Thomas K. Brueckner, CLTC, is a nationally recognized financial educator and market historian, published author, radio talk show host, seminar speaker, national mentor to other advisors, and an advisor to over 500 of his own successfully retired clients, now spread throughout 17 states and 5 countries.
has taught strategies in Safe Money Management® at colleges, conference centers, and retirement workshops from Augusta, Maine to Sun Lakes, Arizona.
ideas and articles have appeared in The Wall Street Journal
, National Underwriter, Senior Market Advisor, Broker World, Agent Journal, and The Union Leader, as well as dozens of other national and regional publications.
NH retirees have long enjoyed The Safe Money Hour with Thom Brueckner
on 1370 WFEA in Manchester, as a source of insight, commentary, and balanced information, as well as Thom's interviews with industry insiders.
Since 2002, Mr. Brueckner has been repeatedly named to the ranks of the Top 1% of financial advisors in the world by M.D.R.T., "The Premier International Association of Financial Professionals", a select group of less than 1200 high achievers from 74 nations around the globe.
staff are extremely proud to have been awarded the 2010 "Torch Award for Marketplace Ethics" in the small business category by the NH Better Business Bureau
This statewide award recognizes one small business each year that exceeds all others in their exceptionally high standards of ethical business practices.
In 2011, Thom
was named a top five national finalist of Senior Market Advisor magazine's Advisor of the Year award.
This is the industry's most prestigious national honor for advisors serving the retiree and pre-retiree market.
The award recognizes those who are successful, trustworthy, committed, ethical, community-focused-and most importantly, live by the motto of always putting the client first.
wife, Laurie, have 3 grown children, and make their home in Merrimack and Scottsdale, AZ."
As Mr. Brueckner's
original personal assistant since 2002, Gina brings a well-practiced skill set to all aspects of the day-to-day operations of our Nashua office.
Long a favorite of our most tenured clients, Mr. Brueckner
says of her, "After their annual review meetings, clients will often shake my hand warmly-and then go hug Gina on their way out.
As the newest member of our NH staff family, Catherine serves a dual role as Mr. Brueckner's executive assistant, as well as the Outreach Coordinator for the firm.
is primarily responsible for managing all aspects of new and existing client meetings, reallocations, service appointments, and annual reviews.
According to Mr. Brueckner, "If Catherine is asked a question for which she does not have the answer; she will find it within hours-and have a Ph.D. in the subject by week's end..."
A native of Nashua, Catherine graduated from Bishop Guertin High School
and went on to pursue her
education in organizational psychology at Hofstra University
in New York.
After living and working in Boston for three years, she relocated back to New Hampshire in 2010 and subsequently joined the team at SFR.
Catherine's extensive background in a variety of administrative settings gives her
a breadth of knowledge and an understanding of customer service well beyond her
drive to deliver exceptional client service, her
professional poise and confidence, and her
warm and engaging personality make her
a wonderful addition to the SFR family.
According to Thomas Brueckner
, who has known Leon since 1999, "Leon is a natural, honest as the day is long, and a joy to work with; Senior Financial
is blessed to have recruited him, and his devoted clients are blessed to have him overseeing their savings."
With over 22 years experience serving both New England and Florida retirees, Sherry's tenure in the insurance industry exceeds even that of our CEO, Thomas Brueckner