RubinBrown, one of nation’s top 50 accounting and business consulting firms, recently hired Jim Peavey, CFP, ChFC, as a manager in the Wealth Advisory Services Group. Todd Pleimann, CPA, CGMA, managing partner of the Kansas City office, made the announcement.
As a manager in the Wealth Advisory Services Group, Peavey analyzes and prepares quarterly review materials, develops risk and return scenarios, and assists in determining optimal portfolio allocation and the development of investment strategies for clients in a variety of industries.
Prior to joining RubinBrown, Peavey worked in various roles at Waddell & Reed, Morningstar, American Century Investments, and Charles Schwab. He is a member of the Kansas City Financial Planning Association, and volunteers with the Heart of America Council – Boy Scouts of America.
He received a Bachelor of Science in business management from Park University in Parkville, Missouri.
Founded in 1952, RubinBrown’s team members establish best practices within specific industry segments and work to serve the community both inside and outside the workplace. RubinBrown’s mission is to help clients build and protect value, while at all times honoring the responsibility to serve the public interest.
RubinBrown is an independent member of Baker Tilly International, a high-quality, dedicated network of 126 independent firms in 147 countries. For more information, visit www.rubinbrown.com.
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