Matthew Burks is our Managing Partner and is in his 14th year in the financial services industry. Over his career Matt has qualified for the National Quality Award and the Million Dollar Round Table Award (2009 - 2012). He focuses his practice on working with business owners of all types and assisting them in getting their financial strategies in order.
Originally from Arkansas, Matt and his family have been in Lakeland for over 17 years. He attended Lakeland Christian School and the University of South Florida. Matt and his wife Tiffney have been married for over fourteen years and have three children. When not helping people plan for their future, Matt enjoys hunting, sports, new business ventures and playing music.
John Travis Lillie
John Travis Lillie has been in the financial services industry for over 16 years. John has qualified for industry awards including the Million Dollar Round Table award in 2008 and the Massachusetts Mutual Life Insurance Company (MassMutual) Leaders Conference in 2012. He specializes in helping pharmacists and business owners create financial strategies for their future.
John and his wife Jenny have been married for 16 years and have three children. John enjoys competitive Table Tennis and traveling with his family.
Gloria Jones joined Burks Financial Group in 2014 and as Office Manager is responsible for the application process and assists clients with policy servicing requests. Gloria has been working in the Financial Services Industry since 2002 and holds a Florida State Insurance license for Life, Health and Variable Annuity. Gloria enjoys spending time with family and friends.
Jamie Burks is our office Administrative Assistant. Jamie has been working in the industry for the last two years. Jamie and her husband Ron have been married for over 35 years and have three grown children, and four grandchildren. When not working, Jamie enjoys spending time with her 4 grandchildren.
Craig Herod joined Burks Financial Group in 2015. He embodies the spirit of an entrepreneur and maintains a strong commitment to personal values and work ethic. Craig is a seasoned sales professional with over 10 years of experience. His practice is focused on consulting with business owners to provide strategies that increase their market share and attract career minded staff members.
Craig grew up in Indiana and he and his family have lived in Polk County for over 10 years. He attended Liberty Christian School in Anderson, IN and graduated from Ball State University in Muncie, IN. Craig and his wife Susie have been married for over 10 years and are raising 3 boys. When he isnít consulting with his clients, networking and building referral relationships, Craig enjoys spending time with his wife, going to High School Baseball games and singing.
Noreen Talbott has been in the industry for over seven years. Originally from Pennsylvania, she has called Central Florida her home for the past ten years. She has three sons. Noreen is an active member in the community and enjoys running and spending time at the beach.
Philippe Coriou has been in the financial services industry for over 15 years. Philippe was the Founder & owner of a French-based corporation, selling investment and insurance products to mid-income to high-net worth individuals. Its client base was located in France, Switzerland, and sales were channeled through a network of representatives. Acknowledged as a Top 3 Producer in terms of business underwritten in Switzerland.
Originally from France, Philippe has been living in Florida for over 20 years. Philippe and his wife Nassira have been married for 9 years, have a 5 year old son and have lived in Orlando since 2010.
Jan Sheets joined Burks Financial Group in January 2016 as Executive Assistant to Matthew Burks. Jan has over 20 years of experience in the insurance and financial services industry. She holds a Series 6 license along with a Life, Health and Variable Annuity license. Jan establishes new investment accounts, processes mutual fund trades and handles investment account customer service. Jan and her husband, Johnny, have resided in Lakeland for 25 years. They have two grown children. In her free time, Jan enjoys exercising, outdoor activities, crafts and spending time with her friends and family.