Burns Matteson Capital Management, LLC

Christopher Davis is a CFP® and holds a Series 65 license, with 10 years of experience in the financial services industry. He has been with Burns Matteson Capital Management, LLC since 2015. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, wealth management, and financial planning. The firm’s investment approach includes allocations across equities, fixed income, and mutual funds or ETFs, with a notable use of derivatives and borrowing strategies uncommon among peer firms.

Kelley Zimmerman is a financial advisor at Burns Matteson Capital Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Burns Matteson since 2018. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, wealth management, and financial planning. The firm employs a diversified investment approach that includes individual equities, fixed income, mutual funds, ETFs, and option strategies, with a distinctive emphasis on derivatives and margin lending within separately managed accounts.

Eric Sweet is a financial advisor at Burns Matteson Capital Management, LLC in Corning, NY. He holds a Series 65 designation and has professional experience spanning roles at Burns Matteson Capital Management and Five Star Bank, as well as teaching positions at SUNY Brockport and local schools. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans with investment advisory, wealth management, and financial planning services. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and derivatives, and offers specialized strategies such as option contracts and structured notes.

Nathan Burns is a Series 65-licensed financial advisor with Burns Matteson Capital Management, LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at Special Metals New Hartford and Precision Castparts Corp. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans by providing investment advisory services, wealth management, and financial planning. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and routinely uses derivatives and structured products in portfolio management.

William Burns Jr. is a CFP® and ChFC® with 24 years of experience in financial advisory. He has been with Burns Matteson Capital Management, LLC since 2000. Outside of his advisory role, he volunteers as a piano player at his church and coaches youth basketball. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and routinely uses derivatives and structured products in portfolio management.

William Redder is a financial advisor at Burns Matteson Capital Management, LLC in Corning, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Burns Matteson since 2005. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm’s investment approach includes allocations across equities, fixed income, and mutual funds or ETFs, with distinctive use of derivatives, structured notes, and option strategies.