The Burkholder Team is a family financial practice whose mission is to educate and guide individuals, families and business owners regarding financial decisions. The ideal combination of experience and personalities, Michele and Ali Burkholder provide a unique ability to bridge the gap between generations. Michele’s focus is working with established leaders in their field, while Ali works beautifully with emerging leaders. The Burkholder Team is a perfect complement to your personal or business financial succession plan.
FINRA Series 6, 63, & 7 Life and Health Insurance License Certified Financial PlannerChartered Financial Consultant Chartered Life Underwriter Chartered Property Casualty Underwriter
BSBA Bachelor of Science in Business Administration, Shippensburg University
Michele is a seasoned professional. Holding senior-level positions with industry leaders like State Farm Insurance, Reliance and ING, she developed a comprehensive knowledge of the financial choices available. Michele started her own practice in 2008 to work directly with individuals and business owners to create real solutions to practical, financial challenges. She guides her clients to establish efficient tax, wealth, and protection plans. She helps business owners create strategies to maintain their business income with succession, retirement, key employee and estate planning.Michele and her husband Tom, with daughters Ali and Amanda, are long-time residents of Chester County. Michele is an avid runner, enjoys cycling and going to the gym. Reading is a favorite pastime and she especially loves spoiling her grand dog, Gavin.A proponent of supporting her community, Michele has served on many prominent boards in Chester County. An advocate of empowering women, she is an active member of many organizations throughout the Philadelphia region. Michele is involved with the Main Line Chamber of Commerce’ Society of Professional Women (SPW) as a Diamond Sponsor; Alliance of Women Entrepreneurs (AWE) and Exton Chamber of Commerce.After losing her father to an extended illness when she was 15, Michele witnessed the importance of planning for unexpected financial events. She has the ability to help people feel comfortable with their financial choices, helping to ensure long term success, achievement, and enjoyment.
Financial Professional, Director of Business Development
FINRA Series 6 & 63 Life and Health Insurance LicenseEducation: BS Kinesiology, Penn State University, University Park, Class of 2013
Ali joined the Burkholder Team in 2013 immediately after graduating from Penn State University to provide support for current clients, as well as financial guidance for the next generation. As a millennial herself, she works closely with other young professionals who are at the growing stages in their careers and personal life. For these individuals, she focuses on providing the necessary resources to ensure they are making the best use of their time and funds. She hopes to continue to be a part of their journey for years to come throughout their ever-changing lives.Ali understands the importance of giving back to the community and is involved in several nonprofit organizations. Ali is also actively involved in the Main Line Chamber. The Burkholder Team are proud sponsors of the Society of Professional Women. Ali and her husband, Kevin, reside in Hatboro. During her free time, she enjoys running, going to the gym, and spending time with family and friends.