My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


My Associate

Michael D. Burgman

Michael Burgman, CFP®
Financial Advisor

 

Michael Burgman has lived and worked in the Bucks County area for the last 20 years. He attended Plumstead Christian High School in Plumsteadville, PA and later earned his Bachelor’s degree from Cedarville University, in Cedarville, OH and Masters degree from Gratz College in Melrose Park, PA.

Michael’s passion has always been teaching and coaching, and he uses that passion on a daily basis with his clients. “I believe in education,” Michael acknowledged, “I want my clients to take action because I have educated them enough to make an informed decision. Yes, I want them to work with me because they trust me and trust my track record, but just as important to me is that they work with me because they understand the plan and agree with the tenets of the plan!”

Michael is also a sports enthusiast who enjoys playing most any sport. He played Varsity soccer in college for four years, and coached middle school soccer in the Doylestown, PA area for 10 years.

Michael married his wife, Karen, in 2005. She is well-known in the Bucks County area for her work as a concert pianist. In addition to performing, she also is a teacher, conductor, and composer. Michael and Karen have three daughters, Madelyn, Sophia, and Lillian.

“The work I do affects families,” Michael noted, “I believe that families are the crux of what drives our decision making process. If I am to really help my clients, I must build plans around growing financial security for the sake of the family.”


Our Team

 
Jennifer L Vinciguerra

Jennifer L Vinciguerra, CFP®

Associate Wealth Management Advisor
Office 215-968-7212

Jen joined Jay's team in 2013 as an Associate Wealth Management Advisor. She holds her Series 6, 63, and 7 investment licenses, as well as life and health insurance licenses in Pennsylvania.

In additional to managing the daily duties of our practice, Jen provides a wealth of information for our clients and staff. Her duties include developing financial plans, creating investment account portfolios, and monitoring / rebalancing portfolios. She also fields phone call requests from clients needing information regarding their accounts.

Jen graduated with a degree in Mathematics from Cedarville University in 2012. Jen currently resides in New Britain, PA.  Jen is a CFP® and a CFA® Level III candidate.

 
Kathryn Zimmerman

Kathryn Zimmerman

Office 215-968-7200

Kathryn joined the Burgman Financial Group in 2020 as an Associate. She holds her Series 6, 7, and 63 investment licenses, as well as the life and health insurance licenses in Pennsylvania.

Prior to working with the Burgman Financial Group, Kathryn worked at Vanguard and held several different positions ranging from working with plan participants and their 401k plans, developing training for new employees, and finally managing a team which worked with clients holding individual retirement accounts and brokerage accounts.

Kathryn graduated from Gettysburg College in 2016 with a degree in Chemistry. She currently resides in Sellersville, PA with her husband and their son.

 

Jay C Burgman, CFP®, AEP®
Wealth Management Advisor


The Burgman Financial Group

 

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