Jared Burke
President & Financial Advisor
Jared has over 20 years of experience serving clients. He is a third-generation financial advisor, following his father and grandfather into the industry at the young age of 14. Jared obtained the required licenses in 2002, and worked hand in hand within his father’s financial advisory business in Michigan until moving to Sarasota in 2012. At that time, he began working at a local advisory firm. After several years, he became Chief Operating Officer while continuing to serve clients. As the company grew, so did the demands of the operations. This resulted in Jared having less time for what he enjoyed most, meeting with people like you, so the choice was made to start his own firm.
“As we embark on our own journey, our own Quest, we hope if you are not a client currently, you will reach out to us and give us the opportunity to become part of your adventure, part of YOUR Quest!” – Jared Burke
Claudia Burke
Director of Client Services
Claudia brings over 20+ years of customer care experience to Quest Financial Group. Having met Jared through working in the industry, they connected over their shared passion for helping others. As Director of Client Services, Claudia is primarily responsible for making sure clients receive the highest level of customer care. Additionally Claudia assists with the development and execution of client financial plans, scheduling appointments, and answering general questions about accounts/financial plans.
Claudia was born and raised in Sarasota, Fl. She earned her BFA at Savannah College of Art and Design where she graduated Magna Cum Laude. She also earned a graduate certificate in Non-Profit Management. She is thrilled that she and Jared were able to realize their dream of designing the type of personalized care people deserve when it discussing their financial health.
