Our Team

The path to realizing your financial goals starts with the relationship you form with our Burney Wealth Management team members.


Here to listen.

As one of the oldest RIAs in the country with a nearly 50-year history, our financial advisors, traders, strategists and support service associates care about you and your family. When you’re ready to talk about your financial aspirations, they’re here to listen and ready to help you get where you dream of going.


About Our Certifications

We value continued professional development so our clients are always getting the best from us. Whether it’s an advanced degree or a specialized certification/designation, we enable our team to pursue continued learning.

Here are some of the certifications and degrees represented at Burney Wealth:

All of our wealth managers are CERTIFIED FINANCIAL PLANNER™ professionals, meaning they’ve met the standard of excellence in financial planning. This designation includes rigorous education, training and ethical standards.
A Chartered Financial Analyst (CFA®) charter is a designation earned by those who have completed the CFA Program and completed acceptable work experience requirements. Participants must complete a 3-part exam testing fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
A Certified Public Accountant designation is the top level achievement for accounting professionals. CPAs must have a bachelor’s degree and 150 credit hours of coursework, as well as at least two years of public accounting experience. Finally, CPAs must pass the Uniform CPA Exam (a four-section, 16-hour assessment), governed by the Association of International Certified Professional Accountants (AICPA).
The Chartered Alternative Investment Analyst (CAIA) designation is given to fiduciaries who have a deeper understanding of alternative investments – ultimately driving the stewardship of financial markets. Our CAIA Charterholders have the knowledge and confidence needed to master the broad array of asset classes and the strategies and practices surrounding them within the competitive alts landscape.
A Masters degree in Taxation (MT) gives professionals the expert knowledge and skills to stay up to date in the ever-evolving field of tax through a rigorous curriculum taught by industry leaders. This degree sets our advisors up with the research and analytical skills needed to significantly improve service to our clients in this policy- and regulation-heavy industry.
Retirement Income Certified Professional (RICP®) is a designation given to those who have completed specialized training for assisting with planning and executing retirement strategies. The RICP® designation equips our team members to deliver meaningful and sustained support to our clients.
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The AIF professionals on our team have a proven fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
The Master of Science in Financial Planning (MSFP) is an accredited graduate degree program that gives our financial professionals the practical and relevant skills they need to improve the financial well-being of our clients. It provides the tools needed to analyze, plan, and implement integrated financial and life strategies, such as tax planning, estate planning, retirement planning, education planning and investment planning principles.
Lowell Pratt Jr., CFA
President and Chairman
Meet Lowell
Adam Newman, CFA, CFP®, MT, RICP®
Managing Partner
Meet Adam
Bijal Patel, CFP®
Senior Partner and Wealth Advisor
Meet Bijal
Andy Pratt, CFA, CAIA
Senior Partner and Director of Investment Strategy
Meet Andy
Yevgeniy Gushcha, PhD
Senior Partner and Director of Operations
Meet Yevgeniy
Kyle McFarland, CFP®
Partner and Wealth Advisor
Meet Kyle
Joel Sues, CFA, CAIA
Partner and Portfolio Manager
Meet Joel
Russ Floyd, CFA
Director, Investment Advisor
Meet Russ
Rhonda Collins, CPA
Director of Tax
Meet Rhonda
Ben Scrivener, CFP®, MSFP, RICP®, AIF®
Wealth Advisor
Meet Ben
Brenna Allsopp, CFP®, MSFP, RICP®
Financial Planning Coordinator
Meet Brenna
Roch Monnig, CFP®
Wealth Advisor
Meet Roch
Robbie Pratt
Associate Investment Advisor
Meet Robbie
Brian Quantrille, CFP®
Associate Wealth Advisor
Meet Brian
Bridjett Fountain
Client Service Associate
Meet Bridjett
Anne Arden Pomar
Client Service Associate
Meet Anne Arden
Erin Evans
Client Service Associate
Meet Erin
Sherrie Campbell, CFP®
Senior Wealth Advisor
Meet Sherrie
Fariba Shabaz
Senior Trader
Meet Fariba
AJ Mullan
Investment Analyst
Meet AJ
William A. Stewart
Director of Analysis and CCO
Meet William
Angie Rugari
Compliance Manager
Meet Angie
Alex Shen
Director of Research
Meet Alex
Martin Walsh
Director of Technology
Meet Martin
Hannah Vass
Information Technology Specialist
Meet Hannah

We’re here to help you realize your ultimate financial future.

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