The Team

Burkholder & Associates

Our Advisors

Kelly Burkholder

Kelly Burkholder

Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies

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B Brian Burkholder

B Brian Burkholder

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies

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Tyler Deputy

Tyler Deputy

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments

Education

James Madison University, B.B.A. in Economics

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Mandy Leeth

Mandy Leeth

Financial Advisor

More about me...

Top Areas of Focus

  • Business Retirement Plans
  • Investments
  • Executive Compensation and Benefit Strategies

Education

2002, B.S. Sports Science & Management, University of Charleston, West Virginia., 2002, B.A. Communications, University of Charleston, West Virginia.

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Our Staff

Trenna Haislop

Trenna Haislop

Client Relationship Manager

Kassi Redifer

Kassi Redifer

Receptionist