Joe Pantozzi
CLU, Chartered Financial Consultant
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Anthony J. Faso, CPA
Associate / Representative
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Cameron L. Christiansen
Associate / Representative
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Walter G. Sullivan M.D., J.D.
Associate / Representative
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Yvonne Z. Burke
Associate / Representative
 
 
Our Strategic Partners
 
Lizette B. Sundvick Esq
Recommended Strategic Partner
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S. Craig Stone, II, Esq
Recommended Strategic Partner
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Fraser Inouye, CPA
Recommended Strategic Partner
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Ray Poteet
Recommended Strategic Partner
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Tomas McFie
Recommended Strategic Partner
Yvonne Z. Burke
Associate / Representative
Cell: 702-232-9932
Click here to email Yvonne


Yvonne Burke has been in the Financial Services industry for 21 years. She joined Alpha & Omega Financial Services, Inc in 2005 and holds a Life & Health license for the State of Nevada as well as a Series 6, 63, 7, 65, 24 and 26 Securities license.

As an associate of Alpha & Omega Financial Services, Inc., Yvonne manages the day-to day agency business and securities operations as well as being the administrative liaison for all the Infinite Banking clients. She also works with her clients implementing the Infinite Banking Concept that she started practicing in 2008.

Born in Ponce, Puerto Rico, Yvonne graduated from Penn State University with a degree in Pre-law. She moved to Las Vegas, Nevada in 1994 and enjoys spending time with her two children Ally & Ryan. She is an active member and volunteer of her church.


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This presentation is based on the book, Becoming Your Own Banker - The Infinite Banking Concept by R. Nelson Nash. This concept utilizes certain whole life insurance products. The UNIFI Companies (Ameritas Life Insurance Corp., Acacia Life Insurance Company and The Union Central Life Insurance Company) are not affiliated with the author and do not endorse the concept. The UNIFI Companies, its agents, and representatives are not authorized to give legal or tax advice. Before determining whether the Infinite Banking Concept is appropriate for you, please consult with your own Attorney or CPA. We also recommend that you read the book and share it with your advisor prior to making any decisions involving the Infinite Banking Concept.