Jeffrey Funderburk is a CFP® professional with 14 years of experience at Cambridge Investment Research Advisors in Grand Junction, CO. He is also the owner of J.M. Burk Financial and serves on the board of the St. Mary’s Medical Center Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers tailored strategies through a network of independent financial professionals and utilizes a range of proprietary and third-party investment solutions across multiple platform arrangements.

Daniel Funderburk is a CFP® professional with 16 years of experience, currently serving at Cambridge Investment Research Advisors since 2011. His career includes roles within Cambridge Investment Research, Inc. dating back to 2010. Outside of advisory services, he is an independent insurance agent specializing in life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.