Jessica K. Burbrink, CFP®, CTFA™

Jessica K. Burbrink, CFP®, CTFA™

Vice President, Investment Advisor

 

Jessica Burbrink joined Indiana Trust Wealth Management as an Investment Advisor in 2017, where she specializes in working closely with clients on financial planning and portfolio management strategies. Jessica also serves as an educational presenter and member of the Indiana Trust Women's Advisory Group, which focuses on wealth management issues unique to women in the present, ever-changing financial environment – including the rise of women in philanthropy.

Prior to joining Indiana Trust, Jessica worked in a similar capacity for 16 years, as an integral part of a team that provided personal financial planning and wealth management services. She attributes her extensive experience, which includes investment management, insurance strategy, trust and estate planning, financial planning, and commercial banking, to having entered the financial services industry with a passion for excellence in 1991.

Jessica earned a Bachelor of Science degree from Indiana University, Bloomington, and obtained a Certified Trust and Fiduciary Advisor™ (CTFA™) designation in 2001, as an honor graduate of the Cannon Trust School.  She also completed coursework from the College for Financial Planning and received the Certified Financial Planner® (CFP®) designation in 2007.

An active community partner, Jessica is an avid supporter of several community organizations in Elkhart and St. Joseph counties. She currently serves as an Executive Board Member/ activity volunteer for Wellfield Botanic Gardens and is a Business Recognition Council Member of the Greater Elkhart Chamber of Commerce.  In addition, she is a member of the 100 Women Who Care-Elkhart County, the Elkhart Estate Planning Council, the Elkhart Noon Rotary Club, and also volunteers for Elkhart Civic Theatre.  Previously, Jessica was a volunteer referee for USA Swimming for 18 years, serving on the boards of both the Indiana Swimming and the Northridge Area Swim Associations. Since the 2018 Habitat for Humanity Carter Work Project in St. Joseph county, Jessica has volunteered for the annual Habitat "Women Build" sponsored build -- now known as the Muffet McGraw Women Build.  Jess has also been a meal volunteer for Ronald McDonald House Charities Michiana and YWCA Safe Haven, and facilitates in the cleaning, sorting, and distribution of used or surplus items from a variety of sources to many local not-for-profit organizations -- helping people dispose of unneeded useful items, getting the items to people who can use them, saving the items from the landfill, all while making her steps and lifting productive!