Mark Burgdorf, Certified Wealth Strategist®, Accredited Investment Fiduciary®
President & Senior Wealth Advisor
Kevin Dickey, Registered Assistant
Administrative Associate
Matthew Cox, CERTIFIED FINANCIAL PLANNER®
Registered Financial Advisor
Tina Burgdorf
Client Services Associate
Karen Dickey
Administrative Assistant
Kayden Besher
Financial Advisor
Mitch Davis
Operations Manager
Arif Husain
Assistant to Mark Burgdorf
Laura Jones
Client Service Specialist
Angela Malaway
Assistant to Mark Burgdorf
Andy Adkisson
Administrative Associate
Precise Portfolio Management Backed By Over a Century of Experience
Our Investment Committee has over 150 years of collective investment experience, representing a broad array of investment knowledge. Our team meets consistently with other industry experts to make sure that our managed portfolios are properly aligned with our client's goals and risk tolerance.