With over 25 years of experience in the finance industry, Yvonne Burke uses her expertise to keep our day-to-day agency and securities operations running smoothly. Yvonne has been a part of the Alpha Omega Wealth team since 2005 and her expertise in giving financial advice has been essential to our work with the Infinite Banking concept.
Meet Yvonne Burke, Our Director of Sales & Infinite Banking Liaison
As a veteran of the health insurance and securities industries, Yvonne holds life and health insurance licenses in Nevada, Washington, California, Arizona, and Colorado in addition to a Series 6, 63, 7, 65, and 26 Securities license. This extensive background not only informs Yvonne’s financial advice for our clients but it also helps her guide our clients with better ways to apply the Infinite Banking concept to their own insurance and investment planning strategies.
Since Yvonne began practicing the concepts of Infinite Banking and implementing them with her clients, she has worked with families and business owners, empowering them to become their own bankers and obtain the financial security everyone deserves.
Since implementing Infinite Banking with her clients, Yvonne has seen:
- Clients stop losing their money unnecessarily.
- Business owners and families increase their own personal or business revenue.
- Clients lightening the burden of interest paid on their debts.
- A reduction in the market risk for clients’ investments
- Clients attaining the financial flexibility to have their money work for them in diverse markets that provide REAL results.
At Alpha Omega Wealth, we strive to maintain the highest standards of integrity and professionalism with all of our clients; not only to better understand your financial situation and needs, but also to provide you with the best information, financial advice, and services aimed at helping you to reach those goals. To learn more about the best financial preparation for you, your business, and your legacy, contact us to schedule a free consultation.