portrait of Matthew S Burkey

Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Gardening
  • Outdoor Enthusiast
  • Personal Fitness
  • Traveling

Team Members

  • Lydia Bunke
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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