Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
Services
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Individuals and FamiliesYour financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
Our Team
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Real people, real advice.

Our Team

When you work with Buckingham, you’re not just working with a single advisor or portfolio manager. You’re working with a whole team of experienced professionals who all share a single mission: doing what’s right to help you reach your most important goals.

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Wealth Advisor

Dan Goldie, CFP^®, CFA^®

Wealth Advisor

Dirk Gilliard

Wealth Advisor

Adam Yofan, CPA/PFS

Advisory Team Associate

Mary Lyn Saly

Advisory Team Associate

Mary Ericksen, CPA, CFP^®

Wealth Advisor

Ann Laferriere, CFP^®

Client Service Specialist

Monica Kovacs

Wealth Advisor

Cindy McGhee, CPA/PFS, CTFA, CRSP

Wealth Advisor

J.P. Wirig, CPA

Wealth Advisor

Nicholas Oxley, AIF^®

Wealth Advisor

Christopher Erlewine, CFP^®, CRPC^®

Wealth Advisor

Jay Wirig, CPA

Associate Wealth Advisor

Jerry Slone

Client Relationship Specialist

Shannon Pauley

Wealth Advisor

Corey Altman, CPA/PFS, CFP^®, CGMA

Support Specialist

Dianna Lusk

Associate Wealth Advisor

Kevin Yee, JD

Wealth Advisor

Michelle R. Miller, CFP^®, CPA

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Wealth Advisor, Advisory Team Leader

Susan Strasbaugh, CFP^®, EA, AIF^®

Wealth Advisor, Advisory Team Leader

Jeffrey S. Chernitzer, CPA/PFS

Wealth Advisor

Cheryl Furlong, CFP^®, CPA/PFS

Associate Wealth Advisor

Ted Ring

Associate Wealth Advisor

Anita Muminovic

Wealth Advisor, Advisory Team Leader

Andrew Kline, CFP^®, CPA

Wealth Advisor, Advisory Team Leader

Sue Stevens, CPA/PFS, CFP^®, CFA^®, CAP^®

Associate Wealth Advisor

Danny Clare

Wealth Advisor

Tad Gray, CFP^®

Associate Wealth Advisor

Matt L. Clark

Wealth Advisor, Advisory Team Leader

Helen Modly, CFP^®, CPWA^®

Wealth Advisor

Joli Fridman, CFP^®, CPA

Wealth Advisor

Mike Winterscheidt, CPA, PFS, CGMA^®

Wealth Advisor

Andrew Nelson, CPA

Wealth Advisor, Advisory Team Leader

Jeff Johnson, CFP^®

Associate Wealth Advisor

Jamie Slaughter, CFP^®

Wealth Advisor

Andrew Leach, CFP^®

Associate Wealth Advisor

Matthew Tripodi, ChFC^®

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Wealth Advisor

Nicole Gould, CFP^®

Associate Wealth Advisor

Bobby Hope

Wealth Advisor, Advisory Team Leader

John Corn, CPA/PFS

Wealth Advisor

Erica Bouchard, CFP^®

Wealth Advisor

Dale Roehrs, CFP^®

Wealth Advisor

Tammy Courtney, CFP^®

Wealth Advisor

Jonathan Abner

Wealth Advisor

Alan Johnson

Wealth Advisor

Jada Diedrich, CPA

Wealth Advisor

Andrew E. Waite, CFP^®

Wealth Advisor

Bob Gellman

Associate Wealth Advisor

Shannon Linder, CFP^®

Associate Wealth Advisor

Lindsay Kobus

Client Relationship Specialist

Eric Johnson

Wealth Advisor, Advisory Team Director

Wendy Hartman, CFP^®

Operations Specialist

Maury Viola

Wealth Advisor

Madaline Creehan

Wealth Advisor

Brian Gregorek

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Wealth Advisor

Jim Cornfeld, CFP^®

Advisory Team Director

Jim Myers

Wealth Advisor

Mark Winland, CPA, CFP^®

Wealth Advisor

Aaron Vickar

Director of Advisor Development

Tim Maurer, CFP^®

Wealth Advisor

Mont Levy, JD

Wealth Advisor

Susan Chesson, CFP^®

Client Relationship Specialist

Sue Spadt

Wealth Advisor, Advisory Team Leader

Ken Rosenbaum, CPA

Wealth Advisor

David Ressner

Wealth Advisor, Advisory Team Leader

Brad Jenkins, CFP^®, ChFC^®, CLU^®

Portfolio Manager

Matthew Halker

Associate Wealth Advisor

Amy C. Arnott, CFA

Receptionist

Patti Zechmann

Wealth Advisor

Bill Bender

Wealth Advisor, Advisory Team Leader

William Morgan, CPA/PFS

Wealth Advisor

Barbara Ristow, CFP^®

Portfolio Manager

Ryan Ely

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Associate Wealth Advisor

Cheryl Povalla, CFP^®

Advisory Team Associate

Alicia Lewis

Retirement Specialist

Grant Heutel, CRPS^®

Wealth Advisor

Mark Smith, CPA/PFS

Associate Wealth Advisor

Alyssum Malone

Wealth Advisor, Advisory Team Leader

Kent Schmidgall, CFP^®

Support Specialist

Joni Bowman

Associate Wealth Advisor

Sara Cooke

Director of Planning Integration , Advisory Team Leader

Aaron Grey, CFP^®

Receptionist

Patty Zeleski

Fixed Income Portfolio Advisor

Samuel Hill

Associate Wealth Advisor

Elaine Eakes

Transactions Manager

Phil Usry

Wealth Advisor

Ryan Jennings, CFP^®, CAIA

Executive Assistant

Kate Eisel

Wealth Advisor

Joel Martin, CFP^®

Associate Wealth Advisor

Ally Ecklund, CFP^®, CPA

Wealth Advisor, Casper, WY | Scottsdale, AZ

Connie Brezik, CPA/PFS, CFP^®

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Director of Operations

John Spyers

Associate Wealth Advisor

Ryan Mitchell

Client Service Specialist

Alisha Leslie

Client Relationship Specialist

Mike Orav

Support Specialist

Leslie A. Leslie

Recruiter

Ashley Hennerich

Onboarding & Integration Manager

Brian Regan

Operations Specialist

Sara Connelly

Client Service Specialist

Hannah Munsch

Wealth Advisor

Chiara Sockel Renninger, CFP^®

Associate Wealth Advisor

Austin Garber, CFP^®

Client Development

Robert Grey

Associate Wealth Advisor

Jordan Hatfield

Wealth Advisor

Scott Worley, CFP^®

Client Relationship Specialist

Elizabeth Roberts

Chief Experience Officer

Rob Ziliak, CFP^®

Wealth Advisor

Eric Ousley, CFP^®, CRPS^®

Associate Wealth Advisor

Matt Spezialetti

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Portfolio Manager

Jennifer Graff

Wealth Advisor

Micky Reeves, CFP^®, CLU^®, CKA^®

Wealth Advisor

Jeff Eschman, CFP^®

Fixed Income Advisor

Dan Rush

Wealth Advisor

Philip Ho, CFP^®

Associate Wealth Advisor

Tiffiny Dimel, CFP^®

Wealth Advisor

Jovita Honor, CFP^®, EA, CIMA^®

Client Development

Irv Rothenberg, CPA/PFS

Wealth Advisor

Douglas McCulley, CFP^®, CAP^®, CKA^®

Practice Integration Advisor, Advisory Team Leader

Thomas Bodin, CFA, CFP^®

Wealth Advisor

Kirby Mack

Associate Wealth Advisor

Brad Brisan, CFP^®

Client Relationship Specialist

Ming-Wen Weaver

Client Relationship Specialist

Leigh Capelli

Wealth Advisor

Bethany Ketron, CFP^®

Fixed Income Advisor

Blerina Hysi

Wealth Advisor

Jarrett Simpson, CFP^®

Associate Wealth Advisor

Amanda Otto, CFP^®

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Client Relationship Specialist

Linda Marrone

Fixed Income Advisor

Steve Wiechel

Fixed Income Advisor

Mark Pitcher

Associate Wealth Advisor

Rob Mitchell, CFA

Client Relationship Specialist

Danielle Crawford

Wealth Advisor, Casper, WY | Scottsdale, AZ

Brenda Janikowski, CFP^®

Client Relationship Specialist

Debbie Ackelson

Portfolio Manager

Andy Eyerman

Client Development Director

Don Rochleau

Client Relationship Specialist

Audrey Reynolds

Wealth Advisor

Emilie Schaffer, CFP^®, CRPC^®

Associate Wealth Advisor

Everett Lewis, JD, CPA

Director of Onboarding & Integration

Sean Hejna

Director of Institutional Services

David Luckes

Associate Wealth Advisor

Daniel Kean

Client Relationship Specialist

Krystyn Rash, FPQP^™

Onboarding & Integration Operations Manager

Jeffrey Berridge

Wealth Advisor, Advisory Team Leader

Michael Clayman, CFP^®

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Fixed Income Operations Specialist

Andrey Rudomiotov

Wealth Advisor

Pam Rowe, CFP^®

Client Relationship Specialist

Sarah Shaffer

Associate Wealth Advisor

Lindsey Weber

Associate Wealth Advisor

Brian Pingatore, AAMS^®

Client Relationship Specialist

Daniel Goldsmith

Associate Wealth Advisor

Susan Hemminghaus

Fixed Income Portfolio Advisor

Kevin Carlton

Retirement Plan Manager

Brian S. Page, QPA, QKA, AIF^®, CPFA

Associate Wealth Advisor

Kurt Wunderlich, CFA, CFP^®

Advisory Team Associate

Trish Lopata

Wealth Advisor

Dan Taylor, CFP^®

Associate Wealth Advisor

Alison Lynch

Institutional Services Associate Advisor

Brooks Teasley

Associate Wealth Advisor

Makie Knight

Portfolio Manager

Dustin Meyer

Executive Assistant

Elizabeth Mesker

Operations Specialist, Casper, WY | Scottsdale, AZ

Tisha Stevens, FPQP^™

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Wealth Advisor

Elliot Dole, CFP^®, EA, AEP^®, CExP^™

Investment Strategy Advisor

Brian Haywood

Wealth Advisor

Katie Keary, CFP^®, CDFA^®

Chief Innovation Officer, Board Member

Jeff Remming

Wealth Advisor

Brent Thomas, CFP^®

Chief Financial Officer

Dan Anderson

Portfolio Manager

Bailey Gilliam

Associate Wealth Advisor

Ryan Furlong, CFP^®

Institutional Services Advisor

Tim Jost, CFA

Associate Wealth Advisor

Joe Frontczak

Portfolio Manager

Gail Scully, CFA

Associate Wealth Advisor

Mary McKinney, CFP^®

Wealth Advisor

Emily Allen, CFP^®

Advisory Team Associate

Susan Bourgeois

Associate Wealth Advisor

Stephen Trousdale, CFP^®, CRPC^®

Client Relationship Specialist

Ryan Lewis

Trading & Operations Manager

Mark Tonopolsky

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Operations Specialist

Tammy Funkhauser

Client Service Specialist

Cameron Bradshaw

Transactions Specialist

Brian Cheah

Client Relationship Specialist

Mallory Harrell

Client Service Manager

Kayla Matthews

Guest Receptionist

Naomi Nelson

Receptionist

Naomi Becker

Receptionist

Jenelle Hutchings

Associate Wealth Advisor

Adam Schweizer

General Counsel, Chief Compliance Officer

Salvatore Papa

Retirement Plan Advisor

Cory Buehler, CFP^®, CRPS^®, CPFA

Portfolio Manager

Nick Koboldt

Talent and Development Specialist

Jon Lay

Client Development Manager

Amy Burdge

Client Service Specialist

Sam Killingsworth

Wealth Advisor

Maureen (Meaux) Costello

Onboarding & Integration Advisor

Scot Colgrove, CFP^®

Associate Wealth Advisor, Onboarding & Integration Specialist

Stephanie Temporiti

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Client Relationship Specialist

Sandy Duffield

Director of Investor Enrichment

Jim Whiddon, CFP^®, ChFC^®, CLU^®

Talent & Development Manager

Dawn Lynch

Wealth Advisor

Kurt Schafers, JD, CFP^®

Wealth Advisor

Jake Bleyenberg

Practice Integration Advisor

Katie Collins, CFP^®

President | Chief Operating Officer | Board Member

David Levin

Chief Talent Officer, Board Member

Shannon O’Toole

Chief Executive Officer, Chairman of the Board of Directors

Adam Birenbaum, JD

Practice Integration Advisor

Michael T. McAninch, CFP^®, CPA

Director of Research, Board Member

Larry Swedroe

Practice Integration Advisor

Brian Roemke

Director of Portfolio Management

Ben Lanning

Portfolio Manager

William Thum

Associate Wealth Advisor

Tom Haug, CFP^®

Wealth Advisor, Advisory Team Leader

Thelia Eagan, CPA/PFS

Advisor, Asset Management

Steve Weiss, CFP^®

Associate Wealth Advisor

Stephanie Sather, FPQP^™

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Associate Wealth Advisor

Ryne Vickery, CFP^®

Advisory Team Associate

Nicole Holland

Client Service Manager

Mike Prince

Talent & Development Business Partner

Lindsay Pearson

Client Relationship Specialist

Laurie Blaylock

Director of Investment Strategy

Kevin Grogan, CFA, CFP^®

Wealth Advisor

Jenny Wiechel

Director of Transactions

Jeff McGovern

Chief Investment Officer

Jared Kizer, CFA

Retirement Plan Advisor

Charles Moran, CFP^®, CRPS^®

Client Relationship Specialist

Kristin Taylor

Client Experience Advisor

Bert Schweizer III, CPA

Wealth Advisor

Adam Goldstein, JD, LL.M, CFP^®

Client Relationship Specialist

Lee Anderson

Associate Wealth Advisor

Jessica Jarosik, CFP^®, EA

Client Service Specialist

Amanda Collings

Talent and Development Specialist

Emily Zuniga

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Onboarding & Integration Specialist

Tim Cowhey

Wealth Advisor

Justin Sloan, CFA, CFP^®

Associate Wealth Advisor

Mike Indart

Client Relationship Specialist

Pam Heuer

Support Specialist

Amy Berry

Client Relationship Specialist

Chris Atkinson

Client Relationship Specialist

Stefana Szytec

Associate Wealth Advisor

Tyler Hunter, CFP^®

Client Service Specialist

Michaela Richardson

BAM Managing Director

Jared Hoffman

Associate Wealth Advisor

Heath McAteer, CPA

Client Relationship Specialist

Marty Stephenitch

Associate Wealth Advisor

Matt Clark, CFP^®, AAMS^®

Let's look at the big picture, together.

Contact Buckingham today.