Who We Are

Meet Our Team

Brian P. Ruh

CLTC®

Owner, Financial Adviser

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Meet Brian

Bradley L. Ruh

ChFC®, CFP®

Owner, Financial Adviser

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Meet Brad

Jeremy Potter

ChFC®, RICP®, LUTCF®, CLTC®

Financial Adviser

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Meet Jeremy

Krista

 

Associate Financial Adviser

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Meet Krista

Teresa

 

Licensed Service Assistant

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Meet Teresa

Sam

 

Licensed Service Assistant

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Meet Sam

Wendy

 

Marketing Director

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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