graphics, Web Video, Adobe Creative Suite, Compressor, DVD, HD Video, New Media, Media Production
Education
Webster University 2006 — 2011
BA Video Production, Media Communications
St. Louis Community College 2006 — 2008
Buckingham Family of Financial Services October 2012 - Present
BAM Advisor Services October 2012 - Present
Studio E March 2012 - September 2012
Monsanto August 2011 - March 2012
Once Films 2010 - 2012
Avatar Studios May 2011 - September 2011
ALIVE Magazine September 2010 - May 2011
Scottrade March 2011 - April 2011
Adamson Advertising USA February 2010 - March 2010
Skills
Video, Video Production, Studio Lighting, Location Lighting, Final Cut Studio, Panasonic Camera Work, Editing, Videography, Camera Operation, DVD Studio Pro, Cinematography, Corporate Communications, Final Cut Pro, DVD authoring, HD, Pre-production, Documentary, After Effects, Production, Lighting, Video Editing, Post Production, Camera, Shooting, Mac, Documentaries, Photoshop, Color Correction, Motion Graphics, Web Video, Adobe Creative Suite, Compressor, DVD, HD Video, New Media, Media Production
Education
Webster University 2006 — 2011
BA Video Production, Media Communications
St. Louis Community College 2006 — 2008
Allen Regan, CFP®'s Buckingham Family of Financial Services Experience July 2013 - June 2015
Job Wealth Advisor at AVL WealthCare, LLC
Industry Financial Services
Experience
AVL WealthCare, LLC June 2015 - Present
Buckingham Family of Financial Services July 2013 - June 2015
AVL WealthCare, LLC January 2011 - June 2013
Isle of Capri Casino May 2010 - January 2011
Malachi Financial Group January 2006 - January 2010
Education
William Carey University 2007 — 2010
BSB, Finance
The University of Southern Mississippi
Graduate Studies, Business
University of Alabama
Graduate Studies, Business
AVL WealthCare, LLC June 2015 - Present
Buckingham Family of Financial Services July 2013 - June 2015
AVL WealthCare, LLC January 2011 - June 2013
Isle of Capri Casino May 2010 - January 2011
Malachi Financial Group January 2006 - January 2010
Education
William Carey University 2007 — 2010
BSB, Finance
The University of Southern Mississippi
Graduate Studies, Business
University of Alabama
Graduate Studies, Business
Stephen Trousdale, CFP®, CRPC® Stephen Trousdale, CFP®, CRPC®'s Buckingham Family of Financial Services Experience January 2015 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
GuideStone Capital Management June 2014 - January 2015
GuideStone Capital Management November 2010 - May 2014
GuideStone Financial Resources June 2008 - October 2010
Lovett & Associates Financial Group August 2007 - January 2008
Skills
Financial Services, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Insurance, Strategic Financial..., Portfolio Management, Leadership, Wealth Management, Credit, 401k, Risk Management, Capital Markets, Retirement, Banking, Valuation, CRPC(R) Certificant
Education
Baylor University - Hankamer School of Business
BBA, Finance
Southern Methodist University 2010 — 2011
Certificate in Financial Planning
Buckingham Family of Financial Services January 2015 - Present
GuideStone Capital Management June 2014 - January 2015
GuideStone Capital Management November 2010 - May 2014
GuideStone Financial Resources June 2008 - October 2010
Lovett & Associates Financial Group August 2007 - January 2008
Skills
Financial Services, Investments, Mutual Funds, Financial Analysis, Retirement Planning, Insurance, Strategic Financial..., Portfolio Management, Leadership, Wealth Management, Credit, 401k, Risk Management, Capital Markets, Retirement, Banking, Valuation, CRPC(R) Certificant
Education
Baylor University - Hankamer School of Business
BBA, Finance
Southern Methodist University 2010 — 2011
Certificate in Financial Planning
Dan Haynes Dan Haynes's Buckingham Family of Financial Services Experience June 2007 - April 2015
Job
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Charles Schwab April 2015 - Present
Summit Strategies Group April 2015 - Present
Buckingham Family of Financial Services June 2007 - April 2015
BAM Advisor Services June 2007 - April 2015
Williamsville State Bank & Trust June 2004 - June 2007
K's Merchandise May 2000 - May 2004
Skills
Compliance, SEC, USA PATRIOT Act, OFAC, AML, Bank Secrecy Act, Investment Advisers Act, Social Media, Mutual Funds, Dodd-Frank, Risk Assessment, Regulations
Education
University of Illinois Springfield 2006 — 2007
Masters, Business Administration
Millikin University 2000 — 2004
Bachelor of Science, Finance
Meridian High School 1996 — 2000
Katie Trout Katie Trout's Buckingham Family of Financial Services Experience September 2013 - January 2015
Job Executive Assistant at Hill Investment Group
Industry Financial Services
Experience
Hill Investment Group February 2015 - Present
Buckingham Family of Financial Services September 2013 - January 2015
Missouri Professionals Mutual May 2009 - August 2013
Missouri History Museum April 2008 - September 2008
Chicago History Museum April 2006 - May 2007
Skills
Event Planning, Strategic Planning, Social Media, Sales, Marketing, Management, Event Management, Public Speaking, Microsoft Office, Nonprofits
Education
Washington University in St. Louis 2007 — 2009
MFA, Costume History & Theory
The School of the Art Institute of Chicago 2002 — 2006
BFA, Fashion Design, History & Theory
Villa Duchesne & Oak Hill School
Hill Investment Group February 2015 - Present
Buckingham Family of Financial Services September 2013 - January 2015
Missouri Professionals Mutual May 2009 - August 2013
Missouri History Museum April 2008 - September 2008
Chicago History Museum April 2006 - May 2007
Skills
Event Planning, Strategic Planning, Social Media, Sales, Marketing, Management, Event Management, Public Speaking, Microsoft Office, Nonprofits
Education
Washington University in St. Louis 2007 — 2009
MFA, Costume History & Theory
The School of the Art Institute of Chicago 2002 — 2006
BFA, Fashion Design, History & Theory
Villa Duchesne & Oak Hill School
Thomas Bodin, CFA's Buckingham Family of Financial Services Experience February 2015 - Present
Job Practice Integration Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services February 2015 - Present
Indiana Attorney General's Office January 2013 - Present
Indiana Attorney General's Office 2005 - December 2012
IN OAG 2002 - 2005
Skills
Comprehensive Wealth..., Financial Markets, Financial Planning, Merchant Services, Trust Management, Financial Analysis, Financial Modeling, Quantitative Finance, Quant, CFA, MBA, MBA Finance, Excel, RIA, Private Wealth..., Wealth Management, Wealth Preservation, Retirement Planning, Investment Selection, Portfolio Management, Portfolio Optimization, Sales Management, Strategy Development, Process Development, Workflow Analysis, Workflow Solutions, Strategic Financial..., Economics, Chartered Financial..., Strategy, Microsoft Excel, Public Policy, Policy, Securities, Government, Valuation, Policy Analysis, Budgets, Finance, Wealth Management..., Analysis, Management
Education
University of Indianapolis - School of Business 2002 — 2004
MBA, Finance, Marketing
Butler University - College of Business Administration 1998 — 2002
Marketing
Moeller 1994 — 1998
Buckingham Family of Financial Services February 2015 - Present
Indiana Attorney General's Office January 2013 - Present
Indiana Attorney General's Office 2005 - December 2012
IN OAG 2002 - 2005
Skills
Comprehensive Wealth..., Financial Markets, Financial Planning, Merchant Services, Trust Management, Financial Analysis, Financial Modeling, Quantitative Finance, Quant, CFA, MBA, MBA Finance, Excel, RIA, Private Wealth..., Wealth Management, Wealth Preservation, Retirement Planning, Investment Selection, Portfolio Management, Portfolio Optimization, Sales Management, Strategy Development, Process Development, Workflow Analysis, Workflow Solutions, Strategic Financial..., Economics, Chartered Financial..., Strategy, Microsoft Excel, Public Policy, Policy, Securities, Government, Valuation, Policy Analysis, Budgets, Finance, Wealth Management..., Analysis, Management
Education
University of Indianapolis - School of Business 2002 — 2004
MBA, Finance, Marketing
Butler University - College of Business Administration 1998 — 2002
Marketing
Moeller 1994 — 1998
Kayla Matthews Kayla Matthews's Buckingham Family of Financial Services Experience June 2015 - Present
Job Client Service Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2015 - Present
Wells Fargo Advisors September 2014 - June 2015
Texas Roudhouse December 2011 - August 2014
Northwestern Mutual August 2013 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Sales, Social Media, PowerPoint, Management, Customer Satisfaction, Sales Management, Inventory Management, Hospitality, Team Building, Team Leadership, Project Management, Leadership
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Banking
Buckingham Family of Financial Services June 2015 - Present
Wells Fargo Advisors September 2014 - June 2015
Texas Roudhouse December 2011 - August 2014
Northwestern Mutual August 2013 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Sales, Social Media, PowerPoint, Management, Customer Satisfaction, Sales Management, Inventory Management, Hospitality, Team Building, Team Leadership, Project Management, Leadership
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Banking
Amber Mehta's Buckingham Family of Financial Services Experience May 2012 - January 2015
Job Client Relationship Specialist at BuckinghamAdvisor
Industry Investment Management
Experience
Buckingham Family of Financial Services May 2012 - January 2015
Woody's Diner May 2011 - April 2012
Wealth Management Group LLP January 2007 - May 2011
Skills
Hospitality, Event Planning, Coordinating Events, Customer Service, Childcare, Office Administration, Team Management, Restaurant Management
Education
Chapman University 2001 — 2004
BS, Organizational Leadership
Buckingham Family of Financial Services May 2012 - January 2015
Woody's Diner May 2011 - April 2012
Wealth Management Group LLP January 2007 - May 2011
Skills
Hospitality, Event Planning, Coordinating Events, Customer Service, Childcare, Office Administration, Team Management, Restaurant Management
Education
Chapman University 2001 — 2004
BS, Organizational Leadership
Amanda Port's Buckingham Family of Financial Services Experience 2003 - 2004
Job Logistics Training Specialist at UniGroup Logistics
Industry Logistics and Supply Chain
Experience
UniGroup Logistics March 2015 - Present
UniGroup Logistics March 2011 - March 2015
Vatterott Educational Centers October 2009 - March 2011
Vatterott Educational Centers January 2009 - October 2009
Vatterott Educational Centers August 2006 - January 2009
Vatterott Educational Centers June 2006 - August 2006
Buckingham Family of Financial Services 2003 - 2004
Buckingham Family of Financial Services 2002 - 2003
Skills
Training, Administration, Project Management, Strategic Planning, Team Building, Leadership, Time Management, SharePoint, Typing: 90 wpm, Public Speaking, Presentation Skills, Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, CampusVue, Customer Service, Troubleshooting, Telephone Skills, Warehousing, Transportation..., Operations Management, Logistics, Transportation, Data Entry
Education
Jefferson College 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Microcomputers/Networking, 3.87 GPA
UniGroup Logistics March 2015 - Present
UniGroup Logistics March 2011 - March 2015
Vatterott Educational Centers October 2009 - March 2011
Vatterott Educational Centers January 2009 - October 2009
Vatterott Educational Centers August 2006 - January 2009
Vatterott Educational Centers June 2006 - August 2006
Buckingham Family of Financial Services 2003 - 2004
Buckingham Family of Financial Services 2002 - 2003
Skills
Training, Administration, Project Management, Strategic Planning, Team Building, Leadership, Time Management, SharePoint, Typing: 90 wpm, Public Speaking, Presentation Skills, Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, CampusVue, Customer Service, Troubleshooting, Telephone Skills, Warehousing, Transportation..., Operations Management, Logistics, Transportation, Data Entry
Education
Jefferson College 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Microcomputers/Networking, 3.87 GPA
Tom Haug's Buckingham Family of Financial Services Experience July 2015 - Present
Job CRS at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2015 - Present
BUCKINGHAM Family of Financial Services March 2014 - June 2015
BUCKINGHAM Family of Financial Services November 2013 - March 2014
Edward Jones December 2012 - October 2013
North Star Resource Group May 2012 - November 2012
Camuto Group June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Adobe Acrobat, Life & Health Insurance..., Market Research, Financial Analysis, Relationship Marketing, Social Networking, Analytics, Sales, CRM, Series 7, Access, Facebook, Finance, Google Analytics, Marketing, Social Media, Social Media Marketing, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Administration-Marketing
Buckingham Family of Financial Services July 2015 - Present
BUCKINGHAM Family of Financial Services March 2014 - June 2015
BUCKINGHAM Family of Financial Services November 2013 - March 2014
Edward Jones December 2012 - October 2013
North Star Resource Group May 2012 - November 2012
Camuto Group June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Adobe Acrobat, Life & Health Insurance..., Market Research, Financial Analysis, Relationship Marketing, Social Networking, Analytics, Sales, CRM, Series 7, Access, Facebook, Finance, Google Analytics, Marketing, Social Media, Social Media Marketing, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Administration-Marketing
Julie Lucas Julie Lucas's Buckingham Family of Financial Services Experience February 2015 - Present
Job Business Intelligence Developer at Bam Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services February 2015 - Present
Bam Advisor Services February 2015 - Present
Oakwood Systems Group September 2011 - February 2015
Lumeris December 2010 - September 2011
Brown Shoe Company February 2009 - December 2010
Build-A-Bear Workshop December 2005 - January 2009
Elementis Pigments 1999 - 2005
St. Louis Post-Dispatch January 1984 - October 1999
Skills
T-SQL, SSIS, SSRS, SharePoint, Data Warehousing, ETL, Microsoft SQL Server, Business Intelligence, Data Modeling, SQL, OLAP, Analysis Services, Business Objects, Performance Tuning, MDX, Databases, SDLC
Education
Southern Illinois University, Edwardsville 1983 — 1987
Bachelor Arts, Journalism
Buckingham Family of Financial Services February 2015 - Present
Bam Advisor Services February 2015 - Present
Oakwood Systems Group September 2011 - February 2015
Lumeris December 2010 - September 2011
Brown Shoe Company February 2009 - December 2010
Build-A-Bear Workshop December 2005 - January 2009
Elementis Pigments 1999 - 2005
St. Louis Post-Dispatch January 1984 - October 1999
Skills
T-SQL, SSIS, SSRS, SharePoint, Data Warehousing, ETL, Microsoft SQL Server, Business Intelligence, Data Modeling, SQL, OLAP, Analysis Services, Business Objects, Performance Tuning, MDX, Databases, SDLC
Education
Southern Illinois University, Edwardsville 1983 — 1987
Bachelor Arts, Journalism
Rob Ziliak,MPAS℠,CFP®'s Buckingham Family of Financial Services Experience June 2012 - Present
Job Office Director & Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2012 - Present
Charles Schwab February 2011 - June 2012
Charles Schwab, Inc. and Schwab Bank November 2008 - February 2011
Charles Schwab February 1999 - November 2008
Charles Schwab July 1998 - February 1999
Charles Schwab October 1995 - July 1998
Education
College for Financial Planning 2010 — 2012
Master of Science, Personal Financial Planning
College for Financial Planning 2005 — 2009
CFP Certification Professional Education Program, Certified Financial Planner
Indiana University 1988 — 1993
B.A., Sociology
Buckingham Family of Financial Services June 2012 - Present
Charles Schwab February 2011 - June 2012
Charles Schwab, Inc. and Schwab Bank November 2008 - February 2011
Charles Schwab February 1999 - November 2008
Charles Schwab July 1998 - February 1999
Charles Schwab October 1995 - July 1998
Education
College for Financial Planning 2010 — 2012
Master of Science, Personal Financial Planning
College for Financial Planning 2005 — 2009
CFP Certification Professional Education Program, Certified Financial Planner
Indiana University 1988 — 1993
B.A., Sociology
Kurt Wunderlich Kurt Wunderlich's Buckingham Family of Financial Services Experience November 2014 - Present
Job Fixed Income Portfolio Advisor at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2014 - Present
BAM Advisor Services November 2014 - Present
Edward Jones November 2012 - November 2014
Oakland Athletics June 2011 - July 2012
Michigan State University January 2008 - June 2011
Peter A. Poirot, CPA June 2010 - August 2010
Skills
Teamwork, Time Management, Planning, Baseball, Problem Solving, PowerPoint, Excel, Microsoft Office, Investments, Personal Finance, iPhone, Team Leadership, Team Building, Challenge Seeker, Microsoft Word, Microsoft Excel, Project Planning, Intercollegiate...
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, 3.45
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business, 3.67
Kirkwood High School 2005 — 2007
Buckingham Family of Financial Services November 2014 - Present
BAM Advisor Services November 2014 - Present
Edward Jones November 2012 - November 2014
Oakland Athletics June 2011 - July 2012
Michigan State University January 2008 - June 2011
Peter A. Poirot, CPA June 2010 - August 2010
Skills
Teamwork, Time Management, Planning, Baseball, Problem Solving, PowerPoint, Excel, Microsoft Office, Investments, Personal Finance, iPhone, Team Leadership, Team Building, Challenge Seeker, Microsoft Word, Microsoft Excel, Project Planning, Intercollegiate...
Education
Michigan State University 2008 — 2011
Bachelor of Arts (BA), Finance, 3.45
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business, 3.67
Kirkwood High School 2005 — 2007
Chris Gluck Chris Gluck's Buckingham Family of Financial Services Experience March 2005 - Present
Job Business Intelligence Analyst at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services March 2005 - Present
BAM Advisor Services March 2005 - Present
A.G. Edwards & Sons, Inc. May 2003 - August 2003
Skills
Business Intelligence, SSRS, SSAS, Wealth Management, Portfolio Management, SSIS, T-SQL, Data Warehousing, Analysis Services, Microsoft SQL Server, Data Analysis, Database Design, Crystal Reports, ETL, Visual Studio, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance & Banking Major, Economics Minor
Buckingham Family of Financial Services March 2005 - Present
BAM Advisor Services March 2005 - Present
A.G. Edwards & Sons, Inc. May 2003 - August 2003
Skills
Business Intelligence, SSRS, SSAS, Wealth Management, Portfolio Management, SSIS, T-SQL, Data Warehousing, Analysis Services, Microsoft SQL Server, Data Analysis, Database Design, Crystal Reports, ETL, Visual Studio, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance & Banking Major, Economics Minor
Jay Leonard Jay Leonard's Buckingham Family of Financial Services Experience March 1989 - Present
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services March 1989 - Present
Merrill Lynch January 1974 - March 1989
Skills
Investment Management, Portfolio Construction, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds
Education
The University of Chicago Booth School of Business 1965 — 1967
Master of Business Administration (MBA), Finance, General
City University of New York-Brooklyn College 1961 — 1965
Bachelor of Arts (BA), Economics
Buckingham Family of Financial Services March 1989 - Present
Merrill Lynch January 1974 - March 1989
Skills
Investment Management, Portfolio Construction, Financial Planning, Retirement Planning, Wealth Management, Mutual Funds
Education
The University of Chicago Booth School of Business 1965 — 1967
Master of Business Administration (MBA), Finance, General
City University of New York-Brooklyn College 1961 — 1965
Bachelor of Arts (BA), Economics
Daniel Taylor, CFP® Daniel Taylor, CFP®'s Buckingham Family of Financial Services Experience December 2006 - Present
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services December 2006 - Present
Stanford Investment Group July 2003 - August 2006
Johnson Lyman Wealth Advisors January 2002 - April 2003
BetaSphere December 2000 - June 2001
Facetime Communications March 2000 - October 2000
Oracle Corporation January 1994 - March 2000
Apple Computer 1988 - 1993
Skills
Wealth Management, Asset Management, Financial Planning, Estate Planning, Portfolio Management, Options, Retirement Planning, IPO, Investments, Asset Allocation, Investment Advisory, Tax, Strategic Financial..., Asset Managment
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, General Management
Princeton University 1970 — 1974
BSE, Engineering, Economics, Finance
Taft School 1966 — 1970
Buckingham Family of Financial Services December 2006 - Present
Stanford Investment Group July 2003 - August 2006
Johnson Lyman Wealth Advisors January 2002 - April 2003
BetaSphere December 2000 - June 2001
Facetime Communications March 2000 - October 2000
Oracle Corporation January 1994 - March 2000
Apple Computer 1988 - 1993
Skills
Wealth Management, Asset Management, Financial Planning, Estate Planning, Portfolio Management, Options, Retirement Planning, IPO, Investments, Asset Allocation, Investment Advisory, Tax, Strategic Financial..., Asset Managment
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, General Management
Princeton University 1970 — 1974
BSE, Engineering, Economics, Finance
Taft School 1966 — 1970
Kent Madsen, CFP® Kent Madsen, CFP®'s Buckingham Family of Financial Services Experience January 2006 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2006 - Present
Santa Cruz al Salvador 2001 - Present
Founders Financial Network January 2006 - September 2012
Sun Microsystems, inc. April 1987 - December 2005
Victor Technologies 1981 - 1983
COMPAS Business Systems 1975 - 1981
Skills
Wealth Management, Portfolio Management, Financial Reporting
Education
University of California, Santa Cruz Extension 2005 — 2007
Certificate
Iowa State University 1972 — 1976
BS
Buckingham Family of Financial Services January 2006 - Present
Santa Cruz al Salvador 2001 - Present
Founders Financial Network January 2006 - September 2012
Sun Microsystems, inc. April 1987 - December 2005
Victor Technologies 1981 - 1983
COMPAS Business Systems 1975 - 1981
Skills
Wealth Management, Portfolio Management, Financial Reporting
Education
University of California, Santa Cruz Extension 2005 — 2007
Certificate
Iowa State University 1972 — 1976
BS
Brian Gregorek's Buckingham Family of Financial Services Experience July 2012 - Present
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
Buckingham FAMILY of Financial Services July 2012 - Present
Edward Jones November 2009 - July 2012
Lord, Abbett & Co. LLC June 2001 - May 2009
Education
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Economics & Business
Bethlehem Catholic High School 1993 — 1997
Buckingham FAMILY of Financial Services July 2012 - Present
Edward Jones November 2009 - July 2012
Lord, Abbett & Co. LLC June 2001 - May 2009
Education
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Economics & Business
Bethlehem Catholic High School 1993 — 1997
Aaron Vickar's Buckingham Family of Financial Services Experience June 2003 - Present
Job Wealth Advisor and Director of BAM Risk Management
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2003 - Present
BAM Advisor Services June 2003 - Present
Skills
Retirement Planning, Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Investments, Risk Management, Strategic Financial..., Wealth Management, Wealth, Portfolio Management, Mutual Funds, Retirement, 401k, Wealth Management..., High Net Worth..., Modern Portfolio Theory, Charitable Gift Planning, Life Insurance
Education
Lake Forest College 1997 — 1999
The University of North Dakota 1995 — 1997
Parkway Central High 1990 — 1994
Buckingham Family of Financial Services June 2003 - Present
BAM Advisor Services June 2003 - Present
Skills
Retirement Planning, Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Investments, Risk Management, Strategic Financial..., Wealth Management, Wealth, Portfolio Management, Mutual Funds, Retirement, 401k, Wealth Management..., High Net Worth..., Modern Portfolio Theory, Charitable Gift Planning, Life Insurance
Education
Lake Forest College 1997 — 1999
The University of North Dakota 1995 — 1997
Parkway Central High 1990 — 1994
Justin Sloan, CFA's Buckingham Family of Financial Services Experience February 2013 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services February 2013 - Present
Crofton Capital Management March 2008 - January 2013
Education
Saint Mary's College of California 2007 — 2009
MS, Financial Analysis & Investment Management
Saint Mary's College of California 2007 — 2009
MBA, Finance
Buckingham Family of Financial Services February 2013 - Present
Crofton Capital Management March 2008 - January 2013
Education
Saint Mary's College of California 2007 — 2009
MS, Financial Analysis & Investment Management
Saint Mary's College of California 2007 — 2009
MBA, Finance
Joy Gonyaw's Buckingham Family of Financial Services Experience April 2003 - Present
Job Operations Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services April 2003 - Present
JWA Financial Group, Inc. April 2003 - June 2013
Education
The Criswell College
Buckingham Family of Financial Services April 2003 - Present
JWA Financial Group, Inc. April 2003 - June 2013
Education
The Criswell College
Larry Swedroe's Buckingham Family of Financial Services Experience 1996 - Present
Job Director of Research, Board of Managers, Lead Director
Industry Financial Services
Experience
The Buckingham Family of Financial Services January 1996 - Present
Buckingham Family of Financial Services 1996 - Present
Prudential Home Mortgage October 1987 - June 1996
Skills
Finance, Portfolio Management, Alternative Investments, Investments, Strategic Financial..., Strategic Planning, Investment Management, Retirement Planning, Investment Strategies, Hedge Funds, Financial Markets, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Financial Services, Asset Management, Equities, Financial Advisory, Securities, Asset Managment, Wealth Management..., 401k, Business Development, Investment Advisory, Bloomberg, Marketing Strategy, Trading, Fixed Income, Retirement, Risk Management, Portfolio Optimization, Financial Planning, Options, Financial Analysis, Strategy, VBA, Bonds, Public Speaking, Capital Markets, Research, ETFs, Equity Research, Due Diligence, Estate Planning, Indexing, Corporate Finance, Analysis, Private Equity, Series 63
Education
New York University - Leonard N. Stern School of Business 1972 — 1974
MBA, Finance and Investments
City University of New York-Baruch College 1968 — 1972
Bachelor of Business Administration (BBA), Finance and Investments
The Buckingham Family of Financial Services January 1996 - Present
Buckingham Family of Financial Services 1996 - Present
Prudential Home Mortgage October 1987 - June 1996
Skills
Finance, Portfolio Management, Alternative Investments, Investments, Strategic Financial..., Strategic Planning, Investment Management, Retirement Planning, Investment Strategies, Hedge Funds, Financial Markets, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Financial Services, Asset Management, Equities, Financial Advisory, Securities, Asset Managment, Wealth Management..., 401k, Business Development, Investment Advisory, Bloomberg, Marketing Strategy, Trading, Fixed Income, Retirement, Risk Management, Portfolio Optimization, Financial Planning, Options, Financial Analysis, Strategy, VBA, Bonds, Public Speaking, Capital Markets, Research, ETFs, Equity Research, Due Diligence, Estate Planning, Indexing, Corporate Finance, Analysis, Private Equity, Series 63
Education
New York University - Leonard N. Stern School of Business 1972 — 1974
MBA, Finance and Investments
City University of New York-Baruch College 1968 — 1972
Bachelor of Business Administration (BBA), Finance and Investments
Craig Yodis, CPA's Buckingham Family of Financial Services Experience September 2005 - Present
Job Accounting Manager at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2005 - Present
BAM Advisor Services September 2005 - Present
Skills
Strategic Financial..., Mutual Funds, Asset Managment, Investments, Financial Analysis, Portfolio Management, 401k, Tax, Finance, Asset Allocation, Risk Management, Investment Advisory
Education
Missouri State University 2002 — 2005
Bachelor's Degree, Accounting
Buckingham Family of Financial Services September 2005 - Present
BAM Advisor Services September 2005 - Present
Skills
Strategic Financial..., Mutual Funds, Asset Managment, Investments, Financial Analysis, Portfolio Management, 401k, Tax, Finance, Asset Allocation, Risk Management, Investment Advisory
Education
Missouri State University 2002 — 2005
Bachelor's Degree, Accounting
Nicole Gould's Buckingham Family of Financial Services Experience June 2007 - Present
Job Portfolio Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services June 2007 - Present
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing
Tufts University 1982 — 1986
BA, Economics, Classics
Buckingham Family of Financial Services June 2007 - Present
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing
Tufts University 1982 — 1986
BA, Economics, Classics
Jeffrey McGovern's Buckingham Family of Financial Services Experience January 2015 - Present
Job
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
Buckingham Family of Financial Services July 2013 - December 2014
Buckingham Family of Financial Services October 2011 - July 2013
Buckingham Family of Financial Services January 2010 - October 2011
Buckingham Family of Financial Services September 2007 - January 2010
Rockwood Investment Partners, LP December 2006 - May 2007
Raytheon Intelligence and Information Systems May 2006 - December 2006
Skills
Investments, Finance, Financial Analysis, Securities, Management, Fixed Income, Portfolio Management, Asset Management, Wealth Management, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2003 — 2007
BA Markets and Culture
Southern Methodist University - Cox School of Business 2003 — 2007
BBA Finance
Denmark’s International Study Program 2005 — 2005
Saint Louis Priory School 1997 — 2003
Buckingham Family of Financial Services January 2015 - Present
Buckingham Family of Financial Services July 2013 - December 2014
Buckingham Family of Financial Services October 2011 - July 2013
Buckingham Family of Financial Services January 2010 - October 2011
Buckingham Family of Financial Services September 2007 - January 2010
Rockwood Investment Partners, LP December 2006 - May 2007
Raytheon Intelligence and Information Systems May 2006 - December 2006
Skills
Investments, Finance, Financial Analysis, Securities, Management, Fixed Income, Portfolio Management, Asset Management, Wealth Management, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2003 — 2007
BA Markets and Culture
Southern Methodist University - Cox School of Business 2003 — 2007
BBA Finance
Denmark’s International Study Program 2005 — 2005
Saint Louis Priory School 1997 — 2003
John D. Murry, CFP®'s Buckingham Family of Financial Services Experience 2012 - 2014
Job Certified Financial PlannerTM (CFP) | Wealth Advisor | Retirement Planner | Charitable Gift Planner
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services 2012 - 2014
Beta Gamma Sigma 2011 - 2012
Endowment Builders 2011 - 2012
Foundry Art Centre 2011 - 2012
LegaGroup, LLC 2007 - 2010
Glass Jacobson Investment Advisors 2006 - 2007
Resource Consulting Group 2004 - 2006
BUCKINGHAM Family of Financial Services 2002 - 2003
Skills
Wealth Accumulation, Wealth Management, Wealth Preservation..., Wealth Transfer, Investment Advisory, Tax-advantaged..., Charitable Gift Planning, Donor Advised Funds, Planned Giving, Retirement Planning, Qualified Retirement..., Retirement Income..., College Education..., Fiduciary Services, Investments, Asset Allocation
Education
Saint Louis University
BS, Finance
BUCKINGHAM Family of Financial Services 2012 - 2014
Beta Gamma Sigma 2011 - 2012
Endowment Builders 2011 - 2012
Foundry Art Centre 2011 - 2012
LegaGroup, LLC 2007 - 2010
Glass Jacobson Investment Advisors 2006 - 2007
Resource Consulting Group 2004 - 2006
BUCKINGHAM Family of Financial Services 2002 - 2003
Skills
Wealth Accumulation, Wealth Management, Wealth Preservation..., Wealth Transfer, Investment Advisory, Tax-advantaged..., Charitable Gift Planning, Donor Advised Funds, Planned Giving, Retirement Planning, Qualified Retirement..., Retirement Income..., College Education..., Fiduciary Services, Investments, Asset Allocation
Education
Saint Louis University
BS, Finance
Chris Brauner's Buckingham Family of Financial Services Experience November 2014 - Present
Job Risk Management Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2014 - Present
BMO Harris Financial Advisors December 2012 - November 2014
Cornerstone Financial Group June 2009 - December 2012
McBride & Son Homes July 2007 - November 2008
Telenomics Group Inc June 2005 - July 2007
Wells Fargo Home Mortgage March 2004 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Education
Rockhurst University 1994 — 1999
Bachelor of Arts, Psychology
CBC High School 1990 — 1994
St. Clare of Assisi
Buckingham Family of Financial Services November 2014 - Present
BMO Harris Financial Advisors December 2012 - November 2014
Cornerstone Financial Group June 2009 - December 2012
McBride & Son Homes July 2007 - November 2008
Telenomics Group Inc June 2005 - July 2007
Wells Fargo Home Mortgage March 2004 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Education
Rockhurst University 1994 — 1999
Bachelor of Arts, Psychology
CBC High School 1990 — 1994
St. Clare of Assisi
Joshua Ernst's Buckingham Family of Financial Services Experience March 2013 - Present
Job Investment Analysis Associate at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services March 2013 - Present
BAM Advisor Services March 2013 - Present
Buckingham Asset Management June 2007 - March 2013
Milliman July 2005 - April 2007
Skills
Investments, Financial Services, Finance
Education
Missouri State University 2000 — 2004
Bachelors of Science, Mathematics
Buckingham Family of Financial Services March 2013 - Present
BAM Advisor Services March 2013 - Present
Buckingham Asset Management June 2007 - March 2013
Milliman July 2005 - April 2007
Skills
Investments, Financial Services, Finance
Education
Missouri State University 2000 — 2004
Bachelors of Science, Mathematics
Stephanie Sather's Buckingham Family of Financial Services Experience November 2012 - Present
Job Client Relationship Specialist at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2012 - Present
Moneta Group May 2012 - November 2012
US Bank February 2012 - June 2012
Skills
Client Service Oriented, Microsoft Office, Leadership, Customer Service, Microsoft Excel, PowerPoint, Outlook
Education
Lindenwood University 2009 — 2012
Bachelor of Arts (B.A.), Personal Financial Planning
Buckingham Family of Financial Services November 2012 - Present
Moneta Group May 2012 - November 2012
US Bank February 2012 - June 2012
Skills
Client Service Oriented, Microsoft Office, Leadership, Customer Service, Microsoft Excel, PowerPoint, Outlook
Education
Lindenwood University 2009 — 2012
Bachelor of Arts (B.A.), Personal Financial Planning
Sean Hejna's Buckingham Family of Financial Services Experience January 2015 - Present
Job Data and Information Services Manager at Buckingham
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
Buckingham Asset Management March 2012 - May 2015
Buckingham Asset Management February 2011 - March 2012
Kozeny & McCubbin, LC 2009 - February 2011
Education
Webster University 2009 — 2010
Masters in Business Administration, Finance
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelors of Science in Business Administration, Finance and Real Estate
Buckingham Family of Financial Services January 2015 - Present
Buckingham Asset Management March 2012 - May 2015
Buckingham Asset Management February 2011 - March 2012
Kozeny & McCubbin, LC 2009 - February 2011
Education
Webster University 2009 — 2010
Masters in Business Administration, Finance
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelors of Science in Business Administration, Finance and Real Estate
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY