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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 & 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.

Jason Moon

Client Services Coordinator


Jason provides administrative support and serves as a client advocate to help resolve client questions, insurance and money management issues. You'll hear from Jason as he schedules your appointments and follows-up with you to ensure you receive answers to any questions or concerns you may have.

Jon Erickson, CFP® CEBS®

Owner, Fortress Mega, LLC

Jon Erickson has been in the financial services industry since graduating from Washington State University. Jon is owner of Fortress Mega, LLC - a full-service financial firm committed to helping people pursue their financial goals.

Jon is both a Certified Financial Planner (CFP®) and a Certified Employee Benefits Consultant (CEBS®). Jon understands how your pensions and company retirement plans work  - and he can help you understand too!

Jon’s focus is on providing outstanding service to his clients.

Jon Erikson is an Investment Advisor Representative of Regal Investment Advisors, LLC, an SEC registered investment adviser. Registration with the SEC does not imply any level of skill or training. Fortress Mega, LLC is independent of and not affiliated with Burnell Financial, Retirement Wealth Advisors and Regal Investment Advisors.

Loreen Leo, CLU®, ChFC®, FLMI

Owner, Carrol and Associates

Loreen Leo has worked with business insurance and retirement plan clients for over 20 years. She currently works with Jon Erickson and Tim Adkisson at Fortress Mega, LLC.

Loreen holds graduate degrees from Columbia University. She also holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Fellow, Life Management Institute industry (FLMI) designations.

Loreen is committed to working with her clients - helping to develop strategies which feature financial stability and growth.

Tim Adkisson, CFP®, CLU®, ChFC®, RHU, FLMI

Member, Fortress Mega LLC

Tim Adkisson has worked in the financial services arena since 1990. His experience includes customer service, underwriting, claims, project management and sales. Tim works with Jon Erickson and Loreen Leo at Fortress Mega, LLC.

A graduate of the University of Washington, Tim is a Certified Financial Planner (CFP®). Tim also holds multiple other industry designations.

Tim’s broad industry experience enables him to help clients develop strategic financial approaches to protecting and growing their wealth.

The Team Behind The Team

Chad Castle, RICP®

Partner, Nuture Wealth

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.

John Baker

Managing Partner, Nuture Wealth

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.