Our Team Qualifications

Andrea Crowell

Andrea is President of Kearney-Burch Financial Services. She is a registered investment advisor and is registered with the Financial Industry Regulatory Authority (FINRA) and the State of California’s Department of Oversight. She has more than 12 years with the firm and works closely with our clients developing and executing personalized financial plans.  Her experience comforts clients and provides longevity for the firm.

Andrea is a native of Fremont, CA. She is married and has two children.

 

Robert A. Burch

Bob is past President of Kearney-Burch Financial Services, Inc. He is now working as a transitional consultant for the firm.  He has more than 30 years’ experience as a registered principal and is licensed to sell stocks, bonds, mutual funds and annuities.  

Bob is a native of Westfield, NJ and a graduate of Northrop University in Los Angeles, CA.  He is a life time member of the Financial Planning Association. Bob currently is the Treasurer of the Eagle Scout Scholarship Trust BSA and President of the Dixieland Jazz Club of Rossmoor.

 

Barbara McGeough 

Barbara has more than 30 years of experience in the financial arena. She has been Vice President of Administration and Chief Financial Officer for two Bay Area companies. She is now an independent consultant with the key responsibilities of managing the firm’s financial records, assisting Andrea with the Asset Allocation program and acting as Chief Compliance Officer for the firm.   She and her husband are active clients of the firm.  Barbara is a graduate of the University of Wisconsin-Madison with degrees in Management and Marketing. 

 

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