Our strength as a firm starts with our people.

As a team, we create solutions that stem from our mission to provide our clients with an innovative and effective approach to managing their investments.

Chuck Burkett

Chuck Burkett
Chairman

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Kevin Burkett

Kevin Burkett
Portfolio Manager

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Robert Mc Intyre

Robert Mc Intyre
Associate

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Melissa Ball

Melissa Ball
Portfolio Administrator

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Laura Gilchrist

Laura Gilchrist
Office Manager

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If we can help you with your investment needs, we’d love to hear from you.

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