Eric Clark Email & Phone Number

Chief Executive Officer and Managing Partner and Wealth Advisor @ BCWM, LLC

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Eric Clark Location

Overland Park, KS, US

Eric Clark Work

2024 - now Chief Executive Officer and Managing Partner and Wealth Advisor @ BCWM, LLC
2012 - 2024 Managing Partner and Senior Wealth Advisor @ BCWM, LLC
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2005 - 2012 Vice President @ Sonas Financial Group, Inc.

2003 - 2005 Manager @ SunGard - now part of FIS
2000 - 2003 Senior Advisor @ BKD CPAs & Advisors
2000 - 2000 Staff Accountant @ KPMG US
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Eric Clark Education

College for Financial Planning
AAMS (Accredited Asset Management Specialist)
University of Central Missouri
Bachelor's Degree (Accounting with emphasis in Personal Financial Planning)

Eric Clark Skills

Strategic Financial Planning
Wealth Management
Personal Finance

Retirement Planning
Investment Advisory
Tax
Estate Planning
Wealth Management Services

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Eric Clark Summary

Eric Clark, based in Overland Park, KS, US, is currently a Chief Executive Officer and Managing Partner and Wealth Advisor at BCWM, LLC. Eric Clark brings experience from previous roles at BCWM, LLC, Sonas Financial Group, Inc., SunGard and BKD CPAs & Advisors. Eric Clark holds a AAMS in Accredited Asset Management Specialist @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Personal Finance, Retirement Planning, Investment Advisory and more. Eric Clark has 2 emails and 3 mobile phone numbers on RocketReach.

Eric Clark Emails

Found 2 emails

Eric Clark Phone Numbers

Found 6 phone numbers

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Top BCWM, LLC Employees

Eric Clark

Chief Executive Officer and Managing Partner and Wealth Advisor at BCWM, LLC

Overland Park, KS, US
2
- yahoo.com
- bcwm.com
5+
- +1 913-375-XXXX
- +1 913-269-XXXX
- +1 913-938-XXXX
- +1 816-547-XXXX
- +1 816-436-XXXX
- +1 816-547-XXXX
Richard Boyer

Chief Investment Officer at BCWM, LLC

Overland Park, KS, US
2
- bcwm.com
- aol.com
4
- +1 913-232-XXXX
- +1 913-685-XXXX
- +1 913-232-XXXX
- +1 913-302-XXXX
Cory Bloodgood

Portfolio Manager at BCWM, LLC

Kansas City, MO, US
2
- yahoo.com
- bcwm.com
1
- +1 913-226-XXXX
Mark Milosovich

Investment Operations Specialist at BCWM, LLC

Overland Park, KS, US
2
- hotmail.com
- bcwm.com
4
- +1 219-776-XXXX
- +1 404-312-XXXX
- +1 770-255-XXXX
- +1 816-525-XXXX
Courtney Galvan

Paraplanner at BCWM, LLC

Lee's Summit, MO, US
1
- bcwm.com

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