| Thelia Eagan, CPA/PFS |
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Thelia Eagan, CPA/PFS is a principal of Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis. She is also a principal of BAM Advisor Services, LLC, a comprehensive service provider to independent Registered Investment Advisor firms across the country.
Thelia is a wealth advisor with Wealth Management Consultants in Santa Rosa, Calif. Drawing from 20 years of experience as a tax and financial advisor, Thelia’s focus includes finding comprehensive solutions to advanced planning objectives for retirement, estate taxes, gift taxes, income taxes, philanthropic intentions and investments.
Thelia holds a bachelor’s degree in business administration with an emphasis in accounting from Pacific Union College in Angwin, Calif. She also has a graduate certificate in estate planning from Golden Gate University’s School of Taxation, and she holds the Personal Financial Specialist designation from the American Institute of Certified Public Accountants.
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