Jeff Burt, MBA
Senior Wealth Advisor
For 30 years, I have been in the business of helping clients maintain and build wealth. This is accomplished through conservative investment strategies and creating estate preservation solutions. An established client relationship with a balance of professionally managed money and trading opportunities is how I prefer to operate my business.
The cornerstone of my practice is personalized service. As trust is the basis of any relationship, clients that trust my recommendations understand that they are based on my efforts in matching their personal financial objectives with financial assets.
An ongoing consultative approach solidifies long-term relationships that are built upon integrity, trust, knowledge and experience
Personable, hard working, and reliable, Sandra is the glue that binds our team. She is most often the first point of contact on anything from an administrative perspective and client tax information. Sandra’s three decades of experience has made her invaluable to ensuring the best in overall client experience.
Associate Investment Advisor
Wayne’s career began as a result of a personal passion for investments and pursuance of personal goals. Four decades later in the twilight of his career, Wayne has been at the forefront of his client’s personal financial success. Never short on words or an impromptu story Wayne wears his heart on his sleeve as he spins his latest tale.