Who We Are

Meet Our Team

Brian P. Ruh

CLTC®

Owner, Financial Adviser

Meet Brian

Bradley L. Ruh

ChFC®, CFP®

Owner, Financial Adviser

Meet Brad

Jeremy Potter

ChFC®, RICP®, LUTCF®, CLTC®

Financial Adviser

Meet Jeremy

Jenny

Licensed Service Assistant

Meet Jenny

Krista

Associate Financial Adviser

Meet Krista

Wendy

Marketing Director

Meet Wendy

Awards & Recognition

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Our Expertise

110

Over 110 small business
owners served

1139

Protecting over 1139
households since 1989

100%

of people we work with want to give less of their money to the government

Download Our Guide

For some, you may simply have always had it in your mind that at age 65 you were going to quit your job and retire. But for many people, it’s not quite that simple and there can be a lot of uncertainty over all the decisions ahead. Use our guide as a starting point on bringing clarity and direction to your plans for the future.