NEW YORK LIFE INSURANCE COMPANY - Key Persons
Job Titles:
- Director of Planning and Associate Financial Advisor
Director of Planning and Associate Financial Advisor, Beau Welsh, was hired by Burke Financial Group, LLC in 2019. His attention to detail has developed into a passion for the planning process and a devotion to being a lifelong student of the financial industry. Beau and Daniel work together on a daily basis to design financial solutions based upon client goals and objectives.
An Arizona native, Beau graduated with a bachelor's degree from the University of Arizona in 2010 and moved to Nashville the same year with a guitar on his back and a camera in his hand. He came looking to be the next Bob Dylan or Stanley Kubrick, but instead of stardom he found a wonderful city with a unique culture and fantastic people. He currently lives in East Nashville with his wife Cora and his seven-year-old son, Jacob. When not conducting business in the office or on the golf course, Beau loves watching classic films with his family and teaching his son how to play guitar and piano. He considers it a blessing to come to work every day with a strong sense of purpose and work with such amazing clients.
Job Titles:
- Agent
- President
- CERTIFIED FINANCIAL PLANNER
- Registered Representative
Daniel Burke is a CERTIFIED FINANCIAL PLANNER ™ professional and the President of Burke Financial Group, LLC, a fee based financial planning practice.
Daniel began working in the financial sector in 2009. In just a short time, he became a Partner for a large Fortune 100 company, where he was twice named Partner of the Year in 2011 and 2012. After almost 4 years of working in management and gaining valuable expertise in the financial sector, he established the Burke Financial Group, LLC in 2014 that specializes in working with medical professionals and corporate executives.
Daniel Burke is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Georgia, Kentucky, Missouri, New York, and Tennessee. No insurance business may be conducted outside the specific states referenced.
*Daniel Burke is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Agency. In this regard, this communication is strictly intended for individuals residing in the states of Georgia, Kentucky, Missouri, New York, Tennessee. No offers may be made or accepted from any resident outside the specific states referenced.
**Daniel Burke is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Alabama, Georgia, Kentucky, New York, Tennessee. As such, these services are strictly intended for individuals residing in Georgia, Kentucky, New York, Tennessee.
Burke Financial Group nor any of its employees are in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal, or accounting advice.
Burke Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.
Director of Operations, Justine Stump, joined the Burke Financial Group, LLC in 2014. While at a large financial services firm, she accrued many years of experience working with financial advisers and handling various aspects of administration. Her main areas of expertise include the underwriting process, client management, and supervision of office procedures. She has a positive attitude, excellent work ethic, and is an essential part of the company. She enjoys getting to know our clients and making them feel like a member of the BFG family.
Justine grew up in Northern Indiana then moved to Nashville in the mid-1990s with her husband Ron and three daughters. She enjoys spending time with family, traveling, running, and cheering on the Nashville Predators hockey team! The year 2020 brought a new stage of life for Ron and Justine…becoming first time grandparents! This next adventure will bring joy and lots of road trips to spend time with the grandchildren.