Burr Financial Services, LLC

Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.

Ryan Wood is a financial advisor at Burr Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UnionBanc Investment Services and MUFG Union Bank N.A. Wood also works as an independent contractor selling life and long-term care insurance. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates, employing a multi-method investment process and tailored portfolio management.

Brent Burr is a financial advisor at Burr Financial Services, LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Independent Financial Group. Outside of his advisory role, he owns Burr Tax and Financial Services, offering tax preparation and accounting services, and works as an independent contractor providing fixed insurance products. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-faceted investment process that integrates sector analysis and various methodologies within an asset-allocation framework to create tailored portfolios aligned with clients’ objectives and risk tolerances.