Mark Burgdorf, Certified Wealth Strategist®, Accredited Investment Fiduciary®
President & Senior Wealth Advisor
Mark Burgdorf, President of Burgdorf and Associates Wealth Managers Inc. has been providing clients with comprehensive financial planning services for over 30 years. Mark began his career as an IT professional in the Insurance Industry...
Kevin Dickey, Registered Financial Consultant
Financial Advisor and Chief Investment Officer
618 624-6839
Kevin has the dual role of providing comprehensive financial planning services to our clients as well as supervising our process for investment selection and oversight. Having become interested in the markets while still in grade...
Matthew Cox
Registered Financial Advisor
Matthew Cox is a Financial Advisor with Burgdorf Wealth Managers. Matt previously worked as an engineer for the military. This background has enhanced his skills as a detailed planner and a quick learner. He also has a degree in...
Patrick Buchana, Certified Wealth Strategist®
Financial Advisor
855 674-1810
Patrick Buchana is a Financial Advisor with Burgdorf Wealth Managers with over 10 years of wealth management experience working with individuals, families, and businesses. Pat previously worked as a process engineer and client...
Geri Voellinger
Branch Operations Manager
As Burgdorf & Associates Office Manager, Geri ensures operational effectiveness and exceptional customer service. Geri has an Associate’s Degree in Business and has worked twenty-two years in the financial sector, twelve of which...
Tina Burgdorf
Client Services Associate
Our clients are like family to us, therefore customer service is essential in our work. Tina Burgdorf supports Mark and our clients through excellent attention to service that she developed earlier in her professional career in IT and...
Karen Dickey
Administrative Assistant
Karen is a recent addition to the Burgdorf and Associates team as of December 2020 but has worked for her husband Kevin, another rep on the team, for several years. In addition to helping Mark with his clients, she will continue to...
Our Investment Committee
Our Investment Committee has collectively over 150 years of investment experience representing a very broad array of investment knowledge. Our team meets consistently along with other industry experts to make sure that our managed portfolios are properly aligned with our clients goals and risk tolerance.