Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Personal Insight Financial Advisors
Team photo for Personal Insight Financial Advisors

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Our advisors

Advisor photo for Mark Burton

Mark Burton

MBA

Financial Advisor

Managing Director
Learn more about Mark Burton Visit Mark Burton's website


Our team

Sandy Long

Sandy Long

Registered Client Service Associate

Norma Burton

Norma Burton

Client Service Associate