Heath Burch Email & Phone Number

Vice President, Special Needs Planning Center @ Copper Financial

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Heath Burch Location

Leawood, KS, US

Heath Burch Work

2022 - now Private Wealth Advisor @ Copper Financial
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2013 - now Vice President, Special Needs Planning Center @ Copper Financial
2017 - 2022 Director, Wealth Management @ Copper Financial
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2005 - 2013 Owner and Co-Founder @ The Special Needs Planning Center
2000 - 2005 Financial Advisor @ New England Financial

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Heath Burch Education

Northwest Missouri State University
Bachelor of Science (B.S.) (Finance & International Business)
1996 - 2000

Heath Burch Skills

Strategic Financial Planning
Special Needs
Family Planning

Investment Management
Investment Strategies
Special Needs Populations
Special Needs Trusts
Social Security
Guardianship
Alternative Investments

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Heath Burch Summary

Heath Burch, based in Leawood, KS, US, is currently a Vice President, Special Needs Planning Center at CommunityAmerica Financial Solutions. Heath Burch brings experience from previous roles at Copper Financial, The Special Needs Planning Center and New England Financial. Heath Burch holds a 1996 - 2000 Bachelor of Science (B.S.) in Finance & International Business @ Northwest Missouri State University. With a robust skill set that includes Strategic Financial Planning, Special Needs, Family Planning, Investment Management, Investment Strategies and more. Heath Burch has 2 emails and 1 mobile phone numbers on RocketReach.

Heath Burch Emails

Found 2 emails

Heath Burch Phone Numbers

Found 5 phone numbers

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Others Named Heath Burch

Heath Burch

Vice President, Special Needs Planning Center at CommunityAmerica Financial Solutions

Leawood, KS, US
2
- cu.financial
- gmail.com
5
- +1 913-221-XXXX
- +1 816-222-XXXX
- +1 816-741-XXXX
- +1 816-407-XXXX
- +1 816-741-XXXX

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Heath Burch

Vice President, Special Needs Planning Center at Copper Financial

Leawood, KS, US
2
- cu.financial
- gmail.com
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- +1 913-221-XXXX
- +1 816-222-XXXX
- +1 816-741-XXXX
- +1 816-407-XXXX
- +1 816-741-XXXX
Ron Yount

Financial Advisor at Copper Financial

Kansas City, MO, US
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Taylor Ahern

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Kansas City, MO, US
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Matt Fitzgerald

Director - Wealth Management | Wealth Management by Community America at Copper Financial

Leawood, KS, US
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Kelly Lambert

Compliance Specialist at Copper Financial

Odessa, MO, US
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Alyssa Akers

Vice President, Risk and Business Administration at Copper Financial

Overland Park, KS, US
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- +1 913-530-XXXX
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Suzanne Wallace

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Jordan Rehagen

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Rachel Feldkamp

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Tysyn Hartman

Wealth Advisor at Copper Financial

Kansas City, MO, US
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- +1 316-686-XXXX
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Brad Mauderer

Director, Advisory Services and Trading at Copper Financial

Olathe, KS, US
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Kait Fox

Manager of Business Operations at Copper Financial

Lenexa, KS, US
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Kimberley Shobe

Assistant Branch Manager at Copper Financial

Kansas City, MO, US
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Joe Kraemer

Wealth Advisor at Wealth Management by CommunityAmerica at Copper Financial

Blue Springs, MO, US
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Jacob Chacko

Customer Service Associate at Copper Financial

Kansas City, MO, US
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- cu.financial
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- +1 816-894-XXXX
Joseph Luisi

Director, Investment Professional at Copper Financial

New York, NY, US
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