Connie Marie Brezik

Plus aucun poste en cours

Profil

Ms. Connie M.
Brezik, CPA, is Wealth Advisor at Buckingham Asset Management LLC.
She works with clients to form a comprehensive financial plan tailored to their individual circumstances, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning.
Ms. Brezik served as president of Asset Strategies Inc. from 2002 until the firm joined Buckingham in October 2015.
In that role, she oversaw operation of the Registered Investment Advisor’s offices in Casper, Wyoming, and Scottsdale, Arizona, including advisor services, financial and risk management, the development of asset allocation models, research, compliance and human resources.
She earned her bachelor’s degree in accounting from the University of Wyoming.
She also holds CPA designation.
She also holds Certified Financial Planner & Personal Financial Specialist Professional Designations.

Anciens postes connus de Connie Marie Brezik

Sociétés	Poste	Fin
Asset Strategies, Inc.	President	01/10/2015