Bringing Confidence to Your Investment Planning

William D. (Bill) Burk is a founding member and co-owner of Burk, Hall & Co. since its inception in 2005. Bill is a long time Tucsonan having attended Sam Hughes Elementary, Mansfield Jr. High and Tucson High School. Bill received his BA from DePauw University in 1981 and earned his law degree from Southern Methodist University in 1984. He was admitted to the Texas Bar that same year, and the Arizona Bar in 2000. He is currently non-practicing. During his legal career Bill practiced oil and gas law in Texas for eight years before spending the next ten years living in the Middle East, Far East, and South America. During his time overseas, his responsibilities included handling legal matters and negotiations with representatives of the host countries for several oil and gas companies. In 1999 Bill and his family returned to Tucson, where he began his career as a financial advisor. In 2005 Bill left UBS PaineWebber to form Burk, Hall & Co. with Thomas Hall. It is Bill's belief that independence from the larger brokerage firms allows the clients' interests to become the top priority.

Bill and his wife Sarah are extremely proud of their three children. Sarah volunteers much of her free time to the local TRAK program (Therapeutic Ranch for Animals and Kids) where she cares for the animals and in her free time rides her horse Norman. Their son Davis graduated from the Barrett Honor College at ASU with a masters in Aerospace Engineering and is currently working for Lockheed Martin in Orlando, FL. Madeline is working in Dallas, Texas as a 5th grade teacher. Bill’s youngest daughter Lily has just graduated from the University of Arizona and is applying to graduate school.

One of Bill's greatest passions is his career as a financial advisor. He dedicates unlimited energy pursuing his clients' financial goals. Away from the office, Bill enjoys spending time with his family, playing golf, and hiking or driving through remote areas of Arizona.

CA Insurance License Number: 0D19666. Resident State AZ

Matthew Rosen joined Burk, Hall & Co. in January 2012 after a five year professional golf career. Matt’s commitment to success in golf since age four has engrained process, dedication, and honesty with each client relationship. While golf has been a core piece of his entire life, investing has been a part of Matt’s life since childhood as well. Matt’s interest in investing started at a very young age when he would track his grandfather’s and father’s stocks in the newspaper each morning before school. Through education and experience, Matt carries an unbiased sense of clarity to objectively navigate changing markets for clients. Matt’s success allowed him to become a partner in the Burk, Hall & Co. in 2015 and the Registered Principal in 2017.

As a native Tucsonan, Matt’s extensive Tucson involvement extends through many organizations.  Most recently he served as Chairman of the Emerging Leaders Council and a Board Member of the Tucson Metro Chamber of Commerce.  Matt has also dedicated time to Junior Achievement, El Rio Vecinos, JDRF, Empower Coalition, and the American Heart Association Red Tie Society. Away from office you will find Matt spending time with his family, working on his golf game, traveling, or cheering for his beloved Chicago Cubs. Matt and his wife Taya reside in Tucson with their son Thayer and dog Wrigley.

CA Insurance License Number: 0M06033. Resident State AZ

Tom is more than just a financial advisor to his clients.  He is a guide. Through relationships based upon trust, clarity, professionalism, and personal service, Tom guides his clients to help them achieve their dreams through goals-based planning while providing purposeful and timely communication and service.  This allows his clients to increase confidence during their journey together.

With more than 10 years of experience in the financial services industry, Tom’s extensive background and experience allows him to address a wide range of goals for individuals and families.  Additionally, Tom assists business owners with retirement plans for their company and valued employees. 

When out of the office, Tom spends time with family, friends, and his daughters Addison and Ellie.  Tom enjoys staying active and competing in obstacle course races.  He also has a passion for the arts and spending time pursuing his hobbies of music and drawing.  As a native Tucsonan resident, Tom has delegated many hours of community involvement. Through the years, he has been involved with many charities, and served on the board of the Tucson Boys Chorus and Old Pueblo Rotary Club.

Laura joined Burk, Hall & Co. as a Client Service Associate in December 2017 and bring over 25 years of experience in the banking and financial services industry. After graduating with degrees in BUsiness Administration from Millikin University and MBA from the University of Illinois, she spent 20 years in Commercial Real Estate lending and bank management.

After taking a break from "corporate America" to raise two amazing children, Laura returned to the financial services industry in the area of marketing and Estate Plan processing in 2010. A transplant from the Chicago suburbs, Laura and her husband Pail, look forward to calling TUcson their final home after serveral relocations in the Midwest and a few years in France.

Always looking for ways to stay busy, Laura enjoys volunteering with various organization throughout Tucson, traveling with her family, and baking.