Meet The Team

With over 73 years of combined experience, we aim to be champions for our clients.

There is a lot of hard work behind the money you have made. You have a vision for your future…but getting there can be complicated. That’s why we believe you need a multi-generational team dedicated to creating a holistic wealth plan to build, manage, preserve and transition your wealth.

Our collaborative team approach always puts YOU FIRST and provides thoughtful, well-constructed wealth planning strategies with exceptional client service.

Rick Burrows

Senior Financial Advisor
Managing Director - Investments

Earl Micklewright, CFP

Vice President - Investments
Senior Financial Advisor

Biancha Infante

Financial Consultant
Assistant Vice President

Christopher Yeager

Senior Registered Client Associate

Shelby Carranza

Registered Client Associate

Designations & Recognitions


CERTIFIED FINANCIAL PLANNNER®

Earl Micklewright has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, Earl completed hundreds of hours of rigorous courses and a comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.


Forbes Best-In-State Wealth Advisors, 2022 & 2023*
In 2023 and 2022 Richard Burrows was named as one of the Forbes Best-In State Wealth Advisors.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). View award disclosures
*Fee paid for use of Marketing Materials

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