Burke, Knoebber, Kohn & Associates

Please join us in congratulating Tim Kohn for earning his Chartered Financial Consultant (ChFC) designation. A Chartered Financial Consultant advisor has shown proficiency across all areas of financial planning to include investments, retirement planning, risk management, tax planning, and estate planning. Great work, Tim!

At Burke, Knoebber, Kohn and Associates we are always striving for excellence by furthering our professional education. We congratulate Ryan Waterhouse on achieving his Accredited Portfolio Management Advisor certification. The Accredited Portfolio Management Advisor, or APMA program, is a graduate-level designation program for experienced financial professionals. The program covers the finer points of portfolio creation, augmentation, and maintenance.

We are pleased to announce that Matt Burke has been named to the Ameriprise Financial Chairman’s Advisory Council. This distinction is a reflection of consistent dedication and commitment to his clients in helping them achieve their most important financial goals and delivering excellent success. Only the top 1% of Ameriprise advisors are invited to be a part of this council. As a council member, Matt will join these other top-performing Ameriprise advisors to discuss current issues and business opportunities with Ameriprise Financial Chairman and CEO, Jim Cracchiolo. This would not have been possible without the support of our amazing clients, partners and staff!

Job loss and reduced income remain real for many individuals. You are not alone. If you or someone you care about has recently experienced job loss, we are here to help navigate the uncertainty.

From unemployment benefits to health insurance, consider these seven actions if you’re newly out of work. We can help you understand your options based on your specific financial situation. If you or someone you know has recently been laid off, please reach out for a complementary consultation.