Burkholder Wealth Management

Carli Smith is a CFP® professional with 11 years of industry experience, currently serving at Burkholder Wealth Management in Tulsa, OK. Her prior roles include positions at Burk Holdings LLC, ML&R Wealth Management, Corners Consultants, and Dimensional Fund Advisors. Burkholder Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, and charitable organizations. The firm employs tailored investment advice using fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs, and offers unique services such as legal referrals and private placement assistance.

Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Burkholder Wealth Management and previously spent significant time at Dimensional Fund Advisors. Kleinman was also briefly employed at Backflip in 2022. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while offering some option-based covered-call strategies.

Eric Burkholder is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He has been with Burkholder Wealth Management since 2012 and previously worked at The Legacy Financial Group Inc from 2012 to 2019. In addition to his advisory role, he is an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses fundamental analysis, modern portfolio theory, and long-term purchase strategies, managing accounts primarily through mutual funds and ETFs, with some use of option-based covered-call strategies.

Sarah Bremer is a Series 65-licensed advisor at Burkholder Wealth Management with one year of industry experience. Her prior roles include positions at Creative Planning, Maxwell Locke and Ritter LLC, Security State Bank and Trust, and Broadway Bank. Burkholder Wealth Management serves individuals—including high net worth clients—pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and an investment approach based on fundamental analysis and modern portfolio theory, typically managing accounts on a discretionary basis.

Valentin Tranier is a financial advisor at Burkholder Wealth Management in Tulsa, OK, holding a Series 65 designation with one year of industry experience. Prior to joining Burkholder, he worked at The University of Tulsa and studied at Université Catholique de Lille. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, utilizing firm-developed model portfolios and employing fundamental analysis and modern portfolio theory in its investment approach.

Joseph Hanson is a financial advisor at Burkholder Wealth Management with seven years of industry experience. He holds a Series 66 designation and has a background in law, having operated his own law practice and worked at multiple law firms. Hanson also works as an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while offering unique legal and private placement services through affiliated entities.

Michael Tillman is a financial advisor at Burkholder Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Country Trust Bank and multiple Country Insurance affiliates. Outside of his advisory role, he is 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 individuals, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies based on clients’ objectives and risk tolerances, primarily using mutual funds and ETFs, and is notable for its affiliation with an independent law firm and involvement in private placements.