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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Nicole Burdick, AAMS®

LPL Financial Advisor


 Nicole Burdick,  AAMS® aka "The Money Maven"is the founder and Financial Advisor of Money Maven Financial, a female-focused financial planning firm. She takes personal finance- including retirement planning, life insurance...

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Brittney Ryan

Client Care Specialist


Brittney has worked in the financial services industry since 2015, beginning as a a Division Administrator and also serving in an administrative support role to a Financial Advisor. She recently joined Financial Advocates, a company...

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