We are specialists, and have chosen to limit ourselves to a handful of cutting-edge disciplines. We exist to provide our clients with the education, tools, and solutions they need to make informed decisions about their retirement and liquid savings, how to guarantee lifetime income, insure against a long-term illness, and tax-efficiently transfer wealth to their heirs or charities.
President and Chief Executive Officer
Thomas K. Brueckner, CLTC, is a nationally recognized financial educator and market historian, published author, radio talk show host, seminar speaker, national columnist, mentor to other advisors, and an insurance advisor to more than 600 of his own successfully retired clients, now spread throughout 18 states and six countries. He has taught strategies in Safe Money Management® at colleges, conference centers, and retirement workshops from Augusta, Maine, to Ontario, California. His ideas and articles have appeared in the Wall Street Journal, National Underwriter, Senior Market Advisor, Broker World, Agent Journal, and the East Valley Tribune, as well as dozens of other national and regional publications.
Read More >>
Since 2002, Mr. Brueckner has been repeatedly ranked in the top one percent of financial advisors in the world by the Million Dollar Round Table (M.D.R.T.), “The Premier International Association of Financial Professionals,” placing him in a select group of fewer than 1,200 high achievers from 79 nations around the globe, within that 38,000-member organization.
Thom and his wife, Laurie, have three grown children, and make their home in Scottsdale, AZ and Merrimack, NH.
Amanda is a native Texan and an honor graduate of The University of Texas at Arlington. After a successful marketing career with large corporations like Verizon and Belo (The Dallas Morning News), Amanda launched her own health and life insurance agency where she guided individuals and small businesses through the complex and ever-changing health insurance market.
Her warm personality and ability to connect with clients provided a rewarding career in which she could genuinely help people understand and manage their financial risk when faced with an accident or illness. Amanda joins Strategic Asset Conservation to continue offering the same personal and attentive service to Arizona retirees and pre-retirees as they look forward to the next stage of their lives.
Read More >>
Coming from a single-parent household with humble beginnings, Amanda is passionate about educating and empowering women to take an active role with their finances. She has more than 15 years experience in marketing and has carried her health and life insurance licenses for nearly a decade. Amanda also serves as the Director of Finance for the Arizona Interactive Marketing Association (AZIMA).
After spending many summers in Arizona as a child, Amanda was thrilled when presented with the opportunity to relocate her family to Scottsdale. Amanda and her husband, Daniel, have two young daughters and make their home in North Scottsdale.
Eunice brings an enthusiastic tenacity to the position of Outreach Coordinator, as the primary liaison to our cherished client family. Eunice was born in the Dominican Republic, and grew up in Grand Rapids, Michigan. When she was 18, an elderly couple from Scottsdale, AZ walked into her workplace in Grand Rapids. A casual conversation with them changed her life. The couple explained that they were “snow birds” and described how beautiful Scottsdale was. Eunice was immediately enchanted and applied to ASU. One year later she had relocated to the gorgeous Valley of the Sun sight-unseen!
Read More >>
After attending Arizona State University, Eunice transferred to Northern Arizona University where she studied Anthropology. Her professional tenure resides primarily in the commercial loans division of the banking industry. She also worked as an Estate Manager for a world-renowned Jazz Pianist. She is also Bilingual in Spanish.
Personally, Eunice enjoys meeting new people, and learning their life stories. She is an avid cyclist, an award winning Artist and music enthusiast. During her free time, you will find Eunice painting.