Burton, Vosmeier & Looney Financial Advisory Groupof Raymond James

About Us

Amy Burton
Wealth Management Specialist
First Vice President, Investments



Amy is a Wealth Management Specialist (WMS). She is an advocate of the Wealth Management process, a well-rounded approach to financial planning. With over 18 years of financial planning experience; she is comfortable addressing the range of financial issues confronting high net worth individuals as well as those individuals who are aggressively seeking to grow their wealth. She states, "I strive to provide each client with the tools to help create and grow wealth, to protect and preserve wealth and then plan for the distribution of that wealth during life and at death in a tax-advantaged way."

Amy and her husband Jeff have three children; Reed, Ryan and Reese. Amy served as the event committee chairperson for the Spring & Fall 2008 & co-chair 2009 National Soccer Festival. She also serves on the National Kidney Foundation of Indiana (NKFI) Board of Directors and has been an active member on the NKFI Golf Classic Committee for the past 9 years. Amy Burton served on the 2007 Deer Ridge Playground Fundraising Committee that successfully built a new playground for the elementary children!

Chris Vosmeier
Financial Advisor
CHARTERED RETIREMENT PLANS SPECIALIST
First Vice President, Investments



Chris is an active listener and helps our clients develop financial plans and investment strategies to meet their goals. He began his career as a financial advisor in 1995 developing his skills in financial planning. During the past 16 years, he has honed his investment planning skills. He is also experienced in life, disability and long-term care insurance including the Indiana Partnership Long-Term Care Program. With his experience, he is able to help small business owners as well as corporate executives with their financial planning needs.

Chris graduated from Purdue University in 1985. After graduation, he worked for Fort Wayne Newspapers in the advertising department as business development manager his last few years. This allowed him the opportunity to work with small business owners in a variety of areas to help them grow their businesses. In his role as First Vice President, Investments with Raymond James & Associates, he assists small business owners in developing financial plans for their businesses and families. He has also gained a great deal of experience in developing retirement plans including 401(k), profit sharing, Simple IRAs and SEP plans.

Chris has lived in Fort Wayne for more than 20 years with his wife Dee and their 3 girls. He is active in the community and has been past president and current board member of the Oakdale Neighborhood Association and past president of the Bunche/Towles PTA. He participates as an instructor for Junior Achievement and is contributing to the marketing efforts of the National Soccer Festival.



Ron Looney, WMS
Financial Advisor
Associate Vice President, Investments
ronald.looney@raymondjames.com


Ron is a Wealth Management Specialist WMS® at Raymond James. Ron has been empowering clients with sound financial planning and investment knowledge with firms such as Ameriprise, Merrill Lynch and over the past 9 years Raymond James & Associates.

Utilizing alternative investments with the potential to lower overall risk in client’s portfolio is Ron’s specialty. His expertise in wealth and risk management has been particularly helpful to executive, physician and dental professionals. Risk management is the core of Ron’s investment philosophy, by incorporating non-traditional asset classes into your portfolio, with the objective of preserving your assets and seeks continued growth and income to sustain the lifestyle you desire.

Ron has been enjoying life with his bride of 31 years Leilani. They have two children, Maeghan who after graduating from Ball State University is pursuing an acting career in Chicago and Brock who served our country in Iraq as a staff sergeant with the Indiana National Air Guard. Ron’s hobbies are golf and travel with Leilani. They are avid fans and season ticket holders of the Indianapolis Colts. Ron’s passion is prostate cancer awareness. They support Saint Jude Children’s Research Hospital and also volunteer for various Northern Indiana charities.

Emily Bush
Registered Sales Assistant


Emily Bush has gained a substantial depth of financial services experience since entering the industry in 1995, which complements her excellent communication skills and her desire to provide excellent service to each client of the Burton & Vosmeier Financial Advisory Group.

After joining the Burton & Vosmeier Financial Advisory Group in 2001, Emily spent seven years as a managing supervisor. Today, she plays a central role within our group, serving as an accessible and knowledgeable point of contact for clients. As a registered securities representative, Emily's goal is to help our clients prosper and to feel confident that their needs are being addressed fully and efficiently.

A native of DeKalb County, Emily graduated from International Business College of Fort Wayne, Indiana in 1994. She currently resides in Fort Wayne.



Elizabeth Jones
Client Service Associate
elizabeth.jones@raymondjames.com

Elizabeth Jones has developed a wealth of knowledge and experience through her years of customer service in the financial service’s industry.  Her career began in banking in 1992.  She has worked closely with clients in the commercial bank business as well as trust and estate facilitation prior to her work in the securities industry.

A dedicated member of our team, Liz has been serving Raymond James clients for over 8 years.  Her attention to detail along with her problem solving abilities has provided clients the highest standard of service throughout each year.  As an organizer and communicator, she becomes an advocate for each client, delivering to them a personal experience.  You can know that your need or concern will be quickly met with a solution with Liz.

Born in Milwaukee Wisconsin, Liz is an avid Green Bay Packer fan.  She plays English Hand Bells at Saint Charles Borromeo Church.  She is a volunteer for several charitable causes such as Kate’s Kart, Vera Bradley Foundation for Breast Cancer and Parkview Hospital’s “No One Dies Alone” program.  Liz is also a supporter of Snider High School marching band. 

Her hobbies are ceramics, counted cross-stitch, crocheting, watching sports and attending Homestead High School baseball games where her nephew is a pitcher.

 

 

 

 

 

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Burton, Vosmeier & Looney Financial Advisory Group
7030 Pointe Inverness Way
Suite 310
Fort WayneIN 46804
Phone: 260-436-9219
Fax: 260-459-3106
Toll-Free: 888-253-3664
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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