How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your particular financial situation.

Long-term relationships that encourage open and honest communication form the cornerstone of the Burnell Financial practice.

As a Wealth Strategist, Dwayne Burnell, MBA works with you to help you assess your own financial situation, clarify your values and needs, and then to develop a customized financial strategy that will work over the long-term.

The Burnell Financial team provides you with the support and information you need on an on-going basis.

Dwayne also works directly with other experienced and trusted financial professionals on your behalf to design and implement the best financial strategies for you.

The Burnell Financial Team

Dwayne Burnell, MBA

Wealth Strategist & Author

425-286-7298

Dwayne Burnell, MBA is a Wealth Strategist and also the author of two best-selling books on personal finance. Dwayne empowers individuals, families, and business owners to take control of their financial future.

Financial education and empowerment form the cornerstone of Dwayne's approach.

Working in close partnership with each client, Dwayne crafts a comprehensive financial strategy that focuses on the core needs, values and financial concerns of each client. Dwayne works to ensure your money and financial savings grow by building a customized financial strategy.

Dwayne received his Master of Business Administration (MBA) at the University of Tennessee (Knoxville). He completed his Bachelor of Business Administration at the University of Oklahoma (Norman).

Dwayne is licensed in over 40 states and welcomes new clients from anywhere in the country.

Lori Kovalick

Client Services Manager

425-286-7298

[email protected]

Lori ensures that our clients receive the best possible service. She manages the overall client experience and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team is in touch to support you.

  The Team Behind The Team

Chad Castle, RICP®

Chad Castle is a Registered Investment Advisor and Financial Coach. Chad uses his knowledge of financial planning and investments to help investors realize the power of prudent, free market investing.

Chad earned his Bachelor of Business Administration degree from Baylor University, with a double major in Financial Services and Insurance Studies.

Chris Lester, ChFC® RICP®

Chris Lester is the President of Professional Planning Services. Chris specialized in comprehensive planning for families, business owners and executives.

Chris holds the Chartered Financial Consultant (ChFC® and Retirement Income Certified Planner (RICP®) designations from The American College. Chris is also a licensed insurance professional.

John Baker

John Baker is a licensed insurance professional with over 20 years of experience. He enjoys mentoring financial professionals. John's specialty is developing financial strategies which use insurance products to minimize risk and to provide asset protection and stable financial growth.

Greg Gall, ChFC®

Greg Gall specializes in ensuring that a family's assets are working together with optimal efficiency. He believes that there is as much to be made in avoiding loss as there is in chasing market returns. Greg followed both of his parents into the financial services industry after graduating with an accounting degree in 1988.

Greg enjoys working with complex financial situations, estate planning and charitable gifting.

Steve Buller

Steve is a Master Mentor and past trainer with the Circle of Wealth. He specializes in training financial advisors, CPAs, life insurance and annuity agents. His focus is on the appropriate application of financial strategies and products. Steve is also the Past President and Board Member of the Community Hospital foundation and a member of the Lion's Club.