Toomey Chosen to Lead BKD Wealth Advisors
NATIONAL OFFICE – BKD CPAs & Advisors has selected Steve Toomey as the next managing partner of BKD Wealth Advisors, LLC (BKDWA), a subsidiary of BKD that provides investment oversight, wealth management and family office services to high-net-worth families and corporations. Toomey will succeed Jack Thurman, who has been managing partner since 2000.
“I am honored for the opportunity to follow Jack as the next MP of BKDWA and lead our outstanding team of professionals,” Toomey said. “I truly appreciate Jack’s leadership, vision and how he has positioned BKDWA for continued success.”
Toomey will start his new position effective June 1, 2020, with Thurman’s planned retirement on May 31, 2021. During his final year, Thurman will focus on developing several significant client opportunities, including the critical transition planning of these relationships, allowing Toomey to effectively take the reins of BKDWA.
Based in the firm’s Kansas City, Missouri office, Toomey began his investment consulting career in 1994 and has been with BKDWA since 2002. He is a principal of the firm and currently oversees BKDWA’s national practice offices and leads the Benefit Plan Consulting division.
“I can’t say enough about the job Jack has done in developing the BKDWA practice, and we’ll miss his presence and charisma greatly. I look forward to seeing Steve continue growing as a firm leader as he forges ahead,” BKD CEO Ted Dickman said.
Thurman will work closely with Toomey to help ensure a unified approach to supporting clients and serving their needs. A strong succession plan is key to helping clients with upward mobility and continued success.