CALIFORNIA CONSUMER - Key Persons
I'm Andrew. My journey has taught me an appreciation for how money can change lives, and open the door to new experiences. I believe everyone should have this opportunity. As a Certified Financial Planner™professional and Chartered Retirement Plans Specialist, I have the knowledge and experience to guide you through a range of issues and help you build your best financial future.
Bill consults with the OpenCircle team on specific client wealth management strategies. We leverage his experience for individual taxation and tax planning suggestions, which in turn offers our clients a very positive tangible result: lower taxes. Bill has earned his CPA and PFS designations.
Brittany is our service manager at Buckingham, and go-to contact for client service needs. She coordinates with our partnered custodians to make sure trades, distributions, and requests are on time and accurate. In addition she facilitates our technology needs, making sure our platforms and advanced analysis tools operate seamlessly.
Job Titles:
- Associate Regional Director for Buckingham
Carter is Associate Regional Director for Buckingham and one of our primary contacts. Sharing the latest wealth management strategies and consistently delivering client education, Carter is a valuable resource supporting our work with clients.
Ernest knows that families have worked hard their entire lives, and sometimes over generations, to accumulate wealth. His role with OpenCircle is to mentor our team and support our clients in achieving their financial goals with an emphasis on tax planning strategies. Ernest earned his CPA designation in 1976 and his PFS designation in 1999.
Jonathan helps OpenCircle evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jonathan has earned the distinguished Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® (AIF®) designations.
Job Titles:
- Chief Investment Officer for Buckingham
Kevin is Chief Investment Officer for Buckingham, and a thought leader for investment strategy. He is a member of the Investment Policy Committee and helps lead the firm's investment strategy, portfolio management and fixed income teams. Kevin, alongside colleague Larry Swedroe has co-authored three books including "Your Complete Guide to a Successful & Secure Retirement" which was named by The Wall Street Journal as the best retirement book of 2019.