Our Team

Harvey C. Krautschun

Partner

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Tamara Burke

Partner

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Zach Burke

Associate

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Lexi Page

Alicia Petz

Samantha Kling

Harvey C. Krautschun

Partner

Harvey knows that the quality of our lives is the result of the quality of the decisions we make over time. And over most of his life, he has spent his time helping families and business owners make solid financial decisions.

One of the things you simply can’t ignore about Harvey is that he simply has to compassionately “tell it as it is.” He can’t help it. So, when his clients are on track and doing a great job, he celebrates it and is there to remind them of their success and encourage them to continue. When clients are drifting off their plan, he’s there to remind them of their own reasons for taking charge of their financial security and how to stick with their plan.

He understands hard work and shows it both at the office, and in the early mornings when he’s getting the work done on the ranch before heading to the office. His passion and dedication for your success isn’t typical, but it’s certainly Harvey.

A few other things about Harvey...

  • Earned the Charted Life Underwriter designation from the American College
  • Member of the West River Estate Planning Council
  • Member of the Nautilus Group – Advanced Business and Estate Planning Specialists
  • Member of The Legacy Wealth Coach Network
  • Member of the Association for Advanced Life Underwriting
  • Serves on his church and educational foundation boards.

Tamara Burke

Partner

Tammy joined the Financial Benefits team in 1996 after more than a decade working in accounting throughout western South Dakota. From the start, Tammy brought an added depth of experience and insights that years of accounting in large and small businesses creates.

Her initial focus was to help streamline the internal operations of Financial Benefits, but her long-term goal was to become a partner. And in 2005, her goal became a reality when she became a full Partner at the firm.

Tammy spends her time working directly with clients to accomplish business, estate, and retirement planning goals while also keeping a close eye on the operations of the business. When you meet Tammy, you’ll know why she’s been so successful at helping clients achieve their desired level of financial security. Her contagious smile, desire to understand and serving heart truly set her apart.

A few other things about Tammy...

  • Member of NAIFA
  • Member of The Legacy Wealth Coach Network
  • Serves on the President’s Business Advisory Board at Black Hills State University/li>
  • Currently enrolled in Chartered Financial Consultant courses with the American College

Zach Burke

Associate

Zach joined the Financial Benefits team after graduating from Black Hills State University in 2010. He served in a multitude of roles until joining the firm as a fulltime associate advisor in 2016.

He specializes in working primarily with families and established clients in creating and implementing their financial plans, in addition to working alongside Harvey and Tammy in developing and implementing business and estate strategies.

Lexi Page

Alicia Petz

Samantha Kling

x
 

Harvey C. Krautschun

Partner

Harvey knows that the quality of our lives is the result of the quality of the decisions we make over time. And over most of his life, he has spent his time helping families and business owners make solid financial decisions.

One of the things you simply can’t ignore about Harvey is that he simply has to compassionately “tell it as it is.” He can’t help it. So, when his clients are on track and doing a great job, he celebrates it and is there to remind them of their success and encourage them to continue. When clients are drifting off their plan, he’s there to remind them of their own reasons for taking charge of their financial security and how to stick with their plan.

He understands hard work and shows it both at the office, and in the early mornings when he’s getting the work done on the ranch before heading to the office. His passion and dedication for your success isn’t typical, but it’s certainly Harvey.

A few other things about Harvey...

  • Earned the Charted Life Underwriter designation from the American College
  • Member of the West River Estate Planning Council
  • Member of the Nautilus Group – Advanced Business and Estate Planning Specialists
  • Member of The Legacy Wealth Coach Network
  • Member of the Association for Advanced Life Underwriting
  • Serves on his church and educational foundation boards.
 
x
 

Tamara Burke

Partner

Tammy joined the Financial Benefits team in 1996 after more than a decade working in accounting throughout western South Dakota. From the start, Tammy brought an added depth of experience and insights that years of accounting in large and small businesses creates.

Her initial focus was to help streamline the internal operations of Financial Benefits, but her long-term goal was to become a partner. And in 2005, her goal became a reality when she became a full Partner at the firm.

Tammy spends her time working directly with clients to accomplish business, estate, and retirement planning goals while also keeping a close eye on the operations of the business. When you meet Tammy, you’ll know why she’s been so successful at helping clients achieve their desired level of financial security. Her contagious smile, desire to understand and serving heart truly set her apart.

A few other things about Tammy...

  • Member of NAIFA
  • Member of The Legacy Wealth Coach Network
  • Serves on the Black Hills State University Foundation Board and Finance Committee
  • Currently enrolled in Chartered Financial Consultant courses with the American College
 
x
 

Zach Burke

Associate

Zach joined the Financial Benefits team after graduating from Black Hills State University in 2010. He served in a multitude of roles until joining the firm as a fulltime associate advisor in 2016.

He specializes in working primarily with families and established clients in creating and implementing their financial plans, in addition to working alongside Harvey and Tammy in developing and implementing business and estate strategies.

 

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