BCWM - Key Persons
Brittani McCormick is a Paraplanner at BCWM, and as such she works closely with the firm's Wealth Advisors and Client Service Representatives. She plays an essential role in preparing material for client reviews, which includes liaising with clients to access up-to-date financial information. She performs similar tasks for the Portfolio Management team, assembling documents for reviews with institutional clients.
Brittani earned a B.A. in Communication from the University of Missouri-Columbia, where she was also a two-year starter on the gymnastics team. She also holds the Financial Paraplanner Qualified Professional designation (FPQP™). In her spare time, she volunteers on the board for the Mizzou Letterwinners Club.
Job Titles:
- Member of the Portfolio Management Team
- Partner
- Portfolio Manager
- Member of the BCWM Investment Committee
As a member of the BCWM Investment Committee, Cory Bloodgood plays a vital role in guiding the firm's investment decisions. He conducts macroeconomic research and individual security analysis to design portfolios for the firm's clients. Additionally, Cory helps oversee the day-to-day activities of the Investment Operations Department. As a Partner of the firm, he plays an integral role in developing long-term strategies for BCWM.
Cory holds an M.S. in Finance from the University of Tulsa and a B.S. in Finance from the University of Central Missouri. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Kansas City.
An All-American wrestler in college, Cory enjoys giving back to the sport by volunteering as a youth wrestling coach.
Job Titles:
- Member of BCWM 's Marketing Team
- Paraplanner
Courtney Galvan is a Paraplanner at BCWM, working with both the Portfolio Management and Wealth Advisor teams.
In assistance to the Portfolio Management team, she starts her day before the market opens, performing a vital function in reconciling custodial transactions and positions within our portfolio management system. She also helps with account maintenance, operational tasks, and report generation.
As a Paraplanner, Courtney plays a pivotal role supporting the Wealth Advisor team in the preparation for wealth management reviews. She assembles material for client meetings, which includes liaising with clients to access up-to-date financial information and working closely with the firm's Wealth Advisors and Client Service Representatives.
Courtney is also a member of BCWM's Marketing Team. Here, she applies her creativity to the designing of branded content and maintaining the firm's website and social platforms.
Courtney earned a B.S. in Marketing at Northwest Missouri State University, and before joining BCWM she worked as Marketing Coordinator at True Fitness in St. Louis.
Job Titles:
- Chief Executive Officer
- Member of the National and Local Chapters of the Financial Planning Association
As Chief Executive Officer, Eric Clark leads the management team in setting the firm's vision and strategic plan.
Eric also supervises the Wealth Advisory team at BCWM. He oversees the firm's relationships with clients nationwide and also actively works with the development of new client relationships.
Eric came to BCWM with years of experience in individual income tax compliance, personal financial planning, and wealth management. He was a Vice President at Sonas Financial Group, where he provided clients financial planning, and he gained experience at the accounting firms KPMG and BKD (FORVIS). In 2003 he became a Certified Financial Planner™ practitioner.
Eric graduated from the University of Central Missouri (UCM) with a B.S.B.A. in Accounting with an emphasis in Personal Financial Planning. While at UCM, Eric was a pitcher for the school's baseball team; in 2017 that program was honored by being inducted into the Missouri Sports Hall of Fame.
Eric is a member of the national and local chapters of the Financial Planning Association (FPA) and is a graduate of the Leadership Overland Park program.
Job Titles:
- Member of the Portfolio Management Team
Laura Carley oversees the Investment Operations Department and is a member of the Investment Committee at BCWM. She analyzes potential investments for client portfolios and helps to shape and guide the firm's investment direction. As a Managing Partner in the firm, Laura is an integral part of creating and implementing long-term strategies for BCWM.
Before joining the Portfolio Management team, Laura served as a Wealth Advisor at BCWM. This followed graduating from Marquette University with a B.S. in Finance and Marketing. In 2016 she was enshrined in the school's Athletic Hall of Fame to honor her outstanding achievements in soccer.
Laura is both a Certified Financial Planner™ certificant and a Chartered Financial Analyst charterholder, and she served on the board of the CFA Society of Kansas City for seven years.
Job Titles:
- Client Service Specialist
As a Client Service Specialist at BCWM, Pat Burns ensures that client services are carried out on time and with the utmost accuracy. She works closely with the firm's Wealth Advisors in support of services to client families. Most notably, she plays a central role in the coordination of wealth-management reviews for the firm's clients.
Her duties include the compilation and maintenance of client and custodian account documentation as well as the execution of client tasks, such as asset transfers and report preparation. She also assists customers with their charitable donations.
Pat has more than twenty years of experience in the financial industry, including her role as Operations Manager for UBS PaineWebber, where she worked with compliance and branch operations oversight.
Job Titles:
- Co - Founder
- Member of the Portfolio Management Team
Richard Boyer is a Co-Founder of BCWM, Chief Investment Officer, and former Chief Executive Officer.
As the Chief Investment Officer, Richard oversees the firm's asset allocations and security selections. He also meets regularly with clients to review their portfolios and assess progress toward their financial goals.
Richard earned a B.A. from the University of Kansas and has since gained over four decades of experience in the financial services industry.
In 1988 he became a Certified Financial Planner™ professional, and in 2001 he became a Chartered Financial Analyst, joining the elite ranks of those few professionals worldwide who hold both designations.