Press Releases

Burnham Gibson Press Releases

BRP Group, Inc. To Acquire Burnham Benefits Insurance Services, Inc.

TAMPA, Fla., Dec. 08, 2020 — BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), a rapidly growing independent insurance distribution firm delivering tailored insurance solutions, today announced that Baldwin Krystyn Sherman Partners, LLC (“BKS-Partners”), the middle-market indirect subsidiary of BRP Group, has entered into an agreement to acquire all of the outstanding equity interests of Burnham Benefits Insurance Services, Inc. (“BBIS”) and Burnham Gibson Wealth Advisors, LLC (“BGWA”) (collectively, “Burnham”). Based in Irvine, California, Burnham is a full-service provider of employee benefits Read more


Burnham Gibson Press Releases

Burnham Gibson Wealth Advisors, LLC Introduces New Client Services Associate, Clancy Lackey

Growing Orange County Financial Services Firm Introduces New Client Services Associate

IRVINE, CA - January 28, 2020 - Burnham Gibson Wealth Advisors, LLC - an independent, privately-held firm offering financial planning, investment, and retirement plan services, is excited to announce Clancy Lackey as Client Services Associate based in Burnham Gibson’s Irvine office, effective November 4, 2019. Read more


Burnham Gibson Wealth Advisors, LLC Introduces New Operations Analyst, Eric Targoff

Growing Orange County Financial Services Firm Introduces New Operations Analyst

IRVINE, CA - January 16, 2020 - Burnham Gibson Wealth Advisors, LLC - an independent, privately-held firm offering financial planning, investment, and retirement plan services, is excited to announce Eric Targoff as Operations Analyst based in Burnham Gibson’s Irvine office, effective November 11, 2019. Read more


Burnham Gibson Wealth Advisors, LLC Introduces New Financial Advisor, Dan Stevens

Growing Orange County Financial Services Firm Introduces New Financial Advisor

IRVINE, CA - December 5, 2019 - Burnham Gibson Wealth Advisors, LLC - an independent registered investment adviser offering a wide array of services to help provide for the full spectrum of financial and insurance needs is pleased to appoint Dan Stevens as a Financial Advisor based in Burnham Gibson’s Irvine office, effective September 3, 2019. Read more


Burnham Gibson Wealth Advisors Announces New Partner and Two New Hires

Orange County Financial Services Firm Promotes Taylor Boyd to Partner, Hires Sina Soltani and Parker Bellinger to Accommodate Growing Demand

IRVINE, CA – May 21, 2019 – Burnham Gibson Wealth Advisors today announced that it has named Taylor Boyd an official partner in the business, and shared the news of Sina Soltani and Parker Bellinger joining the firm as financial advisors. Read more


Burnham Gibson Wealth Advisors Expands Team with New Analyst, Account Manager and Retirement Consultant

Orange County Financial Service Firm Welcomes Scott Hosch, Jacqueline Scali and Ryan Call

IRVINE, CA – Nov 28, 2017 – Burnham Gibson Wealth Advisors today announced the newest members of its team: Scott Hosch, Jacqueline Scali and Ryan Call. Read more


Burnham Gibson Wealth Advisors Announces Promotions within its Retirement Division

Orange County Financial Service Firm Promotes Director of Retirement Services and Senior Retirement Consultant

IRVINE, CA - Oct 30, 2017 - Burnham Gibson Wealth Advisors announced the expansion of its retirement division and the promotions of former retirement plan consultants, Joe Park and Greg Hanhauser to director of retirement services and senior retirement consultant respectively. Read more