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 from Appalachian State. He has specialized in the retirement planning arena for the entire 20 years of his career. He has also held roles within companies for personal production and leadership roles in charge of training and education.
Chris was a main proponent for the vision to launch BAM. He wanted to create a firm that was not only passionate for what they do, but would also strive to create a better future for our clients and their families.
Data & Logistics Administrator
Kelly began her career with BAM in August of 2017. She holds a bachelor’s degree in Communications from Elon University. Before joining BAM, Kelly worked in the financial industry for a marketing firm where she was promoted to several positions. She was able to use her previously attained knowledge to transition over to BAM and pursue a new sector of the business industry.
Working with BAM has allowed Kelly to be involved in many faucets of the company and assist in growing the company’s continued success.
New Client Coordinator
Paula is the newest member of the BAM team. She started her professional career working in the sales and marketing industry. In majority of Paula’s roles, she has been hands on working directly with clients, building relationships and maintaining client satisfaction. She thrives being actively involved and supporting clients to fulfill their financial objectives.
By working with BAM Paula has been able to provide superior client experiences with her hands on approach.
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