A seasoned CFP®, Brad Burr serves as a Financial Advisor with Lovitt & Touché. He works closely with sales executives to build clients’ executive benefits and corporate retirement plans.
Brad began his career with Rauscher, Pierce, Refsnes (currently RBC Dain) and transitioned to the Phoenix Acacia Group, a leading financial planning firm in the area. As leader of the Phoenix Securities Division and a member of the firm’s management team, Brad helped the Phoenix location become Acacia’s top performing branch for seven years.
A CERTIFIED FINANCIAL PLANNER™ professional and licensed Variable Annuity wholesaler, Brad participates in regular continuing education to ensure he can provide the best portfolio solutions for clients.
Brad enjoys strengthening his faith at local studies and manages to get in quite a few rounds of golf each year.