Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Frank Burkhead has over 16 years of financial services experience and is a Certified Public Accountant. Among other accomplishments, Mr. Burkhead is past President of the Rotary Club of Jefferson City Missouri.

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Carol Burkhead has over 19 years of tax preparation and accounting experience. Mrs. Burkhead is a graduate of University of Missouri-Columbia where she was very active in track and field.

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Kathy Burrus

Client Services Associate