The Burchfield Group

Earning the CFP® designation requires extensive education, rigorous examination, relevant experience, and an ongoing commitment to professional development. CFP® professionals are also held to high ethical standards and are required to act as fiduciaries when providing financial advice, placing their clients' interests first. For our clients, this means working with advisors who are committed to delivering thoughtful, objective guidance while helping navigate complex financial decisions.

Joanna Heckman, CFP®

Mark Nicolet, CFP®

Taylor Paules, CFP®

Annie Muck, CFP®

The CPWA® designation reflects advanced knowledge in helping affluent individuals and families navigate complex financial decisions. CPWA® professionals receive specialized training in areas such as tax-efficient planning, wealth preservation, estate and legacy planning, charitable giving, and retirement strategies. This advanced education equips our team to address the unique opportunities and challenges that accompany substantial wealth, allowing us to deliver thoughtful guidance and tailored strategies designed to help clients achieve their financial goals while preserving what matters most to future generations.

David Burchfield, CPWA®

Jonna Heckman, CPWA®

  The CIMA® designation is an advanced credential focused on investment management and portfolio construction. CIMA® professionals complete specialized education in areas such as asset allocation, risk management, behavioral finance, and investment due diligence. This advanced training equips advisors to evaluate complex investment strategies and develop disciplined, research-driven portfolios tailored to each client's objectives. For clients, this means working with an advisor who applies a thoughtful and analytical approach to managing investments while keeping long-term goals, risk tolerance, and overall financial plans at the forefront of every recommendation.

David Burchfield, CIMA®

Enrolled Agents (EAs) are federally authorized tax practitioners who have demonstrated comprehensive expertise in U.S. tax law. Through rigorous testing and ongoing continuing education, EAs remain current on tax regulations, legislative changes, and planning opportunities that may impact clients and their families. For clients, this means having a knowledgeable resource who can help identify potential tax considerations, review tax-related documents for accuracy, and recognize opportunities or issues that may warrant further attention. By incorporating tax awareness into the planning process, our Enrolled Agent professional can help ensure financial decisions are evaluated with a clear understanding of their potential tax implications.

Taylor Paules, EA

  A Master of Science in Finance provides advanced training in investment analysis, portfolio management, financial markets, economics, and quantitative decision-making. This specialized graduate-level education develops a deeper understanding of the complex factors that influence financial planning and investment outcomes. For clients, this means working with advisors who can evaluate opportunities through both a strategic and analytical lens, helping translate complex financial concepts into practical recommendations. 

David Burchfield 

Insurance plays an important role in protecting wealth, preserving financial flexibility, and helping families prepare for the unexpected. As licensed insurance professionals, we are qualified to evaluate insurance needs within the context of a client's overall financial picture. This allows us to provide guidance on risk management strategies and help ensure coverage decisions align with broader goals, including retirement planning, wealth preservation, business continuity, and legacy planning. 

David Burchfield

Joanna Heckman

Mark Nicolet

A Master of Business Administration provides advanced training in strategic thinking, financial analysis, leadership, and problem-solving. This broad business perspective enhances our ability to help clients navigate complex financial decisions, evaluate opportunities, and adapt to changing circumstances. By combining disciplined analysis with practical experience, MBA-trained professionals bring a well-rounded approach to wealth management, helping clients make informed decisions aligned with their goals, values, and long-term vision.

Mark Nicolet

The Accredited Behavioral Finance Professional℠ (ABFP℠) designation focuses on understanding how emotions, cognitive biases, and decision-making patterns can influence financial outcomes. Behavioral finance combines principles of psychology and economics to help explain why investors sometimes make decisions that may not align with their long-term goals, particularly during periods of market volatility, uncertainty, or major life transitions. ABFP℠ professionals receive specialized training in recognizing these behavioral tendencies and helping clients navigate them with greater awareness and confidence. By combining technical expertise with an understanding of human behavior, ABFP℠ professionals help clients stay focused on their objectives, make more informed decisions, and maintain disciplined investment and planning strategies through changing market conditions. 

Mark Nicolet, ABFP®