Steve Toomey was named the new managing partner of BKD Wealth Advisors, an independent wealth advisory service with more than $4 billion in assets.
The promotion of Toomey, a 31-year veteran of the financial services industry, is effective June 1. He replaces Jack Thurman, who plans to retire on May 31, 2021. Thurman has been the only managing partner of BKD Wealth, coming on board when it was founded in 2000. He built it into an operation with about 70 employees in 10 offices, serving about 1,500…
Steve Toomey was named the new managing partner of BKD Wealth Advisors, an independent wealth advisory service with more than $4 billion in assets.
The promotion of Toomey, a 31-year veteran of the financial services industry, is effective June 1. He replaces Jack Thurman, who plans to retire on May 31, 2021. Thurman has been the only managing partner of BKD Wealth, coming on board when it was founded in 2000. He built it into an operation with about 70 employees in 10 offices, serving about 1,500…