Founder & Managing Director
Jeff began his career at UBS PaineWebber in 2001, where he ranked in the top 3% of his national class for assets under management. After a brief stint with an independent firm, he branched out on his own and founded Burrus Financial Services in 2006. The Utah-based company initially worked with Wyoming and Utah ranchers and employees of area energy companies. In 2010, Jeff was hired to revise and build financial plans for oil industry employees whose 401Ks were impacted by the devastating Deepwater Horizon spill. Under his guidance, these clients were able to diversify and protect their retirement portfolios (despite their employer’s plummeting stock); and Burrus’ assets grew 285% in 18 months. With Jeff at the helm, Burrus has been named one of Utah’s Fastest Growing Companies by Mountain West Capital Network and the firm continues to expand; now serving individuals and companies, from Alaska to the Middle East.
Burrus adheres to a fee-only model, which prohibits its advisors from partaking in commissions or revenue sharing. As a result, Jeff has created a company that puts the client first. He is committed to the entire spectrum of what it means to be an advisor, building a sound portfolio that takes into account each individual’s unique financial situation. He regularly travels to his clients to ensure that he is in tune with their concerns.
Jeff has a BA from the University of Montana and is a member of the National Honors Society. He holds a Series 65 License and is a Chartered Estate Planning Practitioner. He is also co-founder of RBC Partners in Financial Literacy. Jeff enjoys fly fishing and spending time with his daughter.
A 2009 graduate of the University of Kansas, Stephen transitioned to financial services from a career in emergency medicine and wilderness therapy. His background in outdoor education and three years as an EMT with Park City Mountain Resort’s Ski Patrol has helped him to develop a strong grasp of the realities of risk management and tolerance for adversity and uncertainty. And he embraces Burrus’ fee-only approach because it furthers his genuine commitment to a career that helps people.
Stephen is ambitious in the best sense of the word and will go the extra mile to ensure that he earns every client’s trust and exceeds their expectations. In addition to his BA and Series 65 License, he is a graduate of the National Outdoor Leadership School’s intensive 90-day wilderness course. Outside of the office, Stephen enjoys skiing, rock climbing and hiking.
Client Service Associate
Before joining the Burrus team in 2015, Carina managed a Starbucks in Park City, UT for nine years. During her tenure with Starbucks, she was consistently recognized by her district manager and Starbucks corporate for her excellence in management and customer service – and for the success of her team. Carina has a gift for building and maintaining relationships. She has superb communication and organizational skills; and she works hard to ensure that each client’s experience is exemplary.
Born and raised in Southern California, Carina moved to Utah to study at the LDS Business College. After working in retail and customer service for 16 years, she was recruited by Jeff Bland – one of her Starbucks customers – to embark on a career in financial services. She is currently studying for her Series 65 License.
Outside of the office, Carina enjoys spending time with her husband and three daughters as well as hiking, camping, fishing, playing basketball, swimming and dancing. She is also a fan of car shows, rodeos and boxing.
Dan holds a Series 65 License, a Master of Public Administration degree from the University of Utah and an undergraduate degree from Brigham Young University. As a graduate student he worked on taxation issues for Washington Terrace City. Dan then applied his skills to the insurance industry before transitioning to the classroom; he taught math, economics and history to middle school students at Salt Lake City’s Challenger School for four years.
In 2011, Dan was recruited by RBC Partners to teach financial literacy workshops. While working with Jeff, he became familiar with Burrus’ fee-only model; and a year later – confident in the knowledge that his role as advisor would be guided entirely by his clients’ best interests – Dan reentered the field of financial planning.
Dan enjoys spending time with his wife and five children; and he fills rare free moments reading about Benjamin Franklin, John Adams and other prominent figures in U.S. History. Dan is also a member of the Pi Alpha Honors Society.
Executive Administrative Associate / Office Manager
Kari spent 12 years working with one of the top brokers in Utah, handling client services at Prudential Securities, UBS Financial Services and Morgan Stanley & Co. Before she began her career in financial services, she worked for a decade with AT&T, honing expertise in several departments, including customer service, collections and the fraud unit; and she served as vice president of the local chapter of AT&T Communications Workers of America. Kari has such deep knowledge of financial services and customer services that she is never stumped – even by the most obscure aspects of the business. Hardworking to the core, she is always ready to answer questions or put a client’s mind at ease.
Kari has been a University of Utah sports fan since age four and enjoys hiking and camping. She and her husband, Jim, are the proud parents of four grown children.
Investment Adviser Representative / CCO
He graduated from Maryland’s Frostburg State University in 2009 with a business degree concentrating in Finance. After graduating he spent 4 years in Virginia while in the Navy on the aircraft carrier USS Bush working in the aviation maintenance department and was part of the ship’s maiden deployment. From there he moved to Denver and began work in the finance industry, helping clients find the right mutual fund for their retirement at Janus Capital Group. Charlie ended up moving back to Norfolk, VA working as an investment consultant for Scottrade where he was able to further his investment experience and continue to help clients manage their investments with confidence.
Wanting to move back out west Charlie connected with Jeff and learned about Burrus approach to managing their client’s investments. It was clear that they cared deeply about their client’s best interests which he found very refreshing after working in the industry for a few years. Charlie and his girlfriend had their first son in August of 2019 and are enjoying their time as new parents, showing him the beauty of his home state Utah.