Richardson Wealth Burlington Investment Advisors

Find your team


Curtis Tenpenny Wealth Management Group

Tracey Curtis, CFP, FEA, CIM®

Vice President, Investment Advisor

Tel.: 289.288.2427

Patrick Tenpenny, B.A., CFP

Vice President, Investment Advisor

Tel.: 289.288.2412

Website


Orlic Harding Cooke Wealth Management Group

Ty Cooke, CFP, CIM®, CIWM, FCSI®, FMA, RRC

Director, Wealth Management, Portfolio Manager, Investment Advisor

Tel.: 289.288.2426

Elizabeth Harding, CFP, CIM®, CIWM, FMA, CLU, FEA

Director, Wealth Management, Portfolio Manager, Investment Advisor

Tel.: 289.288.2425

Diana Orlic, CFP, CIM®, CIWM, FMA, PFP®

Director, Wealth Management, Portfolio Manager, Investment Advisor

Tel.: 289.288.2424

Website


Phillips Wealth Counsel

Greg Phillips, CFP, B.A. (Hons.), CIM®, CFP®

Vice President, Investment Advisor

Tel.: 289.288.2406

Website