Our Team
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A Unique Team
A major determining factor in your ability to work toward your goals, is getting the proper advice. We have been very selective in building our team, and are very proud of the diversity of experience and education that we bring to the table to help you manage to your goals.
Kelly D. Burke, CFP®, AAMS
Kelly Burke is the owner of Redwood Financial Group. He is a graduate of Fisher School of Business at The Ohio State University with a BSBA in Finance. After working at US Bank for a few years, Kelly became a Financial Advisor in 2003 with Edward Jones Investments in Dublin, OH. However, he wanted to be able to provide truly independent and unbiased advice. So, in 2009, Kelly decided to branch out and start Redwood Financial Group to be able to better adapt to an ever changing market. Kelly holds a CFP or Certified Financial Planner designation, which he earned through Northwestern University.
Personally, Kelly married his wife, Leah, in the summer of 2012. They live in Powell, Ohio with their twin sons Cameron and Finley, and daughter McKenna, and their two dogs. Kelly is a homegrown Buckeye, hailing from Union, Ohio; near Dayton. Outside of business; Kelly loves to travel, spend time with family, boating, and playing just about any sport you can imagine.
Cindy Marion
Cindy Marion, is the Office Coordinator at Redwood. She has over 22 years of Investment Client Service experience. She has worked for Edward Jones, Raymond James and Merrill Lynch throughout her career.
She handles the daily workflow of the team and is usually the person with whom you will interact with outside investment decisions. She takes pride in getting to know each client individually and making sure that their needs and expectations are addressed to enhance your client experience.
Cindy married her husband, Scott, in the winter of 1995. They reside in Ashville, Ohio with their daughter Hannah. Cindy is very active with Hannah’s travel softball. In her spare time she enjoys baking, cooking, and spending time with her family.
Larry Elovitz AWMA®
About Me
Born and raised in Dayton, Ohio, I became a Buckeye, and after graduating from OSU’s Fisher College of Business, I took a job in banking and made Columbus, specifically Dublin, my home.
Over the course of an almost 20-year career in banking, I discovered my passion: building relationships with people and helping them pursue their financial goals.
My Dad has always been my role model, in life and business, and is a financial advisor himself. I’ve seen and understand the positive impact a dedicated financial advisor can have on a family’s finances. I decided to leave banking and pursue my passion. When a lifelong friend offered to partner with me, I took a career leap, earned all my certifications as well as a designation as an Accredited Wealth Management Advisor from the College of Financial Planning, and began my own practice.
My Approach
Every client has a different situation and individual needs. I take the time to understand each person’s risk tolerance and financial goals before making any recommendations. Once I understand where my client is coming from and where they want to go financially, I work diligently to create a comprehensive, individualized plan to help them work towards their short- and long-term financial objectives. This includes:
- Retirement Planning
- Wealth Protection
- Estate Planning
- Insurance Needs
- Saving for College
Independent, Available, and Approachable
As an independent financial advisor, I’m able to customize my advice to address the individual needs and serve the best interest of each client. Since I receive no financial incentives for selecting one investment over another, I’m able to choose the financial tools that will help each client work towards their goals.
I’m always happy to talk through any questions and address all concerns with my clients. Clients can call me anytime and ask me anything.
Family, Fun, Football
Outside of helping clients, I love spending time with family, especially my two young nephews who always make me smile. An ideal weekend might include a round of golf or a game of basketball with friends, catching up on Netflix, or cheering on the Buckeyes on Saturdays and the Steelers on Sundays. My clients who are Bengals and Browns fans quickly learn that despite our sports rivalries, we’re on the same team when it comes to their finances.
Contact Me
Call, text, or email me to talk about how we can work together.
