News By Tag
News By Place
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.
By: BKD Wealth Advisors, LLC
“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, LLP is a national CPA and advisory firm that delivers its experience and service with a deep understanding of your business, your needs and what it takes to improve your business performance. BKD’s approximately 2,000 personnel, including approximately 250 partners, serve clients in all 50 states and internationally. To learn more, visit bkd.com (http://www.bkd.com/
Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™
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.