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...
Financial Advisor and Chief Investment Officer
618 624-5588 ext. 106
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...
Registered Financial Advisor
618 624-5588 ext. 150
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 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...
Branch Operations Manager
618-624-5588 ext. 103
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...
Client Services Associate
618-624-5588 ext. 100
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...
618 624-5588 ext. 101
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 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.
Retirement Income Strategies are our specialty at Burgdorf Wealth Managers. It's where you transition from saving and building your nest egg to withdrawing from it to maintain your lifestyle. It can feel like an abrupt change for some, but we're here to help. This is why we believe so strongly in the Advanced Time Segmentation® methodology. It's built specifically for this transition. Additionally, through our Registered Social Security Analyst® certification, we also offer specialized Social Security advice to optimize your claiming strategy. We've helped hundreds of clients rest easy knowing they're prepared. We'll show you how to maintain a nest egg so it can maintain you through the joyful and generous retirement years ahead.
This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal professional.