BMA Advisory Committee

Daniel R. Burns is a member of the BMA advisory committee and is a co-portfolio manager, specializing in insurance, estate, and legacy planning. Mr. Burns has over 38 years of experience in the securities industry and has been awarded the lifetime designation of Chartered Life Underwriter (CLU®).

For 10-years Mr. Burns was a prominent member of the Portland Oregon Estate Planning Council and prior to founding Burns Capital Investment Advisors, was the Principal of an Office of Supervisory Jurisdiction for Lincoln Financial Securities Corporation.

Mr. Burns brings extensive experience in financial planning for individuals, high- net-worth clients, company sponsored benefit 401(k), and executive benefit plans.