Integrated Wealth Advisor
Adoring Father and Golf Hacker
Burt began his professional career with accounting firms PricewaterhouseCoopers and Gunnip and Company, LLP. While employed with each of these highly-respected firms Burt worked tirelessly to expand his knowledge of finances, including management of complex tax planning for individuals, charitable planning, estate planning and executive equity compensation. In addition, Burt served as an instructor at the University of Delaware where he taught Income Tax Accounting and Federal Income Taxation: Research and Planning. He has been quoted in both national and local publications including the Wall Street Journal Online, BusinessWeek Online, Newsweek, Mainstreet.com, the Chicago Tribune and the Delaware News Journal.
As a committed member of the professional business community, Burt is an active member of the American Institute of Certified Public Accountants (AICPA), the Delaware Society of Certified Public Accountants (DSCPA), and the Financial Planning Association (FPA). Burt is also serving a three year term on the Delaware Technical Community College Educational Foundation Investment Committee.
Burt graduated from the University of Delaware, Cum Laude, with a Bachelor of Science in Accounting. He is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™ professional. Since 2011, Burt has consistently been recognized by Delaware Today as a Five Star Wealth Manager, which is awarded to the top financial advisors in the state of Delaware who have demostrated excellence in their field.