BKD Wealth Advisors Expands to San Antonio
SAN ANTONIO – Steve Toomey, managing partner of BKD Wealth Advisors, LLC (BKDWA) is pleased to announce the expansion of BKDWA into San Antonio with the hiring of Katie Jaskinia. Jaskinia joins BKDWA as a senior managing advisor serving ultra-high-net-worth families in BKDWA’s Private Client practice.
“We are excited to have Katie join our team,” Toomey said. “Her experience providing wealth management solutions to families and leading a team of wealth management professionals makes her an important part of further expanding our Texas presence.”
Jaskinia, who is a South Texas native, has been a part of the financial services industry in San Antonio for more than 12 years and is a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor. Jaskinia is a graduate of Sam Houston State University with a bachelor’s degree in economics and international business. She also is a graduate of Texas A&M University-San Antonio with an MBA, and of Texas A&M University with a master of jurisprudence degree in wealth management. Jaskinia is active in the San Antonio community, serving on the United Way Emerging Leaders Council and as a member of Impact San Antonio.
“We’re happy to have BKD Wealth Advisors expanding to our San Antonio office to better serve our clients and grow the firm,” said BKD CPAs & Advisors’ San Antonio Managing Partner Jon McDowell.
BKDWA is a fee-based SEC-registered investment adviser with more than $5.5 billion in assets under management and advisement, offering wealth management services for families and institutions. For more information, see the Important Disclosures.