Our Team Qualifications

Robert A. Burch  -  Bob is owner and President of Kearney-Burch Financial Services, Inc.  He works closely in the development and execution of personalized financial plans for our clients.  He has more than 25 years of experience as a registered principal and is licensed to sell stocks, bonds, mutual funds, and annuities.  He is also licensed to sell life, health and disability insurance.

Bob is a native of Westfield, NJ and a graduate of Northrop University in Los Angeles, CA. He is a lifetime member of the Financial Planning Association and distinguished past President of the Kiwanis. Bob has served in the following capacities:  Treasurer of Women's Council of Realtors Contra Costa Chapter, President of Las Aguilas de Diablo - a Boy Scouts of America association of adult Eagle Scouts, Treasurer for Fern Lodge, Treasurer of the Albert Baker Fund and Treasurer of the Christian Science Church in Danville, CA.  Bob currently is a board member of the Eagle Scout Scholarship Trust BSA, President of his homeowner's association and President of the Dixieland Jazz Club of Rossmoor.

Andrea Crowell - Andrea is our Client Relations Manager. She is an efficient liaison between our clients, investment companies, and our Broker/Dealer. Andrea sets up new accounts, maintains existing client accounts, and solves client-related problems. She is a highly organized professional that has streamlined the office processes and client records. Andrea is a native of Fremont, CA and a graduate of Irvington High School in Fremont, CA.

Barbara McGeough - Barbara has more than 25 years 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 our firm's financial records, driving the Asset Allocation program and acting as Chief Compliance Officer for our firm. She and her husband are active clients of the firm. Barbara is a graduate of the University of Wisconsin- Madison with degrees in Mangement and Marketing.