Who We Are
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.