We are a retirement plan consulting and individual wealth investment management firm focused on providing comprehensive and customized services to our clients throughout the United States. For our retirement plan clients, we serve as a 3(21) and/or a 3(38) fiduciary advisor as defined by ERISA.
Our mission as independent fiduciary advisors is to provide proactive guidance and institutional offerings to all of our clients regardless of their size.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.
Burnham & Dells Advisors is a Registered Investment Advisor with the Securities and Exchange Commission. All Investment Advisor Representatives hold the Series 65 License.
Carla Dells: Carla has been in the investment industry since 1990 and has worked as a fee only, fully fee-transparent investment advisor representative since 1996. Carla merged her business with RWB Capital Management in 2010 and shortly thereafter, Burnham & Dells Advisors was formed as a DBA of RWB Capital Management. Carla works simultaneously as an ERISA 3(38) Advisor to Company sponsored retirement plans as well as managing accounts for individuals and families.
Sandy Burnham: Sandy began her career in the financial industry over 30 years ago. In 1982, she joined Burnham & Company and served as Secretary/Treasurer, office manager, fixed income analyst and portfolio manager. Bob and Sandy Burnham formed their own firm in July 2001; RWB Capital Management. Today, RWB Capital operates under the DBA Burnham & Dells Advisors.
Robert W. Burnham: Bob Burnham has been in the investment management profession for over 50 years. He began his career at Merrill Lynch where he was a Vice-President. He founded Burnham & Company in 1969 where he served as President and Chief Investment Officer. He remained affiliated with that firm until July 2001, when he left to form RWB Capital Management which operates today under the “DBA” Burnham & Dells Advisors. Mr. Burnham is the Founding Partner in the LLC.
Mr. Burnham has spent his entire career in Grand Rapids, where he is highly regarded in the investment management field.
Jack Buzzitta: Jack began his career at Mass Mutual working in a newly established, fee based, comprehensive financial planning department. He moved on to work with his father at Hughes Management LC where he works in real estate property development and property management. In 2015, Jack began working part time with Burnham & Dells as an Investment Advisor Representative. He is still employed with Hughes Management LC on a part-time basis and works around 24 hours a week in non-investment business activities there.
Madeline Dells-Sepanik: Madeline began working at Burnham & Dells Advisors as a summer intern in 2011. She joined our team, full-time, in 2017 as a lead assistant in the Retirement Plans Department. Madeline spends her time speaking with participants and Plan Sponsors helping them navigate day-to-day issues and opportunities with regard to their Plan.
Adam Trask: Adam began his career in Finance at The Huntington National Bank, working as a personal banker in 2014 and became a branch manager in 2015, while also serving as an Investment Advisor Representative for the Huntington Investment Company. Adam joined Burnham & Dells in February 2020 as full time Investment Advisor Representative where he spends his time on investment research and managing portflios for clients.
Debbie Cook: Debbie joined Burnham & Dells Advisors in 2019 as an Office Support Member. Debbie primarily focuses on supporting our retirement plan clients and helping facilitate our fiduciary process.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 4pm
Our offices will be closed on all NYSE Holidays.