Meet Our Team

Teamwork is the fuel that allows common
people to attain uncommon results.

— Andrew Carnegie

Your Wealth Strategies Team

Brian

Brian P. Ruh, CLTC®

Financial Advisor

Meet Brian

Bradley

Bradley L. Ruh, ChFC®, CFP®

Financial Advisor

Meet Bradley

Jenny

Jenny

Licensed Service Assistant

Meet Jenny

Krista

Krista

Associate Financial Adviser

Meet Krista

Wendy

Wendy

Marketing Specialist

Meet Wendy

Greg

Greg

Financial
Advisor

Meet Greg

Our Advanced Planning Resource Team

The Nautilus Group

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Brian Ruh works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Our Investment Resource Team

Eagle Strategies

Through Eagle Strategies, we provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Brian

Brian P. Ruh, CLTC

Financial Advisor

Brian is the founder and owner of Action Financial Strategies, which he runs with his son, Bradley in New Holstein and Green Bay, WI. Since 1989, Brian has been helping people achieve their financial goals by being thorough and leaving nothing to chance. Although Brian is nearly deaf in one ear... and hard of hearing in the other (due to his earlier years of helping his grandfather run a masonry business during summers off from teaching science at Chilton Public Schools) his clients will assert he is an attentive listener!

Brian loves helping business owners and professionals navigate and solve the challenges of creating a solid financial future. He works with them to craft a Lifeplan® for their businesses and families - by helping them get their financial house in order...now and down the road in the future. His passion lies in seeing clients through all stages of their life and the life of their business.

In addition to financial and investment planning, Brian collaborates with CPAs and attorneys to help create tax strategies and estate plans that efficiently protect client assets.

Brian has been a New York Life agent since 1989, and is a Member Agent of The Nautilus Group, a select group of under 250 member agents nationwide focusing on Business and Estate Planning. Since 1993, he has earned a seat at the Million Dollar Round Table (MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance), consistently reaching the highest level of MDRT, Top of the Table.

Get to Know Me

I’m happily married to my wonderful wife, Gina. We are proud parents of three adult sons, and prouder grandparents to four young granddaughters. I’ll admit that I love my English Cocker, Sadie, only second to my grandbabies! Without hesitation, all of them will agree that my second home is the outdoors - fishing, hunting or landscaping my country yard. And there’s no better way to end such a day but with a porterhouse steak and Grey Goose Martini. Mention those two treats and I’m your new best friend!

Dream Vacation

Alasklan Cruise

First Job

Bailing hay & picking stones

All-time
Fave Food

Porterhouse Steak at Schwarz’s Supper Club

Biggest
Pet Peeve

Poor weather on weekends

Love
People Who

Are honest and open

Life Goal
(non work-related)

Give more to charitable causes

12 is the number
of times I have

Caught a Musky over 50”

Fun Fact

Need a Schwarz’s Supper Club “fix” at least once every 2 weeks

Fun Fact

Enjoys watching birds

Fun Fact

Love the Olive Balls my mom used to make every Christmas. Thankfully my brother has now mastered making them!

brad collage

Brian's Bio

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Bradley

Bradley L. Ruh, ChFC®, CFP®

Financial Advisor

Since 1987, Bradley has been in training to join his father’s financial practice. After college Bradley detoured to Chicago to work for Wells Fargo Financial as a Credit Manager. It didn’t take long to tire of being surrounded by Bears fans before he returned to the Frozen Tundra in Green Bay, and joined his father in helping people achieve the financial goals that are meaningful to them. And the rest, as they say, is history.

As a financial planner/adviser, Bradley looks to solve his client’s deepest financial goals and, together, fulfill their ‘Life Plan.’ He is passionate about getting to know his clients through meaningful conversation to gain absolute clarity of their whole financial picture. “That’s what makes the relationships we have so much fun,” says Bradley.

Whether he’s helping individuals or business owners, he strives to simplify his clients’ lives by bringing them the resources, information and solutions they need to make informed and confident decisions. Doing so often involves collaboration with attorneys, CPAs and other trusted professionals. By engaging all parties, he’s able to provide informed guidance with the goal of shaping a client’s ideal future.

Bradley has been a New York Life agent since 2010, and a Financial Adviser through Eagle Strategies LLC since 2011. In 2014, Bradley earned the right to be called a Certified Financial Planner (CFP®), which at the time placed him within 3% of the CFP® registrants under the age of thirty (there are >80,000 CFP® registrants.)

Get to Know Me

I seem to find my life being run by women… both at work and at home. This includes my awesome teammates (Jenny, Krista and Wendy), my beautiful wife Sharisa, my three sweet daughters, and even our family Beagle, Lola. So it should come as no surprise that if you mention ‘bourbon,’ you will have my attention! When I’m not hanging out with my kids or golfing with friends, you’ll find me woodworking in my shop.

Dream Vacation

Over-the-water Bungalow in Bora Bora

First Job

Residential construction

All-time
Fave Food

If I had to eat the same thing every day, it would be sushi. I’d be broke, but blissfully broke.

Biggest
Pet Peeve

The sound of someone chewing

Love
People Who

Are perpetually excited and optimistic

Life Goal
(non work-related)

To always seek knowledge through books and people in an effort to enrich the lives of those I spend time with

Fave High
School Class

Show Choir

7 is the number of times I have

Eaten an entire Schwarz’s Supper Club