Burkholder Wealth Management

Carli Smith is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She is currently with Burkholder Wealth Management and has previously worked at Burk Holdings LLC, ML&R Wealth Management, Corners Consultants, and Dimensional Fund Advisors. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines model portfolios, fundamental analysis, and modern portfolio theory, with access to an automated Schwab Intelligent Portfolios platform for online profiling and rebalancing.

Eric Burkholder is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He is principal at Burkholder Wealth Management, where he has worked since 2012. Outside of his advisory role, he is an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses fundamental analysis, model portfolios, and modern portfolio theory alongside Schwab’s Intelligent Portfolios platform to manage accounts on a discretionary basis tailored to client objectives.

Sarah Bremer is a financial advisor at Burkholder Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Creative Planning, LLC, Maxwell Locke and Ritter LLC, Security State Bank and Trust, and Broadway Bank. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios, fundamental analysis, and modern portfolio theory, along with the Schwab Intelligent Portfolios platform for automated rebalancing and tax-loss harvesting.

Valentin Tranier is a Series 65-licensed advisor at Burkholder Wealth Management with one year of industry experience. Prior to joining the firm, he held academic positions at The University of Tulsa and studied at Université Catholique de Lille. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios, fundamental analysis, and modern portfolio theory to tailor investment strategies, incorporating Schwab Institutional Intelligent Portfolios for automated rebalancing and tax-loss harvesting.

Joseph Hanson is a financial advisor at Burkholder Wealth Management with six years of industry experience. He holds a Series 66 designation and has a background that includes roles at Park Avenue Securities, Guardian Life Insurance Company, and legal practice through his own law firm. Hanson also works as an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios and modern portfolio theory combined with Schwab Intelligent Portfolios for automated rebalancing and tax-loss harvesting, managing accounts primarily on a discretionary basis.

Michael Tillman is a financial advisor with Burkholder Wealth Management in Broken Arrow, OK, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Country Trust Bank, Country Insurance & Financial Services, and Country Capital Management Co. He is also president and owner of two insurance businesses, Michael B. Tillman Insurance & Financial Services, Inc. and The Revive Group of OK, LLC. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a client-tailored investment process using model portfolios, fundamental analysis, modern portfolio theory, and the Schwab Intelligent Portfolios platform for automated rebalancing and tax-loss harvesting.