Broker Check

Meet The Team

Our Team Members

Mark Burgdorf, Certified Wealth Strategist®, Accredited Investment Fiduciary®

President & Senior Wealth Advisor

618-624-5588

mburgdorf@1stallied.com

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...

Read more

Kevin Dickey, Registered Financial Consultant

Financial Advisor and Chief Investment Officer

618 624-5588 ext. 106

kdickey@1stallied.com

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...

Read more

Matthew Cox, CERTIFIED FINANCIAL PLANNER™

Registered Financial Advisor

618 624-5588 ext. 150

matthewcox@1stallied.com

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...

Read more

Patrick Buchana, Certified Wealth Strategist®

Registered Financial Advisor

618 624-5588 ext. 107

pbuchana@burgdorfwm.com

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...

Read more

Geri Voellinger

Branch Operations Manager

618-624-5588 ext. 103

gvoellinger@1stallied.com

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...

Read more

Tina Burgdorf

Client Services Associate

618-624-5588 ext. 100

tburgdorf@1stallied.com

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...

Read more

Karen Dickey

Administrative Assistant

618 624-5588 ext. 101

kldickey@1stallied.com

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...

Read more

Kayden Besher

Registered Financial Planning Assistant

(618) 624-5588 Ex. 108

KBesher@burgdorfwm.com

Kayden Besher is a Registered Financial Planning Assistant at Burgdorf Wealth Management. Before joining the Burdgorf team, he worked at Wells Fargo Advisors for 2 years as a trader and financial advisor assistant, and before that, he...
Read more
<strong>Our Investment Committee</strong>

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.

Have a Question?

Thank you!
Oops!

Maximize Your Social Security Benefits

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.

Ready to Maximize Your Benefits?