The Team

Burkholder & Associates
Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

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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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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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

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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