Who We AreWe take great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed.
In addition to our wealth advisory services, your team may include:
- Certified Public Accountant
- Estate Attorney
- Insurance Specialist
Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in synch, with every item properly addressed.
Ralph Burnett, President Wealth Consultant
Ralph Burnett has been in the financial services industry for more than 25 years. He started out with John Hancock in 1993 as an agent. In 1995 Ralph became a sales manager at John Hancock and was named the Associate General Agent in 1999. In 2001 he became the manager of the Oklahoma City offices for Prudential Financial and went on to form Burnett Financial Group in 2004 in Edmond, Oklahoma.
He and his wife, Jennifer, live in Edmond and have two adult children. They are members of Crossings Community Church. Ralph currently serves on the board for Prime Bank in Edmond, and also serves as an executive board member for FCA.
Ralph earned a Bachelors degree in Political Science from The University of Oklahoma.
Kathleen Ellis, Branch Operations Manager
Kathleen started in the financial services business as a Client Associate with Merrill Lynch in 1998. She joined Burnett Financial Group in May of 2005 as the Branch Operations Manager. Kathleen and her husband, Clint, have 3 children and live in Edmond, OK.
Ned Sullivan, CFA
Ned started his career as an Infantry Officer in the United States Marine Corps completing two tours. While serving, he was one of the first Marines to invade Iraq in March of 2003 as part of 3d Light Armored Reconnaissance Battalion, also known as the Wolfpack.
Ned started in Financial Services as an Investment Consultant with Clark Capital Management. After completing the Chartered Financial Analyst designation, Ned went to Dimensional Fund Advisors to help Registered Investment Advisory (RIA) firms partner with Dimensional to manage client assets. He then went to BlackRock to continue working with RIAs.
With years of experience working closely with some of the largest RIAs in the country and being on the inside of premier asset managers, Ned is the Chief Investment Officer for Burnett Financial Group.
Ned earned a Bachelors degree in Finance from Virginia Tech and conferred the Chartered Financial Analyst designation in 2011.
When not working, Ned is focused on Faith, Family and friends. He currently serves as an Elder at Austin Ridge Bible Church. Ned, Shannon and their three children reside in Austin.