J. Alan Burke

Financial Advisor

After completing his degree at Bellarmine College in 1972, Al spent 14 years in the Education profession. He taught and coached for four years at St. Xavier High School, then spent 10 years at Bellarmine in various administrative and counseling positions. Al entered the financial services business in 1986. Since then he has earned Top Club recognition every year and is a Qualifying Member of the Million Dollar Round Table. A strong believer in education, training and preparation, Al has completed his Chartered Life Underwriter designation. In so doing, he has studied the fields of insurance, employee benefits, taxes, estate planning, investments, retirement plans and business planning. Early in his career Al developed an interest in helping clients with their investments as well as their risk management needs. He secured his Series 6, 63 and Series 7 Investment registrations license and has been heavily involved in personal financial planning and company retirement plans for the past 21 years. Al resides in Louisville with his wife Mary Jo. He has been active on various boards throughout the community such as St. Xavier Alumni Board of Directors and Project X Cabinet, Holy Cross High School, Bellarmine Alumni Association and Board of Overseers, and St. Albert and St. Agnes Parish Councils.

Phone 502-992-0081
Fax 502-473-1721