Our Team

Christine joined The Burney Company in 1987 and progressed to the position of Portfolio Manager in 1991. Prior to joining The Burney Company, she was employed by Arthur Andersen & Co. for over eight years. She received her BS in Finance and Economics from Towson University in 1977 and earned the designation of Certified Public Accountant in 1982.

Richard joined The Burney Company in 1992 as an assistant Portfolio Manager and analyst. Richard is a Penn State graduate earning a BS in Civil Engineering in 1983. He achieved the Chartered Financial Analysts designation in 1996, and became a Portfolio Manager for the company that year as well.

Sherrie's expertise is in retirement and life planning. She also works with charitably-minded clients on qualified charitable distributions, manages customized equity portfolios, and designs tailored financial plans. Sherrie and her husband, Mike, have two wonderful children. She lives in Watkinsville, Georgia, and enjoys waterfall hikes, watching UGA sporting events, reading, and staying active in her church.

Mike has been a Portfolio Manager with The Burney Company since 1985. Mike graduated from the United States Military Academy at West Point. He earned Masters and PhD degrees in nuclear physics at Tulane University. He is a Vice President for Investments and serves on the Board of Directors.

John joined The Burney Company as a Portfolio Manager in 2004. John received an undergraduate degree from the Naval Academy and served as a Navy Supply Corps Officer obtaining the rank of Captain. John earned a Masters in Business Administration from the University of Florida and earned a Masters in Personal Financial Planning from the College for Financial Planning.

Yevgeniy is a Senior Partner and the Director of Operations. He began his career with Burney Company in 2000 as an Equity Analyst after graduating from American University with a Bachelor’s degree in Finance. In 2004, he earned a PhD in Economics from Kuban State University in Krasnodar, Russia, and then transitioned to Portfolio Management as Head of Operations and Trading. In 2009, he became a Portfolio Manager.

Tom joined The Burney Company in 1983 as one of their analysts. In early 1985, Tom became a Portfolio Manager and has remained a full time PM since. Tom received his BS from Miami University in Oxford, Ohio, in 1977 and his MS from the University of Michigan in Ann Arbor, Michigan, in 1979.

Ken is an Investment Adviser Representative of the company and President of Burney Investment Services. Ken received his BSEE from the U.S. Naval Academy and his MEA from George Washington University. Ken graduated at the top of his pilot training class and holds an FAA Airline Transport Pilot rating. He has been with the company since 1979.

Peter joined The Burney Company in 1984 and has served as the lead Portfolio Manager for The Burney Master Portfolio since 2018. He is a Syracuse University graduate and holds a master’s degree in public administration from the University of Colorado. He lives with his wife in Essex, Connecticut. He is a U.S. Navy veteran.

Joel is a Partner and Portfolio Manager at Burney Wealth Management. He has spent the majority of his career with the firm, joining in 2016 as a Research Analyst in the firm’s analytical group before moving into his Portfolio Manager role in 2019. Joel is a Portfolio Manager on our ETFs and investment strategies and manages the trading of client portfolios. Joel also works directly with clients as their Advisor, as well as collaborates with our other Advisors to support them on various client situations.
 
He enjoys being a part of running and implementing our firm’s investment strategies while also marrying sound financial advice with personalized support to help guide clients on the path to achieving their goals. Joel earned his CFA and CAIA charters in 2020. He graduated from Duke University with a B.S. in Economics, George Mason University with an M.A. in Economics, and holds the Series 65 license. Joel is a member of the CFA Institute and the CFA Society of Washington, DC. He is an avid skier and also enjoys playing golf, watching North Carolina sports and the Yankees, and spending time with his wife, son, and their two dogs.

Jodi interned with The Burney Company as an administrative assistant beginning in 2006. She became an administrator to members of our sales team in 2015. She is currently a portfolio manager and assistant to Mike Daley. Jodi has over 15 years of experience in the finance industry including her previous position as a mortgage loan officer. She has degrees in Computer Technology and Business Administration.

Pierce Owen brings a passion for personalized financial stewardship to The Burney Company. As a Portfolio Manager, Pierce excels in providing tailored financial advice and guiding clients from diverse backgrounds towards achieving their financial aspirations. He enjoys assisting clients in making impactful contributions to worthy causes through qualified charitable distributions.

Pierce graduated summa cum laude and with Honors from the South Carolina Honors College, earning a Bachelor of Science in International Business from the University of South Carolina. Furthering his education, he obtained a Master of International Business from the Moore School of Business and a Masters in Management from ESCP Europe in Paris, France.

Before joining The Burney Company in 2024, Pierce honed his skills and gained valuable experience at several prestigious organizations. He has developed a deep understanding of market trends throughout his career, having held significant roles at AT&T, SAPinsider, ABI Research, Gartner, and Machina Research.

Pierce resides in Athens, Georgia with his wife, Ghazal, and their two beloved chihuahua mixes, Marley and Tiny Tim. Outside of his professional endeavors, he enjoys traveling with his little family supporting Gamecock football, basketball, and baseball.

Adam Newman is a Managing Partner at Burney Wealth Management. Adam is responsible for overseeing the ongoing management of client financial plans, annual financial planning updates, and investment portfolio reviews. His expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development. Adam graduated from Virginia Tech with a degree in Applied Economics and also received a Master of Taxation degree from Villanova University’s Charles Widger School of Law. He is a CFA Charterholder as well as a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

In 2025, Adam completed his Certified Exit Planning Advisor (CEPA) designation to help business owners align their personal, financial, and business goals to maximize enterprise value and readiness for transition. Outside of the office, Adam and his wife Emily are busy parents to two young daughters (Delaney and Layla) and enjoy getting outside to explore all that Nashville has to offer. 

 Kyle McFarland is a Partner and Wealth Advisor in our Nashville office. He works with individuals, families, and business owners to develop comprehensive financial strategies that integrate investment management, tax planning, and risk management. Kyle is dedicated to helping clients make confident, informed decisions that support their long-term goals and financial well-being.

Outside the office, Kyle enjoys spending time outdoors with his wife, Brittany, their son Brooks, and their Labrador, Lyla. He is an avid supporter of the Tennessee Titans and Volunteers, enjoys exploring Nashville’s food scene, and spends his free time at their family lake house and on the golf course.

 

Bijal has over 25 years of leadership experience and an interest in the markets and wealth creation that stem from buying his first stock at the age of 14. Today, he works with clients and contributes to our investment and wealth management strategies. He also leads and mentors other staff members, which has contributed to Burney Company being recognized as one of CNBC’s Top 100 Financial Advisors. 

Bijal resides in Richmond, Virginia, with his wife Jinu, two children, and two foster children. When he’s not in the office or traveling to visit clients, Bijal enjoys working in the garden and tackling small projects around the house. He is also an avid bowler, mentor to at-risk teenagers, and volunteers at after-school programs at several Richmond-area high schools.

Brenna joined Burney Wealth Management in 2018. As our Director of Client Experience, Brenna is responsible for developing, implementing, and monitoring the overall client service experience at the firm.  Brenna resides in Fairfax, VA. Outside of work she coaches for the Annandale High School Dance Team where she trains dancers in a variety of styles. Brenna earned her BS in Marketing from George Mason University. She is a CFP® professional and a Registered Investment Advisor Representative.

Hannah is an Associate Investment Advisor at Burney Wealth Management. She began her career with the Burney Company as an intern in 2018 and joined the analytical group full-time in 2021. In early 2025, she transitioned to her current role, where she works closely with clients, striving to be a calm and steady presence during times of market uncertainty.

Hannah graduated from Virginia Tech in 2020 with a B.S. in Business Information Technology with a concentration in Computer Decision Systems. She is a CFA Level III Candidate and will be sitting for the exam in January 2026.

Hannah lives in Leesburg with her husband and enjoys spending her free time outdoors—whether it’s walking, running, or biking around downtown Leesburg.

Andy Pratt, CFA, CAIA, is a Partner and Director of Investment Strategy at Burney Wealth Management. Since joining the firm in 2012, he has grown alongside the company, contributing across investment research, portfolio management, client advisory, and strategic initiatives.

Today, Andy serves as Portfolio Manager for Burney’s ETFs and leads the firm’s investment strategy. He enjoys the challenge of honoring Burney’s long-standing investment philosophy while continually improving it through data, technology, and thoughtful innovation. He also works directly with clients to help simplify complex financial decisions and build durable long-term plans.

Andy earned degrees in Economics and Psychology from Virginia Tech and holds both the CFA (2017) and CAIA (2020) designations.

He lives in Cascades, Virginia, with his wife and three kids. When he’s not working, you’ll likely find him coaching a youth team, snowboarding, wake surfing, or competing in a rec league. He’s also a lifelong Washington-area sports fan.

Fariba joined Burney in 1989 and concentrates on daily trading and management of investment accounts. She has a dual language proficiency (in English and Farsi). Fariba Lives in Reston, Virginia, with her son. In her spare time, she likes to dance, paint, travel and master her love for the Spanish language.

Sue joined The Burney Company in 2010 to work part-time as an administrative assistant to Richard Bauchspies, in Portsmouth RI, after 17 years as a full-time mom. Previously, she worked for the Travelers Insurance Company, Hartford, CT, as an Assistant Director in the Special Liability Group.  She holds a BS in Computer Engineering from Bucknell University.

Anne Arden is an Information Technology Specialist, supporting the firm’s technology infrastructure and ensuring seamless operations across platforms. She joined Burney Company in July 2023 as a Client Service Associate before transitioning to the Burney Analytical Group in 2025. Anne Arden leverages her background in client service and financial software to improve system efficiency and enhance the digital experience for both clients and advisors.

Anne Arden is originally from Jacksonville, FL, and moved to Arlington, VA in August 2022 with her husband. She graduated from the University of Florida with a degree in Marketing and a minor in Innovation, and currently holds the Series 65 license.

Lowell joined Burney in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996, and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech, and an MS in Banking and Financial Management from Boston University. Lowell enjoys spending time with family and friends at Lake Anna, Virginia, and supports various charitable organizations supporting education for the disadvantaged and two local homeless shelters supporting single women and their children.

Michael joined Burney in 2024 with over 30 years of experience as a securities enforcement attorney. He was a branch chief and trial counsel at the Securities & Exchange Commission, and a senior counsel with FINRA, where he oversaw and litigated significant disciplinary actions involving violations of the federal securities laws and FINRA rules, resulting in millions of dollars in fines and customer restitution. He began his career as an officer and judge advocate in the United States Air Force.

Bill joined the Burney Company in 1987 as an equity analyst and is currently the Director of Operations and Treasurer.

Wayne has spent his entire 30-year career in financial services. He founded Alpha DNA Investment Management to broaden the use of machine learning in the Hedged Equity space. He previously co-founded an RIA firm to specialize in risk-management strategies using options. Those founding principles grew out of the book Wayne co-authored, entitled Buy and Hedge, the Five Iron Rules for Investing Over the Long Term. 

Wayne spent 10 years in the online brokerage segment with TD Ameritrade. He managed Business Development as a member of the Senior Operating Committee—including M&A and Market Research—as well as ran Product Development. Previously, Wayne held planning & analytical roles at Fortune 500 insurance and banking firms.

 

Zach is a portfolio manager based in Athens, Georgia. He earned his B.A. in Financial Planning from the University of Georgia and joined The Burney Company in 2021 as an assistant, working his way into a portfolio management role. Zach brings a stewardship-minded approach to investing, combining research, strategy, and personal care to help families make wise, confident decisions with their wealth.

Brayden Oswald is a wealth advisor with Burney Wealth Management in the firm’s Nashville office. He works closely with clients to help turn financial goals into reality through thoughtful, comprehensive planning that considers every aspect of their financial life.

Brayden is a process-driven planner who enjoys simplifying complex financial decisions and presenting them in a clear, easy-to-understand way. He is a CERTIFIED FINANCIAL PLANNER™ professional with nearly a decade of experience helping clients navigate important financial decisions with confidence. He earned his finance degree from Lipscomb University with a concentration in personal wealth management.