Westwood Holdings Group Employees

 

Sue Burkhard
Vice President, Client Service

 

 

 

 

Ms. Burkhard has over 36 years of experience in the financial services industry. Prior to joining McCarthy Group in 2001, Ms. Burkhard was employed with Great Western Bank where she provided support to the bank’s president. Ms. Burkhard attended the University of Nebraska and Concordia University. Sue maintains current registrations for the Series 65 (Investment Advisor Representative), Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent). She also earned the Investment Advisor Certified Compliance Professional (IACCP) designation in 2008. Ms. Burkhard joined Westwood in 2010 as part of the acquisition of McCarthy Group Advisors.