WebWe are fiduciaries, putting our clients’ needs ahead of our own. Our core purpose is to improve the lives of our clients by providing clarity, simplicity, and the professional expertise of our financial planners, investment professionals, tax strategists and accounting team. Kristie R. Adams, CPA WebBachelor of Arts (B.A.)Finance, Sales. 2013 - 2024. Activities and Societies: Honors College, Alpha Kappa Psi Professional Business Fraternity, Student Investment Association, Global Sales ...
Employee Benefits - Buckingham County Public Schools
WebBuckingham Strategic Wealth. Oct 2024 - Present2 years 7 months. Greater St. Louis. We are Buckingham Strategic Wealth, a growing organization of advisors, financial … WebCFP ® Certification Requirements: The Four E’s. Education: CFP ® professionals must develop their theoretical and practical financial planning knowledge by completing a … bio shirley theroux
Brandon Schumacher, CFP® - Associate Wealth Advisor - Buckingham …
WebWe are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. WebMichael Kitces is a passionate advocate for evolving, expanding, and institutionalizing what excellence in financial planning can be. As the head of planning strategy at Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively Buckingham Wealth Partners), Michael leverages his industry knowledge and thought leadership to … WebCFP ®, CPA, PFS, CWS ... Prior to joining Buckingham Strategic Wealth in 2024, Jeffrey served as CEO of BluePrint Wealth Alliance, where he was responsible for spearheading the company’s vision and ensuring the firm and its advisors delivered a unique, modern approach to financial, tax and estate planning. ... bio ship paladin rom