Joanna Bird

Jeffrey Donovan is a financial advisor at BTC Financial Management Co. in Bethany, Missouri, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at BTC Financial Management since 2013 and concurrently serves at BTC Bank, where he advises the trust department and acts as a crop insurance agent. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental security analysis, managing approximately $38.5 million across 277 client relationships.

Jonathan Fish is a financial advisor at BTC Financial Management Co. in Bethany, MO, holding a Series 65 designation with seven years of industry experience. He has worked at BTC Financial Management since 2017 and previously at Citizens Bank of Newburg from 2015 to 2017. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm’s investment approach is based on modern portfolio theory, using globally diversified portfolios primarily through fundamental security analysis, mutual funds, and exchange-traded funds.

Michael Hill is a financial advisor at BTC Financial Management Co. with Series 63 and Series 65 licenses. He has over 14 years of experience in the financial industry, including roles at The Callaway Bank and BTC Bank. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm manages approximately $38.5 million across about 277 client relationships, using a globally diversified investment approach based on modern portfolio theory.

Quentin Jones is a financial advisor at BTC Financial Management Co. in Bethany, MO, holding a Series 65 designation with 10 years of industry experience. He has been with BTC Financial Management since 2015 and concurrently holds a position at BTC Bank, where he has worked since 2014. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a diverse client base including individuals, families, businesses, and foundations. The firm employs a modern portfolio theory-based investment approach with an emphasis on global diversification, fundamental security analysis, and the use of mutual funds, ETFs, and occasionally individual securities, margin, and options.

Jessica Howard is a financial advisor at BTC Financial Management Co. with a Series 65 designation. She has experience working at BTC Bank, Guaranteed Rate Mortgage, and The Hamilton Bank, totaling over a decade in related financial roles. BTC Financial Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios and fundamental security analysis, managing approximately $38.5 million across about 277 client relationships.