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title: Burney Company | Financial Services for Families and Institutions
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# Burney Company
In 1974, Jack Burney launched one of the first fiduciary investment advisory firms to share his structured investment process to improve investor outcomes. Markets and client demands have evolved with time, but Jack’s core principle remains: empower investors to make more effective investment decisions.
**Today, Burney supports you through multiple service offerings:**
## For individuals and families
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##### Investment Management
Gain access to professionals with decades of investment management expertise. Entrust our team to manage your portfolio with our proprietary, tax-efficient US equity strategy and forward-looking asset allocation models designed to balance risk and return, customized to your personal situation.
[Visit burneyinvest.com →](https://burney.com/burneyinvest.com?hsLang=en)
##### Comprehensive Wealth Management
Build a comprehensive financial strategy focused on attaining your financial goals. This encompasses a range of services including financial planning, investment management, tax planning, estate planning, and retirement planning.
[Visit burneywealth.com →](https://burney.com/burneywealth.com?hsLang=en)
##### Proactive Tax Planning & Preparation
Elevate your tax experience with proactive tax planning, a seamless tax preparation process, and cohesion between your tax and financial advisory team.
[Visit burneytaxadvisors.com →](https://burney.com/burneytaxadvisors.com?hsLang=en)
## For firms and institutions
##### Outsourced CIO & Separately Managed Accounts
For advisors or advisory teams looking to improve their research, stock selection, and portfolio construction.
[Visit burneyadvisorservices.com →](https://burney.com/burneyadvisorservices.com?hsLang=en)
##### 130-30 Long-Short Strategy
Stay fully invested while creating tax advantages your clients can use today.
[Visit burneyadvisorservices.com →](https://burneyadvisorservices.com/130-30-long-short-strategy)
##### Burney U.S. Factor Rotation ETF
Employs our most effective Size and Style Responsive strategy in a tax-efficient ETF wrapper.
[Visit burneyetfs.com →](https://burney.com/burneyetfs.com?hsLang=en)
##### Burney U.S. Equity Select ETF
Focused on Core U.S. equity exposure powered by Burney’s stock selection expertise
[Visit burneyetfs.com →](https://burneyetfs.com/bres/)
## Work with a nationally recognized team of fiduciaries
Click on logos for award criteria.
##### CNBC FA 100
2019-2025
CNBC’s annual FA 100 ranking was published on 10/1/2025 for the year 2025. The Burney Company did not pay CNBC any compensation for being considered for the list, however, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials. A link to the CNBC selection criteria can be found by going to [https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html](https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology-2025.html). The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers.
##### Barrons Top 1200
2014-2026
Barrons Top 1200 ranking was published on 3/10/2026 for the year 2026. The Burney Company did not pay Barrons any compensation for being considered for the list, however, Burney Company does pay an annual fee for access to its “Digital Marketing Package” that provides Burney with an upgraded online profile. A link to Barrons selection criteria can be found by going to [https://www.barrons.com](https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023?page=1&mod=faranking_2023). The Barrons award was presented to Burney President Lowell Pratt.
## Meet the team
Brenna Allsopp, CFP®, MSFP, RICP®
Director of Client Experience
[LinkedIn](https://www.linkedin.com/in/brennasurette/)
Meet Brenna
Christine R. Arlitt
Portfolio Manager
LinkedIn
Meet Christine
Richard E. Bauchspies Jr., CFA
Portfolio Manager
LinkedIn
Meet Richard
Cameron Bishop
Client Service Associate
LinkedIn
Meet Cameron
Jodi Bowman
Portfolio Manager
LinkedIn
Meet Jodi
Sherrie Campbell, CFP®
Senior Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/campbellsherrie/)
Meet Sherrie
Rhonda Collins, CPA
Director of Tax
[LinkedIn](https://www.linkedin.com/in/rhonda-l-collins-244454aa/)
Meet Rhonda
John M. Daley, PhD
Portfolio Manager
LinkedIn
Meet John
John W. Drerup
Portfolio Manager
LinkedIn
Meet John
Zachary Ellington
Portfolio Manager
LinkedIn
Meet Zachary
Erin Evans, CFP®, FPQP®
Associate Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/erin-evans-cfp%C2%AE-fpqp%C2%AE-06290b272/)
Meet Erin
Wayne Ferbert
Senior Managing Director, Burney Advisor Services
[LinkedIn](https://www.linkedin.com/in/wayne-ferbert-991b43/)
Meet Wayne
Bridjett Fountain
Client Service Associate
[LinkedIn](https://www.linkedin.com/in/bridjettfountain/)
Meet Bridjett
Yevgeniy Gushcha, PhD
Senior Partner and Director of Operations
[LinkedIn](https://www.linkedin.com/in/yevgeniy-gushcha-1226616/)
Meet Yevgeniy
Owen Hendershot
Client Service Associate
LinkedIn
Meet Owen
Thomas D. Hunt
Portfolio Manager
LinkedIn
Meet Thomas
Dylan Ibarra, CFP®, EA
Associate Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/dylanibarra4/)
Meet Dylan
Abi Johnson
Tax Operations Associate
[LinkedIn](https://www.linkedin.com/in/abigaeljohnson/)
Meet Abi
Anne Arden Majors
Information Technology Specialist
[LinkedIn](https://www.linkedin.com/in/anne-arden-pomar-b276a6161/)
Meet Anne Arden
Kyle McFarland, CFP®
Partner and Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/kylemcfarland1/)
Meet Kyle
Kenny Mezher, CFA, CFP®
Portfolio Manager / Director of Analytics & Trading
[LinkedIn](https://www.linkedin.com/in/kennymezher/)
Meet Kenny
AJ Mullan, CFA
Investment Analyst
[LinkedIn](https://www.linkedin.com/in/aj-mullan/)
Meet AJ
Adam Newman, CFA, CFP®, MT, RICP®, CEPA
Managing Partner
[LinkedIn](https://www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-48853916/)
Meet Adam
Michael J. Newman, JD
General Counsel & Chief Compliance Officer
LinkedIn
Meet Michael
Brayden Oswald, CFP®
Director, Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/brayden-oswald-cfp/)
Meet Brayden
Pierce Owen
Portfolio Manager
[LinkedIn](https://www.linkedin.com/in/pierce-owen/)
Meet Pierce
Bijal Patel, CFP®
Senior Partner and Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/bijalpatel1/)
Meet Bijal
Andy Pratt, CFA, CAIA
Managing Partner
[LinkedIn](https://www.linkedin.com/in/andyjpratt/)
Meet Andy
Lowell Pratt Jr., CFA
President and Chairman
[LinkedIn](https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/)
Meet Lowell
Robbie Pratt, CFP® RICP®
Partner & Investment Advisor
[LinkedIn](https://www.linkedin.com/in/robbie-pratt-46b90ba3/)
Meet Robbie
Brian Quantrille, CFP®
Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/brian-quantrille-58a8b9130/)
Meet Brian
Fariba Shabaz
Senior Trader
LinkedIn
Meet Fariba
Joel Sues, CFA, CAIA
Partner and Portfolio Manager
[LinkedIn](https://www.linkedin.com/in/joel-sues-cfa-caia-230b3388/)
Meet Joel
Hannah Sheldon
Research Analyst
[LinkedIn](https://www.linkedin.com/in/hannah-sheldon-311a31130/)
Meet Hannah
Alex Shen
Director of Research
[LinkedIn](https://www.linkedin.com/in/alexshen7/)
Meet Alex
Boston Smith, CFP®, CRPC™
Associate Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/bostonsmith/)
Meet Boston
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
LinkedIn
Meet Kenneth
William A Stewart
Director of Operations; Treasurer
LinkedIn
Meet William
Hannah Terwilliger, CFA
Investment Advisor
[LinkedIn](https://www.linkedin.com/in/hannah-vass-752b25179/)
Meet Hannah
Martin Walsh
Director of Technology
[LinkedIn](https://www.linkedin.com/in/martin-walsh-b7489220a/)
Meet Martin
Nathan Willson, CPA, CFP®
Associate Wealth Advisor
[LinkedIn](https://www.linkedin.com/in/nathan-willson1/)
Meet Nathan
Peter C. Woolston
Senior Portfolio Manager
LinkedIn
Meet Peter
Michael Chagros
Billing and Operations Associate
[LinkedIn](https://www.linkedin.com/in/michaelchagros?utm_source=share_via&utm_content=profile&utm_medium=member_ios)
Meet Michael
Brenna Allsopp, CFP®, MSFP, RICP®
Director of Client Experience
Brenna joined Burney Wealth Management in 2018 and serves as the Director of Client Experience. In her role, she focuses on creating and maintaining a seamless, personalized experience for every client. Brenna is passionate about designing and refining processes that enhance the way the firm serves and supports its clients.
Brenna earned her Bachelor of Science in Marketing from George Mason University and her Master’s in Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Retirement Income Certified Professional® (RICP®) designation.
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##### Get in touch
[Email](mailto:%20bsurette@burney.com) [LinkedIn](https://www.linkedin.com/in/brennasurette/)
##### Hobbies & Interests
Outside of work, Brenna enjoys spending time with her husband and their English Springer Spaniel, relaxing at Deep Creek Lake, and staying connected to her lifelong passion for dance by following collegiate dance competitions.
Success is not final, failure is not fatal: it is the courage to continue that counts.
Christine R. Arlitt
Portfolio Manager
Christine joined The Burney Company in 1987 and progressed to the position of Portfolio Manager in 1991. Prior to joining The Burney Company, she was employed by Arthur Andersen & Co. for over eight years. She received her BS in Finance and Economics from Towson University in 1977 and earned the designation of Certified Public Accountant in 1982.
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##### Get in touch
##### Hobbies & Interests
Richard E. Bauchspies Jr., CFA
Portfolio Manager
Richard joined The Burney Company in 1992 as an assistant Portfolio Manager and analyst. Richard is a Penn State graduate earning a BS in Civil Engineering in 1983. He achieved the Chartered Financial Analysts designation in 1996, and became a Portfolio Manager for the company that year as well.
×
##### Get in touch
##### Hobbies & Interests
Cameron Bishop
Client Service Associate
Cameron joined the Burney Company in 2025 after graduating from James Madison University with a degree in Finance. As a Client Service Associate, he serves as a key connection between clients and their advisors, always focused on putting the clients’ needs first. Originally from Roanoke, Virginia, Cameron moved to Fairfax after college to start this exciting new chapter.
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##### Get in touch
[Email](mailto:%20cameron@burneywealth.com)
##### Hobbies & Interests
Traveling (especially for concerts, beach trips, and hiking adventures), golfing, and spending quality time with family.
It had long since come to my attention that people of accomplishment rarely sat back and let things happen to them. They went out and happened to things― Leonardo da Vinci
Jodi Bowman
Portfolio Manager
Jodi interned with The Burney Company as an administrative assistant beginning in 2006. She became an administrator to members of our sales team in 2015. She is currently a portfolio manager and assistant to Mike Daley and John Drerup. Jodi has over 15 years of experience in the finance industry including her previous position as a mortgage loan officer. She has degrees in Computer Technology and Business Administration.
×
##### Get in touch
##### Hobbies & Interests
Sherrie Campbell, CFP®
Senior Wealth Advisor
Sherrie's expertise is in retirement and life planning. She also works with charitably-minded clients on qualified charitable distributions, manages customized equity portfolios, and designs tailored financial plans. Sherrie and her husband, Mike, have two wonderful children. She lives in Watkinsville, Georgia, and enjoys waterfall hikes, watching UGA sporting events, reading, and staying active in her church.
×
##### Get in touch
[Email](mailto:%20sherrie@burney.com) [LinkedIn](https://www.linkedin.com/in/campbellsherrie/)
##### Hobbies & Interests
Traveling, waterfall hikes, being active in her church, and spending time with family and friends, particularly on Georgia football Saturdays.
If your advisor doesn't invest in education, you shouldn't invest with them!
Rhonda Collins, CPA
Director of Tax
Rhonda Collins joined Burney Wealth Management in 2023 to help support advisors in tax planning conversations with clients. With over 25 years of industry experience, Rhonda is a licensed CPA in four states, has her EA certification, and is an NTPI Fellow®. Originally from Ohio, Rhonda graduated from Franklin University in Columbus, where she earned her bachelor's degree in accounting and master's degree in business administration. Currently residing in Florida, she shares her home with her three beloved "fur children," Olivia, Ariel, and Marco.
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##### Get in touch
[Email](mailto:%20rcollins@burneytaxadvisors.com) [LinkedIn](https://www.linkedin.com/in/rhonda-l-collins-244454aa/)
##### Hobbies & Interests
Paddleboarding, kayaking, cycling, gardening, traveling, volunteering with VITA (Volunteer IRS Tax Assistance), and contributing her time to a local animal rescue organization.
Be yourself; everyone else is already taken. –Oscar Wilde
John M. Daley, PhD
Portfolio Manager
Mike has been a Portfolio Manager with The Burney Company since 1985. Mike graduated from the United States Military Academy at West Point. He earned Masters and PhD degrees in nuclear physics at Tulane University. He is a Vice President for Investments and serves on the Board of Directors.
×
##### Get in touch
##### Hobbies & Interests
John W. Drerup
Portfolio Manager
John joined The Burney Company as a Portfolio Manager in 2004. John received an undergraduate degree from the Naval Academy and served as a Navy Supply Corps Officer obtaining the rank of Captain. John earned a Masters in Business Administration from the University of Florida and earned a Masters in Personal Financial Planning from the College for Financial Planning.
×
##### Get in touch
##### Hobbies & Interests
Zachary Ellington
Portfolio Manager
Zach is a portfolio manager based in Athens, Georgia. He earned his B.A. in Financial Planning from the University of Georgia and joined The Burney Company in 2021 as an assistant, working his way into a portfolio management role. Zach brings a stewardship-minded approach to investing, combining research, strategy, and personal care to help families make wise, confident decisions with their wealth.
×
##### Get in touch
##### Hobbies & Interests
Zach enjoys watching UGA Football, grilling, traveling with his wife, Heather, and serving in his local church.
Erin Evans, CFP®, FPQP®
Associate Wealth Advisor
Erin joined the Burney Company in 2023 as a member of our client service team and now serves as an Associate Wealth Advisor in our Reston office. In her role, she assists the advisory team with financial planning, meeting preparation, and analysis. Erin takes pride in building strong, positive relationships with clients and providing clear communication to help clients feel confident and cared for every step of the way. She is a CERTIFIED FINANCIAL PLANNER® professional and holds her Financial Paraplanner Qualified Professional™ designation.
Erin graduated from James Madison University (Go Dukes!) in 2021 and has called Northern Virginia home for her entire life. Outside of work, she enjoys running, reading, going to concerts, and traveling to new places.
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##### Get in touch
[Email](mailto:%20eevans@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/erin-evans-cfp%C2%AE-fpqp%C2%AE-06290b272/)
##### Hobbies & Interests
Running, watching Washington Capitals hockey, going on walks with her Cavapoo puppy, Leo, and spending time with friends and family.
All our dreams can come true if we have the courage to pursue them. –Walt Disney
Wayne Ferbert
Senior Managing Director, Burney Advisor Services
Wayne has spent his entire 30-year career in financial services. He founded Alpha DNA Investment Management to broaden the use of machine learning in the Hedged Equity space. He previously co-founded an RIA firm to specialize in risk-management strategies using options. Those founding principles grew out of the book Wayne co-authored, entitled ***Buy and Hedge, the Five Iron Rules for Investing Over the Long Term***.
Wayne spent 10 years in the online brokerage segment with TD Ameritrade. He managed Business Development as a member of the Senior Operating Committee—including M&A and Market Research—as well as ran Product Development. Previously, Wayne held planning & analytical roles at Fortune 500 insurance and banking firms.
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##### Get in touch
[LinkedIn](https://www.linkedin.com/in/wayne-ferbert-991b43/)
##### Hobbies & Interests
Reading, watching football, and golfing.
Bridjett Fountain
Client Service Associate
Bridjett has over 16 years of experience in the financial services industry. She is the first point of contact for clients and serves as a liaison between them and their advisors. She also prepares and assists clients with a myriad of custodian account forms, including portfolio management, trading, and portfolio reconciliation, and is currently preparing for the Series 65 license examination.
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##### Get in touch
[Email](mailto:%20bfountain@burney.com) [LinkedIn](https://www.linkedin.com/in/bridjettfountain/)
##### Hobbies & Interests
Enjoying family and friends, attending live music and performing arts festivals, visiting museums, learning acoustic guitar, dancing Brazilian sambra, cooking, traveling and continued education.
All things are possible to those that believe.
Yevgeniy Gushcha, PhD
Senior Partner and Director of Operations
Yevgeniy is a Senior Partner and the Director of Operations. He began his career with Burney Company in 2000 as an Equity Analyst after graduating from American University with a Bachelor’s degree in Finance. In 2004, he earned a PhD in Economics from Kuban State University in Krasnodar, Russia, then transitioned to Portfolio Management as Head of Operations and Trading. In 2009, he became a Portfolio Manager.
×
##### Get in touch
[Email](mailto:%20yev@burney.com) [LinkedIn](https://www.linkedin.com/in/yevgeniy-gushcha-1226616/)
##### Hobbies & Interests
Playing and watching volleyball and soccer, and doing yard work.
Before anything else, preparation is the key to success.
Owen Hendershot
Client Service Associate
Owen joined Burney Company in 2025 after earning his Finance degree from Virginia Tech, where he specialized in Financial Planning & Wealth Management. As a Client Service Associate, he serves as a vital link between clients and their wealth advisors. Before joining Burney, Owen worked in other financial planning roles during his college summers. He lives in Northern Virginia and enjoys spending time with family and friends.
×
##### Get in touch
[Email](mailto:%20owen@burneywealth.com)
##### Hobbies & Interests
Golfing, traveling, reading, watching movies, and rooting for the New York Jets.
Yesterday is history, tomorrow is a mystery, and today is a gift... that’s why we call it the present.
Thomas D. Hunt
Portfolio Manager
Tom joined The Burney Company in 1983 as one of their analysts. In early 1985, Tom became a Portfolio Manager and has remained a full time PM since. Tom received his BS from Miami University in Oxford, Ohio, in 1977 and his MS from the University of Michigan in Ann Arbor, Michigan, in 1979.
×
##### Get in touch
##### Hobbies & Interests
Dylan Ibarra, CFP®, EA
Associate Wealth Advisor
Dylan is an Associate Wealth Advisor at Burney Wealth Management working out of the Nashville office. Dylan works alongside other advisors to ensure client financial goals and objectives are met through dedicated financial planning. Dylan leads client engagements with a servant leader mindset and always prioritizes putting the client first. Dylan is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds an EA certification which emphasizes a specialty in tax.
Dylan graduated from the University of Minnesota Duluth with a degree in both Financial Planning and Financial Markets, in which he served as a Student Director and co-managed the Bulldog Fund. Prior to working at Burney Wealth Management, Dylan gained industry experience by working closely with corporate executives and their families at an RIA based in Minnesota.
In his free time, you can find Dylan out on the golf course, exercising in the gym, spending time with family and friends, attending church, and enjoying sporting events or local restaurants. Dylan enjoys learning new things, exploring the world through travel, and especially loves boating on the lake.
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##### Get in touch
[Email](mailto:%20dylan@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/dylanibarra4/)
##### Hobbies & Interests
Golf, hockey, attending sporting events, traveling, being active, lake days, and spending time with family and friends.
Money is merely a tool; true wealth is defined by the individual.
Abi Johnson
Tax Operations Associate
Abi joined Burney Wealth Management in 2026 after graduating from the University of Tennessee, where she earned a B.S. in Finance and an M.A. in Economics with a concentration in Financial Economics. As a Tax Operations Associate, she partners with the tax advisory and wealth management teams to deliver seamless workflows and client experiences.She lives in the Nashville area and in her free time, you can find Abi cheering on the Tennessee Volunteers, line dancing, exploring the outdoors, and spending time with friends and family.
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##### Get in touch
[Email](mailto:%20ajohnson@burneytaxadvisors.com) [LinkedIn](https://www.linkedin.com/in/abigaeljohnson/)
##### Hobbies & Interests
**Hobbies & Interests:**Abi enjoys live music, line dancing, reading, exploring the outdoors, attending sporting events, and spending time with friends and family.
“At the end of the day, we can endure much more than we think we can.” – Frida Kahlo
Anne Arden Majors
Information Technology Specialist
Anne Arden is an Information Technology Specialist, supporting the firm’s technology infrastructure and ensuring seamless operations across platforms. She joined Burney Company in July 2023 as a Client Service Associate before transitioning to the Burney Analytical Group in 2025. Anne Arden leverages her background in client service and financial software to improve system efficiency and enhance the digital experience for both clients and advisors.
Anne Arden is originally from Jacksonville, FL, and moved to Arlington, VA in August 2022 with her husband. She graduated from the University of Florida with a degree in Marketing and a minor in Innovation, and currently holds the Series 65 license.
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##### Get in touch
[Email](mailto:%20aapomar@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/anne-arden-pomar-b276a6161/)
##### Hobbies & Interests
Cheering on the Florida Gators & Jacksonville Jaguars, playing golf with friends, and trying new restaurants.
Life is 10% what happens to you and 90% how you react to it —Charles R. Swindoll
Kyle McFarland, CFP®
Partner and Wealth Advisor
Kyle McFarland is a leader in Burney’s Nashville office, where he supports clients through comprehensive wealth management, investment strategy, and tax-aware advisory solutions. A graduate of the University of Tennessee and a CERTIFIED FINANCIAL PLANNER™ professional, Kyle brings a disciplined, client-first approach to helping, individuals and families make confident, informed financial decisions. He works closely with clients to align their investments, tax strategy, and long-term financial goals, delivering thoughtful guidance designed to compound value over time.
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##### Get in touch
[Email](mailto:%20kmcfarland@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/kylemcfarland1/)
##### Hobbies & Interests
Spending time outdoors with his wife, Brittany, their son, Brooks, and their Labrador, Lyla. Supports the Tennessee Titans and Volunteers, and enjoys exploring Nashville’s food scene.
What's money? A man is a success if he gets up in the morning and goes to bed at night and in between does what he wants to do.
Kenny Mezher, CFA, CFP®
Portfolio Manager / Director of Analytics & Trading
Kenny Mezher joined The Burney Company in early 2017 and currently serves as Portfolio Manager and Director of Analytics & Trading. He oversees the management of several of the firm’s portfolios and plays a key role in providing analysis and outsourced Chief Investment Officer services to Burney’s network of advisors. Kenny enjoys collaborating with advisors to deliver customized portfolio solutions and helping clients align their investments with their goals through thoughtful, data-driven strategy.
Kenny earned his Bachelor’s degree in Applied Economics with a minor in Business from Virginia Tech. He is both a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner™ (CFP®) professional, reflecting his commitment to excellence in investment management and financial planning.
Outside the office, Kenny enjoys an active lifestyle with his wife, three daughters, and their dog at their home in the countryside. He’s an avid outdoorsman who enjoys hiking, hunting, and fishing, and he stays active through weightlifting and Brazilian Jiu-Jitsu. Kenny also gives back to the community by coaching wrestling and supporting his daughters in their sports and activities.
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##### Get in touch
[Email](mailto:%20kmezher@burney.com) [LinkedIn](https://www.linkedin.com/in/kennymezher/)
##### Hobbies & Interests
Outdoor activities, fitness and weightlifting, Brazilian Jiu-Jitsu, coaching wrestling, snowboarding, and spending time with family.
Discipline equals freedom. —Jocko Willink
AJ Mullan, CFA
Investment Analyst
AJ is an Investment Analyst at Burney Wealth Management. In his role, he supports our Portfolio Management team, specializing in trading, reporting, securities analysis, and client account management. He graduated in 2022 from James Madison University, where he obtained a Bachelor of Business Administration in Finance with a minor in Computer Information Systems. AJ is an active member of the CFA Institute and the CFA Society Washington, DC.
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##### Get in touch
[Email](mailto:%20ajmullan@burney.com) [LinkedIn](https://www.linkedin.com/in/aj-mullan/)
##### Hobbies & Interests
Being with family and friends, playing golf, or attending concerts and sporting events.
Success is not the key to happiness. Happiness is the key to success.
Adam Newman, CFA, CFP®, MT, RICP®, CEPA
Managing Partner
Adam Newman is a Managing Partner at Burney Wealth Management. Adam is responsible for overseeing the ongoing management of client financial plans, annual financial planning updates, and investment portfolio reviews. His expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development. Adam graduated from Virginia Tech with a degree in Applied Economics and also received a Master of Taxation degree from Villanova University’s Charles Widger School of Law. He is a CFA Charterholder as well as a CERTIFIED FINANCIAL PLANNER™ Practitioner.
In 2025, Adam completed his Certified Exit Planning Advisor (CEPA) designation to help business owners align their personal, financial, and business goals to maximize enterprise value and readiness for transition. Outside of the office, Adam and his wife Emily are busy parents to two young daughters (Delaney and Layla) and enjoy getting outside to explore all that Nashville has to offer.
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##### Get in touch
[Email](mailto:%20anewman@burney.com) [LinkedIn](https://www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-48853916/)
##### Hobbies & Interests
Playing guitar, writing music, traveling, and trying new restaurants.
An investment in knowledge pays the best interest.
Michael J. Newman, JD
General Counsel & Chief Compliance Officer
Michael joined Burney in 2024 with over 30 years of experience as a securities enforcement attorney. He was a branch chief and trial counsel at the Securities & Exchange Commission, and a senior counsel with FINRA, where he oversaw and litigated significant disciplinary actions involving violations of the federal securities laws and FINRA rules, resulting in millions of dollars in fines and customer restitution. He began his career as an officer and judge advocate in the United States Air Force.
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##### Get in touch
##### Hobbies & Interests
Reading history books, traveling, and spending time with his grand
children.
Be yourself; everyone is already taken. —Oscar Wilde
Brayden Oswald, CFP®
Director, Wealth Advisor
Brayden Oswald is a wealth advisor with Burney Wealth Management in the firm’s Nashville office. He works closely with clients to help turn financial goals into reality through thoughtful, comprehensive planning that considers every aspect of their financial life.
Brayden is a process-driven planner who enjoys simplifying complex financial decisions and presenting them in a clear, easy-to-understand way. He is a CERTIFIED FINANCIAL PLANNER™ professional with nearly a decade of experience helping clients navigate important financial decisions with confidence. He earned his finance degree from Lipscomb University with a concentration in personal wealth management.
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##### Get in touch
[Email](mailto:%20brayden@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/brayden-oswald-cfp/)
##### Hobbies & Interests
Brayden enjoys spending time with his wife, Jessie, and their daughter, Emerson. In his free time, he travels out west whenever possible to fly fish, hike, and ski. He is also an avid Green Bay Packers and Chicago Cubs fan.
“When you come to a fork in the road, take it” - Yogi Berra
Pierce Owen
Portfolio Manager
Pierce Owen brings a passion for personalized financial stewardship to The Burney Company. As a Portfolio Manager, Pierce excels in providing tailored financial advice and guiding clients from diverse backgrounds towards achieving their financial aspirations. He enjoys assisting clients in making impactful contributions to worthy causes through qualified charitable distributions.
Pierce graduated summa cum laude and with Honors from the South Carolina Honors College, earning a Bachelor of Science in International Business from the University of South Carolina. Furthering his education, he obtained a Master of International Business from the Moore School of Business and a Masters in Management from ESCP Europe in Paris, France.
Before joining The Burney Company in 2024, Pierce honed his skills and gained valuable experience at several prestigious organizations. He has developed a deep understanding of market trends throughout his career, having held significant roles at AT&T, SAPinsider, ABI Research, Gartner, and Machina Research.
Pierce resides in Athens, Georgia with his wife, Ghazal, and their two beloved chihuahua mixes, Marley and Tiny Tim. Outside of his professional endeavors, he enjoys traveling with his little family supporting Gamecock football, basketball, and baseball.
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##### Get in touch
[Email](mailto:%20pierce@burney.com) [LinkedIn](https://www.linkedin.com/in/pierce-owen/)
##### Hobbies & Interests
I enjoy traveling, teaching Financial Peace University at church, supporting Gamecock football, basketball, and baseball, and hanging out with my wife and watching true crime shows with her.
Performance matters!
Bijal Patel, CFP®
Senior Partner and Wealth Advisor
Bijal has over 25 years of leadership experience and an interest in the markets and wealth creation that stem from buying his first stock at the age of 14. Today, he works with clients and contributes to our investment and wealth management strategies. He also leads and mentors other staff members, which has contributed to Burney Company being recognized as one of CNBC’s Top 100 Financial Advisors.
Bijal resides in Richmond, Virginia, with his wife Jinu, two children, and two foster children. When he’s not in the office or traveling to visit clients, Bijal enjoys working in the garden and tackling small projects around the house. He is also an avid bowler, mentor to at-risk teenagers, and volunteers at after-school programs at several Richmond-area high schools.
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##### Get in touch
[Email](mailto:%20bpatel@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/bijalpatel1/)
##### Hobbies & Interests
Working in the garden, tackling small projects around the house, avid bowler, mentoring at-risk teenagers, and volunteering at after-school programs.
Andy Pratt, CFA, CAIA
Managing Partner
Andy Pratt, CFA, CAIA, is a Partner and Director of Investment Strategy at Burney Wealth Management. Since joining the firm in 2012, he has grown alongside the company, contributing across investment research, portfolio management, client advisory, and strategic initiatives.
Today, Andy serves as Portfolio Manager for Burney’s ETFs and leads the firm’s investment strategy. He enjoys the challenge of honoring Burney’s long-standing investment philosophy while continually improving it through data, technology, and thoughtful innovation. He also works directly with clients to help simplify complex financial decisions and build durable long-term plans.
Andy earned degrees in Economics and Psychology from Virginia Tech and holds both the CFA (2017) and CAIA (2020) designations.
He lives in Cascades, Virginia, with his wife and three kids. When he’s not working, you’ll likely find him coaching a youth team, snowboarding, wake surfing, or competing in a rec league. He’s also a lifelong Washington-area sports fan.
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##### Get in touch
[Email](mailto:%20apratt@burney.com) [LinkedIn](https://www.linkedin.com/in/andyjpratt/)
##### Hobbies & Interests
DC and Hokie sports, snowboarding and wake surfing, and coaching youth sports.
Bumpy roads lead to beautiful places.
Lowell Pratt Jr., CFA
President and Chairman
Lowell joined Burney in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech and an MS in Banking and Financial Management from Boston University. Lowell enjoys spending time with family and friends at Lake Anna, Virginia and supports various charitable organizations supporting education for the disadvantaged and two local homeless shelters supporting single women and their children.
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##### Get in touch
[Email](mailto:%20lowell@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/)
##### Hobbies & Interests
Golfing, BVI cruising, maintaining our modest farm, and most importantly, playing Opa to his grandkids.
Never confuse motion with progress.
Robbie Pratt, CFP® RICP®
Partner & Investment Advisor
Robbie joined Burney Wealth Management in 2019 and serves as an Investment Advisor. Over the years, he has worn many hats within the firm, gaining a deep appreciation for how each part of the business works together to serve clients effectively. This broad experience has shaped his thoughtful, hands-on approach to financial planning and investment management.
With CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations, Robbie is passionate about connecting with clients to understand their goals and guide them through financial decisions with clarity and confidence. He takes pride in helping clients align their wealth with what matters most to them.
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##### Get in touch
[Email](mailto:%20rpratt@burney.com) [LinkedIn](https://www.linkedin.com/in/robbie-pratt-46b90ba3/)
##### Hobbies & Interests
Family walks with Martha, Duncan, and Goose; Ultimate Frisbee; wake surfing; and snowboarding.
Why do we fall? So we can learn to pick ourselves up.
Brian Quantrille, CFP®
Wealth Advisor
Brian Quantrille is a Wealth Advisor on our team. In his role, he partners directly with clients to develop and implement comprehensive financial plans designed to help them achieve their goals. Brian joined Burney Wealth Management in 2021, after earning his BS in Finance with a concentration in Financial Planning from Virginia Tech. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Brian lives in Arlington, Virginia, and in his free time enjoys spending time outdoors, attending sporting events, and cheering on his hometown Boston teams from afar.
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##### Get in touch
[Email](mailto:%20bquantri@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/brian-quantrille-58a8b9130/)
##### Hobbies & Interests
Getting active outdoors, attending sporting events and concerts, cheering on Boston sports teams from afar, and learning how to play guitar.
Everything negative –- pressure, challenges –- is all an opportunity.
Fariba Shabaz
Senior Trader
Fariba joined Burney in 1989 and concentrates on daily trading and management of investment accounts. She has a dual language proficiency (in English and Farsi). Fariba Lives in Reston, Virginia, with her son. In her spare time, she likes to dance, paint, travel and master her love for the Spanish language.
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##### Get in touch
[Email](mailto:%20fariba@burney.com)
##### Hobbies & Interests
Hanging out with friends and taking short weekend trips to different destinations.
If your day is not going well, change it.
Joel Sues, CFA, CAIA
Partner and Portfolio Manager
Joel is a Partner and Portfolio Manager at Burney Wealth Management. He has spent the majority of his career with the firm, joining in 2016 as a Research Analyst in the firm’s analytical group before moving into his Portfolio Manager role in 2019. Joel is a Portfolio Manager on our ETFs and investment strategies and manages the trading of client portfolios. Joel also works directly with clients as their Advisor, as well as collaborates with our other Advisors to support them on various client situations.
He enjoys being a part of running and implementing our firm’s investment strategies while also marrying sound financial advice with personalized support to help guide clients on the path to achieving their goals. Joel earned his CFA and CAIA charters in 2020. He graduated from Duke University with a B.S. in Economics, George Mason University with an M.A. in Economics, and holds the Series 65 license. Joel is a member of the CFA Institute and the CFA Society of Washington, DC. He is an avid skier and also enjoys playing golf, watching North Carolina sports and the Yankees, and spending time with his wife, son, and their two dogs.
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##### Get in touch
[Email](mailto:%20jsues@burney.com) [LinkedIn](https://www.linkedin.com/in/joel-sues-cfa-caia-230b3388/)
##### Hobbies & Interests
Skiing, golfing, North Carolina sports & the Yankees, spending time with family, and hanging with their dogs.
The ability to do what you want, when you want, with whom you want, for as long as you want to, pays the highest dividend that exists in finance.
Hannah Sheldon
Research Analyst
Hannah joined The Burney Company in 2026. She earned degrees in Applied Economics and Accounting from Bryant University in 2020.
Hannah previously held roles in a variety of settings where she developed a robust set of quantitative, research, and analytical skills. She enjoys solving coding challenges and understanding the intricacies of financial markets.
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##### Get in touch
[Email](mailto:%20hsheldon@burney.com) [LinkedIn](https://www.linkedin.com/in/hannah-sheldon-311a31130/)
##### Hobbies & Interests
In her spare time, she enjoys kayaking, reading, and staying active outside.
“Believe you can, and you’re halfway there” - Theodore Roosevelt
Alex Shen
Director of Research
Alex joined Burney Company in 2012 and is responsible for our proprietary models, analyzing portfolio performances, and researching and preparing studies on macro trends. She is a quant by training and has a wide range of experience in the financial services industry, including analytical positions with Georgina Asset Management, the Virginia College Savings Plan, and the Virginia Resources Authority’s Bond Issuing Program. Alex is working toward her PhD in Economics from Virginia Tech, and she is the co-founder of a non-profit organization that advocates for children from immigrant families and offers free music lessons to economically disadvantaged kids in her community.
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##### Get in touch
[Email](mailto:%20alexshen@burney.com) [LinkedIn](https://www.linkedin.com/in/alexshen7/)
##### Hobbies & Interests
Hiking, traveling, and spending time with family.
Don't stop until you are proud.
Boston Smith, CFP®, CRPC™
Associate Wealth Advisor
Boston is an Associate Wealth Advisor at Burney Wealth Management’s Nashville office, where he helps clients achieve their goals by integrating comprehensive financial planning, tax strategies, and investment management. Boston is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Retirement Planning Counselor™. Before joining Burney, Boston worked as a Financial Consultant at Wells Fargo Advisors, where he developed financial plans and guided clients through investment strategies tailored to their unique situations.
He graduated from Auburn University with a B.S. in Business Analytics and also played Division I college baseball at the University of Tennessee - Martin. Boston lives in Nashville, TN with his wife, Tori. Outside of the office, he loves being outside, playing golf, and cheering on all of his Auburn Tigers sports teams.
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##### Get in touch
[Email](mailto:%20boston@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/bostonsmith/)
##### Hobbies & Interests
Golf, Auburn sports, exploring Nashville, playing guitar, and being around friends & family
Everything you love is what makes a life worth living. —John Eldredge
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
Ken is an Investment Adviser Representative of the company and President of Burney Investment Services. Ken received his BSEE from the U.S. Naval Academy and his MEA from George Washington University. Ken graduated at the top of his pilot training class and holds an FAA Airline Transport Pilot rating. He has been with the company since 1979.
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##### Get in touch
##### Hobbies & Interests
William A Stewart
Director of Operations; Treasurer
Bill joined the Burney Company in 1987 as an equity analyst and is currently the Director of Operations and Treasurer.
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##### Get in touch
[Email](mailto:%20Bill@burney.com)
##### Hobbies & Interests
Traveling, gardening, rhyming and grandfathering.
For when the One Great Scorer comes to mark against your name, He writes not that you won or lost, but how you played the game!
Hannah Terwilliger, CFA
Investment Advisor
Hannah is an Investment Advisor at Burney Wealth Management. She began her career with the Burney Company as an intern in 2018 and joined the analytical group full-time in 2021. In early 2025, she transitioned to her current role, where she works closely with clients, striving to be a calm and steady presence during times of market uncertainty.
Hannah graduated from Virginia Tech in 2020 with a B.S. in Business Information Technology with a concentration in Computer Decision Systems. She earned her CFA charter in 2026 and is a member of the CFA Institute and the CFA Society of Washington, DC.
Hannah lives in Leesburg with her husband and their Border Collie mix. She enjoys spending her free time outdoors—whether it’s walking, running, or biking around downtown Leesburg.
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##### Get in touch
[Email](mailto:%20hannah@burney.com) [LinkedIn](https://www.linkedin.com/in/hannah-vass-752b25179/)
##### Hobbies & Interests
National Park trips, Caps games, fitness, renovating her house, and spending time with family.
There are always a million reasons not to do something.
Martin Walsh
Director of Technology
Martin joined Burney Company in 1992 and has over a decade of experience implementing Burney’s proprietary models and is a member of the Technology Committee, overseeing the IT infrastructure.
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##### Get in touch
[Email](mailto:%20marty@burney.com) [LinkedIn](https://www.linkedin.com/in/martin-walsh-b7489220a/)
##### Hobbies & Interests
Hiking, the beach, biking.
Be yourself, everyone else is taken.
Nathan Willson, CPA, CFP®
Associate Wealth Advisor
Nathan is an Associate Wealth Advisor at Burney Wealth Management. In his role, Nathan supports the advisory team by assisting with financial planning, client analysis, and meeting preparation, while contributing to the growth of Burney’s Nashville office. A licensed Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, Nathan previously worked in public accounting across both audit and tax, where he gained experience analyzing financial statements, understanding business operations, and navigating individual and business tax filings.
He earned his Master’s in Accounting from UNC Charlotte and his Bachelor’s degree from Clemson University. Originally from Charlotte, North Carolina, Nathan now lives in the Nashville area with his wife, daughter, and dog.
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##### Get in touch
[Email](mailto:%20nathan@burneywealth.com) [LinkedIn](https://www.linkedin.com/in/nathan-willson1/)
##### Hobbies & Interests
Nathan enjoys fitness, golf, exploring the local food scene, and spending time outdoors with his family in the Nashville area. He’s also an avid Carolina Panthers and Clemson football fan and is active in his local church.
I’ve failed over and over and over again in my life. And that is why I succeed. —Michael Jordan
Peter C. Woolston
Senior Portfolio Manager
Peter joined The Burney Company in 1984 and has served as the lead Portfolio Manager for The Burney Master Portfolio since 2018. He is a Syracuse University graduate and holds a master’s degree in public administration from the University of Colorado. He lives with his wife in Essex, Connecticut. He is a U.S. Navy veteran.
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##### Get in touch
[Email](mailto:%20PWoolston@burney.com)
##### Hobbies & Interests
Boating, snowshoeing in Vermont, and reading history.
Non Sibi.
Michael Chagros
Billing and Operations Associate
Michael Chagros brings more than 20 years of expertise in investment management billing and operations, backed by a diverse career spanning banking, marketing, and asset management.
A New England native and graduate of Bryant University with a degree in Finance, Michael began his professional journey at Citizens Bank, where he spent ten years in retail banking and product marketing. He later joined The Boston Company Asset Management (BNY) as a Marketing Manager before being tapped to support the firm's billing function, a move that would shape the next chapter of his career.
Combining a process-oriented mindset with a keen eye for detail, Michael developed deep expertise in investment billing and operational efficiency. Over the past two decades, he has served in leadership and specialist roles at prominent firms such as Wellington Management and Morgan Stanley, earning a reputation as a trusted resource and subject matter expert.
In 2026, Michael joined Burney as a Billing and Operations Associate following his relocation to Reston, Virginia.
Outside of work, Michael enjoys life in Reston with his husband, Jeff, and their Goldendoodle, Ethan.
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##### Get in touch
[LinkedIn](https://www.linkedin.com/in/michaelchagros?utm_source=share_via&utm_content=profile&utm_medium=member_ios)
##### Hobbies & Interests
- Cooking
- Walking
- Playing with my dog
- Visiting with my nephews, Huck & Whit, in Mississippi
- Watching Bravo!
When someone shows you who they are, believe them… -Maya Angelou
**Headquarters**
1800 Alexander Bell Dr.
STE 510
Reston, VA 20191
**Nashville**
105 Westpark Drive
Suite 370
Brentwood, TN 37027
Advisory services are offered through the Burney Company, an investment advisor registered with the U.S. Securities & Exchange Commission. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
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