J Burt, ChFC
Wealth Advisor, Trust Officer
J works with high net worth individuals and families, including business owners and professionals, during the various stages of their financial lives.
As a financial professional for over 25 years, J is committed to working with his clients to help guide them to an improved financial position. His first priority is to take the time to listen, and then encourage clients to think and act on their financial goals. Financial strategies are customized to incorporate risk tolerance with purposeful asset intentions.
J’s commitment to advanced education provides clients with a valuable added benefit. He holds the widely recognized industry marquee designations of CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant) from the American College in Bryn Mawr, Pennsylvania. To better help his clients through the financial aspects of the aging process, J was awarded the lifetime designation of CLTC (Certified in Long Term Care) in 2004. Professional organizations include the Society for Financial Professionals, and the Illinois Valley Estate Planning Council. J received a B.A. from Southern Illinois University.
J resides with his wife Linda in Spring Valley. Active in his community, J is Past President of the North Central Regional Betterment Coalition. J is an active member and Past President of Illinois Valley Sunrise Rotary and a Paul Harris Fellow. He is a Past President of the Illinois Valley Chamber of Commerce Ambassadors. Hobbies include collecting music, taking in live performances, computers, building digital home entertainment solutions, reading, and home improvement.
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