Chris Burrell

FINANCIAL ADVISOR

Chris became a licensed insurance agent in 2002. Chris helped seniors with not only Medicare products but also post hospital programs to preserve their estates. Chris then began to focus on protecting retirees from market loss with the use fixed indexed annuities.

In 2006, Chris became a partner in a commercial mortgage banking firm that brokered loans for commercial real estate investors and small business owners. While in this role Chris added several key skills like analyzing financial statements, calculating ROI, TVM and the correlation of the bond markets with the stock market.

In 2009, Chris became Vice President of Golden Age Marketing, a subsidiary of Estate Performance Advisors. In that role he has helped hundreds of other financial advisors and insurance brokers/agents offer sound financial advice and asset protection to thousands of their own clients.

In 2017, Chris decided to become a financial advisor so that he could help support his team of brokers/agents while also fulfilling his need to offer more direct financial planning assistance to his own clients. As an Estate Performance Advisor, Chris now offers direct advice as a fiduciary where he combines his past experience and knowledge with modern financial tools and products to offer the best combination of safety and growth available today.

While not at work Chris enjoys spending time with his wife and two teenage sons. They especially enjoy spending time outdoors with camping, golf and basketball. Chris is passionate about his family and also protecting his clients’ families. Chris’ experience is able to help other advisors as well as you as a personal client in ensuring your financial success.