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Jeff B

Series 66

Salt Lake City, UT

Burrus

Jeff Bland is a financial advisor at Burrus with 24 years of industry experience. He holds a Series 66 designation and has been with Burrus Financial Services since 2006. Outside of his advisory role, he operates a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach focused on globally diversified no-load and low-load mutual funds and ETFs, managing client accounts on a discretionary basis while including financial planning at no additional charge.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Daniel H

Series 65

Salt Lake City, UT

Burrus

Daniel Hannon is a financial advisor at Burrus with 12 years of industry experience. He holds a Series 65 designation and has been with Burrus Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach using primarily no-load or low-load mutual funds and ETFs, managing all client accounts on a discretionary basis and providing financial plans at no additional charge.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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