Brian Wruk Executive Profile

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is a fee-only, comprehensive financial planning, investmenyt management, and tax planning and preparation firm. In addition to the CFP designatiom andan MBA, Brian holds a Bachelor of Commerce degree and a Business Administrationh diploma. In January 1997, Brian startefd his financial planning career working with high net worthh clients ona fee-only, familyt office basis. He left to start his own firm inJanuarhy 2001. Brian assists the community by speakingy onfinancial matters, doing pro bono budget counseling, financiak planning and tax work. He is a Crow Ministries approvedbudget counselor.
Terry Ritchie is a Certifief Financial Planner that assists clients throughg the transitions in life such asjob retirement, etc. In addition to the CFP designation, Terryg holds a Bachelor of Sciencwe in Finance degree and is licensed to practicr in front of the IRS as an Enrolle dAgent (EA). Terry has been a financial advisor sincde 1983 that included founding two firms and workintgin high-level positions at a bank and accountin firm. Eva Sunderlin holds the Financial Paraplannerf designation from The College of Financial Planning and has workedr with highnet worth, family office clients since 1993.
Eva works closely with you in gathering and assemblinb your data and inputtingt it intoour custom-built financialo models. She reviews and edits financial plane and assists you in implementing the planonce presented. She also doublew as an office manager and is the firs voice you will typically hear when calling our Born and raised inPhoenizx , Arizona , Eva has worker in an office manager capacity in the financialk services industry for over 25 years.
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