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Unique solutions come from a special team.

We don’t arrive at more personalized, comprehensive, and thoughtful solutions by accident—they’re a product of our culture.
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The best way to better.
The ingenuity of our process and depth of our relationships are what turn our strategies from plans into results.
See the Burnham Gibson Difference
Meet the Burnham Gibson team.
Darin Gibson, MBA, ChFC®, CLU®
Managing Partner
Taylor Boyd, CLU®, CPFA
Partner
Jeffrey Warnock, CFP®, CLU®, ChFC®
Financial Advisor
Sina Soltani, CRES
Financial Advisor
Yasmin Soltani
Financial Advisor
Stuart Friedman, ChFC®, CLU®
Financial Advisor
Jonathan C. Young
Financial Advisor
Todd Stahl, CFP®, AIF®
Director of Wealth Management
Joe Park, ChFC®, QKA, CPFA
Director of Retirement Services
Steve Yu, CFA
Director of Investment Research
Robert Trujillo
Sr. Director of Operations
Kyle Labeaune, MBA
Operations Manager
Jenny Kim
Office Manager
Ryan Call, CPFA
Senior Retirement Consultant
Laurie Sowa-Westwood
Senior Account Manager
Aaron Vasquez, CPFA
Client Manager
Kayla Franco
Client Manager
Alvin Tan, CPFA
Client Manager
Clancy Lackey
New Business Coordinator
Alyssa Terzic
Client Service Specialist
Vy Nguyen
Sr. Client Service Specialist
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Let’s talk about your challenges.

We’re ready when you are. Get in touch and a friendly Burnham Gibson advisor is prepared to discuss the issues you’re facing, ask a few questions to get a fuller picture, and make a plan to follow up.

Investment advisory and asset management services are offered by investment adviser representatives (IARs) through Burnham Gibson Wealth Advisors, LLC (Burnham Gibson), a registered investment adviser, and indirect subsidiary of Baldwin Risk Partners, LLC and BRP Group, Inc.  Please note that although Burnham Gibson Wealth Advisors, LLC is a “registered investment adviser”, readers should be aware that registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Additional  information about the Adviser is available on the SEC’s website at www.adviserinfo.sec.gov.

Burnham Gibson IARs are also, separately and apart from Burnham Gibson, registered representatives who offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC  (Equitable Financial Advisors in MI and TN), as well as agents who offer insurance and annuity products through Equitable Network, LLC, which conducts business as Equitable Network Insurance Agency of California, LLC in CA,  as Equitable Network Insurance Agency of Utah, LLC, in UT, and as Equitable Network of Puerto Rico, Inc., in PR.  For more information about Equitable Advisors, LLC, you may visit  https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.  Equitable Advisors and Equitable Network do not provide ERISA fiduciary, tax or legal advice and are not affiliates of Burnham Gibson, Baldwin Risk Partners, LLC and BRP Group, Inc.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  AGE-160218 (5/21) (Exp. 5/25)

Please note that any Burnham Gibson IAR holding the QKA (Qualified 401(k) Plan Administrator) and/or the CPFA (Certified Plan Fiduciary Advisor) professional designation does so only in his or her capacity as an IAR with Burnham Gibson and entirely outside of Equitable Advisors and Equitable Network.  Neither designation reflects any Equitable Advisors or Equitable Network service or product offering.   CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  The CLU®, ChFC®, Chartered Life Underwriter® and Chartered Financial Consultant® marks are the property of The American College, which reserves sole rights to its use, and is used by permission.

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