Burlington Alliance Capital Management strives to provide our clients with investment advice that helps them achieve their goals and live their dreams during retirement. We strive to conduct our business according to the highest standards of honesty, integrity, and fairness.
Our goal is to manage investments based on our client’s best interests. Investing not only for return, but to protect against the impact of devasting corrections in the market.
It is natural to feel overwhelmed when trying to plan for your future. Often times, it can cause even more questions than answers. With us, we want the money you worked hard for today to make a better future for you tomorrow. We will help develop a plan taking into account all financial aspects of your life and make sure it supports your overall objectives.
Your retirement is an essential part of your life. We will design a plan for your retirement goals and objectives no matter where you are in starting the process. You’ll be able to breathe a little easier, worry a little less and enjoy life a little more knowing this key essential to your life is a top priority with us.
You have goals and dreams. Our mission is to not only help you reach your goals and dreams, but to maintain to and through your retirement. With our strategic services and plans designed specifically for you, we will create, preserve and manage your wealth.
Meet the team
COO & Investment Analyst
Chris started his career in the financial industry in 1996 after he earned a bachelor’s degree in business. He attended Appalachian State and has specialized in the retirement planning arena for 20+ years of his professional career. He has also held roles within companies for personal production and leadership roles in charge of training and education.
Chris was a leading proponent for the vision to launch BAM. He wanted to create a firm that was not only passionate about what they do but would also strive to create a better future for our clients and their families.
Director of Client Services & Operations
Amber joined Burlington Alliance Capital Management in 2020. She has served in the financial industry for the entire 10 years of her career holding various administrative roles before taking her current role as Director of Client Services and Operations. She is responsible for overseeing the preparation of opening and managing new accounts, deposits and bill paying, maintenance and organization of documents and records and preparation of various reports.
Amber graduated from East Carolina University in 2010 with a Bachelor of Science Degree in Communications.
Josh started his career in Finance in 2014. His first son was on the way and that is what really drove him to make the career change. He spent his first 6 years in the business as a trader, researcher, and investment strategist. When he saw what happened to families across the country in 2020 he knew he needed to shift his focus on getting face to face with the clients. His mission is to share what he has learned over his time in the markets and help translate the available opportunities into something everyone can easily understand. He has a passion for educating clients and helping them understand even the most complicated situations. He is an open book and loves to answer questions, as it gives him the opportunity to share his passion with his clients.