Richard Boyer and Mindy Corporon, founding partners, add three principals to the firm’s ownership group to achieve growth, expansion and long-term succession goals.
Overland Park, Kan. — Boyer & Corporon Wealth Management, LLC (BCWM), a Registered Investment Advisor with the U.S. Securities and Exchange Commission, announces this week that Laura Carley, CFA, CFP, Eric Clark, CFP and Brian Hackleman join the firm’s ownership group, which positions the company for growth, expansion and next generation longevity.
The personal wealth and institutional capital management firm was founded in 2007 with five team members who managed $162 million in assets. BCWM has grown organically in size and value of assets since, today with 13 members serving clients in 36 states with assets under management exceeding $425 million.
“We attribute our growth to a commitment of adhering to a client-driven model, changing with the times and adding quality team members to respond to market conditions. A key element has been to hire those with unique skill sets and personalities and a conscientious drive to meet client expectations. We offer an environment in which our team members can grow and advance in their careers with us. Inviting Laura, Eric and Brian to join us as owners ensures our clients’ have continuity in their asset management, as well in their wealth management,” explains Richard Boyer, Managing Member, Chief Investment Officer and Founder of BCWM.
Laura Carley, CFA, CFP has been with BCWM since 2008. As Vice President of Investment Operations & Research Analyst, she is a vital member of the firm’s Portfolio Management team and helps guide and execute investment decisions. In 2013, Carley achieved the Chartered Financial Analyst designation, and also holds a CERTIFIED FINANCIAL PLANNER™ certification. She serves on the board of CFA Society Kansas City.
Eric Clark, CFP joined BCWM in March 2012. As a Senior Wealth Advisor, Clark supervises the Wealth Advisory team. He has nearly 20 years of experience with individual income tax compliance, personal financial planning and wealth management. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2003, followed by the Accredited Asset Management Specialist (AAMS) designation in 2004. Clark is an active member of the national and local chapters of the Financial Planning Association.
As Chief Compliance Officer, Brian Hackleman was one of five initial BCWM employees when the firm was established in 2007. He ensures that BCWM meets SEC regulatory and government agencies compliance mandates, as well as the firm’s high internal morals and values. Hackleman has an integral role within the portfolio management department, overseeing all security transactions. He is a member of the KC Compliance Group to stay current on compliance topics and review SEC procedures.
“Restructuring and expanding our ownership group is essential at our rate of growth and expansion. With five owners at our helm, our clients, their assets and our firm are in even more capable hands well into the future. We manage our client’s lifestyle and legacy with care, and in a sense, this new ownership structure ensures the same for our firm,” states Mindy Corporon, Managing Member, Chief Executive Officer and Founder of BCWM.
About Boyer & Corporon Wealth Management, LLC
With over $425 million dollars in assets under management, Boyer & Corporon Wealth Management, LLC (BCWM) is one of the steadiest growing wealth management firms in the region. Representing over 230 families, individuals, institutions and businesses nationwide, the team at BCWM is a recognized leader in full-service wealth management.
A Registered Investment Advisor, the firm opened its doors in 2007 with a focus on giving clients the knowledge that creates better, more informed wealth management decisions. For more information visit www.boyercorporon.com.