Steve Toomey, MBA, CIMA in

Steve Toomey, MBA, CIMA

Examiner · DISC type sc
Managing Partner & President I FORVIS Wealth Advisors, LLC at FORVIS
📍 Lenexa, Kansas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
35 Years
Current Role
Managing Partner & President I FORVIS Wealth Advisors, LLC
Location
Lenexa, Kansas, United States
Personality Overview

How Steve shows up

Unexpressive
Tough To Convince
Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Steve cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2022
Managing Partner & President I FORVIS Wealth Advisors, LLC
FORVIS
6-2020 - 5-2022
Managing Partner & President
BKD Wealth Advisors, LLC
11-2002 - 6-2020
Principal
BKD Wealth Advisors, LLC
1-2002 - 11-2002
Senior Equity Analyst
Waddell & Reed
5-1994 - 12-2001
Senior Vice President - Equity Research Analyst
George K. Baum & Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1987 - 1989
MBA
University of Nebraska-Lincoln
2002 - 2003
CIMA
The Wharton School
1982 - 1985
B.S.
University of Nebraska-Lincoln
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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