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

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.