Growing up as a daughter of an Edward Jones financial advisor and currently in my own career as a financial advisor, I have seen firsthand for years how financial strategies can affect families now and for generations. Being a fellow Big Walnut Alumnus, I always knew I wanted to serve the clients in this community.
When we meet in person or virtually, my primary goal is to first understand what is most important to you. Then, we partner with you to develop a personal investment strategy geared toward those goals.
I started serving clients in Sunbury, OH in 2010 and became a limited partner with the firm in 2018.
I attended The Ohio State University and graduated with a bachelor's degree in finance and international business. In addition, I received the AAMS® professional designation in 2014.
When I am not in the office, you can find me spending time with family. I am married to Dave Burgett, who also works for Edward Jones. We have two kids, Ryan and Breanna. You can usually find us outside at the playground or playing sports in our backyard. We also attend church at St. John Neumann.
I am blessed to have Kim Anders as my Branch Office Administrator. We both are truly dedicated to the families we serve in our community.
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Office Address116 N Miller Dr #A
Sunbury, OH 43074 opens in a new window
Phone NumberKelsey M Burgett at (740) 936-0778
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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