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About

Jack Burns

Jack Burns has extensive experience in the financial services business. In 2002, after spending over a decade in the industry, he left to join the family business. Over the next 15 years, the business grew to nearly $100 million in sales with 200 employees.

The family sold the business to a private equity firm in 2015, and Jack decided to get back into the financial services industry specifically to provide guidance to others who want to grow their business or personal wealth.

Mission:
Providing proven economic principles to help clients maximize retirement income and achieve generational wealth. Jack is an investment advisor representative with Gradient Advisors. He is a fiduciary and carries a Series 65 license.

Vision:
Our business philosophy is different than most. We want to work with clients that truly want to maximize their wealth potential. We are willing to work with a client to communicate the best way that works for them.

The economic principles we use have worked for centuries. We personally have used these same financial principles for over 30 years, that we teach our clients.