Meet Our Staff
We're here to help.
Our dedicated team is here to support, empower, and make a meaningful difference in the lives of the individuals and families we serve.
Josh Burns
Owner/Retirement Advisor
Since 2008, I’ve had the privilege of helping individuals and families navigate the insurance and financial world with greater confidence. Over the years, I’ve served thousands of clients across 12 states, helping them make informed decisions about Medicare, retirement, income planning, and protecting what they’ve worked hard to build.
I believe financial planning shouldn’t be complicated or intimidating. My approach is simple: listen first, understand what matters most to you, and then help create strategies designed around your goals—not a one-size-fits-all approach.
Whether you’re approaching Medicare, preparing for retirement, already enjoying retirement, or simply want to make sure your financial plan is on the right track, my goal is to help you understand your options and feel confident about the decisions you’re making.
For me, this business has always been about more than policies, products, and numbers. It’s about relationships, trust, and helping people make the most of the next chapter of their lives.
Meg Burns
Co-Owner/Retirement Advisor
Since 2008, I’ve had the privilege of helping individuals and families navigate the insurance and financial world with greater confidence. Over the years, I’ve served thousands of clients across 12 states, helping them make informed decisions about Medicare, retirement, income planning, and protecting what they’ve worked hard to build.
I believe financial planning shouldn’t be complicated or intimidating. My approach is simple: listen first, understand what matters most to you, and then help create strategies designed around your goals—not a one-size-fits-all approach.
Whether you’re approaching Medicare, preparing for retirement, already enjoying retirement, or simply want to make sure your financial plan is on the right track, my goal is to help you understand your options and feel confident about the decisions you’re making.
For me, this business has always been about more than policies, products, and numbers. It’s about relationships, trust, and helping people make the most of the next chapter of their lives.
Jennifer Barnett
Executive Assistant
Jennifer Barnett has been an important part of our team since 2022, serving as our Executive Assistant and helping keep everything running smoothly behind the scenes.
With a strong focus on organization, communication, and client service, Jennifer plays a key role in making sure our clients feel welcomed, informed, and taken care of throughout their experience with us.
Whether she’s helping coordinate appointments, assisting with paperwork, communicating with clients, or supporting the team, Jennifer brings a friendly and dependable approach to everything she does.
Jennifer believes that great client service is about paying attention to the details and making people feel valued. Her dedication and commitment to our clients make her an important part of the team and a familiar, trusted face for many of the families we serve.