Experience

BKM Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor/Partner

  • May 2020 - Present

  Experienced Financial Advisors whose mission is to positively impact lives. Providing financial and investment planning, tax efficient strategies, estate planning strategies and wealth protection to a select group of clients. Experienced Financial Advisors whose mission is to positively impact lives. Providing financial and investment planning, tax efficient strategies, estate planning strategies and wealth protection to a select group of clients.



Wells Fargo Advisors

• Financial Consultant

  • Feb 2009 - May 2020

  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2001 - Feb 2009



GE HealthCare

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Greenbelt

  • Aug 1999 - Jun 2001