Steve Burkett, CFP®

Steve Burkett has been working as an investment and 401(k) consultant for over 20 years. During his career he has helped to establish over 400 401(k) plans. Prior to joining Palisade Investments, Steve held positions with nationally recognized mutual fund companies and a top 401(k) recordkeeper. Steve is a Certified Financial Planner™ and a Chartered Retirement Plans Specialist© through the College for Financial Planning. He is also an Accredited Investment Fiduciary® through the Center for Fiduciary Studies.

 

Robin DeSota

Robin DeSota has been working as an investment and 401(k) consultant for over 20 years. Through his experience at a major Broker-Dealer, a top 401(k) Recordkeeper and Palisade Investments, Robin has helped start or improve over 500 401(k) plans. Robin was named as one of the top retirement advisers in the United States in September of 2017 by the Financial Times®. Robin has earned the Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies. Robin is an active member of the Retirement Advisor Council, a small group of nationally recognized advisers  who advocate for successful qualified plans and participant retirement outcomes. Robin has a Master's degree from the University of Massachusetts, Amherst and Bachelor's degree from Cal Poly San Luis Obispo.

 
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Scott Miller

Scott Miller has been working exclusively as a 401(k) consultant for over 20 years. Scott is an Accredited Investment Fiduciary® through the Center for Fiduciary Studies and a former board of director for the Denver Chapter of Western Pension and Benefits Conference. He graduated from Central Michigan University with Majors in Actuarial Science and Statistics and Minors in Economics and Business Administration. Prior to joining Palisade Investments, Scott held positions as a co-founder and owner of a Denver based 401(k) consulting and recordkeeping firm and Area Vice President for a large Fortune 500 Company.

 
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Karen Pride

Karen Pride has been working as an investment consultant since 1999. She is a Chartered Retirement Planning Consultant through the College of Financial Planning. Karen is also a Registered Tax Preparer with the IRS. 

Prior to joining Palisade Investments LLC, Karen had her own Registered Investment Advisor Firm.