Our Qualifications

Over 30 years of industry experience has been dedicated to working with individual investors and businesses.  Loyalty of service is a founding principle of the Burt Financial Group of Wells Fargo Advisors, Eric has over 33 years of service with the predecessor firm A.G. Edwards, now Wells Fargo Advisors.  Steve has spent his entire career with the firm starting at A.G. Edwards to the now Wells Fargo Advisors.  We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals.  Eric has been registered in the securities industry since 1983 and has obtained the Accredited Asset Management Specialist® designation from the College for Financial Planning.  Steve has been registered in the securities industry since 2009.