BKD Wealth Advisors’ Gretchen Cliburn Named Chair of Financial Planning Committee
Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors’ Financial Planning Committee.
SPRINGFIELD, MO. (I-Newswire) March 21, 2013 - Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors’ Financial Planning Committee. She has been a member of the committee since 2009.
“Gretchen is a conscientious financial and estate planner who takes pride in assisting her clients,” Thurman said. “I am confident she will do a great job leading the committee in developing and maintaining standards for the consistent delivery of wealth management services to our clients.”
Part of the wealth management industry since 1996, Gretchen provides financial and estate planning services to high-net-worth families. She helps them align their portfolio management with their retirement goals, next generation education funding and tax and estate planning. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst (CDFATM).
BKD Wealth Advisors has five Midwestern offices, managing and consulting on more than $2 billion for affluent and ultra-affluent families and institutions.
BKD Wealth Advisors, LLC is a wholly owned subsidiary of BKD, LLP, offering wealth management services for affluent individuals and families and investment consulting and compliance services for institutional clients. We build trusted relationships and tailor integrated solutions to help you meet your goals. Our advisors combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, one of the nation’s largest CPA and advisory firms.
Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™ provides the gateway to tax, assurance and consulting services delivered by alliance firms committed to the highest standards required in international business.
About BKD, LLP
BKD is the top-tier U.S. CPA and advisory firm that delivers its experience and service with a deep More..understanding of your business, your needs and what it takes to improve your business performance. BKD's approximately 2,100 personnel, including approximately 250 parterns, serve clients in 50 states.Less..
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Phone : 417.865.8701
Published On:March 21, 2013
Print Release:Print Release
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