Meet Our Team of Dedicated Advisors | Burton Enright Welch

Our team

The People Behind the Planning

Our team is driven by a singular focus: your success. Learn more about the advisors who bring expertise, insight, and personal care to every relationship.

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peter_burton

Peter Burton, ChFC®

Senior Advisor, Principal

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bob_enright

Bob Enright, CFP®

Senior Advisor, Principal

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jeremy_welch

Jeremy Welch, CFP®

Senior Advisor, Managing Principal

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ben_peters

Ben Peters, CFP®, J.D.

Lead Advisor & CCO, Principal

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kelly_metzler

Kelly Metzler, CFP®

Lead Advisor, Principal

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chris_hughes

Chris Hughes, CFP®, CTS®

Lead Advisor, Principal

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denise_onate

Denise Onate, FPQP®

Client Services Associate

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david_espineira

David Espineira, CFP®, CPRS®

Retirement Plan Advisor

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sydney_kovacs

Sydney Kovacs, CFP®

Advisor

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heidy_dacanay

Heidy Dacanay, CRPC®

Senior Client Services Associate

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luz_ernest

Client Services Associate

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annie_klopstock

Annie Klopstock

Associate Advisor

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alex_soderberg

Alex Soderberg, CFP®, EA

Advisor

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tommy_owens

Tommy Owens, CFP®

Associate Advisor

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teresa_escano

Director of Client Services

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alayna_danska

Alayna Danska, FPQP®

Office Administrator

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keiko_callihan

Operations Lead

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