Our Team

Financial Advisor Charlene

Charlene Burkhardt, EA, LPL Financial Registered Principle

Owner

Charlene joined the family business in 1991.  She received her Enrolled Agent's license in 1995, and then became a Registered Representative in 1999. Later in 2001, she received her insurance agent license.

Charlene assists clients with a variety of Services including Financial Planning, life insurance, and establishing retirement plans. Here in the office she manages everyday operations within the company and oversees employee productivity.

She is a member of the National Association of Enrolled Agents, as well as the California Society of Enrolled Agents.

Charlene has been a Tri-City resident since 1973. She and her husband Dan (also a Mooreburkhardt employee) have been married for over 34 years. They have two children, Emily and Matt. Charlene enjoys camping and jet skiing.

Support Staff, Dan & Cari

Dan Burkhardt 

Administrative Assistant, Network Administrator

Dan joined the company in 2002.That same year he became a member of the California Tax Education Council (CTEC).

Dan serves  as our administrati Assistant. He also assists with the day-to-day functions of the investment and retirement planning aspect of Moore and Burkhardt Wealth Management.

Dan has lived in the Tri-City Area since the age of 5. Like his wife, Charlene, he enjoys camping and jet skiing. He also loves to cook. A former auto mechanic, Dan is still able to tell you why your car is making that weird screeching noise when it starts up in the morning.      

Cari Towne

Administrative Assistant/Receptionist

Cari joined the company in January of 2011. She will be your first point of contact when calling or coming into our office.  As well as administrative duties. After working in the corporate world for over 20 years, she is enjoying being a part of a smaller company.

Cari is originally from Colorado and moved to California in 1986.  She enjoys traveling, collecting  jewelry. 

In Loving Memory of John Moore