The Burnell Financial Team & Partners
Dwayne Burnell, MBA
Wealth Strategist & Author
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.
Matthew Burklund
Financial Advisor
Matthew is the CEO and Founder of Vault Insurance and Investments,
With over 24 years of experience in the financial industry, Matthew Burklund is dedicated to helping individuals and families confidently plan for retirement and navigate their financial future.
As an Investment Advisor Representative (IAR) and the founder of Vault Insurance & Investments, Matthew upholds the highest standards of financial knowledge and client care. His fiduciary commitment ensures that every decision is made with his clients’ best interests at heart.
Retirement planning is at the core of Matthew’s expertise. He works together with clients to build comprehensive, well-structured strategies to help ensure financial security in their later years.
With specialized knowledge in 401(k) and 403(b) plans, as well as Medicare, he guides clients through key decisions that impact their long-term financial well-being.
Clients working with Matthew can expect tailored financial guidance, consistent communication, and a client-first approach.
By fostering long-term relationships built on trust, transparency, and thoughtful planning, he empowers his clients to make informed financial decisions with confidence.