Amy Burk, CFP®

Amy Burk is the daughter of Jim Charbonneau & Beverly Ferguson and has lived in South Carolina for over 25 years. She is married to Daniel Burk and they live in the area with their two children, Ben and Alex.

Amy graduated from the University of South Carolina in 2008 with a Bachelors of Science degree in Business Administration, where her focus was on International Business, Finance, and Management Science. She also graduated with Honors from the South Carolina Honors College.

After college, Amy worked at Eaton Corp. for 7 years in various roles. In her final role as a Production Planning and Scheduling Supervisor she was responsible for coordinating a team of customer service reps and coordinating the scheduling and production of a $500M product line.

Amy joined Jim and his team in 2015 and quickly grew to love working with clients in pursuing their financial goals and dreams. She relishes helping them enjoy their financial life that they have been working to achieve over many years. In 2022, Amy became a CFP® professional and she currently works as a Financial Advisor and Chief Compliance Officer at the firm.

In her down time, Amy can be found at local high school football and baseball games, supporting her husband and the teams he coaches.  She also enjoys going on adventures with their children and volunteering with the Seneca Sertoma Club.