“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 their financial goals and achieve their long-term dreams. He is specifically responsible for client relationship management, portfolio analysis and qualified plan design. He has passed his FINRA Series 7 and 66 exams as well as the Agent/Producer Insurance Exam for the state of Missouri.
Jim received his Bachelor of Science in industrial psychology and organizational behavior from Washington University in St. Louis. In addition to his work in the financial services industry, Jim is a veteran of the wars in Afghanistan and Iraq and has served as a First Sergeant in the Missouri National Guard. When not planning clients’ retirements, Jim stays busy gardening and cooking for his wife, Jennifer, their son, Jacob, and one year old daughter Julia.