Toomey Chosen to Lead BKD Wealth Advisors After Thurman Announces Retirement Plans

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BKD CPAs & Advisors has selected Steve Toomey as the next managing partner of BKD Wealth Advisors, LLC (BKDWA).

“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.

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 provided wealth management services since 1986.

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.

“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.

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Greg Cole
@BKDLLP
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