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.

Lowell Pratt Jr., CFA
President and Chairman
Meet Lowell
Adam Newman, CFA, CFP®, RICP®
Managing Partner
Meet Adam
Bijal Patel, CFP®
Senior Partner and Wealth Advisor
Meet Bijal
Kyle McFarland, CFP®
Partner and Wealth Advisor
Meet Kyle
Russ Floyd, CFA
Director, Investment Advisor
Meet Russ
Ben Scrivener, CFP®, AIF®, RICP®
Wealth Advisor
Meet Ben
Brenna Surette, CFP®, RICP®
Wealth Advisor
Meet Brenna
Roch Monnig, CFP®
Wealth Advisor
Meet Roch
Richard Mitchell
Investment Advisor
Meet Richard
Robbie Pratt
Associate Investment Advisor
Meet Robbie
Brian Quantrille
Meet Brian
Janet Howard
Director of Client Services
Meet Janet
Bridjett Fountain
Client Service Associate
Meet Bridjett
Christie Snider
Client Service Associate
Meet Christie
Sherrie Campbell, CFP®
Senior Wealth Advisor
Meet Sherrie
Yevgeniy Gushcha, PhD
Senior Partner and Director of Operations
Meet Yevgeniy
Andy Pratt, CFA, CAIA
Senior Partner and Director of Investment Strategy
Meet Andy
Joel Sues, CFA, CAIA
Partner and Portfolio Manager
Meet Joel
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
Tony Hardesty
Meet Tony

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

Ready to learn more?

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