Enter to win.

Enter for a chance to win a private Practice Management Consulting Session with an industry thought leader (and nerd).

Enter for a chance to win a private Practice Management Consulting Session!

At Buckingham, we consider being a nerd a badge of honor!

Enter for a chance to win a private Practice Management Consulting Session with an industry thought leader (and nerd). What would you want to learn if you had one-on-one access to Buckingham’s Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF or Buckingham’s Head of Planning Strategy Michael Kitces, CFP®, ChFC®, CLU, REBC, CASL?

*Two randomly selected individuals will be chosen. The consulting sessions will be scheduled at a mutually agreed upon arrangement between Buckingham Wealth Partners and the selected winner. All entries must be received by 11:59 om CST on June 8, 2023.

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West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

Ben Slater Headshot

Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

SCHEDULE A MEETING

North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING