How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
David Walther, CPA / PFS, JD
Investment Executive
“We want our clients to become ‘friends of the firm,’ where we truly enjoy working together to solve problems, plan for the future and provide peace of mind.” –David Walther David joined Purk Advisors in...
Jim Burgess, CFP®
Financial Advisor/Branch Manager
“I am inspired by the depth of our client relationships. We are one team with our clients.” –Jim Burgess Jim joined Purk Advisors in 2009 and works with clients to help them develop investment plans to accomplish...